Cash plan items - changing allowance

Your allowance

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Changing your allowance

You can change your allowance at any time.

In the below example, your allowance of $250 that is set aside on the 1st of each month, is being reduced for the month of November to $200.

Start by clicking on the Edit button in the Allowance slider to open the Allowance window.

In the Allowance window, click on the Add icon to open the New Allowance Set Aside dialog box.

In the New Allowance Set Aside dialog box:

If needed, enter a Description
Enter 200 for the New amount
Select November 1st for the Start date
Click on the OK button

Back in the Allowance window, click on the Add icon to reopen the New Allowance Set Aside dialog box.

In the New Allowance Set Aside dialog box:

If needed, enter a Description
Enter 250 for the New amount
Select December 1st for the Start date
Click on the OK button

Back in the Allowance window, click on the OK button.

The setting aside of your allowance is updated in your cash plan

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