fowloutforever
New Member
- Joined
- Feb 8, 2021
- Messages
- 1
- Office Version
- 365
- Platform
- Windows
New to VBA so please excuse my ignorance. I have a daily bank transactions spreadsheet that needs to be sorted in a specific way.
First, the debits need to be at the top, followed by the credits. If the transaction is a debit, it will have a value in column E, otherwise it will be blank. Same for credits, except the value in is column F.
Next, the data needs to be sorted by column B so that any existing groups are together. Ex. Checks, Deposits, etc.
This next part is where I’m struggling. There are some transactions that need to be grouped together, but they don’t have the exact same name. For instance, Wires and Transferxxx need to be together but are not when alphabetically sorted. Also, because this is based on daily account history, it changes so the data only needs to be sorted like this when there is more than one of that subgroup.
How can I accomplish this and then also sum these subgroups together?
First, the debits need to be at the top, followed by the credits. If the transaction is a debit, it will have a value in column E, otherwise it will be blank. Same for credits, except the value in is column F.
Next, the data needs to be sorted by column B so that any existing groups are together. Ex. Checks, Deposits, etc.
This next part is where I’m struggling. There are some transactions that need to be grouped together, but they don’t have the exact same name. For instance, Wires and Transferxxx need to be together but are not when alphabetically sorted. Also, because this is based on daily account history, it changes so the data only needs to be sorted like this when there is more than one of that subgroup.
How can I accomplish this and then also sum these subgroups together?