Income & Expenses Overview - SPA


With cash flow being a critical part of personal financial management and professional financial advice, you'll want to capture your clients' income and expenses.

Keeping track of these items can be done via the Income & Expenses tab in Practifi. The items are totaled and netted off to provide a clear picture of your clients' cash flow positions. 

The income and expense items and categories allow you to accurately track your clients' positions.

Income and expense types are examples of categories and can be configured by your Practifi System Administrator.  

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