Set Plan Defaults

Overview

Deal Finder uses default values for some of the figures used in financial plans, such as mortgage rates and refurbishment costs.

You can adjust these defaults to better reflect your own financial circumstances, costs or agreements.

For example, if you plan to manage an HMO without using a letting agent, you could set the default agent fee to zero.

Once you've changed your defaults, they will be used when you create new financial plans.

Important: Changing your plan defaults does not change any financial plans you've already created.

Select the Plan tab.

Find the category containing the value you want to change and select Edit.

Update the values to reflect your own figures.

Once you've made your changes, select Save Plan.

The new values will now be used as the defaults when creating new financial plans.

If you've changed your plan defaults and want to return them to the original values, you can restore them from the same Plan Settings page.

Select Edit next to the category you want to restore.

Select Revert to Defaults.

Select Save to store the reverted settings.

Your plan defaults will now return to their original values.