Enhanced fact find: Income

[david.mann]

Income

This screen captures details of the various income streams which have been recorded for the client and partner.  It will also include incomes which are derived from other sources - such as assets (e.g. rental income from a buy to let property).  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 income linked to another source will open up an edit screen for that source.  For example, if you want to edit a rental income for the buy to let, clicking the income type will open up the “Assets” page for the linked asset.  Updating the income in that asset record will send you back to the Income page and show the updated income.

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

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

Useful links

• Main article & video

• Key details
• Contact details
• Health & lifestyle
• Additional support
• Estate
• Dependants
• Goals
• Occupation details
• Expenses
• 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