Allocation of Expenses

Yonge234

New Member
Joined
Jun 30, 2019
Messages
3
Hello, i was looking for help on an excel doc, its basically allocating the expenses into different categories but the names for the expenses differ, is there any way i can make the names fit into these specific categories or change each name to fit the category?


https://ibb.co/rxw47zq

EDIT:
to be more specific is there any formula i can use to make it easier or do i change each name one by one to fit into their respective category
 
Last edited by a moderator:

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alansidman

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Feb 26, 2007
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Office Version
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1. You would be better served uploading an actual file and not a picture of a file. We cannot manipulate data in a picture and no one really wants to spend their time re-creating your file.
2. You did not offer any type of information on how this should look as solved. Creating a manually prepared sample helps us to understand what you want. Afterall, we are not mind readers
 

pedro-egoli

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Joined
Apr 25, 2004
Messages
1,165
Office Version
2016
Platform
Windows
1. You would be better served uploading an actual file and not a picture of a file. We cannot manipulate data in a picture and no one really wants to spend their time re-creating your file.
2. You did not offer any type of information on how this should look as solved. Creating a manually prepared sample helps us to understand what you want. Afterall, we are not mind readers
I was trying to construct a mini spreadsheet along lines of what I thought might be a type of solution but have run into a problem using Index and Match.
My attempt below
Excel Workbook
ABCDEFG
3PI
4DATESYMBOLDescriptontotalHST%PHONEINSURANCE
51/07/2019P#N/A
Sheet1



If i can get C5 to equal F4 then i would place a fomula in F5 to pick up value in D5.
Any assistance welcome
 

pedro-egoli

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Joined
Apr 25, 2004
Messages
1,165
Office Version
2016
Platform
Windows
Bump .
anyone give me some reason my formula did not work thanks.
 

Yonge234

New Member
Joined
Jun 30, 2019
Messages
3
Hello, thank you for the replies. I am sorry that i did not upload the file and just a picture, it was my first time doing it and i also should have been more clear about how i wanted it to look. I will make another thread with the uploaded file.
 

pedro-egoli

Well-known Member
Joined
Apr 25, 2004
Messages
1,165
Office Version
2016
Platform
Windows
Bump .
anyone give me some reason my formula did not work thanks.
Found that leading/trailing spaces caused my error and the formula worked as shown below
Excel Workbook
ABCDEFG
3PI
4DATESYMBOLDescriptontotalHST%PHONEINSURANCE
51/07/2019IINSURANCE
67/07/2019PPHONE
Sheet1


That may assist others
 

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