How to Cre­ate your spread­sheet

Mac Format - - APPLE SKILLS -

1 In­stall the app

Open the Mac App Store then type ‘Num­bers’ in the search bar in the topright cor­ner. Press en­ter to search, then click on the app it­self. Se­lect Get, then In­stall App. En­ter your Ap­ple ID pass­word to down­load and in­stall.

2 Open Num­bers

If this is your first time us­ing Num­bers, click the Open but­ton in the App Store then choose Con­tinue then ‘Cre­ate a spread­sheet’. Other­wise, launch it from your Applications folder and click New Doc­u­ment.

3 Se­lect tem­plate

Se­lect Per­sonal Fi­nance on the left, then click on Sim­ple Bud­get > Choose. Be­fore con­tin­u­ing click File > Save. Give your sheet a mem­o­rable name, then choose Num­bers – iCloud from the Where drop-down menu be­low.

4 Change the cur­rency

High­light any cells con­tain­ing dol­lar amounts (use to se­lect mul­ti­ple cells at any one time). In the top right side­bar, click the Cell tab, then use the Cur­rency drop­down menu to choose the right one. There are loads of op­tions.

5 Man­age in­come

En­ter your pay­check/salary amount un­der Money In. Then click any cell and choose Add Row Be­low to en­ter ad­di­tional sources of in­come, for ex­am­ple, shares. The com­bined amount is dis­played in To­tal In­come.

6 Man­age ex­penses

Amend the val­ues in the Money Out ta­ble to re­flect your reg­u­lar monthly ex­penses. Feel free to add rows here as you did in the Money In sec­tion. Th­ese are added up and clearly dis­played by To­tal Ex­penses.

7 Con­di­tional high­light­ing

Now let’s get a lit­tle more ad­ven­tur­ous. Click the cell con­tain­ing In­come Mi­nus Ex­penses, then click Cell on the side­bar on the right. Click the Con­di­tional High­light­ing but­ton then Add a Rule > Greater Than.

8 Ap­ply rules

Now, in the field be­low ‘greater than’, en­ter 0. Click Add a Rule and choose the ‘less than’ op­tion. Type 0 again. Click Done. The cell will now ap­pear green for pos­i­tive val­ues and red for neg­a­tive. You’ll know which is bet­ter!

9 Du­pli­cate spread­sheet

click on the Bud­get tab at the top of the main in­ter­face and choose the Du­pli­cate fea­ture. click the new tab and choose to Re­name – for ex­am­ple, ‘Bud­get-Sep 2017’. En­ter your in­come/ ex­penses for this pe­riod.

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