I’m attempting to make a cash flow statement - the items will be the three main components: income, COGS, and expense.
My subitems are categories of these (example: marketing, meals, etc.). Some subitems are populated manually, and some are populated from a connect column as you can see in the image.
The issue I’m running into is the inability to sum all categories across columns/rows correctly.
I’m populating my items’ values from the Show Summary on Parent Item option for Subitems. The issue here is I am then getting columns for January Income Total, January COGs Total, and a January Expense Total instead of a sum of all three.
Is there a way to have my subitems all roll up to the same parent column for just January?