If you do not see a tab called "Budget" when you are logged into your account, the organization does not allow you to access your budget via the Client Portal.
Table of Contents
Budget - The Basics
The Budget feature is helpful for many reasons, including:
- Keeping an eye on your income and expenses to promote financial well-being
- Calculating PoP (percentage of poverty) and annual operating income
- Calculating what services you may be eligible to receive based on your or your family's income
eLogic Genesis's Budget feature has two sections: Income and Expenses.
Each section contains Groups and Types. Income/Expense Groups are the titled expandable sections (please note that your income or expense groups and types may be different than what is shown here):
...and Income/Expense Types are each line item contained within the Group.
Understand the Budget Totals Box
The Budget Totals box displays all Income and Expense totals as they are entered on this page. Budget totals can be viewed for just yourself (Client) or your entire Family unit by clicking/tapping the corresponding toggle inside the Budget Totals box.
Income/Expense Options and "Income Identified"
Income Options and Expense Options at the top of the page enable you to identify:
- No Sources of Income/No Expenses
- Refusing to Report Income/Expenses
- if your budget should be Excluded From Household Income/Expenses
The Income Identified checkboxes available next to every Income Type let you indicate that there is an income associated with that income type without providing an amount. When this checkbox is selected, the Amount text field becomes greyed out and cannot be updated unless the checkbox is deselected.