Hello,

Each fortnight i download the last 14 days transactions from my bank account. I have a budget set for each expense type and would like to compare to the actual figures as well as keep a cumulative YTD total.

The cumulative YTD actual v budgeted is easy enough via a pivot table/chart and i have used sumifs to capture the last 14 days data ( i think it works).

When i add the last 14 days of data to the transaction list i would like it to recognise/search the cell contents for a particular word and then allocate the expense accordingly. If the lookup cannot find a match then allow the user to choose from a drop down list.

So my questions.......

How do you search for a match in only part of the cell?

For repetitive transactions can excel remember?

How does one get excel to lookup a value but if that fails allow the user to choose?

Thanks for your help.

Ant