This worked fro me. Thank you so much. Is it possible to make it check secondary column for a " Transaction Description" as well?
$A1 and $B1 as well for example? =arrayformula(INDEX(AutoCats,MATCH(TRUE,ISNUMBER(SEARCH(AutoKeywords,$A1)),0 ))) On Thursday, December 13, 2018 at 5:29:14 PM UTC-5 Brett Wyrick wrote: > 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]. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/6990e28f-4cd2-4067-88c1-86263696c015n%40googlegroups.com.
