Use Apple Numbers Personal Budget Templates
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- Опубліковано 5 жов 2022
- #Apple #Numbers #excel
Learn how to use Apple's personal budget templates in Numbers.
We go over 2 different types to use.
We are former Apple retail creatives and geniuses. We have a combined 20 years of experience working at Apple. This channel will dive into our skills in training in macOS, iOS, and iPadOS. Also, provide news and discussion on our podcast. - Наука та технологія
I was looking for something specific, and found answer in your video. Thank you so much!
That’s awesome to hear. Thank you.
Thank you for this. Numbers can be a really powerful tool once you understand the basics.
Absolutely!
Thank you, very helpful. I use this app to run my construction business & house flipping business as well, and is amazing..
That's awesome to here! Happy to help!
Thank you so much for explaining this - just using Numbers for the first time (ex-Excel user) and setting up the first budget in my life ;-).
Will check out more videos of yours as well.
Thank you very much
Love this!!! Hopefully I’ll be right behind ya 🤞
Thank you SO much. So straight to the point and totally was perfect and helped me start budgeting. Thank you thank you
That's great to hear! Stick to it!
Great video, clear and concise. Just starting on my budget, now I have a few to consider. 🙏🏼
Glad it was helpful!
Short and to the point.
Thank you for this! I didn't realize it was so easy!
Thank You for the feedback. Hope you enjoy our other Numbers videos.
Adding the colours to the chart is what I could t work out so cheers for that 😊
Thank you.
Thanks for the tutorial, very clear and easy to assimilate. a great way to learn.
Thank you for the feedback!!!
❤ thanks for this video
Thanks Dr. love
Great video!
Thank you!!! We got many more!
Great video 😊Thank you
Thank you for the feedback.
@@APPLE1TO1 I beg you, make a video for excel users. There is nothing intuitive about numbers to me. Every tutorial I have watched goes at a snails pace like it's for kids. No one talks about how the features are organized and where to find basic functions.
@@adroitcaptor we don’t have any plans to cover Microsoft products at this time. This is a focus on Apple services and products. There are many others I am sure that can help. What is missing in Numbers that you need excel
Also in Personal Budget I want to enter deposits for each category and payment for each category. For example I deposit $75 each week for car payment then at the end of the month I can see that I have the $300 for my payment and then make payment and enter it showing $0 in that category to start the new month.
Hi, Love your tutorial video, do you have one on how to do annual budget?
We have a video in our numbers playlist of a personal budget I made.
Great video! Thanks. I only struggle with one thing: I cannot link the transactionspage to the budgetpage. I made my own budget with the help of the other video of yours, formatting cells pup-up & categories. Can you help with this?
Can you email your numbers doc to thinkdifferentpod@gmail.com and we can look at it.
I’ve watch many of your videos and they are really helpful but I’ve search high and low and cannot find out how to edit the table reference to change the bar colors on a bar graph. If you have covered this, would you mind sending me the link? Thanks
This is the closest we done with pie charts: ua-cam.com/video/gbJAuCPalx8/v-deo.html
Great video. Question... If I want to use the Personal Budget for more than one month, how do I filter the Budget sheet so that it is only fed transactions for the month I want? I can filter the
Transactions sheet, but it doesn't seem to carry over to the Budget sheet. I'd rather not have separate files for each month as expenses fluctuate and I'd like to be able to look at different durations. Thanks.
The best option is creating a different sheet within the same file. Just create the first one. Then duplicate the sheet for the next month.
@@APPLE1TO1 Thanks very much for the quick reply, I will do that... of course that leads to the follow-on question(s) of, How do I get the Budget sheet to show the totals for the Transaction sheet I am working on at that time (and can I have it total across multiple sheets)?
That would require more of a one to one session. Explaining in text is difficult, but could be a good video to do in the future.
Help Needed - Personal Budget Template : In Budget Tab - Want to edit categories (changed name & added few more categories)But in Transaction Tabs - How I can make sure that same "Category List" pops up for selection when making an entry and also it gets captured under correct "Summary by Category" back on Budget Tab ? Thank you.
Shyman, thanks for the question. 1. to add or delete a category: * Click on the Transactions tab. * click on a single category, i.e. food, * click on the format icon in the upper right of the spreadsheet (paintbrush), * select the "cell" tab, make sure the data format is Pop-Up Menu. From here you can select and item and double click to change the name or click on the "-" minus sign to delete or the "+" plus sign to add.
The spreadsheet (all tabs) should be using the same pop-up menu and it will be reflected in all subsequent tabs.
