How do I add a new Category in pop-up Menu in Numbers?

Question

How do I add a new Category in pop-up Menu in Numbers?

I tried to enter new categories in the Pop-Up Menu but they didn't affect the budget table. I was able to add a "New Item," by clicking the + button in the Pop-Up Menu under the Cell tab, and enter my chosen name, which did appear in the Pop-Up Menu. However, when I then tried to create a new transaction, and assign it that new category name, nothing changed in the budget table; the transaction amount wasn't added to the category with that name (which I added to the budget table manually.) What am I missing? Do I need to add the category name manually after I create the new category, or is there a way to properly link the data in some other way beyond manually entering the new category name to the budget table header column?

[Re-Titled by Moderator]

MacBook Pro 14″

Posted on Sep 17, 2024 5:17 PM

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Answer 1

Yellowbox

Level 7

21,457 points

Sep 18, 2024 7:16 PM in response to Aliveinabrokenworld

Hi again Aliveinabrokenworld,

Select all the Pop-Up Menus in Column C in the Transactions table.

Could this be the problem and the solution?

Please call back with questions.

Regards,

Ian.

Edit: Merging Menu Items will not change existing Pop-Up Menu choices. Ian.

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Answer 2

Yellowbox

Level 7

21,457 points

Sep 18, 2024 2:03 AM in response to Aliveinabrokenworld

Hi Aliveinabrokenworld

Make sure that the Categories in the Pop-Up Menus in the Transactions table (Column C) exactly match the Categories in the Monthly Budget Sheet, "Summary by Category" Column A.

Just a hidden character such as a space will cause a mismatch.

Regards,

Ian.

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Answer 3

Sep 18, 2024 6:40 PM in response to Yellowbox

Yup, they're identical, I just double-checked. I'm not doing something. Can you describe how you would add and use a custom category, step-by-step? I did look this up online but couldn't find the issue.

Thanks so much, Ian

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Answer 4

Sep 18, 2024 6:56 PM in response to Aliveinabrokenworld

Also, I just entered a new row in the Transactions table, and tried to set to one of my new categories in the third column drop-down, but the new categories I created are missing from the drop-down (and missing from the Pop-Up Menu edit list under the Cell tab in Formatting.) When I click on the row that was selected when I added the categories, they're available from the drop-down there (and showing in the Pop-Up Menu edit list under Format, Cell.) It would make no sense that I'd have to select each cell in the Category column of the transaction sheets one-by-one and manually re-add the new Category name to the Pop-Up menu. This is why I feel I'm missing something.

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Answer 5

Sep 19, 2024 3:28 PM in response to Yellowbox

When I select the entire Category column as you have in the above example screenshot, I do not see the message about selected cells containing different menu items below the Pop-Up Menu drop down under Data Format, as you have. Nor have I merged any previously. This is the first I've seen anything about merging. As I mentioned, I can get new categories to APPEAR on the menu-pop up when I click on the drop-down arrow in a category cell, and even assign the new category to that cell, but it doesn't seem to apply the transaction in that row to the Budget Table.

Do you mean I am, or am not, supposed to select the entire column before adding a new category?

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