Capture Income and Expenses
Show cash flow trends to bankers and financial advisors, help them assess client financial health, and provide recommendations to achieve financial goals.
Required Editions
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To use Income and Expenses for Financial Services Cloud: | Financial Services Cloud Extension AND OmniStudio Users OR OmniStudio Admin |
Cash flow refers to money that goes into and out of a financial account. Clients with a positive cash flow have more money coming in, while a negative cash flow indicates higher spending. Analyze the Cash Flow Summary Flexcard to anticipate your clients’ financial needs, educate them about savings and long-term financial plans, and act on key moments of their financial wellness journey.
If you use these Financial Services Cloud Managed Package objects, you can use the Cash Flow Summary Flexcard on the Person Account and Household record pages. If you use the group membership and households Party Relationship Group and its related objects, add the Cash Flow Summary Flexcard to the Party Relationship Group record page.
Explore and Learn
Watch this video to understand how Income and Expenses works for Financial Services Cloud.
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Financial Services Income and Expenses.
- Set Up Income and Expenses
Assign permission sets, object permissions, and customize lightning pages with income and expense FlexCards. - Work with Client Income and Expenses
Get a snapshot of your clients’ ingoing and outgoing transactions by using the FSCCashFlow FlexCard. - Capture Income and Expense FlexCards and Related Components
The Capture Income and Expense OmniStudio components display a client or accounts cash flow summary of income and expenses.
