The AI-generated pro-forma is a starting point, not a finished model. You'll almost always have a perspective on certain inputs (an expense line, the cap rate, the interest rate) that's better than the default. Editing is meant to be fast.
How to edit a cell
- Click into the Financial section.
- Click Edit in the toolbar above the pro-forma table.
- Click any value to edit it.
- Type the new value and press Enter (or click away). The model recomputes downstream cells immediately.
- The save bar at the bottom tracks pending edits.
- Click Save Changes (or Save in the toolbar) when you're ready to commit. Discard throws the pending edits away.
See Edit mode and the save bar for the full editing semantics.
What's editable
Almost everything that isn't calculated:
- Income line items — Gross Potential Income, Other Income.
- Losses — Vacancy & Collection Loss, Credit Loss.
- Operating expense lines — taxes, insurance, utilities, repairs, maintenance, management, leasing, legal, accounting, engineering, marketing, consulting, services, and reserves for replacements.
- Cap rate — per year in the table, or for all ten years at once from Cap Rate & Financing.
- Financing — purchase price, down payment, interest rate, loan term, closing costs, and tax rate, in the Cap Rate & Financing panel. These save automatically as you change them.
A few things are not editable directly because they're derived:
- EGI — derived from income and losses.
- NOI — derived from EGI and OpEx.
- NCF — derived from NOI, capital items, and debt service.
- The financing, cash-flow, and valuation rows (debt service, DSCR, cash flow, property value, and so on).
Edit the inputs to those, not the outputs.
Per-year vs all-year edits
Each line item has its own value for every year, so there are two ways to change a line:
- Edit a specific year's cell. Click Year 4's Repairs line, type a new value. Only Year 4 changes.
- Change every year. Edit each year's cell, or ask the chat to adjust the line — it proposes the changes, you click Apply to Table, review, and save. (The cap rate is the exception: setting it in Cap Rate & Financing applies it to all ten years.)
Per-year overrides are useful for known one-time events (a planned repair in Year 3, a known tax appeal landing in Year 2).
Assumption rationales
Click any line item to open its detail panel. It shows the Description, Formula, Key Assumptions, Methodology & AI Reasoning, and Sources & Citations behind the AI-generated value.
This is the kind of context you usually want when deciding whether to override. Re-running the pro-forma replaces it along with the rest of the model.
How overrides are tracked
Edited cells are highlighted until you save. Once saved, the line's Sources & Citations gains a "User Override" note with the old and new value, and the change appears in the Financial section's History (version history), where you can revert it.
Bulk edits
For now, edits are per-cell — the cap rate and chat proposals are the ways to change many cells at once. True multi-cell selection-and-paste is on the roadmap.
If you need to do dozens of edits at once, open the pro-forma in Excel with the Excel add-in (Import to Excel on its Pro Forma card), edit there, and push back with Push to Relm. A file downloaded with Export Excel can't be pushed back.