You can do all of this within Google Sheets, using two different tabs. *One tab will be for your keywords that will match to Categories.*
- The AutoCategories tab will have two columns: Name one range "AutoKeywords" and the other column "AutoCats" (short for Auto-Category). - In the "AutoKeywords" column, put "7-11". In the "AutoCats" column, put "Auto Fuel". *Other tab will be for Transactions:* - The Transactions tab will be a .CSV feed from your bank, etc. You'll likely have some sort of "Description" for the transaction (i.e. 7-11 ANAHEIM #103230). - Create an extra column to this feed named "Category", and add this formula: =arrayformula(INDEX(AutoCats,MATCH(TRUE,ISNUMBER(SEARCH(AutoKeywords,$A1)),0 ))) - The formula above is assuming that the Transaction Description is in cell A1. - So, if the Transaction Description contains "7-11", the Category will automatically be "Auto Fuel". This searches all the keywords and matches them with the "AutoCat". Let me know if you've got any questions. On Friday, October 19, 2018 at 7:34:30 PM UTC-7, Andy L wrote: > > I'm downloading CSV transaction data and converting to ledger format. > > Now I'm wondering what is the best way to auto-categorize transactions. I > don't want to manually assign payee accounts, tags and comments. > > I'm thinking of using a rules engine. (see http://www.ruleby.org) The > categorization rules would be applied during the CSV-to-Ledger generation. > The idea of using a rules engine is inspired by Tiller AutoCat (see > https://www.tillerhq.com/autocat/) > > I'm curious to know how others are auto-categorizing transactions. What > tools and techniques do you use?? > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
