OK, think I have mine figured out. I expanded the hidden columns and saw that O2 was unhappy. You’re looking for ‘Notes’, and for whatever reason, my column was named ‘Note’. I changed it to Notes and now “Transaction Description By Category” is filling in properly. I’m not seeing anything under “Category Amount Summary” on the left side, is that one supposed to fill in as well (don’t really need it as I can get it from the original sheet, just curious). Thanks!