How to Delete an Account

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.


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.

Delete Account
Delete Account

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

Confirm Delete Account
Confirm Delete Account

The list of Accounts will update automatically.


The following are additional blog posts related to Accounts for your reading pleasure.

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