I want to review and sort my expenditures in a spreadsheet where I have all my transactions listed. Is there a way to automatically label or tag to categorize the transactions like in a budget program. For instance if the word "taco" is found in column B, then Restaurant shows up in column D. Or if "Lowes" in Column B, then Repair supplies shows up in column D.
This is perhaps not the most elegant way to do it (and not exactly what you asked for)... but it is fairly quick. and will also allow you to have multiple tags for an item (should you need that)
Basically you can add the tags across in the additional columns to the right. Then use the following formula in C2 (where B contains transaction text.)
a quick explanation of the functions
These 3 functions combine to now return a number if the text is found and 0 if no tag is found. lastly I add
If you want to look for a different word to link to the category you can replace