Income & Expenses Overview


With cashflow being a critical part of personal financial management and professional financial advice, you'll want to capture your clients' income and expenses.

Keeping track of these items can be done via the Income & Expenses tab  in Practifi. The items are totalled and netted off to provide a clear picture of your clients' cashflow positions. 

The income and expense items and categories allow you to accurately track your clients' positions.

Income and expense types are examples of categories and can be configured by your Practifi System Administrator.  

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