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 Copy Scenario into my Real Estate Financial Planner™ Software or by clicking on a Blueprint™ 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.

Go To The Blueprints™ Page

Navigate to the Blueprints page by clicking on Blueprints™on the menu across the top of the page.

Blueprints on Menu
Blueprints on Menu

Once on the Blueprint™ page locate the Blueprint™ you want to copy and then click on the title. This will open the Blueprint™.

Next, scroll down until you see the Copy Scenario into my Real Estate Financial Planner™ Software button towards the bottom of the page and click on it.

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.

>