Using Numbers Personal Budget template I can't figure out how to change the categories in both tabs (budget and transactions)

Question

Brand new just bought Numbers and I used the personal budget template to enter our monthly budget.  I customized the spread sheet with our budget categories, but then when I go to the transactions tab to add our transactions, it only has the generic categories.  How do I change them so that my transactions end up on the table?

Answer 1

Hi artlisavz,
There are 2 places to make changes.
I assume this is where you have already changed things:
The Budget tab- Summary by Category- just click the name and change it. Or else you dragged the "=" at the lower left to add rows. Added your categories.
You need to edit the popup in the Transactions tab- Category popup.
Popup menu is a data format. You find it on the right side bar Format>Cell>Data Format> Popup Menu. Change, delete, go wild. If you edit the first one you can copy it, select the rest of the column and paste. If you find you want an additional in a month or so you can enter it as text (after deleting the popup), then select it and the popup above and choose the popup format instead of multiple and you will have added it to that popup. You will need to fill it to the rest of the column.
If you added additional categories, you want to update the pie chart.
Click the pie chart, click "Edit Data References", drag the section to include your added categories.
quinn