Track Resident Funds with Personal Allowances Management

Syncurio’s personal allowances management software tracks resident funds, manages deposits and withdrawals, and provides detailed reporting for care homes, ensuring accuracy.

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Care home personal allowances management software showing resident fund tracking and financial reports.

Easily Track Resident Personal Allowances and Transactions

Care home residents often require additional funds for personal needs beyond their regular care fees, making it essential for care homes to track personal allowances effectively. Syncurio provides a robust solution that helps care homes monitor these personal credits and debits. By tracking every expense with ease, the system offers a clear and detailed view of how resident funds are used. This not only ensures accurate financial records but also keeps families informed, ensuring that resident needs are met without the risk of overspending.

Syncurio’s personal allowances management logs all transactions in real time, reducing the likelihood of errors and keeping everything organised. The platform also generates a detailed financial report, allowing care homes to easily review each resident’s spending history. With this information at hand, staff can better understand spending patterns and anticipate potential issues before they escalate.

Key Features of Syncurio’s Personal Allowances Management for Care Homes

Track Deposits

Quickly add the deplosit amounts to a resident’s personal allowance. Recording the date and time and who added the money.

Itemised Spending

Understand when spending has occured on a resident’s account, what the spend was for and the user who made the update.

Data Export

Quickly and seamlessly export the spend and deposit data for additional reporting, including to provide to resident families.

Track Balances

Syncurio provides the ability to see clearly the balance at any historic point in time, all in one place.

What Care Homes Say About Syncurio’s Personal Allowances Management Tools

★★★★★

“
Syncurio’s resident allowance management tool has made tracking resident funds easier and more transparent. We can monitor every transaction in real time, ensuring accuracy and peace of mind for both staff and families.”

Harriet – Home Manager