How to take in income and expense information?

You can gather income & expense information from clients by turning on the "income & expense" section on a given questionnaire.

This section lets your client build up an overview of their income and expense:

Editing the categories for income and expense can be done from the "financial" section of the Questionnaire Customization screen:

The customization works the same way as for the asset categories:

Frequently Asked Questions

Why don't I see the income and expense section on my questionnaire?

The section is hidden by default for all questionnaire types except the representative type (on behalf of a living person needing assistance). Turn it on for the questionnaire where you want to use it.

Can I change the income and expense categories?

Yes. Edit them from the Financial section of the Questionnaire Customization screen. The customization works the same way as for the asset categories.