Building a Basic Business Spreadsheet In Mac Numbers

[@christianb9565]

I feel like I just took a Master Class. You're flying through things in Numbers that I find an absolute PITA to do with Excel. Thank you for this video

[@GrammyAllen]

Wow! This is awesome! I had a bit of a meltdown today because I was so overwhelmed with my bookkeeping. I have dyscalculia and some PTSD over mathy things. I'm going to have to watch this many times. Thanks for this!

[@tracyamcneal9597]

I appreciate MacMost for the educational tutoring necessary to help new Mac users like myself.

[@uptown7085]

I am a true beginner and honestly I felt as if I needed to know a few things before I watched this, thanks for the lesson I’ll comeback and learn from you after I learn the basic and shake off my frustration.

[@flookoco2008]

You have a relaxed style which is excellent for delivering complex training like this. Thoroughly enjoyed this, thanks Gary.

[@joshkidd2075]

Gary you are so knowledgeable and communicate the features so clearly & easily. I used to use Windows for Mac until I started learning more about Numbers. Your videos helped with that transition.

[@sablebreeze4717]

This was so helpful! I love that event though it was a long live it was just full of constant helpful information. Thanks so much!

[@1hjehje]

I have used Microsoft Office for many years and I was curious to see how feature rich Numbers is when compared to Microsoft Excel. I don't have a Mac as yet, but I think that Numbers will definitely meet all of my needs if I decide to purchase an Apple laptop. Thank you for the excellent video!

[@khill50able]

Thanks Gary for a well explained example. I was able to create a spreadsheet to let me know how much I spend in any given year on my Mastercard and where I use it. Very handy.

[@arlynnpaula7795]

At 59 and retired I enjoyed your video. Wonderful video. I have been using Excel for years on an old HP with windows 7 😆 and just bought a MacBook Pro 14 so my mind is blown. Took me half a day to watch and take notes then create as you did. I have watched some basics on Mac so I loved the challenge of all the simple things like copy paste etc and when to 2x clicking columns!! Looking forward to watching more of your videos.

[@wishiwereasinger]

I knew I could do a lot more with spreadsheets than I was doing and this video showed me everything I needed to simplify my tax accounting reports! Thank you!

[@grinchy1689]

you are a lifesaver!!! i’ve been searching everywhere for simple software for my small business, but i knew there had to be a way to do this in Numbers, and i created it as i watched your video. ❤Thank You so much.

[@odarrien]

Thank you for this. Setting up my business accounts for the first time and this is really helpful. I pretty much made my spreadsheet with the formatting you did, I'll add anything needed as I go along.

[@dianemcfadden6160]

I am overwhelmed !! I am going to have to watch a lot to catch on. I enjoy doing the green spreadsheets and now, I know why..

[@AkashicBeauty]

THANK YOU!!!! You have guided us all through this process so brilliantly. Thank you so much, I have tried to play around with the Mac Numbers app for sooooo long & I just couldn't figure it out. Without you creating this video I would still be using pen & paper trying to calculate everything & given up on trying to work out how to use these sheets. This whole video is worth the watch & will help any one with their personal accounts or businesses forever THANK YOU!

[@joyoffilming9500]

This was the most valuable Mc Numbers tutorial I've ever seen on Yt so far. Just awesome and worth every minute watched. THANKS!

[@alanrenton6059]

I think it is great that these videos are so unpolished yet so informative. Being a longterm Microsoft user and converting to Apple products, the transition has been enlightening and while Numbers does everything pretty much that Excel does it doesn't feel as intuitive but maybe that's over familiarity. Keep up the good work.

[@judyniderost362]

Thank you Gary! Your tutorial was awesome. I built my spreadsheets as I watched your video and now I am ready to start doing my bookkeeping. I love your videos!

[@jasemisael646]

sorry to be off topic but does any of you know of a way to log back into an Instagram account? I was stupid forgot the account password. I appreciate any help you can offer me!

[@nickolasreuben4025]

@Jase Misael Instablaster :)

[@jasemisael646]

@Nickolas Reuben thanks so much for your reply. I got to the site thru google and im trying it out atm. Looks like it's gonna take quite some time so I will get back to you later with my results.

[@jasemisael646]

@Nickolas Reuben It worked and I finally got access to my account again. Im so happy:D Thanks so much you really help me out!

[@nickolasreuben4025]

@Jase Misael Happy to help :)

[@sideshowsiren]

Thank you so much for posting! This is a gamechanger for my small business. Very grateful.

[@snks4pets]

I truly appreciate your expertise in this matter. It has opened my eyes to Numbers. Thank you! Thank you! Thank you!

