Track Your Expenses in Mac Numbers

[@AndreasWesthues]

I've learned in 11 minutes more about how to organize a spreadsheet than in endless tutorials. Thanks for sharing this.

[@letourvisionexpand]

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!!

[@Dr.JulieJames]

Can relate..I have started an Expense Journal spreadsheet and have listened to this video 4 times as I have worked on my journal..

[@driatros]

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.

[@JimzAuto]

MacMost should have an OnlyFans :)

[@xjr1618x]

Perfect timing to start my expenses spreadsheet for next year, thanks!!

[@DeeJayPuffy]

Gary you are the real MVP!

[@rsdriskell]

You have a real gift as a teacher Gary! Thanks for all your shared knowledge! All the best!

[@newgabe09]

Thanks so much! Im trying to get my head around Numbers after decades of Excel Yours is the first tutorial I've seen that really explains what a Pivot Table is and how it might be useful.

[@mxh5647]

Thanks for this. Pivot tables finally starting to make some sense.

[@davidcking7]

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.

[@stephenbridges2791]

Very useful, as always. I made my spreadsheets years ago before Apple offered pivot tables. What a bunch of work that was.

[@mrfrano100]

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

[@indigofruit59]

Great no-frills demo, I can now get an easy update on my personal spending going forward.

[@troskeyj]

This might be the single greatest video on KZbin!!!

[@r.a.monigold9789]

I try to live by "KISR" Keep It Simple Ray - but often fail. Thanks to you, Gary, my extremely complex self made Numbers Monthly spread sheet can be made into an easy to use and read Spending sheet. I'm back to KISR in my expense tracking. Thanks, Gary !

[@mlodyme3675]

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!

[@gyalkardolkar2607]

I was jotting down (pen & notebook) expenses for our home renovation and all the inserts etc were a nightmare so now I am transferring the written info to numbers - thank you for this wonderful and easy to understand tutorial🙏

[@Bernygravy]

Once again, you find a way to explain things simply, encouraging us to try them. Well done!

[@juliorobledo3325]

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

[@flyman912]

Its the first time I have ever managed to create a spread sheet thanks to your great video, thank you for sharing.👍

[@DavidWaibel221190]

I hope you stay motivated for a long time. Thank you for your support, you are really a good guy

[@larrymorin]

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.

[@loisskiathitis8926]

A very useful and informative video tutorial today! I always learn something new! Thank you, Gary! 👏🏻❤️

[@georgee3401]

Excellent tutorial. Very useful approach to keeping track of this data. Many thanks!

[@fantasticprincipessa]

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!

[@Marco.fm.73]

Just what I've been waiting for. Thank you so much Gary. Great video as always.

[@bobandmarybutera]

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.

[@vipbox5150]

Thank you for the tutorials, this is really life-saving, im working on my new spreadsheets for household expenses because I found ur tutorial is a new level.

[@kernow9324]

This is so useful. Thank you!

[@GlendaFuentealba]

Thank you for this! I did add the starting balance to the first row and did the formula from the next row down. This seems to be working well and I did not have to add a separate table for the starting balance.

[@billgrimm9171]

Ignore my question. You just answered the question in the video. Thanks for the great session

[@MomialaCarr]

Oh my goodness, this is exactly what I needed to make my inventory list with the costs of items. Thank you so much!

[@AnnRicci]

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 !!!

[@jumbolarge108]

Best tutorial on pivot tables so far!

[@Dr.JulieJames]

Was looking for a way to track our mortgage payment info ie date, amount, check #, and USPS shipping information; and this is exactly what I needed...Simple and straightforward.

[@Dr.JulieJames]

this past year your tutorials have helped me to organize my home office budgets..without alot of Tech savvy skills this has been so helpful to me.

[@hollyhamilton1297]

You are the best. Simple explanations. Thank you Gary

[@sheldoncooper4999]

It can be perfectly mixed with the Business Expenses video. That video made me rebuild my entire budget spreadsheet.👌💪

[@DanielAmbroseStudio]

This is very helpful and timely as we begin 2024. Thank you!

[@shriidharkulkarni6648]

Excellent. I have been using this for last 4 years. Off course was not using Pivot table facility. Nw I will. Thanks Gary.

[@mirabelleusa]

Thank you for this tutorial, I was so confused , but you made it so simple. Your tutorials are the best and simple.

[@carolinebarlow4795]

Thanks very much, Gary, for this most informative video! This definitely beats the App for expenses I have been using.

[@prodepranpongplutong]

OMG...You are the best! I was doing it the hard way all my life! Thank you so much!

[@rocketdronemedia]

Exactly what I was trying to do today and wish I would have came across this video first!! Thanks for uploading this!!

[@shutterbug49]

I never understood pivot tables until this video. THANKS!

[@rebeccacaldwell2766]

Thank you SO much! This was super easy to follow! I am so proud of myself!

[@jeaniesandoval]

Thank you Gary! I just love your videos. You've answered so many questions. You are the Best!

[@skepticsr_us]

Another tutorial that will save me a lot of time.

[@karenshoucairmcgray4902]

Very Useful! Thank you! 😊

[@ShibuGeorgeMac]

Very useful video. Thank you.

