Overview
The Monthly Budget Assessment was created to assist Case Managers and clients to better understand the monthly incomes and expenses experienced by the client. The assessment will provide a calculation of the total income amount, total expense amount, and then a final calculation to show whether the amount is positive or negative.
This article contains:
- How to access the Monthly Budget Assessment in Clarity
- A list of the different income and expense options
Accessing the Monthly Budge Assessment
The Monthly Budget assessment is located in the program-level navigation Assessments tab. If you do not have access to this assessment, please submit a request to your CHO HMIS PPP or email HMISsupport@end-homelessness.org.
In the original interface, select the Assessments tab in the program-level navigation (found within a program enrollment). Select START next to the assessment.
In the new interface, select the Assessments tab in the program-level navigation (found within a program enrollment). Select the plus symbol (+) to add a new assessment.
Completing the Assessment
The assessment is completed by entering the different income and expense amounts next to each option. (Complete list is provided below.) The assessment will then calculate either the net earning or net losses with the budget information provided.
Monthly Income and Expense Options
MONTHLY INCOME
- Income - Earned Income
- Income - Unemployment
- Income - Worker's Compensation
- Income - Private Health Condition
- Income - Veteran's
- Income - SSDI
- Income - Supplemental Security Income (SSI)
- Income - Social Security Retirement
- Income - Employment Pension
- Income - Temporary Assistance for Needy Families (TANF)
- Income - General Assistance (GA)
- Income - Spousal Support
- Income - Child Support
- Income - Other
- Income - Other (describe)
The options for monthly expenses:
MONTHLY EXPENSES
- Expenses - Rent amount
- Expenses - Utilities(Gas)
- Expenses - Utilities(Electric)
- Expenses - Utilities(Water)
- Expenses - Renter's Insurance
- Expenses - Cable
- Expenses - Internet
- Expenses - Phone
- Expenses - Groceries
- Expenses - Dining Out
- Expenses - Household Supplies
- Expenses - Auto Payment
- Expenses - Auto Maintenance
- Expenses - Auto Gas
- Expenses - Auto Insurance
- Expenses - Bus Fare
- Expenses - Taxes
- Expenses - Medical Insurance
- Expenses - Life Insurance
- Expenses - Investments
- Expenses - Alimony
- Expenses - Child Support
- Expenses - Child care
- Expenses - Laundry
- Expenses - Pet food
- Expenses - Veterinarian
- Expenses - Debt:Credit card
- Expenses - Debt:Student loan
- Expenses - Medication
- Expenses - School
- Expenses - Gifts
- Expenses - Entertainment
- Expenses - Clothing
- Expenses - Other
- Expenses - Other (describe)
If the total amount is positive, the calculations will display like this:
If the total amount is negative, the calculations will display like this:
The assessment also has a text box to add any notes and the option to toggle the assessment as private.
Contact Us
If you need help, or wish to offer suggestions or feedback, please contact the Cincinnati/Hamilton County HMIS support team at HMISsupport@end-homelessness.org or by calling 513-263-2790 9:00am - 3:00pm Monday-Friday (excluding holidays).
When contacting HMIS Support about a particular client, please do not send sensitive personally identifiable information (Sensitive PII) through email, such as full name, social security number, or any other information used to determine a person's identification. Instead, please send the Clarity Unique Identifier found on the client's Clarity Profile page. You can use the messaging system in Clarity if you need to send sensitive personally identifying information.