'Merging' the records of two forms for display

'Merging' the records of two forms for display

Hi,

I wish to combine the selected records of two forms:

BalanceSheet, Invoices

where they have similar fields:

Date, Description, Amount

I am then displaying a list of the combined results in a html view called Books.

What is the best method to 'merge' and sort these records for display or is this the wrong approach?

Thank you,

Guy