Solution Center

1. Open client profile 2. Click Budget from the sidebar 3. Budget Totals will be in the blue box on the right 4. Toggle between the Client and Family/hou...

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) ...

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  ...

1. Open client profile 2. Click Budget from the sidebar 3. Click the Income Group that has the Income Type you wish to delete 4. Locate the Income Type y...

1. Open client profile 2. Click Budget from the sidebar 3. Select the Expenses area tab 4. Click the Expense Group that has the Expense Type you wish t...