Hi @Erin_P 
welcome to coda! 
in your case i will set up the doc with a dashboard (often the first section) and then a DB section, some best practices about doc organization including separating “for user” sections and “DB” sections can be found in a must-read post here:
Let’s start with the DB section, there you’ll need a table with all your “pasted” data from your credit card, with a column added, that column will contain a “Select list” with all the type of credit card that you need to categorize.
Then, in the dashboard section you will put one view of the db table, filtered according to an interactive selector that you can add above the view of the table, that will filter all your data based on the content of that last column you’ve added before
If you can share a sample of your doc i can create for you a live version of that
Edit: with a sample of your doc i mean a table (or more) with all the type of data that you want to view separately.
the trick here is to use just one big table to store all your data, adding all the columns that are needed for your particular situation, and then filter those in another section, maybe with interactive controls, i could build a sample based on the screenshot you have attached, but i think that it is just the simpler table you mention here
so i need a complete sample