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I used Personal Accounts first on my Archimedes 20 years ago and up till recently on an emulator with my now defunct 27in. iMac. I now have this swish new 24 inch iMac and no emulator nor an equivalent to the marvellous old programme that was actually written in Basic. Does anyone know how to set up apple's Numbers to record one's daily shopping receipts and come up with an itemised list of categories?
Hi Strubble529,
Welcome to the Numbers forum!
Strubble529 wrote:
The category was entered using a memorised 2 letter code e.g. M for juice, B for Greengrocer,S2 for sweets etc.
OK. Try this to get you started.
I copied your list of categories and pasted into a Numbers table.
Your list has blank lines (double returns) and so I sorted the table ascending by column B:
Result was to move blank rows to the bottom of the table. Then I deleted all those blank rows.
Now we can make use of the feature in Numbers > Settings > General > Editing > Show suggestions when editing table cells
Insert some blank rows above your list of categories and type some characters to begin a category. Numbers will reveal suggestions from that column.
Click on a suggestion to choose it.
You can hide the rows containing your list of categories.
If this helps, please reply and either I or another user will give more details.
Regards,
Ian.
Hi Strubble529,
Welcome to the Numbers forum!
Strubble529 wrote:
The category was entered using a memorised 2 letter code e.g. M for juice, B for Greengrocer,S2 for sweets etc.
OK. Try this to get you started.
I copied your list of categories and pasted into a Numbers table.
Your list has blank lines (double returns) and so I sorted the table ascending by column B:
Result was to move blank rows to the bottom of the table. Then I deleted all those blank rows.
Now we can make use of the feature in Numbers > Settings > General > Editing > Show suggestions when editing table cells
Insert some blank rows above your list of categories and type some characters to begin a category. Numbers will reveal suggestions from that column.
Click on a suggestion to choose it.
You can hide the rows containing your list of categories.
If this helps, please reply and either I or another user will give more details.
Regards,
Ian.
I tried to find out what Archimedes does with personal accounts.
With Numbers you might start with a look at the Personal Budget template at File > New in your menu. Is that close to what you want? It can quite easily be adapted to different needs.
Also have a look at the Categories feature:
Intro to categories in Numbers on Mac - Apple Support
And Pivot Tables:
Intro to pivot tables in Numbers on Mac - Apple Support
SG
Open the Apple Numbers application
Choose to open a " New Document "
Refer to image below for possible types of Simple Budget, Personal Budget, Personal Savings, My Stock and there are more all included as Preset Templates
That can be modified as you wish
Thank you P. Phillips. I already got that far on my own. I am attempting to resolve about 3 or 400 individual entries int about 50 categories.
Since the 2080s I have used an application called “Personal Accounts” originally written for the acorn archimedes (in Basic). It was a brilliant programme. Every day or so I entered the details of every receipt in a long list - Date, paid from or by ( number from a list of bank accounts or for cash), amount, category (Baker
Greengrocer
Butcher
Poulterer
Metzger
Fishmonger
Grocer
Journals
Kayak
Vintner
Juice/cordial
bottled water
Camilla clothes
David clothes
Restaurants
StampsStationery
Takeaway Food
Rainwater
DH improvements
Toiletries
Cleaning Gear
Dry Cleaning
D&C Excursions
Entertainment
Presents
Hairdresser
David Bicycle
Books
Computer
Donations
Medical/Dental D
hif annual sub.
Medical/Dental C
Camilla Pins
Camilla Crafts
Sweets
Trailer
Camping
Public Transport
DH Kitchen
DH Maintenance
DH Insurance
DH Furnishing
DH linen
DH Equipment
DH gas
DH Electricity
DH Water
DH rates
DH Telephone
DH Garden
Maus maintenance
Maus petrol/oil
Maus Tax/Insure
Dry Batteries
SW maintenance
SW petrol/oil
SW Tax/Insure
Documents
O'seas Travel)
Maus was my wife’s little car. SW was Schneewittchen was our old Mitsubishi Express Van The category was entered using a memorised 2 letter code e.g. M for juice, B for Greengrocer,S2 for sweets etc.
DH was Dolphin House where we have lived these latest four years.
It did not matter if the receipts were in the wrong chronological order a quick press of the sort button acted instantaneously. You could extend. The list for a year if you wanted.
At the end of the month a list of the total amount paid in each category was presented. There was a facility to filter the result say if you wanted all medical expenses or all house related costs. I was in a habit then of transferring these results to an Open Office Spreadsheet. I now have Libre Office which reads those old Open Office Spreadsheets that I wrote during the life of my 27in iMac which recently died. The old iMac did have an Archimedes emulator with Personal Accounts. I have now lost this during the changeover to the new Ventura iMac.
Although this maybe occurring on a computer running mcOs Ventura and you specifically request assistance on Apple's Numbers Application.
I will request this question be move to the Numbers Forums where some really fine and more expert Contributors on Numbers maybe better equipped to assist
All the Best
P. Phillips
Hi P. Phillips
Thank you for your insight to steer the OP towards Template Chooser in Numbers with Simple Budget, Personal Budget, Personal Savings, My Stocks. Excellent advice!
Also thank you for redirecting the OP to the Numbers forum 😎.
Regards,
Ian.
Hi again Strubble529
You have about 60 categories.
I suggest that sub categories will help with SG's suggestion of Pivot Tables.
For example,
Regards,
Ian.
Thank you @ Yellowbox for picking up the OP's question so quickly
Collaborative effort 😎. 🇨🇦
Yes, Collaborative effort between two continents: Australia 🇦🇺 and Canada🇨🇦
Archimedes personal accounts
