Is there a way, perhaps using the autocat functionality or anything else for that matter, to get the Group name for a category (which is on the Category Tab) to be shown at the transaction level on the transaction sheet? In addition to seeing the category of a transaction, I would like to also know the group the transaction is a part of.
I am using google sheets.
TY for any help.
You’ll need to add the Group column to the Transactions Sheet. This explains how to do that.
Awesome. TY for such a quick response. I will check this out.
@mu3484343 I just tested it, and it works flawlessly. TY!!
Out of curiosity…
I am looking to have the “Tag” that is associated with a given Category (from the Categories sheet) put onto the transactions sheet.
This link shows how to pull the Group from the Categories tab onto the transactions and that’s exactly what I want, however, I want the TAGS. Are there any Excel gurus out there who can help modify this code to do what I want?
FWIW, the TAGS are in column D on the Categories sheet.