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 includes:

  • 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

Monthly Income and Expense Options


Income - Earned Income

Income - Unemployment

Income - Worker's Compensation

Income - Private Disability

Income - Veteran's Disability

Income - Social Security Disability Insurance (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 include:


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 (decribe)

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 includes a text box to include 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, please do not include any Personal Identifiable Information (PII) such as names, social security numbers, birth dates, etc. Please use the Clarity Unique Identifier found on the Clarity client profile page.