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How to copy into different columns based on categories
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Are you struggling to sort and categorize your finance data effectively? You're not alone—many users face challenges when trying to streamline their spreadsheets. Fortunately, it is possible to automatically transfer values from one sheet to another based on categories. By adding a category column in your summary sheet, you can reference the appropriate values from your detailed finance sheet, ensuring that your transactions are organized efficiently. Read on to discover a straightforward method for automating this process and enhancing your financial tracking.
Hi, I don't know how to search online for what I need to do as I'm not sure if it's possible or what the terms are.
On one sheet (1) I have detailed finance info and the amount spent goes into a separate column based on the Category (quite a wide list - there's a choice of maybe 10).
On another sheet (2) I have a short summary of the transactions each month. This is filled out first and regularly.
I'm familiar with copying cell values from one sheet to another.
Is it possible to add a column on (2) of the Category, write in it the name of one of the column headings from (1) and then get the £ value from the next cell to paste into the relevant Category column on (1).
Or something along those lines, basically trying to get the overall list of transactions to copy themselves into the right place on the master list?
thanks for reading if you got this far 😊hoping for some advice please
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