Auto categorize transactions

[blazarus]

Hi. Every month I copy and paste my bank transactions into excel and then I manually categorize them. I’m looking for the most efficient way to have excel automatically categorize recurring transactions based on keywords and/or rules related to the text of the bank transactions. I currently use excel 2007 but I can easily upgrade if a later version offers a better solution.

Thanks for any ideas.

[Roel Jongman]

I blazarus,

I do it on my (dutch) banktransactions using the bankaccountnumber or the payment terminal ID.

I use combination of INDEX and MAtCH to find the accountnumber or payment terminal ID in a table I keep with each bankaccount and terminal ID with te desired category.