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Old 06-15-2021, 05:50 AM
geobar geobar is offline Know-Nothing Excel user needs help with simple Excel operation Windows 10 Know-Nothing Excel user needs help with simple Excel operation Office 2007
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Default Know-Nothing Excel user needs help with simple Excel operation


Please see the attached word document describing what i want to do and the attached two small excel spreadsheets the word document refers to.
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Old 06-16-2021, 12:13 PM
Steve Kunkel Steve Kunkel is offline Know-Nothing Excel user needs help with simple Excel operation Windows 10 Know-Nothing Excel user needs help with simple Excel operation Office 2019
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Not sure if I totally understood what you need. And, I'm sure there are better ways to do this... But:

This setup assumes that there are patterns in vendor column. It uses wildcards "*"&A1&"*" and if statements to compare the items.

VLOOKUP also allows wildcards, and it would be good to use that because it looks in a range of cells rather than looking in each cell individually (as I have done). I couldn't figure out how to set it up with vlookup for this though... My technique of looking for a pattern cell-by-cell will be okay until you have more than a dozen or so patterns. Then the formula will get a bit cumbersome.



Note also that I have the exported-from-your-bank data in one tab, then the other tab reads from that tab. This prevents you from having to re-enter the 'account' column each time.

Like I said, there are probably better ways to do this!
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Old 06-18-2021, 10:57 AM
geobar geobar is offline Know-Nothing Excel user needs help with simple Excel operation Windows 10 Know-Nothing Excel user needs help with simple Excel operation Office 2007
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6-18-2021

Mr. Kunkel:

Thank you very much indeed for your reply and your efforts to help me. I am trying to find a way to deal with this problem without resorting to the use of complex formulae; I doubt I will succeed that way. But many thanks.

geobar
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