Good Day,
I am trying to categorize certain transactions from bank statements.
However, there are multiple lines with different descriptions that would all be classified into the same category.
Within the example, the information that we use to categorize can either come from the extended description or beneficiary details columns. If these columns contain either "Birch", "Travel" or "Greyhound" it should be categorized as "Travel and Accommodation".
Currently, I am using the following formula:
IF Contains([Expanded Description], "Greyhound") then "Travel and Accommodation" else if Contains([Beneficiary Details], "Greyhound") then "Travel and Accommodation" else [Category] endif endif
Any ideas?