Automatically fill Category to expenses tracking

Hi. I'm exporting .csv files from my bank, and I want to create expense tracking on Numbers.

Each transaction comes with a name. I want to add a column for categories. Instead of manually adding a category I want to do it automatically. I've created a 2nd table for keywords and assigned a category for each. I want Numbers to match the "name" column to the "contains" column, and if there's a match, input the value from the "category" column. Is this possible or is there an easier way to do this?


Thanks!

Posted on Feb 27, 2025 4:21 AM

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2 replies

Feb 27, 2025 10:44 AM in response to bonhor

This solution is simple, but it only works if the names of column A in table 1 are always composed in the same way.


In D2 of table 1 use this formula:


=VLOOKUP(TEXTAFTER(A2;” “;1);Contains:Category;2;FALSE)


In this way you separate the name and you can compare it with column A of table 2. then you report the contents of column B of table 2 in column D of table 1


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Automatically fill Category to expenses tracking

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