I'm not looking for an answer here but a bit of guidance which rabbit hole to explore.

What I want to be able to do is to import my monthly bank statement into excel, and automatically allocate each entry a certain category, and then create a chart against it to compare against my budget.

So, for example a transaction with a description of tescos would be allocated to 'groceries' and I can total up all my monthly groceries rather than painfully going through all the transactions one by one.

I've had a look at conditional formatting and lookups but have not managed to get far. Would macros be the way forward here, or can you do lookups as part of creating a chart?

Thanks in advance.