#Simple expense report template update#

Here's are two small examples illustrating each case. If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF. At the end of the year it will contain the summary that you want.

#Simple expense report template update#

The Summary by Category table on the first sheet will then update automatically. Whenever you enter a new transaction just choose the category you want from the Pop-Up Menu in column C on that line. Now the Pop-Up Menu with your new categories will be in each cell in that column. Then select all the cells below C2 in column C and type command-v to paste. Now, with C2 still selected, type command-c to copy it. That sets the Pop-Up Menu to a blank for C2.

Then with cell C2 selected choose the blank at the bottom of the list. You do that in the panel at the right, as shown in the screenshot. To do this first change the Pop-Up Menu choices in cell C2 only. The spelling has to be the same in both places. Then in column C of the Transactions table on the second sheet change the items in the Pop-Up Menu to match the categories you have entered in column A of the Summary by Category table on the first sheet. In the Category column of the Summary by Category table on the first sheet simply replace the existing categories with the categories that you need to track.

It will take you just a few minutes to customize it for categories that match what you need for your year-end report. You enter the transactions in the Transactions table and the expenses are summarized by category on the first sheet. If you aren't that familiar with Numbers and don't want to reinvent the wheel then I highly recommend that you have a look at the 'Personal Budget' template at File > New in your menu.