Formula to auto categorise bank transactions
Hi everyone, I'm trying to put a formula in to auto categorise my bank transactions. I have the transactions in my main sheet as:
Date | Amount | Description | Category
The first three are populated from my bank transaction download, and category is where I want the category to auto populate.
I've tried using VLOOKUP but can't get it to work. I'm fine to create a merchant/data table on this sheet or another:
Merchant | Category
Eg:
Woolworths | Groceries
I want the formula to look at the Description cell for any of words in the Merchant cell. When it finds a word, I want it to put the corresponding word in the Category column from the merchant table to the Category column in the bank transaction section.
Thanks
[link] [comments]
Want to read more?
Check out the full article on the original site