Jan 18 2019 02:40 AM
I'm putting several months worth of accounts onto a single spreadsheet.
I copy and paste Cols A,B,C & D from the bank a/c, before c&p each amount into the relevant column, ie. BP fuel goes under "Car"
With the same PAYEES appearing alot I wonder if there is a way to copy figs. into the right column dependant on the Payees NAME.
For example, the amount in Col D for BP would be automatically copied into Col G, "Car",
Col D for Mill Cafe would always be copied to Col H, "Client Lunches".
Many thanks
Jan 18 2019 02:57 AM
Excel shall know somehow for each payee to each category it corresponds. That could be additional table with such mapping. When you may add formulas to categories columns (INDEX/MATCH or so) which based on this information returns sums from column D to categories columns.
And better main info also to organize as Excel table to, as a minimum, autofill formulas when you add the information.
Jan 18 2019 05:19 AM
Thanks for your reply Sergei.
One off payees and their amounts will need to be c&p into the correct column. ie a one off payment to British Airways etc etc.
What I'm wanting is to copy those sums/figures from regular payees into a specific column.
How do I do that ?
Jan 19 2019 09:27 AM
But again, what if the formal logic behind, how do you know into which column and how to explain that to Excel.