Ttere is a subtle issue with the entity query.
TransactionTypeValueId == 53 && TransactionDateTime >= "{{january}}" && TransactionDateTime < "{{nextJan}}" && ({{qry}})
{{qry}} contains several || (or) conditions. The lava engine doesn't interpret this as expected. The documentation states that any || should come before any && and.
Changing the query to:
{{qry}} && TransactionTypeValueId == 53 && TransactionDateTime >= "{{january}}" && TransactionDateTime < "{{nextJan}}
Fixes the issue.
Additionally wrapping operations in parenthesis doesn't appear to work in entity commands. So unfortunately, ({{qry}}) is equivalent to {{qry}}
*Note to anyone who is confused by what the value of qry. It is a generated list of person alias id boolean operands. An example value might be:
PersonAliasId == 123 || PersonAliasId == 321 || PersonAliasId == 132