Hi all,
Hoping this can be a possibilty;
Each month I download my credit card transactions and paste them into an Excel workbook. The first worksheet "Summary" has all the categories such as (Food, Fuel, ISP, Electricity, etc.). That list is in column A and every month, I add another column with the totals of each category. The totals are derived from my other worksheets I make. These worksheets have column A with a dropdown list box of each category. So I paste my transactions into column B onwards. Then I proceed to go through each transaction description and select the appropiate category (from the dropdown list) in column A. Each month has a new worksheet.
This is a timesaver in it's self, but I want to save more time as I have monthly transaction descriptions that are the same each month ( ISP, Insurance, etc).
Lets say each month's worksheet has the category (dropdown) list in column A (This is templated on each month's worksheet) and column B has the credit card transaction date, column C has the transaction description and column D has the charge amount as downloaded.
So I want to have column A "auto-select" my monthly reoccurring charges to the appropiate category based on the charge description. For instance; Every month I get a charge from my ISP and the description says "ACME ISP Co.". I want column A (Drop down list) to automatically select the "ISP" category because the charge description contains "ACME ISP". then I would have the same setup for "ACME Electricity", "ACME Phone", etc.
I seem to have so many reoccuring monthly charges, this would be such a time saver not having to caterogorize these each month.
Can anyone please help me with code to achieve this?
Hoping this can be a possibilty;
Each month I download my credit card transactions and paste them into an Excel workbook. The first worksheet "Summary" has all the categories such as (Food, Fuel, ISP, Electricity, etc.). That list is in column A and every month, I add another column with the totals of each category. The totals are derived from my other worksheets I make. These worksheets have column A with a dropdown list box of each category. So I paste my transactions into column B onwards. Then I proceed to go through each transaction description and select the appropiate category (from the dropdown list) in column A. Each month has a new worksheet.
This is a timesaver in it's self, but I want to save more time as I have monthly transaction descriptions that are the same each month ( ISP, Insurance, etc).
Lets say each month's worksheet has the category (dropdown) list in column A (This is templated on each month's worksheet) and column B has the credit card transaction date, column C has the transaction description and column D has the charge amount as downloaded.
So I want to have column A "auto-select" my monthly reoccurring charges to the appropiate category based on the charge description. For instance; Every month I get a charge from my ISP and the description says "ACME ISP Co.". I want column A (Drop down list) to automatically select the "ISP" category because the charge description contains "ACME ISP". then I would have the same setup for "ACME Electricity", "ACME Phone", etc.
I seem to have so many reoccuring monthly charges, this would be such a time saver not having to caterogorize these each month.
Can anyone please help me with code to achieve this?