[@ki546]

Your video was extraordinarily helpful. I made my personal and business financial spreadsheet with an automated dashboard! Now I don't have to hunt down my mistakes, I can just use the formulas you showed me and display things so nicely. Thank you!!!

[@e11drops]

I just want to thank you and tell you that you saved me lot's of time, I wish I looked for you on my first year in business. :)

[@38williw]

Thanks for that. New to Mac and find your tutorials better than most because you go reasonably slowly. Seniors need that. I’m tired of yelling stop, stop, stop at a video that is going light speed. 😬

[@nadiaibarrola9562]

Thanks Gary! Just started watching your videos and they've been very helpgful!

[@kakman1958]

I've just stumbled onto this when it appeared in my YT feed. Great job!. I've never really explored Numbers beyond using it a 'smart calculator' but this video has revealed so much more it can do.

[@samuelfarnham2653]

An absolute life saver! And the perfect start to learning the iOS system

[@paladdin1500]

Thank you! finally !!! I've been looking for this for years

[@edwinprabhakar2319]

THANK YOU SO MUCH, MOST USEFUL VIDEO AS I AM A BEGINNER AND LOVED THE WALKTHROUGH.

[@photom3]

I like your videos. Good production value, to the point without any filler. Reminders of things I forgot along the way.

[@photom3]

I should proofread carefully. Should have said without

[@adriandeb2710]

Best video on numbers on youtube, thank you

[@nassrahmed2738]

Gary thank you for all your explanation. I have a question. Can I link cells from different folders in to a table?

[@caroletomaszewicz737]

Hi - This is brilliant! Thank you. I grew up with Excel, so this is a brilliant quick root around, and helped me develop exactly what I needed for my small business. Well done. And again, thanks for the work and support.

[@CJ4Z1JC]

Gary, thank you for this video! its just what i was looking for! trying to get our family organized on our finances and track where all of our money goes!! And most importantly where we are spending the most!! I saw the Personal Budget template but I wanted to do several different things and you answered my questions with this video. Thanks again!!

[@OfficialBobbyChulo]

Thank you so much for this video! Organized my business in a short amount of time!

[@eithuzarsoe5542]

Excellent Learning Point and Source.Thank You Gary.

[@The.Memes.]

Using this format for my book keeping now. Thank you so much

[@zzzzt]

How do you add a recurring expenses / fixed costs such as insurance premium or software subscriptions (that use automatic debit payments)? so that we don’t have to input them manually every month

[@amyseefeldt419]

This is SOOOO helpful! Thank you! And I know very little about accounting. Great video.

[@Fnoteabewmedia]

Hi Macmostvideo, thank you for your valuable teachings I am learning a lot. But I just want ask you one think, I have a new external hard drive usually I am using it in windows but not working in my iMac. I would be pleased if you make a video about it or if you have old videos can you plz send me the link ? I tried to search but I couldn't find any. with more respect 🙏.

[@K.A.N]

THANKS SO MUCH FOR THE AWESOME INFORMATIONS YOU SHARED

[@jeanlucvassort6411]

So may thanks Gary ... really interesting video, a lot to learn ...

[@DH-kq2bf]

I was just looking for this, I need to become a Patreon. You always have helped me out big time. If I'd file my contribution as a Patreon, what would that fall under, profesional services or something else? You are the best

[@marinaxlove]

This was incredibly helpful. thank you so so much for sharing your knowledge with us!!!

[@rocky54app]

Very clear and straight forward, thanks a lot.

[@bobpug]

Gary ..you're a pro..What I would really like to know is how to protect formulas so they don't accidentally get deleted by a novice user...Also using a iPad you lose a lot of functions or they are really hidden well..

[@dominiquedixon]

THANK YOU THANK YOU THANK YOU!!!! This video was so helpful.

[@trevorstafford1375]

Really useful stuff thank you Gary

[@patystour8847]

Thank you for sharing this video!! It was really helpful for me since I have a new MackBook and didn't know how to use the new Number style. :-) After watching this video you helped me to understand this new system on MackBook 🙂 Have a great week!!!

[@rdelamora]

Man, you rules! Thanks a lot for all

[@redmondfam]

I''m new to Macbook and have learned so much by watching your videos, thank you. Question though. What if I want to filter by month and year? I've added a month table like the year table, added the month and if month columns, etc. and the filters but it just isn't working like I thought. Thanks in advance.

[@macmost]

Have a year column and a month column. Add two filters, one for each column.

[@Gigi22225]

Thank you for the excellent video!

[@justineprecepa]

Thank you for this tutorial!

