We added Client Finances to the Client Information screen as shown below.
This feature will allow for you to track the money management of an individual. You can create deposits and expenses with dates and descriptions of the transactions. Multiple accounts can be created for an individual.
To add an account, just the 'Add Finances' button and click add to get to the screen below.
To make deposits and expenses, select the type, enter the amount and dates, and the system will do the addition and subtraction.
Report 273, Client Finances, will show all the documentation for this service.
To view account transactions, set the Start Date and End Date filters (uses the transaction date) and click the refresh button.