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jojomartin845's avatar
jojomartin845
Occasional Reader
May 01, 2026

Put a specific word in a cell based on the word in another cell

Hey everyone, I need help automating the categorisation of my bank statement in excel. I do not have microsoft 365. 

I want excel to look for specific words from my transactions eg Woolworths or McDonalds and then based on that, put another word into the categories cell. For Woolworths I want it to populate groceries, for McDonalds I want it to populate Eating Out. Etc. 

I would really appreciate the help and in the most basic way possible. I only use basic formulas, so array formulas are quite foreign to me. I have tried googling and nothing seems to work quite right. 

Happy to move columns around, but would prefer to keep Date, Amount & Description next to each other as that is the order from my bank statement download. I also don't need the Merchant / Category section in notes, but previous attempts led me to adding them.

Thanks

 

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