Now here let me note that if you DELETE a category you need to make sure that any transactions that may have had that old category are either removed or updated to a new category name.
to ensure that any new or changed categories appear in the summary you need to make sure that the "SUMIF" formula in column "C" of the summary is correct. SUMIF(Transactions::Transactions::Category,A2,Transactions::Transactions::$Amount) Once this is copied correctly all should be reflected.
I hope this answers your question. I know there is a lot here but i have tried to put it in an orderly fashion.
Thank you
@@frankfunke8689 Very detailed and precise answer. Thanks a lot...
Dear Shyamkumar, I too had this problem. Fortunately, I have been able to solve it after many trials and errors. The solution given below by Mr.Frankfunke is absolutely right. It works... Thanks,
Dear Shyamkumar, I too had this problem. Fortunately, I have been able to solve it after many trials and errors. The solution given below by Mr.Frankfunke is absolutely right. It works... Thanks,
@@shriidharkulkarni6648 Ok, lets get started:
* Go to the transaction tab and add the new category - to the pop-up menu
Click on the category item
go to the “cell” in the format section on the right hand side of the template
under data format make sure “pop-up Menu” is selected
click on the + sign and type in the new category name
add a blank line on the transaction table
key in the date, description, select the new category from the pop-up menu, enter the amount
* Go to the Budget tab
add a new row in the Summary by Category table
in the category column key in the new item you added in the pop-up menu on the transaction table.
move to the budget column and add a budget amount
the formula in the actual and difference column should have replicated
after keying the budget amount make sure the calculated number are correct
* Go to the Actual Summary graph
click on the legend below the graph
click on edit data references
you should see a area in the Summary by Category table with colored dots to the left of each category
the new category you added will not be in the list until you click on it. when you do it will assign a color and add
it to the graphs above. Bothe the Actual Summer and Budget vs. Actual
Click on done in the lower right hand corner.
Hope this helped and thank you for your question.
How do we use Numbers as an expense tracking software where you can enter your expenses as they occur each day/week and get totals for the month and totals for the year?
Gayle, thanks for the questions. There are a number of ways to approach this however, i will have questions for you in order to direct you on the correct path. if you can give ma an email for you we can correspond off line. If you are not inclined to do so i understand. thanks
Very helpful, thank you! How can you incorporate debt that is carried over? Say you have a credit card debt of 5,000, where would that go, if you were planning on only paying off 3,000? I don't see anywhere to add income to the Monthly Budget, it tracks spending, but doesn't include income? Am I missing something?
Lisa, thanks for the comment. I would add a catagory form Credit Card using the total debt as the budget . You will need to edit your reference to reflect the new catagory and row. Hope this helps
Is there a way to add a second money out section to help me organize bills that get paid from different accounts. So the line items would be summed up separately from the first “money out” but then get the two “money out” boxes to also output a total sum. So I can have two lists that add together individually then the sum from those two lists add together at the end. Currently I’m using a whole different simple budget page.
This video talks about adding mutiple sheets or tables together. This likely can help. ua-cam.com/video/Asempq0GJjM/v-deo.html
Any tips on how to do this on the iPad? I need to add money out rows from the table to the money out circle chart
The best option for that is to create a table on your own, and then you can make a chart out of that table. But you want to do that first we likely will create a video doing that.
@@APPLE1TO1thank you!
This also might help. ua-cam.com/video/gbJAuCPalx8/v-deo.htmlsi=yU14-sWpz8TTEyWE
Hi. I would like to track some commodity(not stocks) through Numbers file instead of Excel or Google spreadsheet. When I open the file I would like to see all the numbers updated already. So how can I do that? TIA!
If it has a ticker symbol, you may be able to watch our video on stocks and still could match up to what you want: ua-cam.com/video/g7dpXvl_h6M/v-deo.html
Is there a way to copy each of the Budget and Transaction Sheets to have one pair for each month of the year, so that I can have them all in the one document?
Hey James, you can copy each sheet and Rename them to include the month. If you are using an iPad just tap on the sheet name and you will activate a menu where you can choose “duplicate” and the system will assign it the same name with a number. If your on Mac just hilight the tab click on the down arrow and select duplicate. Thanks for the question.
@@frankfunke8689 Hello Frank. I did this however when I fill out the copy of the Transaction Sheet nothing happens to the copy of the Budget sheet. Is there a way to make them link together?
LK, I’m assuming your using the personal budget worksheet. If you look at the formula under the actual column, you’ll see it is a SUMIF. So what you need to do in let’s say the pair that represents FEB in the Summary by Category table tap on the actual amount for auto. In the formula after SUMIF tap on transaction::transaction::category. This should hilight the field. Now tap on the Feb Transaction sheet. Tap on the column letter for category. In the sample it is col C. The next field A1, 2,3 etc represents the category you want to match. No change should be necessary. Now, tap on the next field Transaction::Transaction::Amount. Tap on the Feb transaction sheet tap on column d. click on the green check mark in the formula edit bar(right hand side) your Feb amount should appear in the Budget sheet. Once this is working for one cell just copy and paste to the remaining cells.
