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Adding a Sub-Category Column to the Excel Checkbook Register

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)),"")

Video on How to Add Sub-Category and Type column

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