Categorizing Bank statements

[jklarsen]

Hi All,

I have been trying to find a previous reply to my challenge with no luck, so I am taking the chance a asking you this.

I want to categorise my bank statements and a spending overview, based upon predefined shop names and categories.

- So basically I paste my bank statement into the sheet.
- I have a prefilled sheet with shop names which I update manually
- I want to index bank statement with the predefined shop name
- Finally I want to generate an yearly overview of my spending throughout the year for each category.

Like this:

I can't figure out how to:
3. Search for the shop names in the bank statement text and return the shop name, main category and sub category
4. Search for the amount of sub categories in each month, returning the SUM

I also have the file here in my dropbox - Bank Statements.xlsx


Can anybody help guide, how to do this?

Kind regards,

Jan H.

 

[jklarsen]

I am using ALL your formulas, and have also tried pointing it to E21 for the trimmed text, but I for some reason still get "Others" for some of the text???


Best...Jan

 

[maabadi]

I write at macro if don't find criteria return others. Are your shop name has more than 2 word?
Please upload your shop names that formula return others to ckeck.