The Vendor Map: Known Vendors First, Keyword Rules as Fallback
This lesson is part of the course
In this lesson
You cut a clean vendor key out of each description, look it up in a vendor map with XLOOKUP, fall back to the keyword rules with IFNA when the vendor is unknown and measure how much of the export the map already covers.
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Lessons in this course
- The Bank Export: Dates, Descriptions, Signed Amounts & Reference Codes Locked
- Keyword Rules: FIND a Keyword, Return a Category Locked
- Rule Priority & Conflicts: When Several Rules Match Locked
- The Vendor Map: Known Vendors First, Keyword Rules as Fallback Locked
- Amount & Direction Rules: Transfers, Refunds, Income and Small Fees Locked
- Split Transactions: One Bank Line, Several Categories Locked
- Recurring Payments, Coverage & the Exceptions Queue Locked
- The Month Summary: Totals by Category, Uncategorised Remainder & a Chart Locked