[@jacobesquer596]

Thank you for putting this tutorial out here, its been very helpful but, when I get to 47:25 in this video, you don’t point out which button to click to get my amount in my income summary. I followed this to a tee,but I don’t know if I should hit enter, the green check or what. I am not computer savvy so if I sound ignorant, it’s because I am. Thank you

[@macmost]

What time? The video is 47:25 long. At what time in that are you asking about?

[@jacobesquer596]

My apologies, the time was approximately 15:45, but after going over it many time, I figured it out. Thank you for responding so quickly and for putting out tutorials they’re very helpful.

[@leondoliveira2995]

Great tutorial! I would like to set one up with a worksheet for each month. When I copy and paste the worksheet, the formula's keep referring to the first worksheet. How can I tackle that?

[@robertarmstrong7130]

How can I add a collem for inventory for expences to remove from inventory from income sales?

[@chelsiem4359]

Hi Gary, excellent video! Thank you so much. I had a quick question regarding cell 'total 1' I noticed the amount does not change depending on the year. I wondered if you/anyone else had the formula for this so it changes depending on the year? Many thanks

[@macmost]

Not sure what you mean. Can you be more specific? This is a 47-minute video that I recorded 3 years ago (have made probably 500 videos since then). What is the formula right now and what do you want it to do that is different?

[@keniahernandez2028]

Such an awesome video!! thank you for the knowledge you're sharing with all of us!:)

[@fast-end]

uyeah... nice nice... thanks a lot 💐... is there a posinility in numbers to scrape tables?

[@pastorsurya]

I can't thank you enough for your help. I created one following your footsteps. What's the best template for a tiny nonprofit ? How to make a 'statement of activities' in numbers? Please guide. I am 0 level learner and have the need of doing bookkeeping as I have a nonprofit with almost zero income but have to keep the records.

[@macmost]

There is no one-size-fits-all solution. Each business has different needs and each user has different abilities. If you really want to build your own (as opposed to using an accounting app/site) then you've got to come up with a spreadsheet that is customized for you. You can always work with a bookkeeper or accountant on it and let them help you.

[@DObrandYOU]

Thank you this was very helpful.

[@EstonianBerserker]

I use NUMBERS app once a month for Inventory for a place I work at. My father has a nice graph sheet of each coin detailed on every line using the BLANK template (NOT CHECKLIST) Now, I want to know if theres a better way to add a picture of the coin on each line without having to take up 3-4 lines worth which makes the graph extremely stretched out & long.

[@cingo19]

Hi, very nice video, thanks. I have a question. Is it possible to have pop up menus depending on an entry? Let’s guess for example I choose the category “travel”. Then on the adjacent column I would like a subcategory pop up menu where I could choose among train, airline, car, etc... Or if I’d selected the main category as “meals”, the subcategory popup menu would be updated with “restaurant, takeaway, pub, etc...”. Is this doable? Many thanks

[@ericcorona9536]

Thank you for the great spreadsheet. I am having trouble with 1 thing though, every time I add a new row, a blue triangle comes up in the “Is Year” column. It says it couldn’t copy the formula. Is there a fix for that? The only fix I have found is to copy and paste the formula into that particular cell

[@rodrigosalas3687]

@macmostvideo I got the same situation. Any fix yet? #macmost #macnumbers

[@KevObispo]

Really helpful. Thank you!

[@skysurferdude]

Gary, thanks so much for sharing your expertise! I downloaded the file you shared but discovered I am getting an error when adding subsequent rows in the "Is Year" hidden column. The formula is not following down the column and is instead marking the cell with a blue triangle note which says "The formula was replaced with its last calculated value." Why is the formula not continuing to function when rows are added and how can I correct it? I have to recopy and re-paste the formula to subsequent rows as a work-around.

[@macmost]

Remember to turn off the filter before adding new rows.

[@carlosm8882]

Hi Gary, I have grey grid lines and know how to remove them in a table for for some reason some cells keep the grey outlines?

[@dimogeorgakakos2570]

Hi Gary. Thanks for all the great videos. I added an image of a receipt to my business spreadsheet cell to correspond to the entry but I can’t subsequently open it to see it again when I need to. Any advice? Regards.

[@macmost]

If you added an image to a cell it is now just the background of the cell. That's all you can do with it. A Numbers spreadsheet is no a good place to "store" receipts. Instead, just put the well-named file in a folder in the Finder that contains your receipts in case you need it. This will also save you from ending up with a massive Numbers file.

[@rivquah]

this was so helpful. thank you!

