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View Financial Summary Information
Use the Summary tab on the Income and Expenditures panel to view financial summary information for the account displayed in the Work Form.
To view financial summary information
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With an account displayed in the Work Form, do one of the following:
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From the Info menu, click Income and Expenditures.
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Income and Expenditures.
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Click the Summary tab.
Last Updated On: Date a user last updated the income and expense information.
Total Monthly Income: Total amount of income from the Income tab.
Total Monthly Expenses: Total amount of expenses from the Expenses tab.
Monthly Disposable Income: Amount of monthly disposable income (total income less total expenses).
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To refresh the summary information after updating income and expense information, click Update. Latitude updates the summary information based on the values on the Income and Expenses tabs.