Budget tab How-tos

Budget

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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

1. Click Budget
2. 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
3. The system will save automatically

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Enter Income Amount

1. Click Budget
2. Click the Income Group to expand
3. Locate the Income Type you wish to enter and click $ Add income source
4. Enter Amount
5. Select Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
6. Repeat steps 3-6 as needed
7. Click Save changes above the Budget Totals box or at the bottom of the screen

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Edit Income Amount

1. Click Budget
2. Click the Income Group to expand
3. Locate the Income Type you wish to edit and click the Amount text field
4. Enter new Amount
5. If necessary, select a new Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
6. Repeat steps 3-6 as needed
7. Click Save changes above the Budget Totals box or at the bottom of the screen

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Remove Income Amount

1. Click Budget
2. Click the Income Group to expand
3. Locate the Income Type you wish to remove and click the Amount text field
4. Enter a zero in the text field
5. Repeat steps 3-5 as needed
6. Click Save changes above the Budget Totals box or at the bottom of the screen

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Select/Deselect Expense Options

1. Click Budget
2. Click the Expenses Toggle
3. 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
4. The system will save automatically

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Enter Expense Amount

1. Click Budget
2. Click the Expenses Toggle
3. Click the Expense Group to expand
4. Locate the Expense Type you wish to enter and click $ Add income source
5. Enter Amount
6. Select Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
7. Repeat steps 3-6 as needed
8. Click Save changes above the Budget Totals box or at the bottom of the screen

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Edit Expense Amount

1. Click Budget
2. Click the Expenses Toggle
3. Click the Expense Group to expand
4. Locate the Expense Type you wish to edit and click the Amount text field
5. Enter new Amount
6. If necessary, select a new Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
7. Repeat steps 3-6 as needed
8. Click Save changes above the Budget Totals box or at the bottom of the screen

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Remove Expense Amount

1. Click Budget
2. Click the Expenses Toggle
3. Click the Expense Group to expand
4. Locate the Expense Type you wish to remove and click the Amount text field
5. Enter a zero in the text field
6. Repeat steps 3-5 as needed
7. Click Save changes above the Budget Totals box or at the bottom of the screen

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