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            Capture Income and Expenses

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            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. 

            See Also

             
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