Copying a template Scenario into your Real Estate Financial Planner™ is easy and we’ll cover how to do it here. Copy any
Scenario discussed in the blog where you see
Please Login to copy this Scenario to a Free Plan, Plus Plan, Copper Plan or better.

Sample, Unnamed Scenario with 0
Accounts, 0
Properties, 0
Rules, 0
Goals



Login
First, log in to the Real Estate Financial Planner™ software.
Find a Scenario you wish to copy. If you can copy it, it will have a button that looks like this…
Please Login to copy this Scenario to a Free Plan, Plus Plan, Copper Plan or better.

Sample, Unnamed Scenario with 0
Accounts, 0
Properties, 0
Rules, 0
Goals

This will open a new page which will show you a summary of the Scenarios,
Accounts,
Properties,
Rules, and
Goals currently in your Real Estate Financial Planner™

as well as those in the Scenario you want to copy into your Planner™.

Click the Confirm Copy Scenario into my Real Estate Financial Planner™ software button at the bottom of the page to confirm and copy the
Scenario into your Planner™.

This will copy the Scenario into your Planner™ and the
Scenario will open on the edit page. You can change or modify any of the assumptions in the
Scenario then click the “Save” button underneath the description box.

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