Goals
- Provide summarized view of Income & Expense report
Use Cases
- As an Advisor, I want summarized totals of income and expenses generated for a reporting period so that I can quickly communicate that information to my clients
- As an Advisor, I want the option to include transaction level details in my Income & Expense report in case I need to discuss specific transactions with my clients
Capabilities
- Table with sub-totals of Income & Expenses generated for report period included by default in all Income & Expense reports
- Transaction details only included if User opts to include transaction details