Hope this info helps, thanks for the question.
In the first budget sheet, how can I add a "subsection" ? for example; under "streaming - can I add a row/clum under saying Netflix $20, Hulu 15, and list them out so I can see exactly what is costing how much under that section? Hope that makes sense lol
The first one you cannot add a sub-section. It would be a new row you have to create for each one. Once you add the new row, you need to add it to the formula so it calculates it if it doesn’t automatically. I recommend copying and pasting the to the row below once it’s made.
Can you change the types of colour in the field as some are the same?
You are correct. It turns out you are going to have some colors that are the same. If you click on the chart in the format tab, you will see chart colors you can change the colors around but you are gonna have some colors that are the same.
how to make the monthly recurring expense automatically added every month?
so that we don't have to type it manually every month
(such as software/app subscriptions, insurance premium, bank admin fee, etc)
Type it in once and use the yellow circle and you can drag it. If it’s to a different table use the = formula and select the first time you entered it in the different table. We have many video that discuss this in our beginner videos.
Hiya I’m not sure if this is a silly question but how do I change category names on iPad
Hi Jake, this might help: support.apple.com/guide/numbers-ipad/add-edit-or-delete-categories-tanb8d90f744/ipados
I’ve got the Generation 8 iPad…does it have templates? The budget one is what I’m wanting to use
When you open numbers and hit the plus sign. Templates show and you will see the budget templates
@@APPLE1TO1 Thank you but I don’t have a + sign…?
I found it at last!! Thanks do mych
This was a good start but I'm struggling to get the pre-made personal budget template working together on both sheets. I added several categories which made more sense for my family to the transaction page under the pop-up menu. However, I cannot get those same categories to populate with the associated information on the budget sheet. Can anyone help me get these 2 sheets to work together? This is my 1st time using numbers.
Janet,
On the particular template you are using the pop up menu should be updated in the Trasaction sheet. That is where you would add any new categories to the list. At that point i would key in one or two new transactions selecting the new category and an amount.
Next go to the Summary by Category table. In Column A (Category) I would click on the row number and add a row below (body row) you should type in the name of the new category and the budget amount.
What is important here is that it must be an EXACT MATCH to the category in the transactions sheet. For example i added a category called Test and it was not working when i check the pop up menu i had a space in front of the word Test. So, just be aware of this.
Next after you add the row go to the actual column (it should be $0.00) double click on it to show the formula. notice that it is a SUMIF (Transactons::Category, A##, $Amount). You may know what this formula is doing but just in case I’ll review it.
It is matching the category you typed in the Summary by Category sheet column A whatever row number it is (EXACT MATCH) to the Transactions sheet and using the $Amount (this is preserving the column “D” ) from the Transactions sheet.
Finally, the Difference column should calculate as B##- C##.
## is for whatever row number you are using.
I know this is rather long and i apologize if you are aware of some of what is stated above but i’d rater have more info than less.
Thanks for the question and i hope this helps
I need something like this but with out all that bloat of charts just need it simple for a stroke person
Perfect solution. We already have a video I created myself here: ua-cam.com/video/FuEctkAKuas/v-deo.html
is there a way to make so that it keeps putting the same name of the bills on the list even tho you open a new one ?
If you create a new table, there isn't away to reference the material to the other. Copy and paste also goes a long way.
What would be the best way to track like this simple budget but have it for individual months? My income changes every month as do my expenses so I need something that works for that.
So I created a a video that can handle different amounts each month in this video: ua-cam.com/video/FuEctkAKuas/v-deo.htmlsi=oBu08p1W5PbYF8zr
@@APPLE1TO1 Brilliant. Thanks for the quick reply and link. It's appreciated.
Thank you for the video but is it possible to have the chart show to percentage of each bill according to your income? Like if I have $3,000 as income and my rent is $700 can the chart be made to show what percentage my rent is of my income?
In the future we can make a video like that
We made a video just for you. ua-cam.com/video/n3UvPNaDek0/v-deo.htmlsi=sZ996zLNAqQcIuJo
I'm using the simple budget and I want to have multiple expenses with the same color on the chart. How do I do that? Help!
Hey Addie, thanks for the ? So, start by tapping on the chart, select edit series, select expense (transportation etc), fill, color, pick whatever you desire. Your changes will appear in the chart and ledgend. Hope this helps
Is there a way to create a template with your own categories and budget items for use with each month? I want to save a template with my own categories and pop up menus, open it up on the first of the month and create a separate file for that month's budget, then do the same thing the following month. I've been at this for a few hours now and the doc won't save the template alterations I've made to categories and pop ups menu.
