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            View Client Income and Expenses in Financial Services Cloud

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            View Client Income and Expenses in Financial Services Cloud

            The FSCCashFlow FlexCard shows a client’s 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. Review metrics that show your client’s total income, total expenses, total surplus, average monthly income, average monthly expenses, and average monthly surplus. A bar or line graph shows a month-by-month breakdown of total income and expenses.

            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
            1. Click a person account, household account, or party relationship group record.
            2. On the Cash Flow Summary FlexCard, review these details:
              Component Description
              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 minus 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 minus the average monthly expenses for the selected time frame.
            3. To update the FlexCard data, select a time frame of the Last 3 Months, Last 6 Months, or Last 12 Months.
              The bar or line graph shows monthly income and expenses to identify your client’s months of cash flow surplus and deficit.
             
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