Budget

• Budget - Standard User

Topics covered in this article: 

• Budget - The Basics
• View Client Budget
• Income Options
• Enter Client Income
• Edit Client Income
• Remove Client Income 
• Expense Options
• Enter Client Expenses
• Edit Client Expenses
• Remove Client Expenses

Have additional questions not covered in this article? Hop over to Budget - Standard User: Frequently Asked Questions and Troubleshooting Tips

Budget - The Basics

eLogic Genesis's  Budget feature is available in client records via the left sidebar and has two sections: Income and Expenses.

Each section contains Groups and Types. Income/Expense Groups are the titled expandable sections...

...and Income/Expense Types are each line item contained within the Group.

The Budget Totals box to the right of the Income/Expense Groups calculates all Income and Expense totals. Budget totals can be viewed for the individual Client or for the entire Family unit by clicking the corresponding toggle inside the Budget Totals box:

Both clients and navigators can access and update the budget section in the client record

The Budget feature is helpful for many reasons, including: 

• Educating clients on their income and expenses to promote financial well-being
• Calculating PoP (percentage of poverty) and annual operating income
• Calculating what services the client is eligible to receive based on individual or family income

Income Options and Expense Options at the top of the page enable clients and navigators to document:

• No Sources of Income/No Expenses
• the Refusal to Report Income/Expenses
• if client's budget should be Excluded From Household Income/Expenses

The Income Identified checkboxes available next to every Income Type enable clients and navigators to indicate that there is an income associated with that income type without providing an amount. When this checkbox is selected, the Amount text field becomes greyed out and cannot be updated unless the checkbox is deselected.

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View Client Budget

1. Open client record
2. Click  Budget from left sidebar
3. Client Income is displayed
4. Click the Expense toggle to view Expenses
5. Budget Totals box on right displays additional information

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Income Options

1. Open client record
2. Click  Budget from left sidebar
3. Select the applicable check-boxes
   • No Sources of Income - select if client doesn't have any sources of income
   • Refused to Report Income - select if client refused to report income
   • Exclude From Household Income - select if client income should be excluded from Family budget totals
4. System will save automatically

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Enter Client Income

1. Open client record
2. Click  Budget from left sidebar
3. Click the Income Group to expand - all income types in that group will be visible
4. Locate the Income Type you wish to enter and click $ Add income source
5. Enter Amount
6. Select Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
7. Repeat steps 3-6 as needed
8. Click Save changes above the Budget Totals box

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Edit Client Income

1. Open client record
2. Click  Budget from left sidebar
3. Click the Income Group to expand - all income types in that group will be visible
4. Locate the Income Type you wish to edit and click the Amount text field
5. Enter new Amount
6. If necessary, select new Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
7. Repeat steps 3-6 as needed
8. Click Save changes above the Budget Totals box

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Remove Client Income 

1. Open client record
2. Click  Budget from left sidebar
3. Click the Income Group to expand - all income types in that group will be visible
4. Locate the Income Type you wish to remove and click the Amount text field
5. Enter a zero in the text field
6. Repeat steps 3-5 as needed
7. Click Save changes above the Budget Totals box

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Expense Options

1. Open client record
2. Click  Budget from left sidebar
3. Click the Expenses Toggle
4. Select the applicable check-boxes
   • No Expenses - select if client doesn't have any expenses
   • Refused to Report Expenses- select if client refused to report expenses
   • Exclude From Household Expenses - select if client expenses should be excluded from Family budget totals
5. System will save automatically

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Enter Client Expenses

1. Open client record
2. Click  Budget from left sidebar
3. Click the Expenses Toggle
4. Click the Expense Group to expand - all expense types in that group will be visible
5. Locate the Expense Type you wish to enter and click $ Add income source
6. Enter Amount
7. Select Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
8. Repeat steps 3-6 as needed
9. Click Save changes above the Budget Totals box

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Edit Client Expenses

1. Open client record
2. Click  Budget from left sidebar
3. Click the Expenses Toggle
4. Click the Expense Group to expand - all expense types in that group will be visible
5. Locate the Expense Type you wish to edit and click the Amount text field
6. Enter new Amount
7. If necessary, select new Frequency from the drop-down list
   • Daily
   • Weekly
   • Bi-weekly
   • Monthly
   • Yearly
8. Repeat steps 3-6 as needed
9. Click Save changes above the Budget Totals box

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Remove Client Expenses

1. Open client record
2. Click  Budget from left sidebar
3. Click the Expenses Toggle
4. Click the Expense Group to expand - all expense types in that group will be visible
5. Locate the Expense Type you wish to remove and click the Amount text field
6. Enter a zero in the text field
7. Repeat steps 4-6 as needed
8. Click Save changes above the Budget Totals box

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FAQ

How do I enter employment information? 

• If your agency tracks wages as income, employment data should be entered under the Employment tab.

What if a specific income type is missing? 

• Contact your Agency Administrator to request an update to the list of income types.

How do I update existing income information? 

• Edit the income amount manually and ensure the correct frequency is selected. Then, scroll to the top or bottom of the page and click Save.

Why are there many PoPs listed? 

• Percentage of Poverty (PoP) calculations can be tailored to the various programs offered by your agency.

Why is my income amount reset to zero when selecting “Income Identified”? 

• This functionality indicates that income is known but the specific amount is not. The zero value is intentional. 

Are income types reflected in the Module 4 report? 

• Yes, income types are included in the Module 4 reporting.

Can the list of expenses be customized? 

• Yes, Agency Administrators can customize the Expenses list.

Why aren’t income entries calculating correctly?

• Please ensure all relevant fields are filled in correctly and saved. If the issue persists, contact your Administrator.