1. Open client profile
2. Click Budget from the sidebar
3. Select any Income Options check-boxes that are applicable (learn more on Income Options here)
4. Click the Income Group you wish to view
5. Locate the Income Type you wish to enter/edit
6. Click $ Add income source and enter amount
7. Select Frequency under the drop-down menu
8. If client claims income but does not give amount, leave Amount and Frequency blank and check the Income Identified box
9. To enter more income sources under the same Income Type, click the down arrow to the right of the Income Identified check-box, then click Add income source
10. Repeat steps 4-9 as needed
11. When finished, click Save changes near the top right corner
12. New Budget Totals will appear in the Budget Totals box on the right