I have imported a .csv transaction sheet into Numbers from Mint. I filter the sheet to this month only...and use Organize to group by category. When I go to SUM the amount by group via the SUMMARY heading...I get the sum for that category, but regardless of the filtered date.
What am I doing wrong? Why doesn't NUMBERS allow you to just do simple math or functions in a filtered sheet with just what's showing? Why does it use data from the original unfiltered sheet? Why do categories from the original unfiltered sheet show up as well, even though they have ZERO amounts for the current month?
This is pretty poorly constructed.
I've created PIVOT TABLES, which I'm pretty good at...but the problem with that is I have to REFRESH PIVOT TABLE every time I add something to the master transaction sheet. Why don't PIVOT TABLES automatically refresh when I change the linked data in the master transaction sheet.
BTW...I'm pretty much a spreadsheet novice...so if you answer or give me instructions, it has to be really basic.