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This article describes selling your primary residence and purchasing a new home.

Selling your primary residence and purchasing a new residence

This video demonstrates modeling a relocation in your Plan.

Video Demo: relocating your primary residence

The Planner currently allows for one change to your primary residence. This article explains how to work around this and model multiple.

Article: Multiple relocations

The Planner currently allows for one change to your primary residence. This video demo explains how to work around this and model multiple.

Video Demo: multiple relocations

This article describes the Reverse Mortgage function in your plan.

Reverse Mortgage

Video Demo: relocate to a property you already own

This article describes selling your primary home to rent a new residence.

Selling a primary residence and renting a new residence

This video demonstrates selling your primary residence and renting a new residence.

Video Demo: Selling a primary home and renting a new residence in My Plan

This article describes relocating to a new home with the intent to rent your old primary residence.

Relocate to a new home and rent a former home for income

This video demonstrates purchasing a new primary residence and renting your former home for income.

Video Demo: Relocate to a new home and rent a former home

This article describes ways to model paying off your home early.

How do I pay off my mortgage early?

This article describes how to account for income from Rental Property in My Plan.

Accounting for rental real estate income

This article discusses Capital Gains on the sale of real estate

How do I model the sale and capital gains (if applicable) of real estate?

Sell your primary residence, rent and then purchase a new home

Relocate to a new home and keep your current residence

How do I model a Refinance?

How to model a planned home improvement in your plan

Nancy Gates

Set up your primary residence, relocations, and more

Home and Real Estate

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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