Income received monthly can be modified if the monthly Amount received has changed. For Example: A Cost of Living Adjustment increased the monthly income amount for an ongoing Social Security income record. If the monthly amount varies or the income is received more than once a month, see Using the Income Average Calculator. See the steps under Modifying Existing Income for help navigating to the Income Detail page.
In the Income Amounts section, Non-Medical defaults in the Display by Program Type drop-down menu. Click the Add button. The Income Amount Detail page displays.
NOTE: Using the Edit button will change the existing income and not keep a historical record. The Add button must be used to keep accurate income history.
Enter the new monthly income amount in the Reported Amount field.
Enter the Begin Date as the first day of the first month the new income should be used in the budget, using the <mm/dd/yyyy > format or use the calendar icon.
Select a Verified value from the drop-down menu.
Select the Source of the verification from the drop-down menu.
Click the Save and Return button. The Effective Dating Confirmation List page displays.
NOTE: The Effective Dating Confirmation List page shows any previous record's Begin and End Date, as well as the Begin Date for the new income information. Review the information for accuracy.
If all date information is correct, click the Save button. The Income Detail page displays.
Click the Save and Return button. The Income List page displays.