You can make a difference in the Apple Support Community!
When you sign up with your Apple Account, you can provide valuable feedback to other community members by upvoting helpful replies and User Tips.
When you sign up with your Apple Account, you can provide valuable feedback to other community members by upvoting helpful replies and User Tips.
I'm sorting checking expenses. I've columns for "amount" & "what for" followed by over two dozen columns that break down each expense, i.e. phone, ads, vehicle gas, rentals, etc etc. Is there a script or shortcut to get check "amount" from "what for" to the proper category? Thanks
Mac Pro
I suggest looking at the personal budget which is a built-in template and consider the "what for" column to be a category.
Post back after you take a look it. You can open the template by selecting the Numbers menu item "New…" then choose from the options:
Hi Hal,
Go to Menu>Numbers>Preferences>General
"Show Template Chooser"
quinn
Hi Hal,
Something seems ot be wonky with notifications. I am also getting multiple emails about posts.
In the template, you can choose the category for each expense using the popup. This all happens in the Transactions table. In the Budget sheet the Summary by Category table is the report. I think this is what you are after with your question but it is not clear to me.
Wayne's suggestion, and mine, is to organize your input and report tables more like the Monthly Budget spreadsheet. Wayne is considering your "what for" column to be the category. Is this correct? I am suggesting your assign a category to each transaction and then add a note if you want to distinguish between "my Phone" and "kid's phone". Having a popup for categories is a great and necessary feature of this spreadsheet.
quinn
When I open "New" I do NOT see any options. It opens direct to a spreadsheet template
Hi Hal,
As you will see in the budget template, a popup to choose your category and perhaps a note column for a further explanation will simplify your tables
quinn
got it, thanks. However, the template doesn't appear to be able to solve my issue of getting an "amount" of a check for gas, or insurance or whatever, to the proper column.
Why do I keep getting the same replies, from T. Quinn? I've answered above, but every few minutes I get another notification on the same post?
Two Dozen Columns: Need automatic way to select each one
