Follow

How Should my Client's Salary (Payroll Income) be Entered

Payroll salary can be entered by creating an income account and setting the Income Type to Payroll. One thing to note is that inStream is not a cash flow ledger or a budgeting tool. You should only include a client's payroll salary in a plan if it is being used to meet their goals. It is generally preferable to use contributions for investment accounts to model your client's savings.

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk