End of months balance value in Mac numbers

I have a table in Mac numbers software that is consist of the following:

• column A ( Date )

• column B ( details)

• column C and D ( type of fuel gasoline/ diesel)

• column E ( debit amount)

• column F ( Credit amount)

• column G ( Balance)


I want to create another table that is contains in column (A) months of the year and column (B) the balance at the end of each month.

How can I do that in Mac numbers?

MacBook Air 13″, macOS 12.7

Posted on Oct 9, 2025 10:25 AM

Reply
2 replies

Oct 9, 2025 8:42 PM in response to mohamed-h-a

A Pivot Table can sum or count by month (very handy). But is not easy (if indeed that is possible) to configure a Pivot Table to extract the last value in each month.


If you are using Numbers 14.4, you can, however use XLOOKUP, something like this:



In B2, filled down:


=XLOOKUP(MONTH(A2),MONTH(Table 1::A),Table 1::G,if-not-found,match-type,-1)


This looks up the last value for each month in column G.


XLOOKUP - Apple Support


MONTH - Apple Support


Use ; instead of , in the formula if your region uses , as the decimal separator.


SG






End of months balance value in Mac numbers

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