Adding Income & Expenses

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Income and Expenses are recorded at the household client level. 

To add income and expenses for a client:

  1. Navigate to the household client that you wish to add income and expenses for.
  2. Click the Income & Expenses  icon in the vertical nav. 
  3. Click the  icon to add an income or expense item.
  4. Complete the fields (required fields will appear in red) starting with whether it is Income or an Expense.
  5. Click Save.

 

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