Tax Spreadsheet Organization (2024)

Organize 2024 tax spreadsheet. I have transactions downloaded in a spreadsheet from my bank account. It includes date, amount, description. In the Merchant column I need you to extract the name of the merchant from the description.

For example PURCHASE AUTHORIZED ON 01/02 Amazon web service aws.amazon.co WA S463002714561758 CARD 8147

The merchant would be Amazon

Then I need you to categorize each transaction to organize for my taxes. For example a transaction could be parts, gas, outsource, supplies, bank fees, research etc.. This would be done based on the transactions from the previous two years. So you can take the 2024 transactions and put them in the same sheet as the 2022 an 2023 transactions that have already been categorized. You would be giving a category based on how I categorized in previous years. I will go through and double check everything.

There are about 1450 transactions but if you are good with spreadsheets it should go fast. For example there are a lot of spreadsheet functions to do it faster such as

IF(REGEXMATCH(G936,FREELANCER"),"FREELANCER","")"
IF(REGEXMATCH(F2,WALGREENS"),"Walgreens","")"
split(regexreplace(F6, "(.{36})", "/$1"),"/")

Thank you.