Create a cash flow picture for your clients within their household page.
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:
Give your cash flow exhibit a name and date, and you're then ready to start editing!
You have the option of starting your cash flow exhibit from scratch (which will create a blank exhibit) or choosing a pre-built template:
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:
The Wages starter template looks similar on the Expense side, but has Wages for Spouse 1 and 2 on the Income side:
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:
This will add to the options you can choose from when first building the Cash Flow exhibit.