Therap provides a Personal Finance module which allows tracking of Expenses, Deposits, Account Balances and all sorts of financial transactions for accounts associated to an individual. Watch this webinar to get a review of personal finance basics with Bev Eschbach from The Arc of Somerset in New Jersey.
Bev Eschbach from The Arc of Somerset in New Jersey gives a thorough review of Therap’s Personal Finance module:
Watch on Youtube
For more information check out our user guide on Personal Finance module:
For set up and customization check out the following documentation:
Personal Finance module customization