Transactions on the Personal budget not showing up in the budget summary page? HELP

Go here and change the values in the Pop-Up Menu to match.

Once you entered the values you need in the Pop-Up Menu and have tested to make sure it's working in that one cell, C2, then:

1. choose the blank option at the bottom of the Pop-Up Menu for C2,
2. click cell C2 and command-c
3. double-click the letter C column header at the top
4. command-v to paste into all the body cells of that row.

Then all the cells should have your custom Pop-Up Menu that exactly matches the categories in the 'Summary by Category' table.

SG

The spellings of the Category names in Column A of the 'Summary by Category' table:

.

..must match exactly the spellings in the Pop-Up Menu in the cells of Column C of the 'Transactions' table:

Also check to make sure the SUMIF formula in Column C ('Actual') of the 'Summary by Category' is there in all the cells of that column.

SG

Ok Great, Now I want to customize my catagories to match the the summary page. This is where I am having problems. I customized my catagories on the summary page but, I am having problems with the transaction page as to getting them entered in a popup menu> Can you guide me thru that part please

I have the pop up menu done. It is customized, However when I add more rows to the transaction sheet and lets say I input an amount and the custom catagory on the transaction sheet in line 65 it doesnt show up on the summary page. This is frustrating, I love the layout for numbers personal budget but I keep running into glitches.

It would help if you could post screenshots showing what you have in the Pop-up Menus in the Transactions Table and the Summary by Category Table.

SG