Adding To Scenarios

How to Add a Rule

Your Rules

Rules allow you to manipulate Accounts and Properties within a Scenario. Since Rules can be used for a variety of diverse activities, here we will focus on how to add a basic Rule to a Scenario. Elsewhere, we will go into detail on different types of Rules. So, let’s look at how to add a Rule now. Login First, you need to be logged in to the Real Estate Financial Planner™ software. Go To The Rules Page Next, click on the link to access the Rules page. Add New Rule From the Rules page, click on the Add New Rule … Read more

How to Add a Property

 Properties are real estate that you own.  Properties can be any type of real estate. This includes: Single Family Homes Condos Townhomes Owner-occupied properties you live in or income producing property Duplexes Triplexes Fourplexes Residential commercial properties with 5 or more units (including apartments) Non-residential commercial or industrial properties Vacant land; or Any other real property So, how do you add a  Property to a  Scenario? Let’s go through that together now. Step #1: Login. First, login to your Real Estate Financial Planner™. Step #2: Go to the  Properties page. Next, click on the  Properties page. Step #3: Click on … Read more

How to Add an Account

 Accounts are used as part of a  Scenario to store money and, optionally, earn a return on the money in the  Account. You can think of  Accounts as a fancy way of saying “buckets” for holding money. So, how do you add an  Account? I’m glad you asked. Step #1 First, log in to your Real Estate Financial Planner™. Step #2 Click on the link for  Accounts from the drop down menu under Planner™ across the top of the page. Step #3 From the  Accounts page click on the Add New  Account button. IMPORTANT NOTE: If you have more  Accounts … Read more

How to Add a Scenario

 Scenarios are groups of…  Accounts  Properties  Rules and  Goals …that you combine to see how a particular investment strategy performs for you based on the assumptions you enter. So, how do you add a new  Scenario? Well, it is super easy. First, register for a free Real Estate Financial Planner™ software account. Next, log in to your Real Estate Financial Planner™. Then, click on the  Scenarios page. Once on the  Scenarios page, click on the Add New  Scenario button. IMPORTANT NOTE: If you have more  Scenarios than your account limit, you will need to delete one or more  Scenarios before … Read more