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Automatic categorisation of expenses

  • December 11, 2018
  • 2 replies
  • 13 views
J

Hi there,

I think I’m looking for a combination of VLOOKUP and CONTAINS, but I’m not quite sure. Basically I have two tables:

Expenses:
description - cost - category
“papa johns 34532” - $34
“something from Facebook ads” - $54
“Hotel so and so” - $54

Rules:
Lookup string - category
“papa johns” - restaurant
“Facebook” - advertising
“hotel” - travel

What I’d like to do is link the two tables, so that the expense table will have the category field automatically populated… IF the description contains a string found in the Rules table, then set the category to category of that table.

I’m not quite sure how to go about achieving this though?

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    2 replies

    A
    • Adam_Richman
    • New Participant
    • March 1, 2022

    It’s been a few years… anyone figure this out?

    E
    Forum|alt.badge.img+17

    Options:

    • Add a Formula field and add a SWITCH() to write your rules on
    • Add a Companies table with a Category field, and add a Linked Record field to the Expenses table. Then add a Lookup field on Expenses table retrieving the Category field. So every Expense you relate with a Company, would have the Category automatically.
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