OSST contains a budget planner wizard that can be used to develop a personal budget plan for your customers. The budget planner takes into account the number of adults and children in the family, the monthly current and projected expenses, and the monthly current and projected income.
The outcome of completing the budget planner wizard is a one page summary that can be printed for future reference. The key information displayed on the summary is the projected net hourly wage needing to be earned for the budget to remain balanced between income and expenses.
Defining number of people in household:
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Steps |
Action |
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1 |
Click on the 'Budget Planner' hyperlink on the Control Panel. |
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2 |
Enter the number of adults in the household. |
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3 |
Enter the number of children in the household. |
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4 |
Click the 'Continue' button. |
Defining all sources of income:
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Steps |
Action |
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1 |
Enter the dollars and cents amount for each potential income source listed. |
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2 |
Click the 'Add' button (this will automatically sum all of the income values listed). |
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3 |
Click the 'Continue' button. |
Defining all sources of expense:
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Steps |
Actions |
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1 |
Enter the dollars and cents amount for each potential expense listed. |
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2 |
Click the 'Add' button (this will automatically sum all of the expense values listed). |
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3 |
Click the 'Continue' button. |