Hey @jono, can you look at the retirement planner and see if you can figure out the fix for the issue in this post? Retirement Planner on Google Sheets - Start Year is Wrong
Edit: the OP changed the category transaction dates, but I realize that before I looked. Maybe more on point would be to point out how to update the date when multiple years are kept in the spreadsheet because something didn’t work right for me; after I found where I could change the date, it worked, but that might not be where/how I was supposed to do it.