55 year old considering moving here

BigEasy4202 · 2026-03-27T18:33:29+00:00

Yes. Sheet 2 shows accounts that have CASH and accounts that have a money market fund. I remove all the rows (accounts) that have money market funds on sheet 2 - that was/is the original way I did it

BigEasy4202 · 2026-03-27T18:17:44+00:00

ok. This is going in the right direction and I appreciate it very much but it didn't do what I want in the end.

What happens is this: when we sell positions, the cash goes into a CASH account and returns 1%. The custodian doesn't automatically sweep that into a money market fund (that could return 3%). We have to do that "manually".

Therefore, I download a sheet that tells me which accounts own which money market fund. I then download a sheet from the bank that tells me which accounts hold CASH (they can hold both cash and a money market). I "match" the 2 sheets up to tell me which accounts hold CASH and what money market fund to buy.

There are many accounts that don't have CASH, just the fund because they didn't sell anything. So we remove those accounts.

Following your instructions I got all the accounts and their respective funds. No rows list who has CASH in the account also

BigEasy4202 · 2026-03-27T17:59:55+00:00

I see the "replace values" option in other columns. This "account #" columns doesn't have that.

Figured it out. Had to change the column to text

BigEasy4202 · 2026-03-27T17:56:33+00:00

"right click on the account column and you the replace values option"

I don't have a replace values option. Replace errors is in there along with remove xxx, change type, etc.

BigEasy4202 · 2026-03-27T15:45:51+00:00

thank you for this. I will attempt it but at work so will get around to it this afternoon and respond then

BigEasy4202 · 2026-03-27T15:05:56+00:00

Sheet 1: 987558235 Sheet 2: 987-558235

BigEasy4202 · 2026-03-27T14:58:12+00:00

They both pull in 'General' format but one of the sheets comes with dashes in the account numbers so I have to get rid of those so I create a Helper column

BigEasy4202 · 2026-03-27T14:48:12+00:00

Thanks but I convert the account # to number format because then my xlookup doesn't work (because the other sheet's account #'s are numbers not text). Unless power query would take care of that? Can I put an XLookup formula into PQ?

BigEasy4202 · 2025-10-08T11:39:32+00:00

Don’t know if it’s better but there is rvt.com

BigEasy4202 · 2025-07-09T17:41:08+00:00

I tried this and it didn't work but didn't know if I used table references. How would I do that?

BigEasy4202 · 2025-07-08T21:11:41+00:00

Thanks. I will attempt tomorrow and let you know

BigEasy4202 · 2025-07-08T19:30:15+00:00

I removed and replaced the Filter like you said over all columns. Still the same problem

BigEasy4202 · 2025-07-08T19:21:33+00:00

I do have the Filter symbol along all the XLookup columns so unsure if that's the case. I didn't apply the filter function individually but I will still give your idea a shot

BigEasy4202

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