Track Your Expenses in Mac Numbers

Ғылым және технология

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

Пікірлер: 224

  • @AndreasWesthues
    @AndreasWesthues5 ай бұрын

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

  • @driatros
    @driatros7 ай бұрын

    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

    @JimzAuto

    7 ай бұрын

    MacMost should have an OnlyFans :)

  • @lunalaugrady7100
    @lunalaugrady71009 күн бұрын

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

  • @letourvisionexpand
    @letourvisionexpand4 ай бұрын

    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!!

  • @xjr1618x
    @xjr1618x7 ай бұрын

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

  • @rsdriskell
    @rsdriskell7 ай бұрын

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

  • @kimhamiltonpsychoanalytica2778
    @kimhamiltonpsychoanalytica2778Күн бұрын

    Thanks very clear and helpful.

  • @BeautyconversationswithMsChili
    @BeautyconversationswithMsChiliАй бұрын

    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

    @macmost

    Ай бұрын

    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.

  • @bobandmarybutera8940
    @bobandmarybutera894027 күн бұрын

    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.

  • @Marco.fm.73
    @Marco.fm.737 ай бұрын

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

  • @DavidWaibel221190
    @DavidWaibel2211903 ай бұрын

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

  • @mrfrano100
    @mrfrano1007 ай бұрын

    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

  • @georgee3401
    @georgee34017 ай бұрын

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

  • @indigofruit59
    @indigofruit597 ай бұрын

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

  • @Bernygravy
    @Bernygravy7 ай бұрын

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

  • @loisskiathitis8926
    @loisskiathitis89267 ай бұрын

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

  • @Jimgoodwin846
    @Jimgoodwin8467 ай бұрын

    This is wonderful! I have been tracking my expenses for years now, but you just simplified my whole program. Thank you 🙏

  • @mxh5647
    @mxh56477 ай бұрын

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

  • @jeaniesandoval
    @jeaniesandoval7 ай бұрын

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

  • @stephenbridges2791
    @stephenbridges27917 ай бұрын

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

  • @willg967
    @willg9672 ай бұрын

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

  • @magicamiami
    @magicamiami5 ай бұрын

    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.

  • @kernow9324
    @kernow93247 ай бұрын

    This is so useful. Thank you!

  • @mirabelleusa
    @mirabelleusa7 ай бұрын

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

  • @marijndevree4777
    @marijndevree47775 ай бұрын

    Perfect Video straight to the point and very helpful!

  • @larrymorin
    @larrymorin7 ай бұрын

    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.

  • @shriidharkulkarni6648
    @shriidharkulkarni66487 ай бұрын

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

  • @mlodyme3675
    @mlodyme36757 ай бұрын

    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!

  • @leej8070
    @leej80707 ай бұрын

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

  • @user-bm2tx2fh1k
    @user-bm2tx2fh1k5 ай бұрын

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

  • @joncartwright5612
    @joncartwright56125 ай бұрын

    Just what I was looking for. Brilliant!

  • @jumbolarge108
    @jumbolarge1087 ай бұрын

    Best tutorial on pivot tables so far!

  • @davidcking7
    @davidcking77 ай бұрын

    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.

  • @VadimRudenko
    @VadimRudenko7 ай бұрын

    Very useful material. Thank you!

  • @DanielAmbroseStudio
    @DanielAmbroseStudio7 ай бұрын

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

  • @fantasticprincipessa
    @fantasticprincipessa6 ай бұрын

    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!

  • @AnnRicci
    @AnnRicci7 ай бұрын

    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 !!!

  • @carolinebarlow4795
    @carolinebarlow47957 ай бұрын

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

  • @familyfriendsfinances
    @familyfriendsfinances6 ай бұрын

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

  • @Sergesouszero
    @Sergesouszero7 ай бұрын

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

  • @rebeccacaldwell2766
    @rebeccacaldwell276625 күн бұрын

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

  • @rocketdronemedia
    @rocketdronemedia7 ай бұрын

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

  • @jeannedarc1566
    @jeannedarc15667 ай бұрын

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

  • @sheldoncooper4999
    @sheldoncooper49997 ай бұрын

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

  • @juliorobledo3325
    @juliorobledo33257 ай бұрын

    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

  • @HybridParentSupport
    @HybridParentSupport7 ай бұрын

    Excellent! Thank you!

  • @shahnawazk
    @shahnawazk7 ай бұрын

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

  • @sajidazmy7605
    @sajidazmy76052 ай бұрын

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

  • @artprojectsnz
    @artprojectsnzАй бұрын

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

  • @ShibuGeorgeMac
    @ShibuGeorgeMac7 ай бұрын

    Very useful video. Thank you.

  • @shutterbug49
    @shutterbug497 ай бұрын

    I never understood pivot tables until this video. THANKS!

  • @martrom0
    @martrom0Ай бұрын

    Excellent ! Thank you very much !!!

  • @skepticsr_us
    @skepticsr_us5 ай бұрын

    Another tutorial that will save me a lot of time.

  • @billgrimm9171
    @billgrimm91716 ай бұрын

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

  • @richardburri
    @richardburri7 ай бұрын

    Thank so much, very useful 👍

  • @cherrygolden-lj9xk
    @cherrygolden-lj9xk2 ай бұрын

    Very useful, thank you!

  • @thehealinghiker
    @thehealinghiker7 ай бұрын

    This WAS helpful, thank you soooo much!

  • @RavelKamga
    @RavelKamga5 ай бұрын

    God bless you man… thanks so much

  • @sophiaclarence1856
    @sophiaclarence18562 ай бұрын

    Thank you!