[@fastscout4079]

Gary do you have your Numbers tutorials in order eg. starting from basic and building up the knowledge base- eg 1st video, 2nd video etc. Loving your tuts .Mick

[@macmost]

For that I have a course at courses.macmost.com. My regular tutorials don't really work that way: for instance I may talk about a topic and show the basics and advanced tips all in one video on that topic.

[@samstropic7316]

This was really useful, thank you. Is there a way, as I'm in the UK, to change the year part to do from April to March (this is our tax year)?

[@macmost]

You can set it up any way you like. Use this video to learn the basics and then expand on that.

[@pairomay]

This is so helpful thank you. Is there a way to add a currency category, so that it if i input CAD or USD in a column that it sends it to a different summary?

[@pairomay]

I tried to do it, but don't know how to add a second condition to SUMIF, let me know if this makes sense

[@GrammyAllen]

Hey Gary! In ONE WEEK, I went from meltdown over bookkeeping with paper to a fully built spreadsheet! I have a General Ledger and a Profit & Loss summary sheet with totals both for YTD AND a Running Total! Now, Can we make it play a "Ta-da!" sound or event when I click that it matches what the bank has? 😁🤣 Thank you SOOO much!! -G

[@ghgomez2]

One year late, but I did enjoy and learned from this video. I do have two questions. 1) In the cells with a formula in it, how do you protect them from a user overwritten them? 2) On your summary table, if a new category is added in the detail tables, can that new entry be automatically added to the summary table? Gary, as always, you are an excellent teacher and I thank you for sharing that knowledge with us.

[@macmost]

1) You can't lock a cell, only a whole table. 2) You'll need to add it to the second table yourself.

[@saulmejia5443]

Can you create an addition to they video adding a new page with payroll specifications as well?

[@RVingLiveTheDream]

Awesome spreadsheet! How do you suggest we keep track of receipts? Can you create a columns to import or take a picture or scan a receipt? Thank you.

[@ruthiverse]

Hi Gary, great tutorial, thank you!! I have a question about the functionality of a formula within a cell when the filter is on. When adding a new row in the Expenses table and the “Text is true” filter is turned on, the true/false function “a=b” in the “Is Year” cell of this newly created row appears broken: “The formula was replaced with its last calculated value.” I noticed that when turning the filters off this does not happen. Is there a way to make the a=b formula work when having the filter on? Maybe a tweaked formula of some sort? This would make the table more workable in the future when I have years of input in the table. ;-)

[@macmost]

No you should always only add rows when the filters are off.

[@thewearyboy]

Maybe I missed it in the video but I was wondering how to make a blank template (without any values entered) out of a created spreadsheet so that I can use it as a blank template. thanks for the videos. Ive learned so much in the past 24 hours from you and I've never used spreadsheets in my life.

[@macmost]

Create the template as you like and there is a command in the File menu to save it as a template.

[@arizona5253]

How would you incorporate this with a Invoice?

[@louisdesrosiers6954]

Missed it , but thanks for posting it :-)

[@smdd6751]

Could u use a lookup kinda deal where u can search a specific date or number and find that part of the spreadsheet?

[@macmost]

Yes. You can build it that way. You can just use the Find command in Numbers, or you can create something more complex with formulas, filters, other tables, etc. It depends on your spreadsheet skills.

[@BestLifePlanet-yk2tn]

Hello! Thank you for your video. How can you import bank transactions into this spreadsheet for Mac.

[@macmost]

Depends on the bank. Usually a bank should allow you to download a CSV file. Get that and you can open it in Numbers. Then copy and paste what you want into your own spreadsheet.

[@nc.sous.8827]

Excellent. Thanks. But for real, slow down. Would really help the learning process.

[@AdventuressAli]

Weird. I'm following along at 17:55 to make the two expense summaries but when I click to sum the whole column for the expense summary sheet on footer line 2 it wants to add the whole column *including* the footer, instead of everything above it.

[@macmost]

Make sure you click on the right thing to specify the column, or just type it.

[@AdventuressAli]

@@macmost I seem to be. I click exactly as he does.... hmmmm

[@elveracochrell73]

I found it hard to keep up. I tried doing a spreadsheet along with you but I would get a false or a red triangle in the summary column using the expense and summary pages

[@coronarolfing]

Me too.

[@danielzapatajr.4592]

Doing a personal expense report and loved this super simple idea... is there any of doing this on a month to month basis? I want to be able to keep track of earnings. I like how you were able to see the different expenses during the years but I would like to see it done by months. Thank you.

[@danielzapatajr.4592]

Nvm my brain seemed to have been working haha thanks for the informational video!

