How to Delete a Goal

The following demonstrates how to delete a Goal. If you reach the maximum number of Goals allowed in your Real Estate Financial Planner™ or no longer need a specific Goal you may want to delete it.


First, log in to the Real Estate Financial Planner™ software.

Go To The Goals Page

Once you log in, navigate to the Goals page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on Goals from the drop down menu. You can also use the menu on the right side of the page to locate the Goals page

Delete a Goal

On the Goals page, locate the Goal you want to delete. Then click the Trash icon on the far right side of the screen as shown below.

Delete Goal
Delete Goal

Next, click the red “Confirm Delete” button and your Goal will be deleted.

Confirm Delete
Confirm Delete Goal

Your list of Goals will update automatically.


Learn more about Goals by checking out the additional resources below.