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            View Client Cash Flow by Category

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            View Client Cash Flow by Category

            The FSCDataCloudCashFlowByCategory Flexcard shows the client or household income and expenses for the previous month grouped by category. The Flexcard categorizes and shows a client’s sources of income and expenses to identify where your client’s money is coming from and going to. In the time frame picklist, select one month from the past 12 months to view cash flow data. A pie chart and list show a breakdown of your client’s top five outgoing or incoming transaction categories for the previous calendar month, with the remaining categories grouped as Other.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Data Cloud for Financial Services Cloud:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud for Financial Services Cloud Admin User

            OR

            Data Cloud for Financial Services Cloud User

            AND

            Data Cloud org: Data Cloud Architect
            1. Click a person or household account record.
            2. On the Cash Flow by Category Flexcard, view these details:
              • A pie chart of your client’s top five outgoing or incoming transaction categories for the previous calendar month.
              • A list of your client’s top five outgoing or incoming transaction categories for the previous calendar month.
              • Total income or expenses for the previous calendar month.
            3. To view your client’s expenses for the previous calendar month, select Income.
              • To view data for a specific financial account, in Financial Account, select the financial account name.
              • To view data for a specific member, in Member, select their name.
            4. To view your client’s income for the previous calendar month, select Expenses.
             
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