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Income / Expense Sheet

What are the requirements of the income expense sheet?

Alex Cornwell avatar
Written by Alex Cornwell
Updated over a year ago

The income expense sheet is essential in negotiations to show the creditor our clients have the capability of making payments to the program. Accurately including income and expense helps provide a stronger negotiation and explain changes in past behavior.

This exercise also helps create a budget for the client. **Some clients have never had a budget**

If the expenses + program payment is greater than income an explanation is needed.

Example: Client has a relative move in with them to reduce rent.

Enter "Rent Income" into "Additional Income" and include a comment in the affordability section.

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