# Thread: Allocation of Expenses Thanks: 0 Likes: 0

1. ## Allocation of Expenses

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

2. ## Re: Allocation of Expenses

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

3. ## Re: Allocation of Expenses

Originally Posted by alansidman
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
Sheet1

 A B C D E F G 3 P I 4 DATE SYMBOL Descripton total HST% PHONE INSURANCE 5 1/07/2019 P #N/A

Spreadsheet Formulas
 Cell Formula C5 =IF(A5="","",INDEX(\$F\$4:\$G\$4,MATCH(B5,\$F\$3:\$G\$3,0)))

Excel tables to the web >> Excel Jeanie HTML 4

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

4. ## Re: Allocation of Expenses

Bump .
anyone give me some reason my formula did not work thanks.

5. ## Re: Allocation of Expenses

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.

6. ## Re: Allocation of Expenses

Originally Posted by pedro-egoli
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
Sheet1

 A B C D E F G 3 P I 4 DATE SYMBOL Descripton total HST% PHONE INSURANCE 5 1/07/2019 I INSURANCE 6 7/07/2019 P PHONE

Spreadsheet Formulas
 Cell Formula C5 =IF(A5="","",INDEX(\$F\$4:\$G\$4,MATCH(B5,\$F\$3:\$G\$3,0))) C6 =IF(A6="","",INDEX(\$F\$4:\$G\$4,MATCH(B6,\$F\$3:\$G\$3,0)))

Excel tables to the web >> Excel Jeanie HTML 4

That may assist others

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