Ok, no problem, did you check out the link I attached? It should let you download that workbook, which is set up and working ... hopefully you can adapt that sheet to your needs, I will run through below what each sheet is and what the formulas refer to, but it's too complicated to describe without referring to a spreadsheet. You WILL need to look at the example I uploaded.

1) Payment Types Worksheet

There is a worksheet called 'Payment Types' it contains 2 columns, Column A contains some example payment types (I used some of the ones you mentioned and I made up a couple, e.g. Bank Transfer, Cheque etc.). Column B contains a category that you want to put those payment types into - if 3 payment types are in the same category, then they'll all appear on the separate payment type sheets that we create later.

So, your first step is to insert a blank sheet in your own workbook and fill in all of these details for all of the payment types you have.

2) Original Data Worksheet (The sheet with all your data on it)

On this sheet you need to insert two columns at the far left of the screen (i.e. the 2 new columns will be Col A and Col B)

Starting with Column B - this is where you will lookup the payment type and return the category. So, if your payment type is now in Column G, you need to vlookup Gx on the sheet where you just wrote out all of your payment types and categories, in order to return the correct category.

This should leave you with a Col B that contains categories, like Bank Account, Mastercard etc.

Check my sheet for an example formula - I assume you already know how VLOOKUPS work, and can adapt the one I've done?

Col A is where you will create a unique ID for each row - what you will end up with, is the Category from Col B, followed by a number - so for example, if the first Mastercard appears in Row 238, then A238 will be Mastercard_1 etc.

That's it for the sheet with all your data on

3) Mastercard, Bank Account etc. worksheets (the sheets where you want to show ONLY the data for each category)

The way i've set this up is that you can create ONE of these sheets as a template and then copy the whole sheet ... when you change the value in cell A1, it will lookup a different category of data.

This sheet needs to be set up as follows:

Col A

A1 contains the name of the category

A2 Blank / whatever

A3 onwards is just a list of numbers from 1 to .... whatever you want

Columns B onwards:

Row 2 should contain the exact same headings as your original data sheet (excluding the new Col A and B we inserted)

Row 1 is used in the VLOOKUP. If you're familiar with VLOOKUPS, it's the col_index_num. - e.g. it represents the part in bold =VLOOKUP(A1,PLACE_TO_SEARCH,**WHICH_COLUMN_TO_RETURN**,EXACT_MATCH_OR_NOT)

If you're unfamiliar with vlookups, what it means is this ... if the value you are searching for is in Column A and the value you want to return is in Column D - then the number here should be **4** because Col A = 1, B=2, C=3 D=4

If the value you're searching for is in Col T and the value you want to bring back is in Col V then the number here should be **3. **T=1, U=2, V=3

etc.

Row 3 is where you start your VLOOKUPS - basically you're going to be looking up a combination of whatever is in A1 and the number in A3, A4 etc.

So for Row 3, if A1 = Mastercard, you'll be doing a lookup of Mastercard_1 and you'll be searching for this in your original data and then returning the 3rd, 4th, 5th columns etc.

I hope that makes sense ... my solution is not as simple as "Here's a formula, copy / paste and away you go" - you will need to download / view the spreadsheet I posted, work out what everything is doing and adapt to your situation.

An alternative is that you upload a sheet that is set up exactly the way you want (**any sensitive data removed**) and I can then set it up for you and upload it.