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.
Login
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.

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

Your list of Goals will update automatically.
Goals
Learn more about Goals by checking out the additional resources below.