How to merge / combine Excel documents??

[gil_happy]

Hello,

I am trying to figure out how to merge / combine two (2) Excel documents using Excel 2007. After Googling this, I'm unable to find a solution. Here is what I'm trying to do and why:

- American Express recently changed their web site where they changed how transactions can be 'tagged'. Before, you had the ability view all tagged and untagged transactions on one page, but now you can only see tagged or untagged on separate pages (not on a single page). Because of this, I plan to download all my transactions to Excel and manually manage this on my PC.

- I will download (Excel file) all my current transactions from AMEX and save locally to my PC. Then I will 'tag' the transactions in Excel typing the word 'Paid' into the 'D' column like you see in the picture.

- Then a few days will pass where additional charges are made on my AMEX card. I will again download the latest transactions in Excel format to my PC - this will include all previous charges as well.

- I now want to merge / combine the new, recently downloaded transactions into the existing document where I have typed 'Paid'. ** Basically, I want to add any and all transactions from the latest downloaded transactions file into the existing document that do not already have 'Paid' beside them in column 'D'.

Hopefully this makes sense. Any help is greatly appreciated.

Thanks in advance!

[hoyasaxa215]

You can just perform a VLOOKUP function in the new file to see if the old file lists a transaction as 'Paid'.

https://support.office.com/en-us/art...b-7257939faa65

[gil_happy]

Thanks for this.... I have done some quick reading is this seems a little confusing (and complicated). Hopefully there is something a little easier that is suggested.

[6StringJazzer]

Thread closed at member's request to re-open in Commercial Services.