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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?

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

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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