How to Add Spend on Cloud Personal Allowance
Tracking a service user’s personal allowance is an important part of managing their finances transparently and accurately. Care Control’s Personal Allowance feature makes it easy to record every purchase or withdrawal, so you always have a clear audit trail and up-to-date balance.
This guide will take you step by step through adding a new spend, from selecting the service user, entering the date and amount, choosing a category, and attaching receipts if needed. With clear screenshots and simple instructions, you and your team can confidently log expenses, maintain compliance, and give families peace of mind that personal funds are being managed responsibly.
Interactive Guide
Text based guide
Enter the Admin App
Click Visit on the Client Area panel
Click Personal Allowance on the navigation bar
Select Add Spend
Open the Service User drop-down
Select which Service User you would like to add the spend for from the list
Choose the date that the service user spent on. This can be any day in the past, but will default to the current date
Enter the amount of the spend
Open the Category drop-down
You can choose where or what the service user spent on in this box
You can enter a description of why the service user spent, where they spent it and further details in this area
You can pick to add a receipt if you have one using this drop-down
If you have a receipt select Yes
You can add the picture of the receipt from your computer, or take a picture with your webcam
When happy, click Save Changes
