Accounting Help

[joshdadbin]

Hello All,

I am looking to create a query to help me with my accounting. I have a table (sheet 1), and I would like for the query to pull answers from this table of category.

So Sheet 2 would have a list of transaction, and if the name of that transaction (CITY PARKING METER) contains certain text (PARKING) It will shoot out a category or sub category.

I am familiar with INDEX MATCH, but not ISNUMBER or PowerQuery

 

[Automatrix]

Since you have Office 365, you have access to the very handy XLOOKUP.

=XLOOKUP(What you are looking for (e.g. transaction name),Where you are looking for it (e.g. in column "desc"),Output column (e.g. column "Cat"))