Track Your Expenses in Mac Numbers

You can use a simple spreadsheet in Numbers to track your home or personal expenses. No formulas or calculations are required. Just record your expenses and then use a simple Pivot Table to see a summary of your expenses by category over months or years. Follow this step-by-step tutorial.

Comments: 18 Responses to “Track Your Expenses in Mac Numbers”

    John Carter
    2 months ago

    Excellent overview. Thanks.

    Sheldon
    2 months ago

    Thanks bunches

    Daniela
    2 months ago

    Thanks so much, I ALWAYS learn something new

    Rudy
    2 months ago

    After decades of Excel, I switched to Numbers after taking your course. This tutorial finally unlocks the mystery of Pivot Tables for me. Very useful and a real time saver!

    Sherrill
    2 months ago

    Thank you for explaining how to track expenses. The question I have is there a similar template that will include income and expenses? This template will show how much there are in expenses, and how much they are in income then the balance.

    Will
    2 months ago

    Great stuff! V helpful.

    2 months ago

    Sherrill: You could do that in a separate "Income" sheet with its own pivot table, I suppose. That actually how I do it.

    William Robinson
    2 months ago

    Just watched your instruction on use of pivot tables in Numbers and liked the simplicity. Did a practice spreadsheet and with your guidance found it strait forward and simple but rich with possible applications. I had not used this function prior to your bringing it to my attention, so thanks for posting it.

    Graeme CREED
    2 months ago

    Great introduction to the most powerful tool in Numbers.
    My only comment would be to introduce a "Drop-down" box for the category to both limit the categories and to avoid data entry mistakes. It also reminds the user what categories there are to select from.
    Keep up the great work Gary and thank you for sharing your knowledge.

    James Overstreet
    2 months ago

    Very helpful. Thank you.

    John Weiner
    2 months ago

    Simple, clear and to the point...example illustrating use of a pivot table very useful.

    Susan Moreno
    2 months ago

    This video was much better for me as I watched the one on Youtube and, I was having trouble finding the equal key (the formula) to get totals. The Pivot table is much easier. Thank you for showing an easier way to add the totals. I am not very savvy when it comes to technical things on the computer.

    Jamey
    2 months ago

    HI. How do I change the autofill for misspelled text. I would like to "clean out" misspelled or text I do not want to come up as an auto fill option. Thanks in advance....you are the best! JP

    2 months ago

    Jamey: Review the data in that column. It only suggests things that already exist there. So if you spelled "travel" as "travvel" then look for that cell and correct it there.

    John MacKenzie
    2 months ago

    Thanks Gary, you make things look so simple. I'll try this out for my household expenses . Keep up the good work and a Happy New Year to you.

    Tim Srhn
    2 months ago

    Thanks Gary for this trac your expenses tutorial. Works awesome đź‘Ťđź‘Ť

    As
    1 month ago

    Is there a way on numbers to do a data entry on 1 sheet, and have multiple other sheets using the same data just set on different filters?? For instance a income expense sheet where you enter all expenses, and on the other sheets you and can view It by how you filtered it, a pivot table only gives me the counts or max, not what i am looking for…

    1 month ago

    As: You could do some really complex things to accomplish this. But it will take a lot of work and then more work to maintain it as you make changes. Instead, just use the filters as they are now to filter your main table. They aren't hard to work with, switch on/off, change, etc.

Leave a New Comment Related to "Track Your Expenses in Mac Numbers"

:
:
:
0/500 (500 character limit -- please state your comment succinctly and do not try to get around this limit by posting two comments)