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Trouble finding the right formula to move text from register into expense code cells.

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    Trouble finding the right formula to move text from register into expense code cells.

    I will attach a file for better clarity.

    I have a spreadsheet with columns B:F being used like a check register. In multiple cells from H:Z, I have expense code budgets, with the top portion showing what I started with for the month. As I enter the data into the register, I would like the transactions to copy over to the budgeted items and reflect remaining amounts. Just like a checking account but all on one page. I am using a Sumif formula to move the data based on the expense code entered into the register, this will move the date of the transaction, and the amount either debit or credit. I am running into two/three problems. Problem one, I can't get the transaction item (name of store/company) will not move to the transaction cell in the expense code section (I haven't been able to find a formula to help me). Problem two, I need for the next row to capture the next transaction. I have been using the same sumif formula but having a different range for each row to pick up the next transaction. This can be a problem if a new transaction is entered directly under the previous one. Problem three, I cannot add another sheet to transfer data to because the workbook is getting to be a bit large as it is. Currently I have 18 plus tabs and would prefer not to add another.

    Is there a way to do it only using formulas??
    Thank you,
    Edmat
    Attached Files Attached Files

  2. #2
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    Re: Trouble finding the right formula to move text from register into expense code cells.

    Welcome to the forum.

    I dit it for the first budgeted item, this array formula in cell H4, copied down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    In this formula, the argument LEFT($I$2,SEARCH(" ",$I$2)-1) finds the string before the first space in the code entered in cell I2.
    So the formula will search for that string in column E.
    Careful with code spelling typos, in this case, the first section of codes (numbers up to first space) between register and budgets.
    For example, cell E8 (6300-2), as compared to N10 (6300.2). Make sure the first section of codes match, so the formula will work.

    I also improved your formula in cell K4, so you can copy down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    Please check file, run some test and let us know how it goes.

    Good luck!
    Attached Files Attached Files
    Last edited by Estevaoba; 02-02-2021 at 10:33 PM.

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