Hey @randy, thanks for the update! I applied the new version and we’re getting close, but it looks like there are still a few tweaks necessary. I noticed that the Actuals, Expense formula in K22 and Actuals, Income formula in K23 weren’t using the Hide filtering logic, so I copied that into those SUMPRODUCT() formulas.
After I made that change, a more subtle issue was revealed. It seems that because of the way the above formulas are calculated, categories marked as Debt do not get summed properly as their Period Actuals in AI11:AI will always net out to $0.00. This is creating yet another discrepancy between the sparkline and category rollup values for Expense Actual.
Sorry that my contributions seem to always end up pointing out errors. 
I really do appreciate everything you’re putting into these optimizations.