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