Can't find a way to include income in my personal budget template on Numbers

Cannot find a way to include income in my personal budget template



[Re-Titled by Moderator]

MacBook Air, macOS 15.3

Posted on Apr 9, 2025 11:40 AM

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Posted on Apr 9, 2025 6:39 PM

The 'Personal Budget' template included with Numbers assumes expresses expenses as positive Numbers.


If you want to include income then one way is to reverse the sign: a negative expense is income.


Here's a simple modification I did years ago, that also includes multiple months. Maybe it will be useful and can be adapted to do what you want.


Expanded Personal Budget Template (Dropbox download)


SG


4 replies
Question marked as Top-ranking reply

Apr 9, 2025 6:39 PM in response to Nancycy143

The 'Personal Budget' template included with Numbers assumes expresses expenses as positive Numbers.


If you want to include income then one way is to reverse the sign: a negative expense is income.


Here's a simple modification I did years ago, that also includes multiple months. Maybe it will be useful and can be adapted to do what you want.


Expanded Personal Budget Template (Dropbox download)


SG


Apr 10, 2025 8:53 AM in response to Camelot

Thank you for your response!

I did find the different template just called Budget (vs Simple Budget) that has a "Money In" section, so that's a start. What I want to accomplish is a running record, month to month, of the totals spent and available per category. E.g., if I don't spend anything in the Travel category this month, it will carry over as a surplus to next month's tracking. I want to know if, according to my plan, I have enough funds available to take a more expensive trip this month and have next month's Travel category show a negative balance if necessary.

I used to do this by hand and, later, in Quicken (for Windows) and it was a fabulous way to keep a handle on my finances over the long term.

Thanks again.

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Can't find a way to include income in my personal budget template on Numbers

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