Budget
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
- Select/Deselect Income Options
- Enter Income Amount
- Edit Income Amount
- Remove Income Amount
- Select/Deselect Expense Options
- Enter Expense Amount
- Edit Expense Amount
- Remove Expense Amount
Select/Deselect Income Options
- Tap the menu at the bottom of the screen, then tap Budget
- Select the check-boxes that apply to you:
- No Sources of Income - select if you don't have any sources of income
- Refused to Report Income - select if you do not want to report any income
- Exclude From Household Income - select if your income should be excluded from Family budget totals
- The system will save automatically
Enter Income Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Income Group to expand
- Locate the Income Type you wish to enter and tap $ Add income source
- Enter Amount
- Select Frequency from the drop-down list
- Daily
- Weekly
- Bi-weekly
- Monthly
- Yearly
- Repeat steps 3-6 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen
Edit Income Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Income Group to expand
- Locate the Income Type you wish to edit and tap the Amount text field
- Enter new Amount
- If necessary, select a new Frequency from the drop-down list
- Daily
- Weekly
- Bi-weekly
- Monthly
- Yearly
- Repeat steps 3-6 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen
Remove Income Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Income Group to expand
- Locate the Income Type you wish to remove and tap the Amount text field
- Enter a zero in the text field
- Repeat steps 3-5 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen
Select/Deselect Expense Options
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Expenses Toggle
- Select the check-boxes that apply to you:
- No Expenses - select if the client doesn't have any expenses
- Refused to Report Expenses- select if the client refused to report expenses
- Exclude From Household Expenses - select if client expenses should be excluded from Family budget totals
- The system will save automatically
Enter Expense Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Expenses Toggle
- Tap the Expense Group to expand
- Locate the Expense Type you wish to enter and tap $ Add income source
- Enter Amount
- Select Frequency from the drop-down list
- Daily
- Weekly
- Bi-weekly
- Monthly
- Yearly
- Repeat steps 3-6 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen
Edit Expense Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Expenses Toggle
- Tap the Expense Group to expand
- Locate the Expense Type you wish to edit and Tap the Amount text field
- Enter new Amount
- If necessary, select a new Frequency from the drop-down list
- Daily
- Weekly
- Bi-weekly
- Monthly
- Yearly
- Repeat steps 3-6 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen
Remove Expense Amount
- Tap the menu at the bottom of the screen, then tap Budget
- Tap the Expenses Toggle
- Tap the Expense Group to expand
- Locate the Expense Type you wish to remove and Tap the Amount text field
- Enter a zero in the text field
- Repeat steps 3-5 as needed
- Tap Save changes above the Budget Totals box or at the bottom of the screen