The Finances screen is one of many demographic screens used when performing an intake on an offender for community work. Use the Finances screen to record the offender's current monthly income, expenses, assets and liabilities, so the offender's ability to make restitution, pay costs of supervision, etc. can be assessed and monitored.
The TAG system automatically calculates the totals for each section (total income/total expenses/total assets/total liabilities), after the records for each are typed in and saved.
Modifying and deleting records is permitted unless there is a To Date. Because a To Date can only be the current date or earlier, any record with a To Date is an "expired" record. An expired record cannot be modified/deleted, nor does TAG add its amount to the Total Income/Expenses/Assets/Liabilities field.
To access this screen from the Main Menu, select Community Intake Financial Details.
If necessary, query in the Header block to locate the offender.
The Income and Expenses block auto-queries to display all existing records. Current records (no To Date) appear first, listed by From Date (most recent first), followed by past records (with To Date), also most recent first.
To record monthly income and expenses, fill in the following fields:
[Income] Amount: type in the amount of monthly income; mandatory.
[Income] Source: select the source of income from the List of Values, e.g., employer, pension, welfare; mandatory.
[Income] From Date: type in an income start date using a MM\DD\YYYY format. The Date must be the same as, or earlier than the current date.
[Income] To Date: type in an income end date; may be before or on the current date, but not after. Use standard date format; optional. If you type in a To Date, the record cannot be modified/deleted.
[Income] Comment: type in any relevant income details; optional.
Current Employment button: click to open the Current Employment pop-up window. This window automatically displays the information recorded on the Employment screen. If nothing has been recorded there, the window will be blank. Click Exit to return to the Finances screen.
Click Save. The Total Income per month is automatically calculated.
To add another income record, place the cursor in the next blank Income Amount field, or click Insert Record to add a blank record. Repeat steps 2-4.
Place the cursor in the Expenses Amount field and fill in all of the Expenses fields.
[Expenses] Amount: type in the monthly amount for an expense; mandatory.
[Expenses] Payment For: type in what the expense amount is payment for; mandatory.
[Expenses] From Date: type in an expense start date; may be before or on the current date, but not after. Use standard date format; optional.
[Expenses] To Date: type in an expense end date; may be before or on the current date, but not after. Use standard date format; optional. If you type in a To Date, the record cannot be modified/deleted.
[Expenses] Comment: type in any relevant expense details; optional.
Click Save. The Total Expenses are automatically calculated.
To add another expense record, place the cursor in the next blank Expenses Amount field, or click Insert Record to add a blank record. Repeat steps 5-7.
Click Next Block to access the Net Worth block.
The Net Worth block auto-queries to display all existing records. Current records (no To Date) appear first, listed by From Date (most recent first), followed by past records (with To Date), also listed most recent first.
To record net worth, fill in the following fields:
[Assets] Amount: type in the amount of assets; mandatory.
[Assets] Type: select from a List of Values the type of asset; mandatory.
[Assets] To Date: type in an assets end date; may be before or on the current date, but not after. Use standard date format; optional.
[Assets] Comment: type in any relevant assets details; optional.
Click Save. The Total Assets are automatically calculated.
To add another assets record, place the cursor in the next blank Assets Amount field, or click Insert Record to add a blank record. Repeat steps 8-10.
Place the cursor in the Liabilities Amount field and fill in all of the Liabilities fields.
[Liabilities] Amount: type in the amount of liabilities; mandatory.
[Liabilities] Type: select the type of liabilities from the List of Values; mandatory.
[Liabilities] To Date: type in a liabilities end date; may be before or on the current date, but not after. Use standard date format; optional.
[Liabilities] Comment: type in any relevant liabilities details; optional.
Click Save. The Total Liabilities are automatically calculated.
To add another liability record, place the cursor in the next blank Liabilities Amount field, or click Insert Record to add a blank record. Repeat steps 11-13.