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@TaxGuyBill wrote:

Thank you both!  I greatly appreciate it!

She didn't have real 'books' this year, but that is because I didn't explain things to her very well.  She is amazing with planning, record-keeping and numbers, so I'm sure that next year will be much easier.

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Only if you have a good Balance Sheet to start with!  Spend the time now to get the activity into something.  I use an ancient version of QB, but maybe d/l into QB Online or if you don't want to pay Intuit, maybe try Wave or Xero.  Quicken can probably do the job but it would take a good bit of customization and it doesn't enforce double-entry bookkeeping rules.