sshaffer99
Board Regular
- Joined
- Sep 29, 2010
- Messages
- 111
Hi,
This may be too complicated for this forum, but I thought I'd ask.
I was wondering if someone can help me to create a button which will be available on every row and populate an income or expense category based on a look-up table.
Sample of My Spreadsheet:
Row B
<tbody>
</tbody>
I will have a look-up table (sample below) with Keywords in the first column and a Category in the 2nd column.
In the table displayed above, Column B has transactions from a downloaded bank statement. When a button in row A is pressed, I'd like to see if B "contains" a value in the lookup table. If the keyword is found, populate D or E with the Category from the lookup table.
If the value in "C" is a positive number, populate column E with the category.
If the value in "C" is a negative number, populate column D with the category.
If D or E is already populated (not blank), do nothing (do not over-write value).
For Example,
if Column B contains "Exxon", populate Column "D" with "Fuel".
If Column B contains "Salary", populate Column "E" with "Services"
If Column B contains "Fed Ex", populate column "D" with "Postage"
Sample Look-up Table:
<tbody>
</tbody>
I know how to create a button in Column A, and I know how to create some very basic code for the button, but need help with the above.
Thanks in advance!
This may be too complicated for this forum, but I thought I'd ask.
I was wondering if someone can help me to create a button which will be available on every row and populate an income or expense category based on a look-up table.
Sample of My Spreadsheet:
Row B
A | B | C | D | E |
Transaction | Amount | Expense Category | Income Category | |
Button | Patter Exxon Main | -25.00 | Fuel | |
Button | Expo Salary | 250.00 | Services | |
Button | Broad St Outback | -32.00 | Meals | |
Button | East Fed Ex Prime | 6.50 | Postage |
<tbody>
</tbody>
I will have a look-up table (sample below) with Keywords in the first column and a Category in the 2nd column.
In the table displayed above, Column B has transactions from a downloaded bank statement. When a button in row A is pressed, I'd like to see if B "contains" a value in the lookup table. If the keyword is found, populate D or E with the Category from the lookup table.
If the value in "C" is a positive number, populate column E with the category.
If the value in "C" is a negative number, populate column D with the category.
If D or E is already populated (not blank), do nothing (do not over-write value).
For Example,
if Column B contains "Exxon", populate Column "D" with "Fuel".
If Column B contains "Salary", populate Column "E" with "Services"
If Column B contains "Fed Ex", populate column "D" with "Postage"
Sample Look-up Table:
Keyword | Category |
Exxon | Fuel |
Salary | Services |
Fed Ex | Postage |
<tbody>
</tbody>
I know how to create a button in Column A, and I know how to create some very basic code for the button, but need help with the above.
Thanks in advance!