Excel Users Discussion Group

Can we have a designated discussion group for Excel users? I would love a single place to query other users about their experience and get ideas and feedback.

For example, I know I can’t be the only user working on AutoCat for Excel.


Greetings fellow Excel fanatics!

I am working on an AutoCat for Excel that will also rename the bank/merchant descriptions. I don’t know about you, but I have recurring transactions that every time I see them I have to go back to previous months to see what I called it to figure out what it was. That’s one place where Mint really shines.

Technically, I have already done this, but it is slow and clunky. I created a sample workbook that you can download and try to come up with a solution for this dilemma. I can’t believe I’m the only one trying to resolve this and think this new community is the perfect place to come up with different solutions since everyone has a different style.

I think it is going to become too much for VLookups as it grows.

I would love to see what someone else has accomplished. I copied and pasted two macros as text into a tab.

Sample-Testing Workbook


Created a new sub-category of the Discussion category for this. Great idea! Exciting stuff you’ve built in that sample test workbook!

This is fantastic! I can’t wait to see how it turns out. Here is a resource if you ever need sample financial data @KLineberry: https://www.tillerhq.com/budget-sheet-sample-data-google-sheets-excel

How is this coming along?

I was going to take a look, but it looks like the file is no longer available.