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zactaylor1's avatar
zactaylor1
Copper Contributor
Sep 23, 2025

Two lists of transactions. Want to create one large 'combined' one.

I have a workbook which I use for tracking transactions across two bank accounts.

 

Each account has a separate 'ledger' sheet which lists all the incomings and outgoings.  

 

I want to create a third sheet which shows the entries of both accounts in one combined ledger.  I would like it to be sorted by date and to have one column to indicate which account the entry is coming from.

 

This is a link to a a dummy workbook with three sheets: Combined, Account 1 and Account 2 so you can see what I mean.

https://1drv.ms/x/c/eea13e24843cdffd/EdNz2TLk0hJEueH-abYJF6ABxp69AS5eU0NqCOG4vlZAXQ?e=iYZ2Do

 

If this is possible, please could someone with better skills than me please advise!

 

Thanks!

excel
Formulas and Functions
Macros and VBA
office 365

1 Reply

  • Harun24HR's avatar
    Harun24HR
    Bronze Contributor
    Sep 23, 2025

    Try the following formula-

    =LET(_acc1,IFNA(HSTACK(IFNA(HSTACK(FILTER('Account 1'!A3:H50000,'Account 1'!A3:A50000<>""),""),""),"Account 1"),"Account 1"),
_acc2,IFNA(HSTACK(IFNA(HSTACK(FILTER('Account 2'!A4:G50000,'Account 2'!A4:A50000<>""),"",FILTER('Account 2'!H4:H50000,'Account 2'!A4:A50000<>"")),""),"Account 2"),"Account 2"),
comb,SORT(VSTACK(_acc1,_acc2)),CHOOSECOLS(comb,1,2,10,3,4,5,6,7,8,9))

     

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