Account Filter Not Working

I think, I followed your instructions correctly but when I hit ENTER, I get a blank cell. See screenshot below. I think the error must be due to number of columns before “false” in the formula. In my case 2 cannot work. I counted columns from left but did not work. Formula is correct as you van see rows H and J are selected:

Anil

A few things don’t look right…

  1. It doesn’t look like you have filled Account names for any but the xxxxxx90 account. For this to work, you need to have all of the account names you want to find populated ABOVE the lookup formula.
  2. I suggested using the Account ID column not the Account # column. Account # may work but there is more risk of 1-to-many matches giving incorrect results.

You asked me to use Account ID column instead of Account# column. But I do not see it Transactions Sheet. I can find all my Accounts in Account Filter Sheet if I unhide columns at the right.

Anil

I suggested the Account ID column because you said it was present. :wink:

You need to make sure all of the accounts have filled in their account names before this approach will work. Then, map the $L$2:$L / Account ID from my formula to Account # instead.

My apology for misreading Account ID for Account number. Unfortunately it will take a long time for Accounts to have their Account names filled in as some of my 30 Accounts do not have even monthly activities.

So I created a Table of Account Names and Account# and then followed your formula using Vlookup for Account number instead of Account ID. This has worked for all Accounts except for Costco Anywhere Visa credit card. See screenshot below for this card. Transactions sheet shows 884 transactions for Costco. But Account Filter only shows 4 transactions. I have restored Accounts, Balances and Account Filter in that order. But still only 4 transactions for Costco Visa. Any suggestions?

© 2021 Tiller LLC

Accounts

Account

Costco Anywhere Visa

Account

H

Hide

Q

Date

Description

Category

Amount

Account

Account

‘Accounts’!$H$2:$H

6/2/2021

The Home Depot #0660 Encinitas CA

Rep&Maint-Indirect

-$1,118.96

Costco Anywhere Visa

Hide

‘Accounts’!$Q$2:$Q

6/2/2021

Amazon.com*2x7xb8tm1 Loading...

Misc-Toiletries

-$7.52

Costco Anywhere Visa

Transactions

6/2/2021

Amzn Mktp Us*2x5ac7eh1 Amzn.com/billwa

Clothing

-$7.53

Costco Anywhere Visa

Date

C

5/31/2021

Amazon.com*2xx2393d1 Loading...

Misc-Toiletries

-$7.13

Costco Anywhere Visa

Description

D

Category

E

Amount

F

Account

H

Date

‘Transactions’!$C$2:$C

Description

‘Transactions’!$D$2:$D

Category

‘Transactions’!$E$2:$E

Amount

‘Transactions’!$F$2:$F

Account

‘Transactions’!$H$2:$H

List of Accounts

Alliant PKRT Checking

Alliant PKRT Savings

Ally Mak Trust CD

Ally Mak Trust Savings

Ally PKRT CD

Ally PKRT Savings

Anil Signature Visa

Chase PKRT Checking

Chase PKRT Savings

Costco Anywhere Visa

Anil

This is very uncommon in most sheets prior to mid-May of this year. Account ID was only default in the Balance History sheet.

I’ve reached out directly to you for next steps @anilparikh1