I didn't watch any formulas. Your At this point I just need to find where these unique IDs are ... MineThose 19 seems to be in Monthly Budget-sheet ... as well as in Your Sheet1. What's Your point now?
The basic rule was that Transaction IDs are fixed - otherways there will be challenges.
... as well as there could be duplicates with 'new' data.
If fixed Transaction IDs then there could update needed columns in Notes-sheet .. otherways ... something else.
I tested to 'update' Notes ... and there were over 4k rows of data.
Do not Refresh Transactions! This file has same data.
I tested my way ... compared date, Merchant and Amount $.
Watch Transaction - and Notes-sheets A-columns,
those numbers shows other sheets rownumbers.
There are few duplicates for ... reason - marked with yellow.
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.
The Category and Subcategory from them is not always correct is why I need another sheet to have so I can properly identify the Category and Subcategory. Also this sheet does not allow notes is why there is a Notes column in Table4.
So the Notes sheet table (Table4) needs to have the same number of rows and the Date, Merchant, Amount, and Account needs to be the same for the transactions. Because of this there needs to not be unique Transaction IDs between the 2 tables and there needs to be the same number of rows in each table.
The raw data comes ...
You've written that. The Category and Subcategory from...
You've written that.
the Notes sheet table (Table4) needs to have the same number of rows and the Date, Merchant, Amount, and Account needs to be the same for the transactions. My previous file checks that 75% - Account missed, because ...
I can add it there, and after that it's possible to know which row match with which row.
... after few tests - below rows cannot find from Transactions-sheet --- the last one is some kind of 'mystery' row
... after deleting those ... four - there will be same number of rows.
... Because of this there needs to not be unique Transaction ...
and Your original The data on the Notes sheet rows must stay with the Transaction IDs. ... to keep notes with correct 'action' there have to be something unique with both sheets.
... of course it could be combination of those four cells per row - slow!
>>> while testing, Transaction IDs were unique ... hmm? <<<
For Refreshing -code,
there should add feature, which shows new rows in Notes-sheet. ... as well as to add new unique ID for each row. Seems that no need!
Can You send two files... one before Plaid and other after Plaid?
If those have same data ... then have to wait until something will happen
... and after that could do more tests.
I continue testing ...
> with that data - now, there are four 'mysteries'
--- after You've solved ... what are those? ... maybe those four could delete from Notes-sheet?
> I've there code to compare those two sheets and it will show 'mysteries'
> I added three 'filtering'-cells to left to corner.
[ ALL ] shows all rows > select to filter
[ yellow ] shows number of those 'mysteries' > select to filter
[ green ] shows number of new rows from Transactions > select to filter
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 this when that particular Merchant will always have the same Category and Subcategory.
I have a request as a cross checking to make sure that all Transaction_IDs in both sheets are the same.
I put a table in the Transactions sheet that would list the differences if they occur which will need code.
Seems You've skipped some of my writings eg below,
as well as there are those red right top corners (comments) ...
which You asked above:
If Your datas are same with both sheets then there are nothing to test/verify.