Cash Flow Decisions Help

Expenses tab

Tracking monthly expenses starts by finding the most common and also the largest expense most people have which monthly rent or mortgage. If your client has a mortgage that they are still making payments on, make sure to fill out all of the required information under “Mortgage Details.”

A section at the bottom is designated for all other monthly expenses (excluding mortgage.) In the event that a client or their spouse passes away causing monthly expenses to increase or decrease you can use the slider on the right-hand side to adjust that accordingly.