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Copying Income and Expense Data
Michael Claire avatar
Written by Michael Claire
Updated over 4 years ago

Adding existing income and expense data to a new loan application is easy with LoanCirrus. The user may access income and expenditure data by clicking

from the navigational tab at the top of the loan information page.

The page below will be rendered.

Under the tab for

add income data for the loan applicant and click

to add the expense data. If this data already exists for a previous loan the option to copy it will be presented as shown below.

Click

to copy the data which will result in the income and expense sheets being populated with previously used data as shown below:

You may also add more data by entering same in the fields provided then click

or

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