Background:
I had inserted a custom column called “reimb” ie to reduce the net transaction amount of certain trans. I know the description that’ll will use the reimb column. Auto cat is able to insert a fixed amount into that column.
Question:
Is there a way to have auto cat insert a formula ie say i want it to be a percent of the cell to either the right or the amount column?
How about a two-column approach? AutoCat can insert your fixed amount (the percentage to apply) into Column M, and then you have a second column N that does the math (N x original amount)?
i see so basically array formula it down for Col N? ie otherwise I’ll have to keep inserting the formula each time there’s a pull; not ideal as i don’t want another column, but possible.
You can have autocat insert a formula in a cell. In your example, if you have a column that you want to be 20% of the amount, enter in the autocat sheet '=INDIRECT(CONCATENATE(“X”, ROW()), TRUE))*20
Just change the “X” to the column letter for your Amount column. The single quote before the = tells sheets to not evaluate the formula in the autocat sheet. The quote won’t be added to your transaction sheet, so the formula will execute on the transactions sheet
That’s ill give that a shot in a couple days and respond; been working on a project with brokerages but not working well as the data pull is relatively truncated.
Edit: that worked; Thanks!