expand the category drop-down list table in the model of checkbook

Using version 2.3 of numbers 09.  Try to understand the model section for checkbook and to expand the available categories in the menu drop-down allows to assign a category to an entry in the checkbook.  Where would we go to learn this procedure.

Hi Robert,.

This is as good one place as any.

If you have started using the model and have defined categories for all operations, make changes to the cells in these rows. Fill the pop-up menu edited cells wil also reset the value of each cell filled to the currently selected value in the source cell to this filling.

Add new categories to a cell in the context menu

In the Transactions table, click any cell to the row and column reference tabs appear.

Line control grip (red arrow in the image below) and drag to the bottom to add a new line. The new line will contain a new copy of the cell from the popup menu in the category column. Click this cell to select it.

In the bar of buttons above the workspace, click the Inspector button to open the Inspector, and then click the format cell [42] button to go to the cell format Inspector.

You will see the list of the menu items for the selected cell. The list below are a pair of buttons marked + and - (blue arrow). To add a new item to the menu, click on the button +.

The new item appears at the bottom it has the list, with its highlighted text as shown. Type the new category name.

Repeat for as many new features that you need.

You can also edit the items already in the list.

Double-click an existing item to select the text. Type the new name for the item.

When you are finished, close the Inspector.

The menu changes are applied immediately and affect only the menu in the modified cell, and cells, this version of the menu is filled in. If you add a new line to the bottom of the table, for example, the edition menu of line 15 will be filled in the new line.

Add a new category to the account categories table

The new category is not automatically added to the category table account. When you add it, ensure that there is an exact match between the label of the table and the category in the menu.

Click any cell in the account categories table to select it.

Enter the line control handle and drag down to add as many lines as necessary.

Note that the totals in a footer line moves down and the new lines are added above it.

Fill in the new lines of the new category (or categories). *

If you have completed transactions for these categories, these will be totaled in the B column and adds the total in the footer line, but not yet appear on the pie chart.

Add the new categories on the pie chart

Click the pie chart to select it and show its data source.

Data for the graph comes from the cells defined by the selection (in blue) rectangle. The cells shown in white on a background come from the chart legend labels black in column A of the table in the colors of the wedge can be seen in the box beside the category name (and can be changed by clicking on the box, and then choosing a new color in the fill color in the toolbar).

To add the new category to the table, place the mouse pointer on the small handful (circle in the lower right corner of the selection rectangle. When the pointer changes into a Black plus sign, click and drag down to lock the new categories, which will be instantly assigned a color and added to the graph.

Click anywhere outside the objects onscreen to deselect all objects, and then save your work.

* To ensure matched spelling between the menus and the list of categories, select one of the new cells of menu and copy. Select one (or all) cells new category on the table of the types of accounts and paste. Specify each menu to the new categories, and then select all the cells in the new category. In the format of cell Inspector, use the context menu to change the format of these cells to the text. This removes the attribute from popup menu of the cells, leave the text as it was when the last value.

Kind regards

Barry

Tags: iWork

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