Work with Client Income and Expenses

Get a snapshot of your clients’ ingoing and outgoing transactions by using the FSCCashFlow FlexCard.

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

User Permissions Needed

To use Income and Expenses for Financial Services Cloud:

Financial Services Cloud Extension

AND

OmniStudio Users

OmniStudio Admin

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.
Update Client Income
Use the FlexCard feature to add or edit income for a client or household.
Update Client Expenses
Use the Cash Flow Summary FlexCard to add or edit expenses for a client or household.

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