Once you make a template, you cannot alter that template. I recommend that you just create a brand new template with the changes you made.
Love your videos! Question. How do I put income into the sheet so that my numbers subtract from that amount? Thanks!
Under money in on the first template you can add an additional row and add income.
I'm trying to use the Personal Budget template on my iPad and I'm not seeing pop-up menu to add more categories. Guidance?
Yes. There is a paint brush tool you use. Brings up Table, Cell, Format, Arrange. Under Format, pop-up menu is an option.
Im having trouble getting the amount I add in the transactions table to reflect on the budget table, I have the pop up menu working In transactions but cannot figure out how to make the amount spent to go over in the budget tab, any help would be appreciated thanks
The best way we can help is emailing our channel the numbers document you created. Perhaps we can find the issue.
How to I get this app on my Mac /
It comes preloaded. If you don’t see it, visit the Mac App Store
Is there a template that that can be integrated with the apple credit card?
I don’t. But you can export the Apple Card data and put it in manually.
In the Persona; Budget I renamed the categories but the drop down menu in Transactions did not reflect my name changes for categories. How can I fix this?
So that section doesnt reflect the changes. We have other Videos that explain how to create a database taking it to the next level.
@@APPLE1TO1 Which video is this explained in? I am trying to add more categories but when I do so on the transaction page it only does it for the one cell.
@@alexandrahaughey7258 watch this video to show how to you use the lookup feature to create a database. This will be the best way to create a personal budget and will understand the changes. ua-cam.com/video/t0P5QbOLosc/v-deo.html
How do you add a new category on the cell phone app?
Tama, thanks for the question. First go to the transaction sheet, click on a blank category cell, tap in the format icon (brush) a menu should appear, make sure you are on the format tab and pop up menu is checked, next click on the i and you can add, delete and rearrange the items from here. Thanks
Tima please excuse my typo in your name. Have a good day
I’m having a really hard time coming up with a good format for a business I work for. Right now they just write everything out but we want it to be more professional. Is there anyway I can private message or email the information I have and possibly get some help in creating something that’s simple but effective. Id really appreciate any help!
You can email us or hit us up on our social media pages to send us the file.
So i figured out how to set up the categories and all of that but the transactions are not synching to the budgets page. Please help
Without seeing your document. This might be tuff. If you send the document we can look at it. thinkdifferentpod@gmail.com
I cannot find make the chart editable.I have one saved as 1st half of month, and one as 2nd half of month. When I retrieve that, it does not allow me to click the cells to edit any of them. It is not locked, as I've made sure. I can type in the large space at the top of the page, but I can't do anything within the cells.
If you can share the numbers file with thinkdifferentpod@gmail.com we can look at it.
Can I use my iPad numbers without a mouse?
Not sure we understand the question. It’s touch for the iPad
How to add a new category in Transactions?
So you would click in the box and in the pop up menu we add another category. Some of our other numbers videos go over how to add pop-up menus.
Help ! Once i create a new category it won’t take account of the operations on the first sheet anybody know why ?
You need to add the formula to connect it. It would be easier to see the content
How do I make a spreadsheet to account for my bills so I can remember what to pay on what day
That needs to be done manually. I don’t see a feature like reminders that could tell you.
how to download this excel file?
This is not an excel file. This is a apple numbers template for budget.
How to change the colors of the category ?😢😢
The you click the table of the category, they have colors and you can change them in the inspector or format bar
how do you center a table in Numbers
The best option is to add a ruler to your document. The only reason you need a Center it is if you’re gonna be printing something
Yes when I print from numbers my charts are not centered on the page printed. Don't know how to do it. Can you please send a link to your video. @@APPLE1TO1
Can we add a new category ???
Yes if you right/secondary click you can add a new row, but you will need to set that up.
Also. You can click the pie chart and add a new category
I’m using it from iPhone is this the same ???
@@MavridisGeowe haven’t dived into numbers for iOS but we def wanna go that direction next
What you mean it overkill? and why
Sometimes to much detail is not needed to keep track of a budget. More of my personal opinion.
So… I’m a doofus! How do I get back to the TEMPLATES??? I can’t find them, now that I’ve gone to one to look over. 🤷🏼♀️🙇🏼♀️
You have to do file new to get the template chooser.
Bro started as a rap 0:08
Did I?
Nice but where is the income?
The money in would be considered the income
I wish when you reference a video that you have explained something before, that you name the video, date or something so I'm able to go back and watch what I missed.
Please look at our playlist for numbers.