Thanks for your responses to my questions Paul, but I'm still unclear on how to achieve what I'm trying to do...

Re: the justification question- Do I need to insert braces and then use Word's insert tabs dialog to insert the tab stop and tab? What value would I put in the Tab Stop position? That's what I tried and got partial results but two of the currency fields were pushed further to the right, perhaps because the month abbreviations for 'Mar' and 'May' take up slightly more space than 'Feb'?

Re: inserting a Totals line - I just need totals for one group (Amounts) per key. I inserted immediately after the {Set Key) statement in the first line of code. Then, I output Tot1 just after .

Further down, where I output date and amount records, I inserted , which if I understand correctly is where each amount is being summed into Tot1. However, the Total shows as 0. :{

My understanding of the syntax is still rudimentary and I think I must be missing something. Thanks in advance for any suggestions.