Track Your Expenses in Mac Numbers
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- Опубликовано: 13 июл 2024
- macmost.com/e-3070 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.
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00:00 Intro
00:36 Create a New Document
00:59 Create an Expenses Journal Table
03:49 Formatting the Cells
05:37 Sorting Your Expenses Table
06:15 Viewing Totals For Months and Categories
09:22 Filter Results By Date Range
09:54 Create Multiple Summary Views
10:28 View Only Some Categories
#macmost #mactutorial #numbers 
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Gary, you’re the Bob Ross for Mac fans. I bet a bunch of us just play your videos in a loop in the background.
MacMost should have an OnlyFans :)
Thank you SO much! This was super easy to follow! I am so proud of myself!
Gary, you’ve given me the confidence to build my own expense spreadsheet. I’ve been looking for one already formatted but they never seem to fit my needs. I can’t thank you enough for your video content and the way you present the information is amazing.
I've learned in 11 minutes more about how to organize a spreadsheet than in endless tutorials. Thanks for sharing this.
OH MY GAWD, you just blew my mind- I've been tracking my expenses with pen and paper for the last year bc I didn't know squat about spreadsheets (and was intimidated). I'm now actually excited to make my own thanks to this video. Thank you so much!!
Perfect timing to start my expenses spreadsheet for next year, thanks!!
You have a real gift as a teacher Gary! Thanks for all your shared knowledge! All the best!
Excellent ! Thank you very much !!!
Okay full disclosure. I need to file three years of taxes🤦🏼♀️ I procrastinated due to a family health crisis and I have a quality but small breeding/ show kennel with beautiful German Shepherds. Two litters, imports, registration, vet FOOD…all the stuff. I have the receipts and I HATE Excel. The main source of my trepidation! As a Mac user and web designer for 25 years, how did I not know about this! I’ve watched this video and another one about pivot tables. Tomorrow morning let the fun begin! My accountant will be so proud😬 It may take two weeks but now I am actually excited to use this cool app. Thank You is an understatement! ❤️
A very useful and informative video tutorial today! I always learn something new! Thank you, Gary! 👏🏻❤️
I hope you stay motivated for a long time. Thank you for your support, you are really a good guy
Thanks Gary! For another very helpful video. Numbers is becoming my favorite App!
Great no-frills demo, I can now get an easy update on my personal spending going forward.
Very useful, as always. I made my spreadsheets years ago before Apple offered pivot tables. What a bunch of work that was.
Gary, thank you for your informative content. Please create a video explaining how to troubleshoot the "category" column when it only gives you an option to pick from a pre-selected list instead of typing out the customised category list.
Not sure what you mean. You can type whatever you want in the category column. There is autofill, but you don't need to use it.
You got a talent to shine a light on things that I almost forgot because they are so basic. Now I want to play with pivots again. Thanks
Excellent tutorial. Very useful approach to keeping track of this data. Many thanks!
It can be perfectly mixed with the Business Expenses video. That video made me rebuild my entire budget spreadsheet.👌💪
Just what I've been waiting for. Thank you so much Gary. Great video as always.
Thanks for this. Pivot tables finally starting to make some sense.
This is wonderful! I have been tracking my expenses for years now, but you just simplified my whole program. Thank you 🙏
Great overview again Gary…just enough for the simple stuff I need…cheers
Once again, you find a way to explain things simply, encouraging us to try them.
Well done!
This is so useful. Thank you!
Very useful, Gary. I've done this for several years in Excel. What you've shown looks much simpler than what I created (I have dropdown menus for the Categories). I will be trying out what you've so well explained to get a record of expenses with less effort than I've had to put in over the years. Thank you and best wishes for the Season and the coming New Year. As usual, you've knocked this one out of the park!! Thank you.
Thank you Gary! I just love your videos. You've answered so many questions. You are the Best!
Gary you are the real MVP!
Thank you for helping people out. Thank you for helping me out with this wonderful tutorial on tracking expenses. Thank you for investing in your time to add value to our lives. You're a genius and a caring person. Blessings to you.
Oh my goodness, this is exactly what I needed to make my inventory list with the costs of items. Thank you so much!
Just what I was looking for. Brilliant!
Thank you for this tutorial, I was so confused , but you made it so simple. Your tutorials are the best and simple.
Exactly what I was trying to do today and wish I would have came across this video first!! Thanks for uploading this!!
