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I had to re-sync with banks and they assigned different transaction IDs. I used the same workbook and made a new sheet. In Sheet1 I have unique transaction IDs between Transactions and Notes. At this point I just need to find where these unique IDs are and assign the appropriate Category and...

Hello, I did an update of transactions and now the total row counts are different. I am not sure if there are duplicates or why there are more rows on the Notes sheet. Can you please take a look? Thank you

Wow this is amazing thank you so much. I will let you know in a few days if all transactions get added correctly.

Yes new transactions should be posted to Notes sheet but with me able to select category, subcategory and notes for the new transactions. In fact if I change a category, subcategory, or note (on the Notes sheet) these should not change after running the code.

Can you please make it so it works correctly thanks. I don't want to make mistakes.

No it is not working. When I ran the code this time it replaces the Category and Subcategory with the ones from the Transactions sheet. I need the Category and Subcategory that I select to remain on the Notes sheet please. The Category and Subcategory on the Transactions sheet are often wrong...

Yes it seems to work so far thank you.

Thank you I will continue to test. The Transactions sheet is updated externally and I do not have any control over it. So with your code I now have the ability to identify the Category, Subcategory, and notes.

I don't understand. What is the correct code? Can you attach updated workbook with correct code please?

When new transactions are added the code is not updating.

I think it is working thank you. I will continue to do testing to make sure.

The first sheet gets it's information from external code that is not in my control. This is why I cannot alter the first sheet rather update the data on the second sheet and add notes as needed.

Have I done something wrong?

Hello, Is it possible to expand the table on the Notes sheet if the table on the Transactions sheet changes? The data on the Notes sheet rows must stay with the Transaction IDs. Please see attached for more information. I need the ability for the Category and Subcategory to be user...

I figured it out so it won't be necessary for you to develop a code.

Launch with shape and apply the entered rows from table on right to the main table thanks.

I cannot use formulas. Most of the transactions will have manual entries for Category and Subcategory that applies to the Merchants. The VBA rule that I requested will apply only to the set Merchant - Category - Subcategory in Columns K - M that will apply to the main table whenever that...

Hello thanks but it must be VBA because it will allow the user to manually enter the Category or Subcategory for the Merchant. The reason for the rules is so from a particular Merchant it will always be the same Category and Subcategory.

Hello, On the Transactions sheet there are Merchants that I would like apply rules for Category and Subcategory with VBA Code. Criteria is based on the table in columns K to M. The code will paste the Category in column E and Subcategory in column F to the Merchants that each time appear in...