How to: Auto-pop text based on text of adjacent cell

**BobWiley85** · 09-11-2013, 12:17 PM

Hello all:

I'm trying to help streamline our church records/finances that are currently stored in an Excel workbook. After copying & pasting our bank statements into the workbook, I must manually apply corresponding "category" and "account #" labels (think mint.com budget categories). Right now, each expense falls into 1 of 55 potential categories, each with a corresponding account #, and I have to go thru each of them and manually label every purchase by looking at the "Vendor".

This is what the spreadsheet looks like. Columns A-C are downloaded from the bank statements. The text in Columns D-E must be manually entered, line by line.

(See attached photo)
Screenshot.png

So ideally, I would love it if there was a way to auto-populate Columns D-E if there were certain "code words" that appeared in Column C (e.g. if "Home Depot" was contained in Column C, "Facility Supplies" and "2400" would automatically populate in Columns D and E). Even if just the "Category" column could be populated, it would help out a ton!

So if anyone has any ideas...this would help out a ton! Thanks in advance!

**tehneXus** · 09-11-2013, 04:18 PM

Hi,

could you please upload a sample workbook with some data and a matching table on the 2nd sheet, in column 1 the "code"-words and in column 2 the category to use if a codeword is found.
Thanks

**HaHoBe** · 09-11-2013, 04:44 PM

Hi, BobWiley85,

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