--- title: Client Cash Account Explained description: This guide explains what transactions the client cash account shows. --- [Skip to content](https://knowledge.exizent.com/client-cash-account#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en) 3. [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) # Client Cash Account Explained ## This guide explains what transactions the client cash account shows. ### Where is the client cash account? To access the client cash account: - Click **Estate accounts** on the left hand side menu withinestate overview - Click on **Client cash account** on the left hand side menu within **Estate accounts** - You will now be looking at the client cash account ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-May-17-2024-01-16-49-8655-PM.png?width=267&height=700&name=image-png-May-17-2024-01-16-49-8655-PM.png) ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-May-17-2024-01-22-49-7825-PM.png?width=204&height=700&name=image-png-May-17-2024-01-22-49-7825-PM.png)   ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-May-17-2024-12-13-09-1545-PM.png?width=688&height=305&name=image-png-May-17-2024-12-13-09-1545-PM.png) ### What the client cash account reflects - Money ingathered from assets which has been paid in to the client cash account - Expenses paid from the client cash account after date of death - Income in to the estate after date of death paid in to the client cash account - Cash distributions paid out to beneficiaries 💰  [How to add income and add interest accrued on the client cash account after date of death](https://knowledge.exizent.com/how-do-i-add-income-to-my-case?hsLang=en) 💸  [How to add expenses after date of death](https://knowledge.exizent.com/how-do-i-add-expenses-to-my-case?hsLang=en) 🏦  [How to add distributions](https://knowledge.exizent.com/how-do-i-distribute-to-beneficiaries?hsLang=en) ### What the client cash account shows **From left to right:**  - Date of transaction: dependent on the date you enter - Category: An overarching description of what the payment relates to - Provider or asset description: A granular description of that payment - Type of income: If this is an income, it will state the type of income you entered - Receipt: The amount of any money paid in - Payment: The amount of any money paid out - Client cash account balance: A running total of the balance of your client cash account **At the bottom:** - Running total of receipts - Running total of payments ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-03-2025-10-29-26-3918-AM.png?width=1933&height=1057&name=image-png-Jan-03-2025-10-29-26-3918-AM.png) ➖ The client cash account will allow you to go in to a negative balance if you need to record expenses and distributions before money is ingathered  ⚖️ Once all transactions are entered and the estate is complete, the client cash account should balance to zero 👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. 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