How to Link an Account to a Rule

Most of the Rules you will use in the Real Estate Financial Planner™ will be linked to an Account. If you do not specify an Account the Rule will be setup to use the Default Cash Account*. In the post below we will review how to switch the Account.

Change the Account

Open the Rule by clicking on its title or the button as shown below.

You can do this from the Rules page or from the Rules section of a Scenario.

Once the Rule is open find the field which asks you to specify an Account. You can see some examples from different types of Rules below.

Use the arrows within the field to open the drop down menu and select the Account you would like to use for the Rule.

Next, hit the Save button at the top or the bottom of the page. You will need to re-run the Scenario the Rule applies to in order for the results to be updated.

Additional Resources About Accounts

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