Hi tdove,

When you expand your sheet, take a look at the SUM formula and the cells that are being summed. I suspect the issue is that you are summing a range of cells that includes hidden rows with non-zero amounts. When a SmartSheet is expanded, the 'summary' row is hidden but could still be (incorrectly) included in the sum.

If you wish to sum multiple groupings of accounts, it is more correct to create the SUM formula for the specific cells of desired rows while the form is collapsed, rather than a range of cells. For example, use =SUM(D12, D16, D20) instead of =SUM(D12..D20).