I think, I followed your instructions correctly but when I hit ENTER, I get a blank cell. See screenshot below. I think the error must be due to number of columns before “false” in the formula. In my case 2 cannot work. I counted columns from left but did not work. Formula is correct as you van see rows H and J are selected:
Anil
A few things don’t look right…
Account names for any but the xxxxxx90 account. For this to work, you need to have all of the account names you want to find populated ABOVE the lookup formula.Account ID column not the Account # column. Account # may work but there is more risk of 1-to-many matches giving incorrect results.You asked me to use Account ID column instead of Account# column. But I do not see it Transactions Sheet. I can find all my Accounts in Account Filter Sheet if I unhide columns at the right.
Anil
I suggested the Account ID column because you said it was present. 
You need to make sure all of the accounts have filled in their account names before this approach will work. Then, map the $L$2:$L / Account ID from my formula to Account # instead.
My apology for misreading Account ID for Account number. Unfortunately it will take a long time for Accounts to have their Account names filled in as some of my 30 Accounts do not have even monthly activities.
So I created a Table of Account Names and Account# and then followed your formula using Vlookup for Account number instead of Account ID. This has worked for all Accounts except for Costco Anywhere Visa credit card. See screenshot below for this card. Transactions sheet shows 884 transactions for Costco. But Account Filter only shows 4 transactions. I have restored Accounts, Balances and Account Filter in that order. But still only 4 transactions for Costco Visa. Any suggestions?
© 2021 Tiller LLC
Accounts
Account
Costco Anywhere Visa
Account
H
Hide
Q
Date
Description
Category
Amount
Account
Account
‘Accounts’!$H$2:$H
6/2/2021
The Home Depot #0660 Encinitas CA
Rep&Maint-Indirect
-$1,118.96
Costco Anywhere Visa
Hide
‘Accounts’!$Q$2:$Q
6/2/2021
Amazon.com*2x7xb8tm1 Loading...
Misc-Toiletries
-$7.52
Costco Anywhere Visa
Transactions
6/2/2021
Amzn Mktp Us*2x5ac7eh1 Amzn.com/billwa
Clothing
-$7.53
Costco Anywhere Visa
Date
C
5/31/2021
Amazon.com*2xx2393d1 Loading...
Misc-Toiletries
-$7.13
Costco Anywhere Visa
Description
D
Category
E
Amount
F
Account
H
Date
‘Transactions’!$C$2:$C
Description
‘Transactions’!$D$2:$D
Category
‘Transactions’!$E$2:$E
Amount
‘Transactions’!$F$2:$F
Account
‘Transactions’!$H$2:$H
List of Accounts
Alliant PKRT Checking
Alliant PKRT Savings
Ally Mak Trust CD
Ally Mak Trust Savings
Ally PKRT CD
Ally PKRT Savings
Anil Signature Visa
Chase PKRT Checking
Chase PKRT Savings
Costco Anywhere Visa
Anil
This is very uncommon in most sheets prior to mid-May of this year. Account ID was only default in the Balance History sheet.
I’ve reached out directly to you for next steps @anilparikh1
Hi @anilparikh1 - sorry for an off topic question, but I noticed some UK banks in your account list. Does Tiller support UK banks?
Unfortunately not. I am managing transactions manually.
