How to View Goal Charts

With the Real Estate Financial Planner™ software you can view Charts that summarize the entire Scenario. You can also view Charts that drill down into the details of specific Accounts, Properties, and even Goals.

To view the Goal Charts click on the Chart icon from the Scenarios page.

Charts Button on Scenarios Page

From this page, click on the Goal Charts button.

You can also access the Goal Charts by clicking on the Goals button on the Scenario page.

By default the Goal Chart will display all of the Goals that you have chosen to apply to that Scenario. In the example below you can see that it displays the “Total True Cash Flow of $10,000” and the “Safe Withdrawal Rate and Cash Flow Toward Target Monthly Income in Retirement” Goals.

You can tell if and when you achieve those Goals in the Scenario by looking at where each line crosses the 100% Goal Achieved Line.

In the Chart above you can see that the “Safe Withdrawal Rate and Cash Flow Toward Target Monthly Income in Retirement” Goal is achieved in month 373 while the “Total True Cash Flow of $10,000” Goal is not realized in this Scenario.

This is confirmed by the table below the Chart which tells us that the Goal was reached in month 373.

Comparing Goals Across Scenarios

A key feature of the Real Estate Financial Planner™ is that you can compare the outcomes you can achieve by following different investing strategies. Comparing when you achieve your Goals by including them on a single Chart is an easy way to do just that.

Select which Goals you would like to compare from the options listed below the chart. For this example we will start with “Safe Withdrawal Rate and Cash Flow Toward Target Monthly Income in Retirement” Goal.

This will show us the Goal Charts for the “6 Nomads 5% DP, 30% Saved Monthly” Scenario. To add the “Three 5% Down Payment Owner-Occupant with 60%/40% Stocks and Bonds” Scenario to the Chart select that Scenario from the drop down list and click the blue “Add Scenario To Chart Display” button.

Now you can look at the Chart to compare how you fared in both Scenarios.

As you can see the “6 Nomads 5% DP, 30% Saved Monthly” Scenario gets you to your goal the fastest. But by how many months exactly? If you simply scroll down to the table under the Chart it will show you exactly when you achieve your Goal in each Scenario.

Following the “6 Nomads 5% DP, 30% Saved Monthly” Scenario strategy you achieve your “Safe Withdrawal Rate and Cash Flow Toward Target Monthly Income in Retirement” Goal in month 324 while with the “Three 5% Down Payment Owner-Occupant with 60%/40% Stocks and Bonds” Scenario it will take you 373 months.

To see how these two Scenarios compare when looking at the “Total True Cash Flow of $10,000” Goal just click on the title below the Chart and above the table.

This will pull up the Chart with both of the Scenarios already on it so you can see how they stack up.

In certain Scenarios you may find that you wildly exceed your Goals. In these instances you can click the “Max 125%” button below the Chart.

This will zoom the Chart in so that the values get cut off once you have achieved 125% of your Goals as you can see below.

Charts

If you’d like more information about using Charts with the Real Estate Financial Planner™ software, check out these additional resources:

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