Perfect Video straight to the point and very helpful!
Thanks very much, Gary, for this most informative video! This definitely beats the App for expenses I have been using.
Awesome. I’m going to try this out. Thank you Gary!
Thank you!
Super informative and easy to follow. Thanks for the help!
Very helpful video and you can apply this same in other spreadsheet apps like Excel or Google Sheets too if you have a Windows PC and want to access there
Best tutorial on pivot tables so far!
This is very helpful and timely as we begin 2024. Thank you!
Very useful material. Thank you!
Excellent. I have been using this for last 4 years. Off course was not using Pivot table facility. Nw I will. Thanks Gary.
I never understood pivot tables until this video. THANKS!
Thanks for making this video. This Video help me to make my monthly expenses spreadsheet.
Excellent! Thank you!
Love it, really you are the master. Thanks and keep it up!
Thanks, Gary! Very useful, to say the least.
This is excellent. Thank you very much. I have been looking to really keep track of my expenses now that I am retired. I will be using this .... will have to study how to do it. I appreciate YOU !!!
I’ve been tracking expenses since 2005 with a separate page for each year. It was good enough for me, however this tip will revolutionize my efforts going forward. Thanks.
Thank you!!!
GREAT AS ALWAYS
Very useful video. Thank you.
This WAS helpful, thank you soooo much!
Spectacular, as always! I did my tax records for 2023 in 3 hours, granted that I had to look for the data in a very defective table that I have used for a year! Thank you very much!
Gary, once again you’ve proven that you are THE Apple maven. Terrific tutorial. 😊
yes, it was amazing, thanks
Gary - great video! Much appreciated. I stopped using Quicken when me and my wife switched to Apple Cards cause we could not automatically import the transactions. I have have already using some basic spreadsheets to just calculate the household expenses, but this just gave me some additional ideas on how to do track all expenses! Great work!
Very useful, thank you!
Thank you! This is very helpful.
I never knew what pivot tables were - spent ages trying to sort formulas. Thanks!!
Very very nice and thank you. I could have been using this for years with my expenses of making videos.
Ignore my question. You just answered the question in the video. Thanks for the great session
Thank so much, very useful 👍
Super helpful, thank you.
A vey good guide, it is very helpful for me, thank you :)
Another tutorial that will save me a lot of time.
Thank you so much for this video
This was a great video!
This is a great video, just what i need
So helpful!!!!!!! Thanks
God bless you man… thanks so much
thanks for sharing
I admire your passion
Fantastic!!!
Big thumbs up, new subscriber from Algeria!
Hi Gary, I’ve been doing that for some of the past years. I go all the way down on my expenses for a year and I keep sheets for different categories such as expenses, money that I make, bank payments on credit cards, gasoline on my two cars and figure out what I do with my money. This is a way to handle your earnings as a business man, especifica you’re retired. Thanks for sharing our expertise, pretty useful
Very cool! Very useful :)
Very useful
I needed this! Thank you! I’ve been using Apple notes lol
Me too...definitely changing over to Numbers...
Hi Gary you the best
👏🏻👏🏻👏🏻👏🏻 excellent 👏🏻👏🏻👏🏻👏🏻
nice, I will try setting the up it would be less work than what I am doing now. Thank you
Oh yeah I did something similar but I used functions instead of a pivot table. Totally forgot pivot tables existed 🤣🤣
Thank you very much. I'd done mine after seen your video. Could make a video teaching how to make a Cash Flow now ?
Not sure what you mean by a "cash flow." But think about how you would do it on paper and then built a spreadsheet to do exactly the same thing, for starters.
Excellent!! Do you have a tutorial on a customer database?
No. How that would work really depends on your specific needs.
I would like to be able to make this and combining it with shortcuts
Thanks Gary, very helpful.
Can you add income into the chart to allow you to keep an accurate log of what’s coming in and going out?
It adds a dimension of complexity, but of course many people keep such detailed records in a spreadsheet. Just figure out what you want to track and design it.
Thanks. That is great and easy to follow!. I would assume from the pivot tables it would be easy to create graphs for better visualization?
Yes. Try it.
Very Good work
My name Satveer Singh from India
Thank you Gary. These short videos are a great way to help us to develop our knowledge. Is there a way to clear cell history description. I mean when you start to type in a cell and it shows all previous entries in that column. These previous entries can get out of hand.
