This section covers how to delete an Account. If you reach your maximum number of
Accounts and you want to add another one you will need to either delete an
Account or upgrade to
Premium.
Login
First, log in to the Real Estate Financial Planner™ software.
Go To The
Account Page
Once you log in, navigate to the Accounts page. Hover over or click Planner™ on the menu across the top to expose the drop down menu. Click on
Accounts from the drop down menu. You can also use the menu on the right side of the page to locate the
Accounts page.
Delete an
Account
Once on the Accounts page, locate the
Account 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 the Account will be deleted.

The list of Accounts will update automatically.
Accounts
The following are additional blog posts related to Accounts for your reading pleasure.