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Video Demonstration:

View file
nameIncome Assets and Expenses.mp4
height250

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.

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Step-By-Step Guide to Adding New Income

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  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.

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  1. A pop-up screen will appear prompting you to choose/fill in the:
    1. Household Member
    2. Category
    3. DescriptionAnnual Expense
    4. Amount; choose the frequency from the drop down, then enter the amount at that frequency. Doorways will calculate the annual amount. 
    5. Excluded amount if applicable (this amount will be excluded from the monthly charge calculation) 
    6. Last Update date
    Click "OK" and the new income source will be added to the households information.
    1. Cancel adding the Income or Save your changes

Step-By-Step Guide to Adding a New Asset

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  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.

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  1. A pop-up screen will appear prompting you to choose/fill in the:
    1. Household Member
    2. Category
    3. Description
    4. Current Checkbox; if current is deselected, an additional field will appear prompting you for a disposal date. 
    5. Cash Value
    6. Anticipated Asset Income to be used in rent calculation. 
    7. Late Update date
    Click "OK" and the new asset will be added to the households information.
    1. Cancel adding the asset or Save your changes. 

Step-By-Step Guide to Adding a New Expense

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  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.

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  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 Update date
  2. Click "OK" and the new asset will be added to the households information.

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    1. Amount; choose the frequency from the drop down, then enter the amount at that frequency. Doorways will calculate the annual amount. 
    2. Last Update date
    3. Cancel adding the expense or Save your changes.