howto: Check out the Financial Summary


Press the 'F16=Fin Sum' key.
The Financial Summary screen will appear.
Press any function key to leave the Summary screen.

The Financial Summary screen is a generic summary of income and asset data. It is not a budget but does show financial data that may indicate whether an applicant is eligible for a given assistance program.

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CF3550?1 Work with Client Statement 7/22/98
Financial Summary 13:02:44

Provider: IM CS Number: 5860
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All Included Members (Include flag ='Y') (S=All or part of value is stated)
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___Monthly_Income____ | ____Assets_________Value__ ____Amt_Owed
Employment 1220.00 | Misc .00 .00
Earned Inc .00 | Burial Ins .00 .00
Self Empl 200.00 | Insurance .00 .00
Other 2882.00 | Accounts S 100.00 .00
TOTAL 4302.00 | Trusts .00 .00
?????????????????????????????????? | Real Prprty .00 .00
_____Monthly_Expenses/Paid_by_Oths | Vehicle 1,000.00 .00
Dep Care S 325.00 .00 | Equipment .00 .00
Shelter 800.00 550.00 | TOTAL S 1,100.00 .00
Utilities S 150.00 50.00 |
Medical 820.00 |
TOTAL S 2095.00 600.00 |
F3=Exit F4=Print Stmt F5=Pgm Flgs F10=WkrAct F11=Dep Care
F14=Stmt ? F15=Stmt Sum F17=Members F18=HHM ? F19=Income ?
F20=Asset ? F21=Medical ? F22=Utility ? F23=Shelter ? F24=Finish ?
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The 'S' appearing to the left of a dollar amount indicates that dollars that not been verified. 'S' stands for the amount stated by the applicant. The absence of a 'S' means that the dollars are verified -- specifically, that neither the Countable Amount nor the Date Verified field on the verification/documentation screen (F5) is blank.