Where do I go to delete an individual expense item within a category in Bizplan? What steps do I follow to delete an expense listed under a category in my financials? How can I remove a specific expense from an existing category in Bizplan?
If you need to remove an individual expense from an existing category, Bizplan makes it quick and easy. You can delete any expense line item directly from the financial builder.
Steps to Delete an Expense
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Log in to your account and go to the builder.
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Click on Finance in the left-hand navigation menu.
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Select the Expenses tab at the top of the page.
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Open the expense category containing the expense you want to remove.
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Hover your mouse over the expense you wish to delete.
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Click the trash bin icon that appears on the right side of the expense row.
Notes
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This action is immediate and cannot be undone.
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Be sure to review the expense before deleting, especially if it is part of your core financial projections.
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You can re-enter the deleted expense later if needed by clicking + Add Expense.