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 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
MONTHLY INCOME
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:
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 (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.