Please see below examples and how it flows. It all can be customized. This is a system I created for a couple family businesses that have worked with no cost just my updates.....I can do that for you just keep my access on for assistance or remove for a full handoff.
This is what the Dashboard looks like, as you see the tabs on the bottom are your reports that populate as you enter your income or expense on the entry form. Using an Entry Form makes it easier to add without having to find the columns. I found this method was a lot quicker when "catching up" with multiple entries.
I can come sit with you and show you, or screen share over Google Meet or Teams. Just set up a time and let me know the best way to meet with you. Here are my available times that I have: