budget transactions not loading into budget

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Level 1

4 points

budget transactions not loading into budget

I'm using the budget template and want a new one each month. The first one worked fine. The second one isn't loading from the transactions page to the budget page, even though I have catagorized them correctly.

Anyone else have this problem and is there a simple fix? Thanks!

MacBook Pro 13″, macOS 15.3

Posted on Mar 27, 2025 5:43 PM

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Answer 1

SGIII

Level 8

36,578 points

Mar 27, 2025 6:50 PM in response to LBCBeachgirl

Are you using the Personal Budget template. If so you need to make the sure the values in the Pop-Up Menu in the Category column of the 'Transactions' match exactly the values in 'Category' column in the 'Summary by Category' table.

If you will have multiple months you may find useful this 'Expanded Budget' document.

SG

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budget transactions not loading into budget