Rules

Dates, Months or Entire Scenario

One of the options you often have when configuring Rules on the Real Estate Financial Planner™ software is the ability to choose when the Rule will run. If you leave the Rule Start Date as blank (mm/dd/yyyy or 00/00/0000) the system assumes you mean to start it at the very beginning of the Scenario. Similarly, if you leave the Rule End Date blank (mm/dd/yyyy or 00/00/0000), the Rule will run through the end of the Scenario. You can set your Rule to end after a certain period of time. For example, if you know you’re going to have business income … Read more

How to Delete a Rule

Delete Rule

This section covers how to delete a Rule. If you reach the maximum number of Rules allowed on your account and you want to add another one you will need to either delete a Rule or upgrade to Premium. Login First, log in to the Real Estate Financial Planner™ software. Go To The Rules Page Once you log in, navigate to the Rules page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on Rules from the drop down menu. You can also use the menu on the right side of … Read more

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