I attached this file which I used formulas to identify any differences that may occur between the tables for Transaction_IDs. See columns P and Q of Transactions sheet. I temporarily replaced the IDs to test. At this point there are no differences.
Hopefully differences do not occur in the...
Hello,
The Transactions sheet table (Table1) is affected by Plaid Sync but not the entire sheet. I inserted another table in columns P and Q that is not affected by external code (Plaid Sync).
So it seems to be less complicated if there are any Transaction_IDs that don't appear in both tables...
The data validation drop down lists are not correct on the Notes sheet.
The Category column should be "=CategoryList" and the Subcategory column should start at "=INDIRECT(E4)" which is in cell F4.
I changed it but it keeps going back so there must be code that is changing this.
The attached...
I was able to adapt your code to my workbook that has the correct transactions now.
I will continue to test. I do hope also that someone else can benefit from your valuable work.
Have a great day ahead!
Thank you
Yes they are the same but there will be future transactions that get imported when using the Plaid Sync code. I want to make sure that there will not be any differences as a cross check safety.
Thank you if you can help me with that.
I think I have it now. What does the number "4" in cell C1 mean? Is that the number of differences that may occur? At this point there aren't any so I don't know what that is for.
What is the green highlight for in cell C2?
Thank you
I put it in the Transactions sheet because of the limited view in the Notes sheet. But I can see your point that sheet is not in my control and it make be affected by Plaid code.
However if you can make it so the 2nd table in the Notes sheet is the way I had it before with the ApplyRules...
Okay what I discovered in your latest version was the Refresh method for applying Category and Subcategory are not what I want.
In my other version I would copy a line including Merchant, Category, and Subcategory to the table on the right in the Notes sheet. Then I would ApplyRules code. I do...
Hello,
I really appreciate all of your help. What I have done now is find the Transaction IDs in both tables for unique values. I updated so that all are matching now. The table row counts are also the same.
I will continue to use the Plaid Sync to see if there will be new transactions and...
Okay I have 2 workbooks one before and one after using Plaid Sync. Unfortunately though there aren't any new transactions since yesterday so they seem to be the same.
Okay maybe I am not being clear.
The raw data comes from the Transactions sheet table (Table1) which will always be adding more transactions by an external code that I cannot control. It is done with what is called Plaid which is a security that gets transactions from banks and credit cards...
Yes what happened was the banks changed IDs for the same transactions so please use my latest file. It has all of the transactions but the IDs are different than earlier workbooks.
My point now is there are 19 unique transactions between the Transactions sheet and the Notes sheet yet there are only 4 more rows.
So there seems to be something weird going on with the data.