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Numbers Personal Budget - Transactions per bank account

Has anyone made a revised personal budget template with one transaction sheet per bank account?


Would love to organise our budget like that but complete novice and sure I would mess up the instructions.


Thanks

MacBook Pro 16″, macOS 14.5

Posted on Nov 1, 2024 5:53 AM

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Question marked as Top-ranking reply

Posted on Nov 2, 2024 9:41 PM

That could get complicated. It's usually (much) more efficient to leave your data together in one table and filter to see subsets. You could add an 'Account' column in the Transactions table and filter on that. To extract summary data from that organized by account you could easily add a Pivot Table (Organize > Create Pivot table).


SG

2 replies
Question marked as Top-ranking reply

Nov 2, 2024 9:41 PM in response to Danielsan_81

That could get complicated. It's usually (much) more efficient to leave your data together in one table and filter to see subsets. You could add an 'Account' column in the Transactions table and filter on that. To extract summary data from that organized by account you could easily add a Pivot Table (Organize > Create Pivot table).


SG

Numbers Personal Budget - Transactions per bank account

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