Hi @kkinderen - This issue reminds me of another post that I assisted for the Live P&L report in Excel here. I suspect you have what they might consider an “edge case” where your categories are set-up in such a way that they fall into an arrangement that the formula in cell X7 is having some trouble handling properly. I was able to recreate this with categories set-up in such a way that not only is there a same Group with both Income and Expense categories, but that same Group transitions from Income to Expense in Col Z. The screenshot might help explain what I mean. If you don’t have that type of data layout, it could be something different, but I still think the key may lie within cell X7 because it controls how those categories get distributed down the rows. The reason I speculate this specific case is because the report does work for Groups that have both Income and Expense as long as they are not at that transition line in Col Z.
In that previously linked post I was able to suggest a formula that fixed the issue at hand. I tried reusing that work because, to be honest, those formulas are not for the faint of heart and they take awhile to unravel. Unfortunately, a direct reuse of that fix is not possible here.
By simply changing even just the first Banking group to perhaps “Banking-Inc” for income, the issue should go away. Effectively the same thing you did by changing to XYZ.
Maybe Tiller or someone else inclined to take on the challenge could try to bulletproof that formula for this case.