1. Open client profile
2. Click Budget from the sidebar
3. Select the Expenses area tab
4. Select any Expense Options check-boxes that are applicable
5. Click the Expense Group you wish to view
6. Locate the Expense Type you wish to enter/edit
7. Click $ Add expense and enter amount
8. Select Frequency under the drop-down menu
9. To enter more expense sources under the same Expense Type, click the down arrow to the right of the Expense Identified check-box, then click Add expense
10. Repeat steps 5-9 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