Forum Discussion
BurhanML
Dec 08, 2022Copper Contributor
HELP!! Stuck on INDEX/MATCH/IF Formula for Days!
Hi there! I've been trying to create a some-what dynamic Excel worksheet for my monthly expenses, so I can analyze data in real time. Just a small intro-- I have data imported from my bank s...
OliverScheurich
Gold Contributor
=IF(OR(ISNUMBER(SEARCH($G$4:$G$6,B4))),"Medical","")
You can try this formula. Enter the formula with ctrl+shift+enter if you don't work with Office 365 or Excel 2021.
BurhanML
Dec 08, 2022Copper Contributor
Hi there! Thank you for the response. I really appreciate it so much.
I used the IF nested function as you suggested! It was pretty neat. As you can see, my query was limited to just three options for the "medical" category. Now, my question is, how do I add a section for (lets say) Food? For instance, you can see, Dunkin Donuts, Raising Canes in this example. I am definitely making a mistake in my formula because I want to add multiple criteria (i.e. partial text matches) for different transactions that produce different category. TLDR; how do I add another criteria for other types of transactions to create more categories?!
I used the IF nested function as you suggested! It was pretty neat. As you can see, my query was limited to just three options for the "medical" category. Now, my question is, how do I add a section for (lets say) Food? For instance, you can see, Dunkin Donuts, Raising Canes in this example. I am definitely making a mistake in my formula because I want to add multiple criteria (i.e. partial text matches) for different transactions that produce different category. TLDR; how do I add another criteria for other types of transactions to create more categories?!