Summary:

The ‘Finances’ section of the client portal is broken up into four subsections: ‘Assets,’ ‘Beneficiary Income,’ ‘Beneficiary Budget,’ and ‘MYTO Calculator.’ A user can input the relevant financial data into each section by following a form to input each type of data.

Usage:

To input data into each section there is a button titled ‘Add X’ under each section. The title of the button changes to ‘Add Income Source’ under the ‘Income’ section and ‘Add Government Benefit’ under the ‘Government Benefits’ subsection. Any items added can also be edited by clicking the ‘Edit’ button next to each asset/income source/budget and deleted using the ‘Delete’ button. Adding or editing a piece of financial data will display a form that the user must fill out which requires key pieces of information depending on what type of information is being input.