Budget

Assess the Financial Sufficiency of participants.

• Login with your credentials.
• Click the Client menu option.
• Click the Profiles menu option.
• Enter Client name in Search Box
• Click Search
• Click Edit on the matched record listed
• Click Budget Tab
• Click Add button Budget tab
• Client : Auto-filled to the name of Client whose record is open.
• Select Budget Date: 
• After entering the date, the different categories of Expenses and Income will display.
• Fill applicable Budget Expense
• Fill applicable Income details
• Enter Net Income Total
• Enter Net Expense Total: this will total to all the expense entries filled out, but can be edited
• Click Save