I have a checkbook register worksheet setup as a list manager. Everytime I create a new entry, the worksheet will automatically insert the next row below followed by the subtotal line.

From this worksheet, I created a PivotTable worksheet in the same workbook. The problem comes where it forces me to choose between grouping the dates and being able to refresh the table with updated info in the checkbook register.

Ex. I created the PivotTable at row 81 of the checkbook register. When I add entries below row 81, the pivot table will not update that information. If I make entries to row 85, the list manager automatically inserts the next row below and moves the subtotal line one row down making the checkbook worksheet 87 rows. When I change the range of the pivot table to include row 87, the pivot table will always update with all data in the checkbook worksheet, but will ungroup the dates from months to dates.

Is there something I can do to be able to group dates into months and refresh the pivot table to include recently added entries from the checkbook worksheet?