How to categorise bank transactions and monthly expenditure on Excel

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  • Опубликовано: 5 июл 2024
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    - Functions I used in this tutorial
    Single function: =IF(OR(ISNUMBER(SEARCH({"trader", "walmart", "costco", "7-elevan"},B3))),"grocery","")
    Nested functions: =IF(OR(ISNUMBER(SEARCH({"trader", "walmart", "costco", "7-elevan"},B3))),"grocery", IF(OR(ISNUMBER(SEARCH({"spotify", "apple", "netflix", "allianz", "medicare", "fitness"},B3))),"subscription","")
    )
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    Chapters
    0:00 Results
    0:50 Categorization
    4:29 Add more keywords
    4:54 Nested functions
    6:15 Manual work
    7:34 Pivot table
    8:41 Chart

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