How to Edit a Scenario

This section covers how to edit a Scenario. A Scenario is a combination of:

  • Accounts
  • Properties
  • Rules and
  • Goals
  • Login

    First, log in to the Real Estate Financial Planner™ software.

    Go To The Scenario Page

    After you log in, navigate to the Scenarios page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Select Scenarios from the drop down menu. You can also use the menu on the right side of the page to locate the Scenarios page.

    Edit a Scenario

    Once on the Scenarios page, locate the Scenario you want to edit, then click on either the name of the Scenario or the “Edit” icon as shown below.

    Edit Scenario
    Edit Scenario

    From this page you will be able to edit the details of the Scenario including Scenario Name, Number of Months, Name of Person 1 and 2, Effective Income Tax Rate, Inflation Rate, Interest Rate, Target Monthly Income in Retirement, and the Scenario Description.

    After you edit the details of the Scenario, click the “Save” button.

    Save Scenario
    Save Scenario

    Upon hitting “Save” all changes will be saved and the page will reload. If you are finished editing the Scenario and would like to return to the Scenarios page at this point, hover over or click “Calculator” on the menu across the top of the page and select Scenarios from the drop down menu.

    Return to Scenario Page
    Return to Scenario Page

    Below the “Save” button you can see all of your Accounts, Properties, Rules, and Goals. Here, you can also determine which of them are included in the Scenario as well as which ones can be added or removed.

    Scenarios

    Are you looking to read more about Scenarios on the Real Estate Financial Planner™ software? These are some additional blog posts.

    Leave a Reply