Where do I go to delete a specific expense category in my Bizplan financials? What steps do I follow to delete an expense category from my business plan? How can I remove an expense category in Bizplan?
If you no longer need an expense category, you can delete it from the Expenses section of Bizplan. This will remove all expenses within that category from your financial projections.
Steps to Delete an Expense Category
-
Log in to your account and go to the builder.
-
Click on Finance in the left-hand navigation menu.
-
Select the Expenses tab at the top of the page.
-
Locate the expense category you want to delete.
-
Click the Delete button in the lower-right corner of the revenue entry.
-
A confirmation message will appear:
“Are you sure you want to delete this Group? This action cannot be undone.”
-
Click Delete to confirm, or Cancel if you change your mind.
Notes
-
Deleting an expense category will permanently remove all expense items within that group.
-
Deleted expenses will no longer be reflected in your financial reports or dashboards.
-
If you're unsure about deleting, consider editing the category or renaming it instead.