--- title: How do I add and/or delete income and expense items within cash flow exhibits? description: The cash flow exhibits have sections on the left and right-hand side of each page that allow you to edit your image. --- [Skip to content](https://help.holistiplan.com/how-do-i-add-and/or-delete-income-and-expense-items-within-cash-flow-exhibits#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en) 3. [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) # How do I add and/or delete income and expense items within cash flow exhibits? ## The cash flow exhibits have sections on the left and right-hand side of each page that allow you to edit your image. The section on the left-hand side corresponds to "Income" items, while the section on the right-hand side will house "Expense" items:   ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Apr-14-2023-08-30-27-4379-PM.png?width=688&height=92&name=image-png-Apr-14-2023-08-30-27-4379-PM.png)   You can add a new income source or new expense by clicking on the "Add" button in the appropriate column. In the Income column, you will see the sum total of all income sources: ![](https://help.holistiplan.com/hubfs/image-png-Apr-14-2023-08-33-36-6295-PM.png) In the Expense column, you will see the dollar amount of any Unallocated funds, which will reflect the dollars left over after subtracting any listed expenses from the total amount of income sources. Because we haven't added any expenses yet, with a total income of $135,000, we also see $135,000 of Unallocated Funds: ![](https://help.holistiplan.com/hubfs/image-png-Apr-14-2023-08-35-27-4853-PM.png)     To add an expense, click the "Add New Expense" button. The subsequent pop-up will ask you to name the expenses, provide an amount, and associate the expense with a color. As an example, let's add "Housing Expenses" for $20,000:  ![](https://help.holistiplan.com/hubfs/image-png-Mar-21-2023-05-57-56-2478-PM.png) When we hit "Save", the expense will show up in the Expense tool bar as well as on the cash flow diagram. Additionally the amount of Unallocated Expenses will change accordingly in both places: ![](https://help.holistiplan.com/hubfs/image-png-Apr-14-2023-08-36-26-2412-PM.png)   ![](https://help.holistiplan.com/hubfs/image-png-Apr-14-2023-08-37-02-9000-PM.png) To add a sub- income or expense item, right click on the respective income or expense item. You will select the option to "Duplicate Node" from the list of options (see image below). ![Duplicate Node](https://help.holistiplan.com/hs-fs/hubfs/Duplicate%20Node.png?width=291&height=210&name=Duplicate%20Node.png) This will create a copy of the duplicated node with the same color. You will want to click on the copied node in order to change the name of the income or expense subcategory and add the respective dollar amount, as shown below:  ![Edit Expense Item](https://help.holistiplan.com/hs-fs/hubfs/Edit%20Expense%20Item.png?width=586&height=246&name=Edit%20Expense%20Item.png) To delete an income or expense item, right click on the respective income or expense item. You will select the option to "Delete Node" from the list of options (see image below). The subsequent pop-up will ask you to confirm you wish to delete the node as all information contained in that node will be deleted. Once confirmed, the income or expense item will disappear from your Cash Flow diagram.    ![Delete Node\_CF](https://help.holistiplan.com/hs-fs/hubfs/Delete%20Node_CF.png?width=391&height=144&name=Delete%20Node_CF.png)   - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en) Copyright © 2025, Holistiplan LLC