How would I get to count the occurrence of the transaction(Walmart) if it shows on the additional card (named Visa Platinum Cashback xxx11040 [MS-TS] in the example) and the main card holder’s account?
So I want the count to show as Visa Platinum Cashback xxx11040 [MS-TS] : 1 Visa Platinum Cashback xxx21000 [MS]: 0
So basically filter out the duplicate, which it is.
As the transaction was made by the additional card holder and not the main account holder.
Of course the count should be the exact opposite if the purchase wasn’t made by additional card holder.
The solution should take into account that both card could be used at the same store on the same date.
Then the count should be Visa Platinum Cashback xxx11040 [MS-TS] : 1 Visa Platinum Cashback xxx21000 [MS]: 1
Visa Platinum Cashback xxx11040 [MS-TS] : 1 Visa Platinum Cashback xxx21000 [MS]: 2
Again filtering out the duplicate.
I think @aronos is trying to help you determine whether you need both accounts linked to the sheet in order to see the data. Do they flow from the main account holder account and still give you the detail you want? Is there a way to prevent the duplicate from flowing in?
Otherwise, you might experiment with =COUNTIFS for some DIY analysis
From the look of your example, it seems like you might be loading two accounts with the same data and the easiest solution is to just unlink the duplicate account. I had a similar situation with my 401(k).