Do a report that contains data by Day and Month and categories. This
data is summarized in a 'square' listing totals by Month/Year.

Also, have a template that is used to generate the new report. I have
to then xfer the data from the current monthly 'chart listing' to the
Template which is then renamed to the Current Month.

I thought of a Macro but was stymied by the problem that the month I
was copying FROM would change.

Now, I copy/paste the info. Another way?