Goals allow you to track how close you are to achieving your
Goals in your
Scenario. Use them to see how close you are to hitting your ideal numbers.
Let's look at how easy it is to add a Goal to your Planner™.
Login
First, go ahead and log in to the Real Estate Financial Planner™ software.
Go To The
Goals Page
Once you're logged in, navigate to the Goals page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on
Goals from the drop down menu.
Add New
Goal
From the Goals page, click on the Add New
Goal button.








Type of
Goal
Once you've added a new Goal to your Planner™, you will need to select what type of
Goal it is.
Some Goals are simple measurements against a
Scenario wide variable like net worth or cash flow. Other
Goals are a little more sophisticated calculations.
Which
Scenarios
Once you select the type of Goal, select which
Scenarios you want to track this
Goal for.
You can choose to track All Scenarios or a single specific
Scenario.
Goal Target
What is your actual Goal number? That's what the
Goal Target is for. Enter a number that defines your
Goal Target.
And, if your Goal Target is a dollar amount, you will also be able to choose whether you want the Real Estate Financial Planner™ software to adjust your
Goal Target for inflation automatically.
A million dollars today is not the same as a million dollars 40 years from now. If you check the box next to Inflation Adjusted, we will automatically adjust your goal back to today's dollars. That means you may need a lot more than a million dollars to hit your million dollar net worth Goal 10 years into the
Scenario because we will adjust your net worth down using the inflated dollar worth.
You're Done
Unlike Accounts and
Properties which you need to add to the
Scenarios you want them to be in from the
Scenarios page, for
Goals and
Rules you select the
Scenario (or
All Scenarios) when you're configuring them. So, with
Goals, you won't need to add it to the
Scenario from the
Scenarios page. The
Goal will automatically work when you next run the
Scenario.
Goals
Want to learn more about Goals? Consider these additional resources.
Adding To
Scenarios
If you'd like more info on how to add other things like Accounts,
Properties and
Rules to your
Scenarios, then look at these resources.