Delete an asset from my plan

Delete an asset from my plan

When you want to remove an asset entirely from your financial plan and no longer need a record of its existence, you can delete it. Note that if itÆs linked to a Money account, both will be deleted.

1 Go to Homes & Assets.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Homes & Assets.

2 Select the asset you want to remove.

3 Click Delete.

What do I do when I sell an asset?

If you sold it in the past, delete it from your plan. If youÆre planning to sell it in the future, edit its sale information to show that itÆs been sold.