How to delete an item from a plan

To delete an item from a plan e.g. employment income, savings, investment, pension accounts etc, follow the instructions below:

1. Go to the relevant input screen by clicking on the menu on the left hand side of the screen. For example, to delete a client's Employment Income, you would go to the Employment screen.

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2. Click on the item that you wish to delete in the Ledger on the right hand side of the screen so that it is highlighted. 

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3. Click the cross to the right of the item in the Ledger. 

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4. A warning message will appear.

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5. Click Yes to confirm the item should be deleted. The item will be removed from the plan.