How to View Account Charts

The Real Estate Financial Planner™ software has Charts that summarize the entire Scenario as well as Charts that detail each individual Account, Property, and Goal within the Scenario.

So, how do you drill down and look at Charts detailing key aspects of an Account in a Scenario?

First, from the Scenarios page, click on the Chart icon. This will take you to the page where the Charts are displayed.

Then, once you’re on the page summarizing the Scenario Charts, you can click on the Account Charts button to view the Charts specific to the Accounts.

Once you click on the button to show the different Charts detailing key views into the Accounts, you can click on the specific Account Chart you’d like to see.

Account Charts

Here are some of the different Account Charts available.

You can see all of the available charts from the Chart page itself.

Including and Excluding Specific Accounts

While viewing the Account Charts, you can choose to include or exclude specific Accounts on the Chart.

If you look at the bottom of the chart you can see which accounts are currently being displayed. In the example below there are two accounts: VTSMX with CAGR of 8.97% shown in blue and Cash shown in red.

To remove an Account from being displayed on the chart simply click the title of the Account you want to remove. If you wanted to view only the VTSMX with CAGR of 8.97% Account click on the Cash Account title. This will remove the Cash Account from the chart and grey out the title as shown below.

To add the Cash Account back to the chart just click on the grayed out title.

This will add the Account back to the Chart.

Sample Account Charts

Some charts are obvious; some are a little more nuanced. For example, it should be obvious that the chart for account balance shows the account balance of an Account in a Scenario over time.

However, it may be less clear what cumulative deposits are. Holly will be creating separate help pages for each chart including charts for Scenarios, Accounts, Properties and Goals.

Holly will add a few images of sample Account specific Charts to show several different chart looks. She will also describe what is being displayed so that end users can get a feeling for the variety of charts they can view.

Some example Account Charts she might include as samples include:

Chart showing the Account Balance for 1 Account for the full duration of the Scenario
Chart showing results of Account Balance for a single Account for a Monte Carlo
Chart showing results of 2 Account Balances of non-monte carlo for the entire duration.
Chart showing the results of 2 account balances of Monte Carlo results in the same Scenario
Chart showing Cumulative Returns and Deposits that demos how compound Charts work and explaining basically here what is happening. Holly will go into more detail on that chart’s individual page.

If Holly needs help with creating sample charts for these, let me know.

Important Note

It is important to note that while you are able to view things like Account Balance, Yearly Rate of Return for one or more Accounts included in a specific Scenario, you are not able to compare individual account balances for an Account in one Scenario to an account balance in a different Scenario.

You can compare the total account balance (summing the balances of all the Accounts in a Scenario to the total account balance of all the Accounts in another Scenario from the Scenario Charts page.

Removing an Account from Chart

You can choose to remove one or more Accounts from the Account Chart by clicking on the Chart from the list of Accounts below the Chart.

Holly will include an image demonstrating how to remove a chart here and describe what you are doing and how it changes what appears.

You can also choose to add Accounts to the charts. Holly will explain how to add an Account with both words and a screenshot in a future revision.