I am trying to make a homemade version for Autocat in the excel template.
I first copy/pasted the contents of the Autocat tab from a working google sheet.
Then my approach was to insert a XLookup function in the Category column cells in the transaction tab to search the “Description Contains” column (from the Autocat tab in excel, of course) and bring the corresponding category.
But I am not there yet. It only works for exact matches, so it is very fragile and unreliable. I think I need to figure out how to properly insert the logical criteria for the xlookup function to properly address the expected “cell contains” behavior.
I would very much appreciate is someone can shed some light here.
Has anyone cracked this? Am I using the right approach?
PS… no VBA solutions please… I would need an extra life to learn how to code in VBA at my age.