Enhanced fact find: Expenses

[david.mann]

Expenses

This screen captures details of the various expenses which have been recorded for the client and partner.  It will also include expenses which are derived from other sources - such as insurance policies (e.g. premium on a term insurance policy).  At the top of the screen is an annualised total - this is the total of the values in the Annualised amount column within the table and will adjust based on whether you’re selecting to view the client, their partner or both.

Editing an expense linked to another source will open up an edit screen for that source.  For example, if you want to edit an insurance premium, clicking the expense type will open up the “Insurance” page for the linked insurance policy.  Updating the premium in that insurance record will send you back to the Expense page and show the updated premium.

Expenses which are not linked to a source like insurance can be edited directly within the table.  If you need to open up the expense details, just click on the link in the Type column.

Field label	Field ID (e.g. Xmerge syntax)
Expense details (Cashflow field group)
Owner	owner
Type	type_group
Sub-type	type
Description	desc
Frequency	freq
Amount	amount
Fixed / variable	fixed_or_variable
Start date	startdate
End date	enddate
Notes (Expense category)
Notes	notes__ex_

Useful links

• Main article & video

• Key details
• Contact details
• Health & lifestyle
• Additional support
• Estate
• Dependants
• Goals
• Occupation details
• Income
• Assets
• Liabilities
• Pensions
• Annuities
• Retirement details
• Life insurance
• Health & general insurance
• Affordability
• Death, incapacity & retirement
• Capital Gains Tax
• Professional advisers
• Additional notes
• GDPR & marketing preferences