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            View Client Income and Expenses for a Specific Financial Account or Member

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            3. Financial Services Cloud Admin Guide

            View Client Income and Expenses for a Specific Financial Account or Member

            The FSCDataCloudShowIncomeExpenses Flexcard shows a client or household cash flow trends over a selected time frame. The Flexcard focuses on incoming and outgoing transactions to highlight periods of cash flow surplus and deficit. Select a time frame to show an aggregated cash flow across all of the client’s financial accounts over the last 3, 6, or 12 months. View financial data for a specific financial account or member. Review the metrics that show your client’s total income, total expenses, total surplus, average monthly income, average monthly expenses, and average monthly surplus. A double bar or line graph shows a month-by-month breakdown of your client’s total income and expenses. Hover over a bar to view client financial income, surplus, and deficit data.

            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 Summary Flexcard, view these details:
              • Total income: Total deposits for the selected time frame.
              • Total expenses: Total expenses for the selected time frame.
              • Total surplus: A calculation of total income less total expenses for the selected time frame.
              • Average monthly income: The average monthly deposits for the selected time frame.
              • Average monthly expenses: The average monthly expenses for the selected time frame.
              • Average monthly surplus: A calculation of average monthly income less average monthly expenses for the selected time frame.
            3. To update the Flexcard data, select a Time Frame of Last 3 Months, Last 6 Months, or Last 12 Months.
              • 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. The double bar or line graph shows monthly income and expenses so you can identify your client’s months of cash flow surplus and deficit.
             
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