Yodelayheewho
Member
I maintain a list of purchases (Data Source) and how these purchases are made, e.g., American Express, Visa, Cash, etc.
For each payment type, I maintain the transactions. So, for example, I have a table with American Express transactions (Results Table)
I need to compare the Data Source with the Results Table to ensure transactions for American Express are on both tables.
I am using an INDEX MATCH formula, that matches three criteria: Transaction Date, Payee, Total. It works, except if two or more rows criteria are matches.
I've attached the sample file with the Data Source, Results Table and Results Table showing the results I need.
Below shows the Results Table when I filter on Payee/A1. Notice only one row is populated in the last column. I need all rows populated.
Any help would be appreciated!
For each payment type, I maintain the transactions. So, for example, I have a table with American Express transactions (Results Table)
I need to compare the Data Source with the Results Table to ensure transactions for American Express are on both tables.
I am using an INDEX MATCH formula, that matches three criteria: Transaction Date, Payee, Total. It works, except if two or more rows criteria are matches.
I've attached the sample file with the Data Source, Results Table and Results Table showing the results I need.
Below shows the Results Table when I filter on Payee/A1. Notice only one row is populated in the last column. I need all rows populated.
| Transaction Date | Payee | Total | Budget Category | Appears in Data Source |
| 7/10/2021 | A1 | $3.21 | SP | |
| 7/6/2021 | A1 | $4.28 | SP | |
| 6/29/2021 | A1 | $21.44 | SP | |
| 6/29/2021 | A1 | $11.77 | SP | |
| 6/29/2021 | A1 | $152.04 | SP | |
| 6/21/2021 | A1 | $73.01 | SP | |
| 6/21/2021 | A1 | $15.40 | SP | $15.40 |
| 6/20/2021 | A1 | $204.80 | SP |