For our family finances, how do I create a monthly report merging data (by category) from tables for checking, credit card, and savings?

For our family finances, how do I create a monthly expenditure report that automatically merges data (by category) from checking, credit card, and savings accounts?

You can set up four tables:
1) a summary table
2) a table for pasting Checking transactions
3) a table for pasting Credit Card transactions
4) a table for pasting Savings transactions
You will have catagorize each transaction or using the ones from the bank/credit card
I used pop-up menus to make the categories (Type) and summed the two accounts in the summary table.

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