View Client Income and Expenses for a Specific Financial Account or Member

The FSCDataCloudShowIncomeExpenses Flexcard shows a client or household 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 over the last 3, 6, or 12 months. View financial data for a specific financial account or member. Review the metrics that show your client’s total income, total expenses, total surplus, average monthly income, average monthly expenses, and average monthly surplus. A double bar or line graph shows a month-by-month breakdown of your client’s total income and expenses. Hover over a bar to view client financial income, surplus, and deficit data.