Hello Experts!...
My objective is to copy my bank statements into an excel sheet and have another sheet automatically categorise and sum the total of those catergories.
So in real simple terms:
I have a tab which contains list of descriptions in a tabe i.e YORKSHIRE = Mortgage / TESCO = Groceries / SAINBURYS = Groceries etc...
In the other tab is my statement data, I need a way of outputing IF statement description contains 'YORKSHIRE' THEN LABEL 'MORTGAGE', IF statement description contains 'TESCO' THEN LABEL 'GORCERIES', IF 'ANYHTING ELSE' LABEL 'OTHER'. As the statement description changes each month i.e YORKSHIRE 1 / YORKSHIRE 2 ETC.. the formula needs to reflect 'IF cell contains the word' rather than only search an exact word match'
At the moment i manually type in a categoery next to each line in the statement. I'm trying to make this automatic by dragging down a formula that will Lookup the description and category list, and auto assign the categoery to that line description.
Can anything advise how i do it, what is the formula? thanks.
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