Categorise and separate transactions in Excel


Transactions are identified using a built in keyword list and prioritisation; these can be edited and added to by user. A separate tab can be created to show the identified transactions for as many of the categories as the user requires. An overview of the transactions meeting the keyword criteria of each category is provided, and is dynamically driven by individual tabs (where available).  This allows the user to delete and add rows, where required, and the summary tab is automatically updated.