View Client Cash Flow by Category

The FSCDataCloudCashFlowByCategory Flexcard shows the client or household income and expenses for the previous month grouped by category. The Flexcard categorizes and shows a client’s sources of income and expenses to identify where your client’s money is coming from and going to. In the time frame picklist, select one month from the past 12 months to view cash flow data. A pie chart and list show a breakdown of your client’s top five outgoing or incoming transaction categories for the previous calendar month, with the remaining categories grouped as Other.