Create a spreadsheet in Numbers

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IN THIS TUTORIAL, we’ll show you how to use one of Numbers’ standard templates to make your own personal budget. The template has two tabs: Budget and Transactions. The Transactions tab houses all the details of money spent during the period covered by the budget. These are allocated into categories. In the Budget tab, a table uses functions and formulas to add up the values of all the transactions in a given category and put them in a cell in the Actual column. For example, the Actual column in the Entertainment row looks for all the cells in the Transactions table where the category matches “Entertainment” and sums the value of the transactions.

The Budget column in the table in the Budget tab contains manually entered values. These are then compared with the Actual spend to calculate the Difference.

A doughnut chart is created from the Actual column, showing how the total spend is split across categories. And a bar chart displays the differences between budget amounts and the actual spend for each category.