Numbers is the perfect spreadsheet app to help you get organized and improve your productivity. As part of the iWork suite, this option is better than Google Docs or Excel because it’s built into the core of macOS and is available for free from the App Store.
There are plenty of apps to organize certain aspects of your life, but creating a spreadsheet in Numbers gives you more control. Furthermore, you can use Numbers to plan meals, schedule work projects, or plan your budget with templates.
So let’s get started!
- 1 Install Numbers on your Mac from the App Store
- 2 1. Use the Numbers meal planner template
- 3 2. Create your own project tracker
- 4 3. Use the Personal Budget Template in Numbers
- 5 Find more spreadsheets to use
Install Numbers on your Mac from the App Store
Numbers is a free app to use on any Apple product: iMac, MacBook, iPhone, you name it. If you sync data with iCloud Drive, you can even open the same Numbers files on any of your Apple devices without compatibility issues.
However, Numbers does not come pre-installed on your device. You need to download it from the App Store first.
On your Mac, open the App Store from the Dock and search for Numbers. Click the buttonGettingnext to the app and enter your Apple ID details to start the download and install it. Numbers appears in Launchpad once installation is complete.
With Numbers installed, you can start organizing different parts of your life.
1. Use the Numbers meal planner template
Weight loss often involves replacing regular eating options with planned snacks. Numbers has a built-in meal planner template which is great for taking back control of your eating habits. There’s even a sheet dedicated to your shopping list.
- Open Numbers on your Mac.
- Choose Create new document From the popup or go to
ملف -> جديد.
- Select Template Meal Planner Under the Personal section and click Choose.
How to use the Numbers meal planner template
At the top of the window, you can see two Tables of Numbers: Meal Planner AndShopping List.
from Meal Planner Paper , start by double-clicking the date to edit it. Then go through the table to add the food you want to eat for each meal each day.
For each entry, you can also link the custom recipe. Highlight the text in a specific cell, then tap
Control and select
Add Link -> صفحة الويب. Paste your recipe link in the box that appears.
If you want to add the same breakfast, lunch or snacks for each day, select the first cell and drag the yellow circle down to automatically fill in the cells below it.
Once your meal plan is complete, proceed to shopping list paper And add the ingredients you need to those meals. You can even edit the quantity of each item and add a specific store where you need to get the necessary groceries.
Don’t forget to save your meal plan when you’re done. go to the
ملف -> حفظ To do that.
2. Create your own project tracker
One of the hardest parts of organizing your life is keeping track of all your different projects. Fortunately, it’s easy to create a progress tracker for your project in Numbers, so you can manage all your tasks from the same place.
Let’s create a new Numbers table to keep track of projects and to-do lists. You can adjust it as much as you like in order to match everything on your agenda.
- Open Numbers on your Mac.
- Choose Create a new document From the popup or go to
ملف -> جديد.
- This time, select a blank template at the top of the list and click Choose.
- Just like a meal planner, it is easier to use separate sheets to display different information. Double click where Sheet1 is and rename it to
Project Overview. Then click the button
+To create a new sheet and label it
How to create a project overview sheet in Numbers
Open the Project Overview sheet. Think about how you can group all your different projects into three or four categories, for example: work, home, and personal. Then decide how many projects you want to track for each of your categories at once.
- In column A, from row 2 down, type Project 1, Project 2, Project 3, etc. to match the number of projects you want to track.
- Starting with column B, add “Project Categories” to the top of each column.
- Now fill in the name of each project for each category in the spreadsheet.
This gives you a clear overview of all the different projects you’re working on at once. For individual tasks related to each project, let’s create some to-do lists.
How to create a task list sheet in Numbers
Open the To-Do Lists sheet you created at the top of Numbers, then follow the steps below to create to-do lists with a check box for each of your different projects.
- Click the A button to select the entire first column.
- from the sidebar”Coordinate“Go to the tab”cell“and change”data format” to me “check box.
- Click and drag to select columns C through E, then click
Controland choose Delete Selected Columns.
- Move your mouse pointer over the right edge of column B to reveal the resizer and resize that column to 300 points.
- Double click
Table 1And rename it to match a specific project.
- Go to
تحرير -> تكرارSelect to create new to-do lists for each of your projects. Reorder them by dragging the circle at the top left of each table.
- Then fill in each line with a different task that you need to complete for this project.
3. Use the Personal Budget Template in Numbers
A critical step in order to be organized in your life is to organize the spending of your money. You can have quite a few financial models with Numbers and they each serve different purposes. The best one for most people to use is the Personal Budget template.
Here’s how to make the most of it.
How to use the Personal Budget Template in Numbers
After you open a new personal budget template in Numbers, you’ll see two sheets of paper at the top of the window: budget AndTransactions.
showing paper budget A pie chart with your spending habits next to a bar chart that pins against your budget. This visual chart shows where your money is going and if you’re overspending or not.
Below the charts, a table of different spending categories is shown along with budget and actual amounts. Numbers shows your actual spending from the transaction sheet, but you have to set the budget for each category yourself.
When you are satisfied with the budgets, go to the transaction sheet. Numbers uses information from this sheet to populate the charts and table in the budgets sheet.
Add each purchase you make in the transaction sheet. You also need to include the amount you spent and the category to which the transaction belongs. Numbers collects all the details to tell you if you’re on track to meet your monthly budget.
How to change the categories in the personal budget template in Numbers
Default spending categories are fine, but not ideal for everyone. You may want to change it to suit your spending habits. To do this, you need to change the expenditure categories for both the budget and transaction sheets.
Changing the spending categories on a budget sheet is as simple as renaming them from the table at the bottom of the page. You should see the names change in the graphs.
Don’t worry about the actual numbers going to zero when you do this.
In the transaction sheet, you need to change the dropdown options for each line in the table. Click and drag to select the entire category column, starting with row 2.
in the sidebar”Coordinate” , Click “cellYou will see the options for the popup for each of the categories. use two buttons
- To add or remove categories, or double-click the existing options to rename them.
When you’re done, make sure to associate your transactions with the correct categories. Otherwise, your budget graphs will not be accurate.
Find more spreadsheets to use
Numbers is not as powerful as Microsoft Excel, but its design makes it easy to create simple and functional spreadsheets. Each of these projects should teach you more about how to use Numbers on your iMac, MacBook, or MacBook Pro.
But there’s a lot you can do with spreadsheets that we haven’t touched yet. Take a look at these handy Excel templates for more spreadsheet ideas you can create in Numbers.