Income Statement by month using pivot table

Hi queenbean84 

You can't group the date field because you have a calculated item on the Group field. 

I downloaded a copy of your file, deleted the PROFIT+LOSS item from the Group field, and afterwards I was able to group the date field. 

Unfortunately, it seems you can't have a calculated item and a grouped field in the same report:

Another way to handle this is to pre-calculate the profit-and-loss rows using Power Query, then build your pivot table from the query result. 

Here's the M-code for the query:

let
    Source = Excel.CurrentWorkbook(){[Name="Data"]}[Content],
    #"Renamed Columns" = Table.RenameColumns(Source,{{"Amount", "AmountOrig"}}),
    #"Added Custom" = Table.AddColumn(#"Renamed Columns", "Amount", each if [Group]="Expense" then [AmountOrig]*-1 else [AmountOrig]),
    #"Replaced Value" = Table.ReplaceValue(#"Added Custom","Income","Profit+Loss",Replacer.ReplaceText,{"Group"}),
    #"Replaced Value1" = Table.ReplaceValue(#"Replaced Value","Expense","Profit+Loss",Replacer.ReplaceText,{"Group"}),
    #"Reordered Columns" = Table.ReorderColumns(#"Replaced Value1",{"Date", "Description", "AmountOrig", "Amount", "Category", "Property", "Unit", "Group"}),
    ProfitAndLoss = Table.RemoveColumns(#"Reordered Columns",{"AmountOrig"}),
    Result = Table.Combine({Source,ProfitAndLoss})
in
    Result

Updated file attached.