Budgeting tools

The Budget Worksheet, Alternative Budget, Debt Schedule and Cashflow

Add a debt item to the Debt Schedule
All the client’s debts must be logged in the Debt Schedule.     Do add a new debt item, click the Add new debt item button to add a new debt to the deb...
Thu, 19 Mar, 2020 at 8:27 AM
Add an expense to the Budget Worksheet
The budget worksheet always begins with the expense items listed in the image below. This is just to provide a start point for you to work from.   The exp...
Thu, 19 Mar, 2020 at 8:28 AM
Add income items to the Budget Worksheet
This is the section where you record all the client’s income information.   In the image below you can see there are two income items, each with informati...
Thu, 19 Mar, 2020 at 8:30 AM
Alternative budgets explained
In Client Voices, there are two types of budgets.   1 - Main budgets   These budgets are for tracking the client’s actual situation. Traditionally you’l...
Thu, 19 Mar, 2020 at 8:31 AM
Change the frequency of the budget
Your budget can occur over the following frequencies:   Weekly Fortnightly Yearly   Because individual budget items can be a mixture of the above, y...
Thu, 19 Mar, 2020 at 8:34 AM
Create an Alternative Budget
In Client Voices, your client’s budget is updated every Session which helps to tell the story of your client’s progress.   Alternative Budgets are budgets...
Thu, 19 Mar, 2020 at 8:39 AM
Debt Schedule fields explained
Creditor name: This is the name of the person, company, organisation or agency the debt is owed to. When you type into this field, Client Voices will offer ...
Thu, 19 Mar, 2020 at 8:40 AM
Delete an alternative budget
So you’ve created a flash Alternative Budget, but now you’re done and you want to remove it.   First, navigate to the Alternative Budget you want to delet...
Thu, 19 Mar, 2020 at 8:41 AM
Export the Budget Worksheet
After working with your client to craft a Budget Worksheet, you will likely want to print a copy of it for the client.   You must be on the Session page w...
Thu, 19 Mar, 2020 at 8:42 AM
Export the Cashlow
While the Budget Worksheet is a snapshot of the client’s financial situation, you’ll eventually want to provide your client with a Cashflow to help them see...
Thu, 19 Mar, 2020 at 8:43 AM