I'm trying to build a budgeting spreadsheet, and I want to automatically categorize expenses that have certain key words, if available. The output from the credit card company contains descriptions, and I want to build a generalized database of common expenses in categories, and build a lookup that'll pull the related category.
I'm linking below to an example spreadsheet that has some selected data to show what I'm trying to do.
https://docs.google.com/spreadsheets/d/1b-uWQLJJhFaXNwKj7iY4YdcmnaRpttTKh9nzkgDd6iU/edit?usp=sharing
Column C is what I want to use to look up the category. The categories are in J1:AJ6. What I want the output to be is in column I. Row 13 is a good example - Amazon puts a unique identifier at the end, so I just want AMZN to match from column Z and pull the category "Misc" in.
If you don't want to look at the sheet, below is a dummy representation of what I'm trying to do, even more simplified
CC Data Description | Desired Lookup Result | Misc | Food and Groceries | Pet | Travel | Entertainment | Fast Food |
---|---|---|---|---|---|---|---|
NETFLIX.COM | Entertainment | TARGET | H-E-B | CHEWY.COM | LYFT | NETFLIX.COM | CHICK-FIL-A |
CHEWY.COM | Pet | AMZN | KROGER | UNITED | Prime Video | MCDONALD'S | |
DOUBLETREE NEWCASTLE | SH SALON | UBER | |||||
TARGET 00034215 | Misc | HILTON | |||||
AMZN Mktp US*HB2XZ9AC3 | Misc | THEPARKINGSPOT | |||||
MCDONALD'S F11327 | Fast Food | ||||||
LEGENDS@NISSAN-ZIPPIN | |||||||
LYFT *1 RIDE 09-22 | Travel |
Here's one approach you may test out:
=map(C2:C,lambda(Σ,if(Σ="",,iferror(+tocol(index(if(len(J2:AJ6)*search(J2:AJ6,Σ),J1:AJ1,)),3,1)))))