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.