Is the problem that the Retirement Income is sometimes negative?
I also noticed that the Discretionary group is not included on the total INCOME line.
A couple things I would check on the Categories sheet:
1. Is there a Discretionary group for both income and expenses?
If so, try a different name to separate them?
2. Did you create a custom Type, beyond the 3 supported types - Income, Expense, and Transfer?
If so, replace the custom Type with one of the supported types.
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Mark:
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I only have discretionary expense. There are no incomes grouped as discretionary.
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I did not create a custom type other than the 3 you have mentioned.
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I restored the sheet as well to see if that would correct the error and nothing changed
Thanks
What about this Discretionary group, Preferred Rewards category, listed under INCOME? 
I just deleted the category seeing it was never used. Nothing changed on the sheet
here is a snap shot of the actual income from the sheet
Here is the breakdown in transactions. March has an issue. I blanked out the descriptions
Well, the Discretionary group should no longer exist in the INCOME section now, correct?
Are there more Retirement Income transactions in March that are not included in your Transactions sheet Date filter?
Does the Monthly Budget and Yearly Budget sheets also show the same discrepancy, or is it only Monthly Analysis?
There is no longer any income in the discretionary group.
there are no more retirement income transactions in March other than the ones I have provided.
Monthly & Yearly Budgets refect correct retirement income totals. Its just the Monthly analysis.
I have to sign off now. I am open to a zoom call so you can review the sheet if neweded.
thanks
Oh, I see the problem - you have selected Available:
Change Values to Show to Actual:
Got to go for now. I will review in the morning any updates or suggestions you have.
Monthly Analysis cell AD7 shows that it depends on the Transactions sheet Month column, instead of the Date column, so check that the Transactions sheet Month column is filled out appropriately.
Can we update the cell to reflect date instead of month to correct the issue.
If not when you state filled out appropriately, I assume you mean the date and month must be the same ??
No, it’s not quite that simple - the proper way to fix it is to have the Transactions sheet Month column populated. That should happen automatically with Tiller tools, but you may have either older transactions you copied in, or perhaps inserted a transaction manually, where you did not fill out the Month cell.
The Date and Month are not the same. If you browse the Transactions sheet Month column, you’ll quickly discover the pattern that Month is the date for the 1st day of the month.
This help article has more info:
I have filtered the Retirement income transactions. There is a column that is titled “categorized Date” that has some blanks. Is that effecting the calculations as well ?? I believe I have updated the dates as you have instructed. Please review
After updating some dates, it looks like the calculations have been updated correctly
It’s normal and okay to have some blanks for Categorized Date - it’s informational and mainly used to record when AutoCat categorized the transactions.
I noticed the bottom row of your Transactions sheet is using a different date format than the others - that isn’t a problem, but I personally would make them consistent so that it isn’t different.
Good to hear things are working for you now 
Thank you for your assistance. I reviewed all expenses as well and no issues with the dates and they are good. I’m not a excel expert so I sometimes I get lost in translation. All Good
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