  • @sysavanemo
    @sysavanemo4 ай бұрын

    Thank you so much for this video

  • @DestructiveCreativity
    @DestructiveCreativity6 ай бұрын

    Thank you! This is very helpful.

  • @kasiastewart4686
    @kasiastewart46866 ай бұрын

    GREAT AS ALWAYS

  • @KazrBrekker
    @KazrBrekker3 ай бұрын

    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

  • @Fallout75
    @Fallout757 ай бұрын

    Super helpful, thank you.

  • @DouglasFromNewBrunswick
    @DouglasFromNewBrunswick3 ай бұрын

    yes, it was amazing, thanks

  • @johnt5693
    @johnt56934 ай бұрын

    thanks for sharing I admire your passion

  • @adriandeb2710
    @adriandeb27107 ай бұрын

    This is a great video, just what i need

  • @smilingray8738
    @smilingray87383 ай бұрын

    Thank you!!!

  • @eranknex
    @eranknex6 ай бұрын

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

  • @kasiastewart4686
    @kasiastewart46866 ай бұрын

    So helpful!!!!!!! Thanks

  • @DeeJayPuffy
    @DeeJayPuffy4 ай бұрын

    Gary you are the real MVP!

  • @khalidalkaabi5506
    @khalidalkaabi550612 күн бұрын

    Thank you ❤

  • @applaudmjusa
    @applaudmjusa7 ай бұрын

    This was a great video!

  • @davetraweek2165
    @davetraweek21657 ай бұрын

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

  • @aminmebarki796
    @aminmebarki7966 ай бұрын

    Big thumbs up, new subscriber from Algeria!

  • @MichaelsHomeCooking
    @MichaelsHomeCooking7 ай бұрын

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

  • @cottagekeeper
    @cottagekeeper7 ай бұрын

    Fantastic!!!

  • @rogerherrick8323
    @rogerherrick83237 ай бұрын

    Very useful

  • @anilkumar1971
    @anilkumar19717 ай бұрын

    Very cool! Very useful :)

  • @Applecore365
    @Applecore3657 ай бұрын

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

  • @rsdriskell

    @rsdriskell

    7 ай бұрын

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

  • @robbib9667
    @robbib9667Ай бұрын

    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! ❤️

  • @AlijahSimon

    @AlijahSimon

    4 күн бұрын

    For anyone reading this, adopt, don't buy!

  • @adsmithtx
    @adsmithtx7 ай бұрын

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

  • @williamalgat7125
    @williamalgat71256 ай бұрын

    Hi Gary you the best

  • @RORVS
    @RORVS7 ай бұрын

    👏🏻👏🏻👏🏻👏🏻 excellent 👏🏻👏🏻👏🏻👏🏻

  • @uai_isaque
    @uai_isaque5 ай бұрын

    Thank you very much. I'd done mine after seen your video. Could make a video teaching how to make a Cash Flow now ?

  • @macmost

    @macmost

    5 ай бұрын

    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.

  • @stephenbolton9044
    @stephenbolton90447 ай бұрын

    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

    @macmost

    7 ай бұрын

    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.

  • @mauricioflores3732
    @mauricioflores37327 ай бұрын

    Oh yeah I did something similar but I used functions instead of a pivot table. Totally forgot pivot tables existed 🤣🤣

  • @luizs3105
    @luizs31057 ай бұрын

    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

    @macmost

    7 ай бұрын

    Yes. Try it.

  • @raycollington4310
    @raycollington43107 ай бұрын

    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

    @macmost

    7 ай бұрын

    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

    @raycollington4310

    7 ай бұрын

    @@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

    @macmost

    7 ай бұрын

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

  • @raycollington4310

    @raycollington4310

    7 ай бұрын

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

  • @mqa7001
    @mqa70015 ай бұрын

    I would like to be able to make this and combining it with shortcuts

  • @satvirsingh1511
    @satvirsingh15117 ай бұрын

    Very Good work My name Satveer Singh from India

  • @pattilooneyphotography
    @pattilooneyphotography6 ай бұрын

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

  • @macmost

    @macmost

    6 ай бұрын

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

  • @mtbcomedy9225
    @mtbcomedy92252 ай бұрын

    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

    @macmost

    2 ай бұрын

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

  • @MarkWarner1
    @MarkWarner17 ай бұрын

    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

    @Liam_Maddog

    7 ай бұрын

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

  • @macmost

    @macmost

    7 ай бұрын

    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

    @Bernygravy

    7 ай бұрын

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

  • @ADAdams-wn1nc
    @ADAdams-wn1nc7 ай бұрын

    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

    @macmost

    7 ай бұрын

    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.

  • @MonkeyClub
    @MonkeyClub7 ай бұрын

    Very cool material, can you make something similar for the stock exchange?

  • @macmost

    @macmost

    7 ай бұрын

    kzread.info/dash/bejne/fZOGw86bdM_UfMo.html

  • @edwarr50
    @edwarr507 ай бұрын

    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 ?

  • @macmost

    @macmost

    7 ай бұрын

    Not sure what you are asking. But I don't think so.

  • @RichAesthetic
    @RichAesthetic7 ай бұрын

    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.

  • @macmost

    @macmost

    7 ай бұрын

    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.

  • @mjpt57
    @mjpt577 ай бұрын

    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

    @macmost

    7 ай бұрын

    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.

  • @threehatsstagemedia
    @threehatsstagemediaАй бұрын

    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

    @macmost

    Ай бұрын

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

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