If you followed my YouTube video on how to create your own checkbook register in Microsoft Excel, there’s a follow-up video on how to enhance it so that it has two additional columns for sub-category and type. That video will be embedded below, but I want to provide the two formulas used if you would prefer to copy/paste them into your new columns for sub-category and type.
If you copy/paste these formulas, it is critical that your column headings are spelled exactly as shown in the video.
Formula for Category column:
=IFNA(INDEX(Category_Table[Categories], MATCH([@[Sub-Category]], Category_Table[Sub_Category], 0)),"")
Formula for Type column:
=IFNA(INDEX(Category_Table[Type], MATCH([@[Sub-Category]], Category_Table[Sub_Category], 0)),"")