Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Income, Assets, and Expenses tab opens a page that lists all of the Household Income Details.

Here you can edit, and add new sources of income, assets, or expenses.

Image RemovedImage Added

Step-By-Step Guide to Adding New Income

Image Added

  1. Click on the Income, Assets, and Expenses tab.
  2. Choose the category you wish to add to, by selecting the Income link at the top left hand side of the page
  3. Click the "Add Income" button in the top right corner of the field.

Image Added

  1. A pop-up screen will appear prompting you to choose/fill in the:
    1. Household Member
    2. Category
    3. Description
    4. Annual Expense
    5. Last Update date
  2. Click "OK" and the new income source will be added to the households information.

Step-By-Step Guide to Adding a New Asset

Image Added


  1. Click on the Income, Assets, and Expenses tab.
  2. Choose the category you wish to add to, by selecting the Assets link at the top left side of the page
  3. Click the "Add Asset" button in the top right corner of the field.

Image Added

  1. A pop-up screen will appear prompting you to choose/fill in the:
    1. Household Member
    2. Category
    3. Description
    4. Current Checkbox
    5. Cash Value
    6. Anticipated Asset Income
    7. Late Update date
  2. Click "OK" and the new asset will be added to the households information.

Step-By-Step Guide to Adding a New Expense

Image Added

  1. Click on the Income, Assets, and Expenses tab.
  2. Choose the category you wish to add to, by selecting the Expenses link at the top left side of the page
  3. Click the "Add ExpensetExpense" button in the top right corner of the field.

Image Added

  1. A pop-up screen will appear prompting you to choose/fill in the:
    1. Household Member
    2. Category
    3. Description
    4. Annual Expense
    5. Late Last Update date
  2. Click "OK" and the new asset will be added to the households information.

...