Forming a Static Chronological Monthly Record Via Input of Dynamic Daily Expenses.

So I want to create a daily expense tracker and have it so it tally’s it over the course of a month. Since there may not be any expenses recorded for particular days, the listing on Sheet #2 should exclude those days where there aren’t any expenses. However, for those days where expenses *are* recorded, the days should populate the tables in chronological order. 




I have a hunch that it’s either undoable or will take a tremendous amount of effort to accomplish using only the Numbers spreadsheet.  An example of what I’m attempting to do is shown below.




As noted in the example, there will be two (2) sheets. Sheet #1 will be the “Input Sheet” that contains a single table where the data is entered. As the data (and the date entered) changes, the tables that are set up on Sheet #2 (The Printable Output Sheet) need to populate accordingly (and hopefully in chronological order) as shown in the example.




Admittedly, the easiest method would be to simply exclude Sheet #1 and just enter the data into each of the tables on Sheet #2.  



I was hoping to “appify” the process where a user will enter the data on the first sheet and have a record of that data placed on the second sheet. At the end of each month a the individual can simply print Sheet #2 and submit it.




Since my last request for assistance was answered and addressed so quickly and effectively, I thought I might give it a try.  If it’s too much work that isn’t worth the effort, then post that and I’ll lock the thread. Thanks again to all the experts in advance! 🙂



[Edited by Moderator]

MacBook Pro 13″, macOS 15.7

Posted on Sep 27, 2025 12:07 PM

Reply
Question marked as Top-ranking reply

Posted on Sep 28, 2025 1:45 PM

Have you considered entering the data in tabular format? On the Mac, unlike on iOS, there is plenty of room to do that. (On iOS add a form).


Then on the "print" sheet you can set up tables that draw the data from the data table, something like this:



In this simple example the formula in B2, filled down through B7, is


=OFFSET(Data::A$1,XMATCH(B$1,Data::A),XMATCH(A2,Data::$1:$1)−1)


(If your region uses , as the decimal separator use ; instead of , in the formula).


Get the formula working in one table, and add a Footer Row and a formula in B8 for the daily total, here SUM(B).


Then click the concentric circles upper left and option-drag to "clone" the table, add the next date in B1, and so one until you have 31 tables.


If you don't like the red triangles that warn you of no data for a particular date then you can hide them by wrapping the formula in IFERROR, like this:


=IFERROR(OFFSET(Data::A$1,XMATCH(B$1,Data::A),XMATCH(A2,Data::$1:$1)−1),"")


(Do this before cloning the table, of course.)


If at some point you want to make a daily table "static" for record-keeping purposes, you can select all the cells in it, command-c, followed by Paste Formula Results.


OFFSET - Apple Support


XMATCH - Apple Support



SG





Similar questions

4 replies
Question marked as Top-ranking reply

Sep 28, 2025 1:45 PM in response to Ed M.

Have you considered entering the data in tabular format? On the Mac, unlike on iOS, there is plenty of room to do that. (On iOS add a form).


Then on the "print" sheet you can set up tables that draw the data from the data table, something like this:



In this simple example the formula in B2, filled down through B7, is


=OFFSET(Data::A$1,XMATCH(B$1,Data::A),XMATCH(A2,Data::$1:$1)−1)


(If your region uses , as the decimal separator use ; instead of , in the formula).


Get the formula working in one table, and add a Footer Row and a formula in B8 for the daily total, here SUM(B).


Then click the concentric circles upper left and option-drag to "clone" the table, add the next date in B1, and so one until you have 31 tables.


If you don't like the red triangles that warn you of no data for a particular date then you can hide them by wrapping the formula in IFERROR, like this:


=IFERROR(OFFSET(Data::A$1,XMATCH(B$1,Data::A),XMATCH(A2,Data::$1:$1)−1),"")


(Do this before cloning the table, of course.)


If at some point you want to make a daily table "static" for record-keeping purposes, you can select all the cells in it, command-c, followed by Paste Formula Results.


OFFSET - Apple Support


XMATCH - Apple Support



SG





Sep 28, 2025 5:48 AM in response to Ed M.

That's not how it works in spreadsheets, or databases. With either, you will have a table that contains all of the data. It will have columns for date, tolls, fuel, food, entertainment, etc. and maybe some calculations if you want to do them there. Each time you enter new data it will be in a row of this table. The iOS OS version of Numbers lets you set up a form for inputting data, the Mac OS version does not have this. A form would let you enter the data like you want to in an Input Table and it puts that data into a new row of that main table for you in the background. Why that isn't part of the Mac OS version, I have no idea. The end result is the same, though, with all the data in a single table.


With all the data in one table, you can extract what you want with lookup and array functions. It probably can be be extracted into 31 little tables for a specified month of data.

This thread has been closed by the system or the community team. You may vote for any posts you find helpful, or search the Community for additional answers.

Forming a Static Chronological Monthly Record Via Input of Dynamic Daily Expenses.

Welcome to Apple Support Community
A forum where Apple customers help each other with their products. Get started with your Apple Account.