Income, Assets, and Expenses

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.

Step-By-Step Guide to Adding New Income

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.
4. 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
5. Click "OK" and the new income source will be added to the households information.

Step-By-Step Guide to Adding a New Asset

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

Step-By-Step Guide to Adding a New Expense

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 Expenset" button in the top right corner of the field.
4. 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
5. Click "OK" and the new asset will be added to the households information.

Video Demonstration