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.
Want to know more about how to use Numbers on your Mac? Check out this MacMost course!
Comments: 19 Responses to “Track Your Expenses in Mac Numbers”
John Carter
12 months ago
Excellent overview. Thanks.
Sheldon
12 months ago
Thanks bunches
Daniela
12 months ago
Thanks so much, I ALWAYS learn something new
Rudy
12 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
12 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.
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
12 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
12 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
12 months ago
Very helpful. Thank you.
John Weiner
12 months ago
Simple, clear and to the point...example illustrating use of a pivot table very useful.
Susan Moreno
12 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
12 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
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
11 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
11 months ago
Thanks Gary for this trac your expenses tutorial. Works awesome 👍👍
As
11 months 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…
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.
Yumcha Mama
1 month ago
Thank you so much for this! I was looking for software to track my homeschooling expenses but couldn't find anything simple enough and thought why not just use Numbers! So thank you for this very useful tutorial. It's saved me time, money and sanity too. Great work!
Leave a New Comment Related to "Track Your Expenses in Mac Numbers"
Excellent overview. Thanks.
Thanks bunches
Thanks so much, I ALWAYS learn something new
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!
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.
Great stuff! V helpful.
Sherrill: You could do that in a separate "Income" sheet with its own pivot table, I suppose. That actually how I do it.
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.
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.
Very helpful. Thank you.
Simple, clear and to the point...example illustrating use of a pivot table very useful.
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.
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
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.
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.
Thanks Gary for this trac your expenses tutorial. Works awesome 👍👍
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…
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.
Thank you so much for this! I was looking for software to track my homeschooling expenses but couldn't find anything simple enough and thought why not just use Numbers! So thank you for this very useful tutorial. It's saved me time, money and sanity too. Great work!