Real Estate

This folder has four tabs—General, Mortgages, Expenses, and Receipts—and asks you to enter information about property being used to generate income. In the general tab you are asked to enter information about ownership, purchase price, tax basis, tax losses, and real appreciation rate. This tab also asks you to indicate whether the property is residential or non-residential as well as if and when the property will be sold. The mortgage tab asks for existing or future mortgage information. The next two tabs—expenses and receipts—asks for details about the property’s related costs and income. The information entered in this area of the planner will appear as real estate net cash flow in the main income report, and it will also generate a sheet in the detailed report showing annual information about these income-generating properties. The real estate folder currently allows you to input data for up to five different properties.

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