---
title: How do I create a cash flow exhibit?
description: Create a cash flow picture for your clients within their household page.
---

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# How do I create a cash flow exhibit?

## Create a cash flow picture for your clients within their household page.

<iframe src="https://player.vimeo.com/video/819273028?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" title="Cash Flow Diagram Intro" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

Scroll down your client's Household page until you reach the section titled "Cash Flow." To create a new Cash Flow exhibit, click the "Create Cash Flow" button:

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Mar-21-2023-05-48-32-0443-PM.png?width=688&height=81&name=image-png-Mar-21-2023-05-48-32-0443-PM.png)

Give your cash flow exhibit a name and date, and you're then ready to start editing!

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Mar-21-2023-05-49-11-0928-PM.png?width=638&height=249&name=image-png-Mar-21-2023-05-49-11-0928-PM.png)

You have the option of starting your cash flow exhibit from scratch (which will create a blank exhibit) or choosing a pre-built template:

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-04-2024-05-43-10-7081-PM.png?width=688&height=180&name=image-png-Jun-04-2024-05-43-10-7081-PM.png)

The Retiree starter template has options for Social Security and IRA distributions on the income sources side, and several categories and subcategories on the Expense side:

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-04-2024-05-44-55-8284-PM.png?width=688&height=324&name=image-png-Jun-04-2024-05-44-55-8284-PM.png)

 

The Wages starter template looks similar on the Expense side, but has Wages for Spouse 1 and 2 on the Income side:

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-04-2024-05-46-17-4878-PM.png?width=688&height=339&name=image-png-Jun-04-2024-05-46-17-4878-PM.png)

 

If you build an exhibit from scratch that you would like to save as a template to use with other clients, you can do so by pushing the "Save as Template" button:

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-04-2024-05-47-35-1830-PM.png?width=688&height=94&name=image-png-Jun-04-2024-05-47-35-1830-PM.png)

This will add to the options you can choose from when first building the Cash Flow exhibit.

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