Perhaps this is a better forum to place my question ....


I download information from my bank relating to different transactions.

I manually set up a drop down list in a new blank column of cells and manually go through every entry from bank and categorize a transaction to a number of valid categories.

For example, the text in a cell where I see "Mobil 1", I would select "Gasoline" from my drop down list and manually create a connection that this transaction is related to my gas expenses for the month.

If course, you can imagine that nested IF's will not do, as any one of these cells will be categorized into about 20 categories. I cannot get a lookup table to work, so I am looking for another way....

Any suggestions ?

What I want to do is ( overview ):

1. From a new blank cell, search another cell's text from bank downloads for key words like 'Taxes' or "Gas Bar" or "Pay".
2. Assign a category in that new blank cell to a predetermined list of categories like "Gasoline", "Income", "Property Taxes", etc.

Any help or direction would be appreciated,

Thx !!!