[@loewencarlin3751]

If I want to have a separate spread sheet for each month of the year, is it possible to have them there where you currently can select to view Expenses, Income and Summery? Like the first option would be to select the month, then either expenses, income or summery?

[@macmost]

Not easily. I would recommend against separating things by month. It will make all sorts of things more difficult. Just put all of the transactions in a table together.

[@OnlyJasmine]

HI Gary, video at 8'20", how did you automatically fill up the "Category" column in "Summary" table with the contents in "Category" column in "Expenses" table? or you used "copy&paste"? thanks!

[@macmost]

Looks like just a simple copy and paste.

[@Dynamo-cv1kz]

Hello, Gary. A couple of years ago, I watched you do a different video on a basic business spreadsheet. I can no longer find it on your channel. Specifically, I remember you setting up the spreadsheet, and then you created a column called the Due Flag and its input was either a 0 or a 1. Does this ring a bell and is this video somewhere on your channel. Thank you.

[@macmost]

kzbin.info/www/bejne/qJC1g6OQnbp2sLM

[@superiorbeing95]

This guy is the best

[@jameskelley2036]

Can I split a columns so they have sub columns?

[@ToddHudsonAtl]

I'm going to make my teenagers watch this video. Better than a whole semester of econ.

[@yardy-fg1mj]

Hi great video, is there a way instead of having the summary divided into each tax year, to have it between two dates? My business year is 5th April to the 4th April the following year! Very new to this but any advice would be greatly appreciated.

[@macmost]

Something like this: kzbin.info/www/bejne/pmLXooaCoN17mqM

[@muzicozaurus8861]

I have a question and I now it's not necessarily on this topic. How do you glue together several tables in numbers to make one big one.. they are one under another with the same size on the same spreadsheet. Many thanks in advance!

[@seagas2944]

Great Tutorial Gary!! What is "hit the LEAD key"...pop up menu?

[@macmost]

I don't know what you are asking here.

[@seagas2944]

Pop up menu 31:02 You solve query by “hitting the lead key” What is the lead key?

[@macmost]

@@seagas2944 Not "the lead" key, "Delete" key. But I only needed to do that because I needed to cancel out the pop-up in that cell, clear it as it were, and then I can type.

[@seagas2944]

@@macmost Thank you very much. I managed to set up the full spread sheet except for “Other” couldn’t get that formula to work. Seems not to like TRUE/FALSE rather blue triangle in top left corner of cell. All I really need is the error exclamation mark to be clear of the missed expense or income input. The total I need will add up when I update the missing category. Your so amazing, I love your content channel, knowledge and teaching skills. 😀

[@Abdullah-zl9ub]

Hey Gary. Trying to do a similar sheet to yours, oh it takes so much time and effort. I wonder do you have any similar or updated video on expenses and income? Or do you suggest using any other apple app for this (it’s been two years for this video). Also is it possible to attach receipts? I would like to be able to capture quickly the data and add it especially on phone.btw this sheet shows sums of one year not total sum right?

[@macmost]

Sounds like you are looking for more sophisticated accounting software (or a service).

[@Abdullah-zl9ub]

@@macmost not really just moving from notion to apple apps. (Personal balance not business)

[@ahmedmujadad]

Is it possible to make different categories columns, but then how can we categorize or filter ? But we have less no of rows & numbers app does not get slow!

[@Kuwandi]

Awsome presentation- my only thing is a “preface” stating that “sheets” feature Carrie’s a relevancy from one sheet to another* … I was not following the jumping between the “ sheets” wholly …

[@nathaliemarnham5899]

Hi Gary, I am new to your channel and right this minute, crying this video. Fro some reason, on the SUMIF I am able to do the formula, but it comes up with 0 on the Office expenses, however when I copy the formula, for the other lines, it works perfectly well. Any idea of what the problem is please? Kind regards, Nathalie

[@macmost]

Check the cell references carefully. Make sure it is referring to the correct cells.

[@TheUnofficialMaker]

Where can I find out about using a nested IF statement in Numbers? I used IF B5

[@macmost]

I teach nested IF statements in kzbin.info/www/bejne/anzHo2yabb-fbM0 , but the problem you have can't be solved by that. There's no way to use a formula to have the value set once, and then not update. The whole purpose of formulas is to have them update. Formulas don't "run" like programs they always reflect the values they reference. So to put the date in a cell, you have to use the Insert menu or type it. No way to use formulas for that. Or, use a formula, but select it, copy, then Edit, Paste Formula Results when you are done entering a row of data.

[@brittanywood83]

Is it possible to create a search cell that would generate an entire sheet? I am working with a class of students and want to use the spreadsheet with one sheet (type in student name, it brings up their data from other sheets)