Numbers Monthly Budget Query

I've set up a Personal Budget using the Numbers template, but there is a strange discrepancy. I've entered transactions, and the Summary by Category reflects totals accurately for 12 Categories. That is reflected in the Actual Summary pie graph, but the Budget vs Actual bar graph did not include the "Utilities" category and instead added a second "Insurance" category. How can I get the Budget vs. Actual bar graph to sync with proper category designations? Attached is a copy. Thanks.

iMac 21.5″, macOS 14.6

Posted on Mar 19, 2025 8:16 AM

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Mar 19, 2025 11:43 AM in response to JGildero

This almost certainly has something to do with the way you added the additional category, but it's impossible to tell for sure from here.


The key is going to be to click into the graph and check what data its using.

Specifically, click on one of the Blue bars in the chart to check the source of its data points.

Do the same for the green bars, and for the axis labels themselves.


Until we know what's amiss, it's hard to tell you how to fix it.

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Numbers Monthly Budget Query

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