Good question, @sandybholt78.
I took a quick stab at this… I added a column
H to the report after it generated. I then added this formula to cell
Essentially it performs a
VLOOKUP() on the merged value of Date (Transactions column A) and Description (Transactions column B) and then looks up the Account field (Transactions column G).
If your column order differs from mine (likely!) you may need to remap the columns a little to get this to work right.
If you want to take this to the next level, unhide the sheet called
Report Template: Category Rollup and make this change there and the data will appear in all of your future category rollup reports. IMPORTANT NOTE: the block from column A to G in the hidden template is reserved for the report content. You must place new, derived columns outside of this area otherwise they will be overwritten when the report generates.