It's almost tax time and I am using Excel to analyze my previous year's
checking transactions. I downloaded from my bank all the checks that I had
written in the past year, and subtotaled them according to Payee. The
intention is to get a clear picture of how much I have paid for things like
mortgages, electricity, phones, etc. Some payee information varies from month
to month, although they are the same payee. For example, my recurring
mortgage payment automatically tag each month's payment with the name of the
month, e.g. "XYZ Mortgage-Jan", "XYZ Mortgage-Feb", etc. This causes the
subtotal function to give a subtotal for each check, rather than by the XYZ
Mortgage company. Is there a way to collapse these types of unintended
subtotaling into a single subtotal for the payee?