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2 workbooks/need to match 3-4 criteria and return text from a column/Nested Vlookup?

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    2 workbooks/need to match 3-4 criteria and return text from a column/Nested Vlookup?

    Two workbooks--Wkbook 1 records all banking transactions for over 500 bank accounts and categorizes them with a macro. Wkbook 2 is a log of all transactions that were categorized incorrectly with the correct category identified. Currently changing the categories in Wkbook 1 manually!!!!! Must be a better way! I've tried to do my own nested vlookups or using index/match & can't figure it out.

    What I need to match the account #, amount, and description. If those match, then I need the formula to return the correct category. A regular vlookup won't work as there could be thousands of transactions with the same bank account number. Any help would be immensely appreciated!

    Example WkBook 1
    Date Account Transtype Amount Desc Category

    Example Wkbook2
    Date Account Transtype Amount Desc Category JE Currency Change Category To-

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    Forum Expert José Augusto's Avatar
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    Re: 2 workbooks/need to match 3-4 criteria and return text from a column/Nested Vlookup?

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: 2 workbooks/need to match 3-4 criteria and return text from a column/Nested Vlookup?

    I went to Advance and manage attachments, then uploaded. It showed the file was uploaded, but when I click the attachment button on the thread, nothing is there....

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