FAQs

Question: Should I enter a real estate investment property as Real Estate or Cash & Investment?

Answer: You may choose based on the level of detail you wish to enter.

If the real estate is more of a passive investment, where it is enough to enter net value and rate of return (or dollar amount of return), then Cash & Investments would be fine.

Use the Real Estate screen if you wish to enter the investment in more detail.

Specifically, use Real Estate if...

• You wish to enter expenses at the level of detail of entering gross income, expenses, depreciation, etc.; or
• The real estate will be sold; or
• There is a mortgage, and you wish to include the effects of mortgage amortization in your projections; or
• The real estate is partially residential; or
• Income will appreciate at a different rate than expenses, and you wish to reflect that; or
• Depreciation is allocated in a different percentage than ownership