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.