How can I track my budget and expenses using Numbers?

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Level 1

13 points

How can I track my budget and expenses using Numbers?

Since Quickbooks Online Plus has become too expensive for me, I'd like to use NUMBERS to set up a budget listing line items with amounts allowed to each item such as my income vs supplies, fees, taxes, etc. and an expense column to track how much I spend for each item. That way I can see if I'm over budget in a particular category.

I've looked at the household budget in NUMBERS but not sure how to see what's left in each category.

Thank you additional suggestions.

[Re-Titled by Moderator]

Original Title: NUMBERS Budget vs Expenses

iMac (M3, 2023)

Posted on Jun 5, 2025 12:42 PM

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Answer 1

SGIII

Level 8

36,974 points

Jun 5, 2025 8:47 PM in response to Brudduh

There are two budget templates. Do you mean 'Personal Budget'?

If so then you can see "what's left in each category" by looking at column D ('Difference') in the 'Summary by Category' table on the first sheet ('Budget').

You enter the budget numbers in Column B manually. Columns C and D are calculated by formula.

If you change the categories in Column A then you need to do the same in the Pop-Up Menu cells in Column C ('Category') in the 'Transactions' table on the second sheet ('Transactions').

SG

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