How to automatically reference values in other sheets that change by date
I have a numbers file that I use to manage my home budget. The first sheet is a running total value of multiple budget items that are computed every week. So every week I have a formula that takes the previous week and adds the weekly budget value and shows that new value. Easy Peasy.
I then have a separate sheet for each month. In each of those sheets I have all the budget items with an adjacent notes column. Once a month I list all of my expenditures in each budget category. I total those columns at the bottom of the sheet.
Back at the main page, for the last week of each month, for each budget category, I subtract the Total value for the month of each budget category. So now on a. monthly basis I know how much money I have for each category. And My monthly sheets show where I spent it. Not so easy but it works.
The not so easy part is having to subtract the total entries of each monthly budget category from each main page budget entry. And I have to do this every month.
Maybe I am making this all too complicated? I would think that there would have to be a way to do this all for one month and then copy that to the next month and the next and the next, etc. But I cannot figure out how to do this.
iMac (2017 – 2020)
