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!
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