How to Copy a Scenario to Your Planner

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

This  Scenario appears to be unavailable for copying.

Copy  Scenario into my Real Estate Financial Planner™ Software

If you believe this is an error and should be available to copy, please contact support and include a link to this page.

to modify any of the assumptions for  Accounts,  Properties or  Rules and see how that changes the results.

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…

This  Scenario appears to be unavailable for copying.

Copy  Scenario into my Real Estate Financial Planner™ Software

If you believe this is an error and should be available to copy, please contact support and include a link to this page.

Copy Scenario Button
Copy Scenario Button

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

Attributes in Your Planner
Attributes in Your Planner

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

Attributes to be Added
Attributes to be Added

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™.

Confirm Copy Scenario
Confirm Copy Scenario

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.

Save Scenario
Save Scenario

 Scenarios

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

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