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Account Charts

These are the pages related to the Account Charts. You can learn more about what each Chart represents by clicking on the posts below.

Yearly Rate of Return

by Holly
Yearly Rate of Return

The Account Chart for the Yearly Rate of Return shows the annual rate of return each Account in a Scenario earns. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Total Return This Month

by Holly
Total Return This Month

The Account Chart for the Total Return This Month shows the amount of return an Account earns each month. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Total Account Balance Before Return This Month

by Holly
Total Account Balance Before Return This Month

The Account Chart for the Total Account Balance Before Return This Month shows the Account balance that you are earning a return on in a given month. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Net Cumulative Deposits

by Holly
Net Cumulative Deposits

The Account Chart for Net Cumulative Deposits displays the cumulative total of the deposits minus the withdrawals from an Account. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Cumulative Returns and Deposits

by Holly

The Cumulative Returns and Deposits Account Chart shows the cumulative total of the returns an Account earned each month as well as the cumulative total of the amounts deposited into an Account each month. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Cumulative Returns

by Holly

The Account Chart for Cumulative Returns displays the cumulative total of the returns an Account earns each month. The total shown for each month includes the interest earned that month plus the sum total of all the returns earned in previous months. For any Account that does not earn a return (such as the default cash Account) the line representing it will always be flat at zero. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Cumulative Withdrawals

by Holly

The Account Chart for Cumulative Withdrawals displays the cumulative total of the amount withdrawn from the Accounts each month in the Scenario. The total shown for each month includes the amount withdrawn that month plus the sum of all the withdrawals made in the previous months. As you can see in the example below, each Account is represented by a separate line. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Cumulative Deposits

by Holly

The Account Chart for Cumulative Deposits displays the sum of the amount deposited that month PLUS the sum of all the money deposited in the previous months. As you can see in the example below, each Account is represented by a separate line. Additional Information About Account Charts If you’re interested in learning more about the Account Charts in the Real Estate Financial Planner™ check out these resources below.

Categories The Real Estate Financial Planner Blog Tags Account Charts

Account Balance

by Holly

The  Account Balance chart shows the total balance in each Account at any given month throughout the Scenario. Account Balance Chart Examples Variable Rates of Return Observed in Account Balance Chart When the user decides to use variable rates of return the Account Balance can often appear more “jagged” than “smooth”. Account Balances in Nominal or Real Dollars A dollar today isn’t the same as a dollar 10 years ago or a dollar 10 years from now. That’s why it is super helpful to be able to see  Account Balance charts in both nominal (not adjusted for inflation) and real … Read more

Categories The Real Estate Financial Planner Blog Tags Account Charts

How to View Account Charts

by James Orr
Account Balance Chart

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 … Read more

Categories Help, The Real Estate Financial Planner Blog Tags Account Charts, Accounts, Charts
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