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six50joe
 
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Default Help: Multiple filters with mutually exclusive items

I'm creating a spreadsheet from my online bank statement. All of the
transactions are imported so that the descriptions are in one column,
the amounts in another.

What I'd like to do is create filters that contain transaction
descriptions and amounts broken down into categories. For example:

Let's say this is the imported data

A B
Description Amount
Joe's Supermarket $14
Exxon $23
Con Edison $40
Jane's Grocery $19
Mobil $28
Mobil Market $16
Whole Foods $17

I'd like to create filters that copy data to other columns:

A B
Description Amount
*Supermarket*
*Grocery*
*Market*

Description Amount
*Exxon*
*Mobil*

Description Amount
*Con Edison*

Description Amount
Joe's Supermarket $14
Exxon $23
Con Edison $40
Jane's Grocery $19
Mobil $28
Mobil Market $16
Whole Foods $17

When I use an advanced filter to copy the data, the results a

C D
Food
Description Amount
Joe's Supermarket $14
Jane's Grocery $19
Mobil Market $16


E F
Gas
Description Amount
Exxon $23
Mobil $28
Mobil Market $16

G H
Description Amount
Electric
Con Edison $40

This would work fine, but there are two problems:
1. The 'Mobil Market' item appears in both the Food and Gas lists. It
should not have been available for the Gas filter after being included
in the Food filter.
2. The 'Whole Foods' item is really a food item but is missed by the
filter criterion. It needs to stand out somehow so it won't be missed.

Both of these prevent accurate budgeting.

Can anyone offer advice to address these two problems?

My appreciation in advance,
Joe

 
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