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Classifying Bank Transaction VBA

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    Classifying Bank Transaction VBA

    Hi Guys,

    I am trying to find the solution where I can run away from classifying the bank transaction.
    Usually, I get 10000+ transactions to classify daily. So, Macro will help me a lot.

    The Image 1 has the raw data which I want to classify, the final output is in Image 2 & Image 3 includes the criteria of classification.
    Screenshot (8).png Screenshot (9).pngScreenshot (10).png
    Last edited by MaheShetty; 10-13-2018 at 02:13 PM.

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    Re: Classifying Bank Transaction VBA

    Hello
    It is better to upload sample workbook instead of all these stuff ..
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    Re: Classifying Bank Transaction VBA

    I tried to attach workbook, but it didn't work

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    Re: Classifying Bank Transaction VBA

    Attach a sample workbook (not a picture or pasted copy). 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: Classifying Bank Transaction VBA

    Thanks, Kyle to helping me out in uploading the doc.
    So, In the attachment, you'll find three sheets, Before sheet includes the raw data, After sheet includes the final output based on reference sheet,
    Attached Files Attached Files

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    Forum Expert 63falcondude's Avatar
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    Re: Classifying Bank Transaction VBA

    The following formula in F2 will return the first match:

    =INDEX(Reference!A:A,SMALL(IF(ISNUMBER(FIND(Reference!B$2:B$49,B2)),ROW(Reference!B$2:B$49)),1)) Ctrl Shift Enter

    Also note that some of the strings in column B of the 'Reference' worksheet have trailing spaces.

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    Re: Classifying Bank Transaction VBA

    It works great dude, but how can I make this possible with the help of VBA.

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    Re: Classifying Bank Transaction VBA

    I missed the part where you wanted this in VBA...

    I'm sure somebody else will be able to help you there.

    Edit: Thanks for the rep!
    Last edited by 63falcondude; 10-16-2018 at 12:47 PM.

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    Re: Classifying Bank Transaction VBA

    Thank you so much, mate!

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    Re: Classifying Bank Transaction VBA

    Try this:

    Please Login or Register  to view this content.
    If I've helped you, please consider adding to my reputation - just click on the liitle star at the left.

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    Re: Classifying Bank Transaction VBA

    Works like charm, Thanks Orrin

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    Re: Classifying Bank Transaction VBA

    You're welcome and thanks for the rep!

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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