[@juliesettle3443]

Superbly explained - thank you.

[@jeannedarc1566]

I never knew what pivot tables were - spent ages trying to sort formulas. Thanks!!

[@willg967]

Thanks Gary! For another very helpful video. Numbers is becoming my favorite App!

[@TheGemyni616]

Thank you for this tutorial. I've always used Excel within my Mac. This is useful info

[@artprojectsnz]

Great overview again Gary…just enough for the simple stuff I need…cheers

[@lunalaugrady7100]

perfect! This video had all the information I needed and I learned so fast.

[@stephenbolton9044]

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?

[@macmost]

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.

[@sajidazmy7605]

Thanks for making this video. This Video help me to make my monthly expenses spreadsheet.

[@leej8070]

Awesome. I’m going to try this out. Thank you Gary!

[@marijndevree4777]

Perfect Video straight to the point and very helpful!

[@davetraweek2165]

Gary, once again you’ve proven that you are THE Apple maven. Terrific tutorial. 😊

[@joncartwright5612]

Just what I was looking for. Brilliant!

[@KhurshidAhmad-z8d]

Thanks from Pakistan

[@MichaelsHomeCooking]

Very very nice and thank you. I could have been using this for years with my expenses of making videos.

[@nancywatson9084]

exactly what I needed! Thank you!!!!

[@familyfriendsfinances]

Super informative and easy to follow. Thanks for the help!

[@KazrBrekker]

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

[@MarkWarner1]

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?

[@Liam_Maddog]

Don’t make it too complicated. Create another category called Entertainment.

[@macmost]

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.

[@Bernygravy]

@@macmost Great idea, and elegantly simple! Thanks!

[@raycollington4310]

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.

[@macmost]

You can turn it off, but it certainly comes in handy in the Category column where you should have a small number of possibilities.

[@raycollington4310]

@@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.

[@macmost]

@@raycollington4310 There's no cache. It just looks at the other entries in the column.

[@raycollington4310]

@@macmost Thank you, now I feel a bit stupid. Merry Christmas to you and many thanks for your help.

[@DestructiveCreativity]

Thank you! This is very helpful.

[@aminmebarki796]

Big thumbs up, new subscriber from Algeria!

[@VadimRudenko]

Very useful material. Thank you!

[@martrom0]

Excellent ! Thank you very much !!!

[@kimhamiltonpsychoanalytica2778]

Thanks very clear and helpful.

[@johnt5693]

thanks for sharing I admire your passion

[@ADAdams-wn1nc]

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?

[@macmost]

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.

[@kasiastewart4686]

GREAT AS ALWAYS

[@thehealinghiker]

This WAS helpful, thank you soooo much!

[@Sergesouszero]

Thanks, Gary! Very useful, to say the least.

[@adriandeb2710]

This is a great video, just what i need

[@BeautyconversationswithMsChili]

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.

[@macmost]

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.

[@shahnawazk]

Love it, really you are the master. Thanks and keep it up!

[@Fallout75]

Super helpful, thank you.

[@RavelKamga]

God bless you man… thanks so much

[@adsmithtx]

nice, I will try setting the up it would be less work than what I am doing now. Thank you

[@eranknex]

A vey good guide, it is very helpful for me, thank you :)

[@richardburri]

Thank so much, very useful 👍

[@threehatsstagemedia]

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

[@macmost]

Yes. You can test it for yourself and see. (Testing things with sample documents is an important technique when working with spreadsheets).

[@khalidalkaabi5506]

Thank you ❤

[@BeatriceFiona]

This is amaaazzing wizardry thank you so much! I want to use this for my tiny artisanal/art business. Would it be possible to add income to this sheet to compare and calculate to substract the expenses and calculate profit? Or should i create a separate sheet for that?

[@macmost]

You probably want to create a separate sheet for income.

[@Applecore365]

I needed this! Thank you! I’ve been using Apple notes lol

[@rsdriskell]

Me too...definitely changing over to Numbers...

[@V-t3n]

Excellent! Thank you!

[@sysavanemo]

Thank you so much for this video

[@adyacoca8301]

Gary, thanks for the useful content! Is there an option to calculate the total amount of expenses in the pivot in case I use multiple currencies?

[@macmost]

You wouldn't use a pivot table for that. Just use SUM in your regular table. But you need to have them all in one currency for that, of course. So maybe another column where you list the cost in a single currency at the time of the transaction, and then a SUM in the footer row?

[@mtbcomedy9225]

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

[@macmost]

Not sure of the details of that, but I'm sure you can work it out once you learn basic Numbers skills.

[@Definitelynotacelebrity]

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).

[@macmost]

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.

[@Definitelynotacelebrity]

@@macmost great thanks!

[@pattilooneyphotography]

Excellent!! Do you have a tutorial on a customer database?

[@macmost]

No. How that would work really depends on your specific needs.

[@kasiastewart4686]

So helpful!!!!!!! Thanks

[@sophiaclarence1856]

Thank you!

[@lanabyk8012]

Thanks a bunch...

[@mjpt57]

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.

[@macmost]

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.

[@luizs3105]

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?

[@macmost]

Yes. Try it.