Thank you.
You can turn it off, but it certainly comes in handy in the Category column where you should have a small number of possibilities.
@@macmost Thanks Gary, I was thinking when you typed a lot of entries into a column cell, they are all stored and I wondered if there was a way to clean this cache stuff out. I only recently found the channel. It's great and you are very professional, thank you from UK.
@@raycollington4310 There's no cache. It just looks at the other entries in the column.
@@macmost Thank you, now I feel a bit stupid. Merry Christmas to you and many thanks for your help.
This is very helpful. Thank you. Is there a way to add a feature for zero-based budgeting? Ex. every dollar has to be assigned to a category
Not sure of the details of that, but I'm sure you can work it out once you learn basic Numbers skills.
Great video is there a way copy bank statement on to numbers
Usually you can download from your bank in CSV format, open that in Numbers, and copy and paste from one document to another as needed.
Hi Gary happy new year!!! thank you for your videos!!! one question can we add or scan receipts? Thanks in advance for your help.
You can scan with something like your iPhone's camera or a scanner hooked up to your Mac and save your receipts in digital format, yes. But there is no easy way to connect that to this kind of spreadsheet. I think there are accounting apps that you can buy that may do it if you really want to.
yes that's what I do now, I'll look into apps. Thank you @@macmost
Very cool material, can you make something similar for the stock exchange?
ruclips.net/video/K_RalbDlnLg/видео.html
Very interesting information that I did not know how to do. Can you use pivot tables with the MAC template "personal budget" or will it crash the pre-formated template?
Probably. Why not create a sample document and see what you can do. Playing around with sample documents is a great way to learn Numbers.
More on this, please, I have a bar graph that shows my net worth overtime as well as my debt overtime. Currently I have manually delete the oldest year and then add the newest year whenever I need to. I would like to learn how to create a revolving bar chart if that’s possible, where I don’t have to delete delete the old data, and I can then use a scrollbar to scroll to the oldest part of the chart or the newest part.
That could be more trouble than it is worth. If it takes a minute to alter the chart per year, then putting hours of work into it to make it "automatic" may not pay off.
Love the video - would it be possible to incorporate this spreadsheet with the shortcuts automation’When I Tap any of 3 Wallet passes or payment card? If so can you show ?
Not sure what you are asking. But I don't think so.
Love this! Would it be possible to have sub categories (e.g. Food/Groceries and Food/Dining Out) and have the main category (Food) and / or sub category data (Groceries, Dining Out) show in the pivot table?
Don’t make it too complicated. Create another category called Entertainment.
Yes, keep it simple or your summary pivot table will become useless. On the other hand, you can always add another column. So the Category column could be "Entertainment" and the Subcategory column can be "Movies" or "Concert" etc. Then don't use the subcategory column in the pivot table at all.
@@macmost
Great idea, and elegantly simple!
Thanks!
Hi Gary. I want to say thanks for your video on Numbers. I have just set up as a self employed delivery person for Just Eats and a few other ventures and was wondering how to record it. I will now be able to see at a glance what is working and what is not. I have a question - if I filter so I can see what is relevant such as you show on the later part of the video and keep it on that does the background data that is hidden still keep refreshing? kind regards Jim
Yes. You can test it for yourself and see. (Testing things with sample documents is an important technique when working with spreadsheets).
Great tutorial! Very helpful to me as I am just learning this program.
Question, is there a way to add a row at the top easily or automatically? As the list of expenses gets longer it’s increasingly time consuming to scroll to the bottom of the table and add a row at the bottom, especially if I’m using my phone. I’m currently primarily using the latest version on ipad(with a keyboard).
First, you can just use the "End" key on your keyboard or FN+Right Arrow if your keyboard doesn't have one. If you really want to insert at the top, you can select the first row under the header row, can click on the number to the left or use Table, Add Row Above.
@@macmost great thanks!
Thanks for the video. Now I have an understanding of what pivotables do.
Question: with the categories column, in order for it to work to group expenses in that second sheet, you need to ensure that you spell the names correctly, right? I ask as you seem to enter each entry manually.
I was wondering if you could make a dropdown list or something and if so, how can that be done?
Thanks.
Yes. Just use the autofill function that is already there. So once you have something like "Travel" in the column, it tries to autofill "Travel" when you start typing it. Makes it easy.