Editing Categories in Monthly Budget

It might be helpful if you share a screenshot with example data of what you already have, but here is my solution.

This is the example data I am using:

The Transactions table contains each transaction you make. It can be formatted however you like, but in this example I have simply typed each category by hand (I verified that it also works if you use a pop-up menu) and entered each amount as a currency. If your Category and Amount columns are in different places, you'll have to modify my formula before it can be used.

In the Budget table, I laid out each category in its own column. The "Total" row starts with this formula in Cell B2:

=SUMIF(Transactions::$B,CONCAT("=",B$1),Transactions::$C)

Then using Autofill and putting the formula in the rest of the columns.

I just entered some random numbers as the budget for each category, then formatted them as Currency in Format tool > Cell > Data Format > Currency.

The "Remaining" row uses a simple

=B3-B2

in Cell B4 (use Autofill for the rest) to calculate how much is left in the budget. Negative (or red in my example) means the total exceeds the budget.

Are you using the 'Personal Budget' template?

If so, you edit the values in column A of the 'Summary by Category' on the first sheet, adding rows and/or editing category names in the body cells of that column.

Then you need to make the categories match your new names exactly in column C of the Transactions table on the second sheet.

You will notice that each cell in that column contains a Pop-Up Menu.

Have a look at the Pop-Pp Menu section of this entry:

Add controls to cells in Numbers on Mac - Apple Support

You can change the values in a Pop-Up Menu by selecting a cell and going here:

Changes the values in one cell to match exactly what you have in the summary table on the first sheet. Then select that cell, command-c, and paste into the other cells in the column. They will then all contain your revised Pop-Up Menu.

SG

Nicks Nina wrote:

I believe that the numbers from the transaction sheet should automatically populate and update on the Budget sheet.

The cells in column C ('Actual') of the 'Summary by Category' table contain a SUMIF formula and should automatically update when you when you add transactions in the 'Transactions' table.

The cells in column B ('Budget') are entered manually.

SG

The ce

What is the issue? It looks like it's working in those screenshots.

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