How Do I Delete A Line From My P&L Forecast?

Often, people are looking to remove a line from their P&L forecast, as it's no longer required.

To do this, all you have to do is click on the 'add & edit forecasts' green button in the top right of the forecast screen, and select 'delete categories' from the dropdown list.

Then, when you see the below screen, simply tick the check box of the category/line you wish to delete.

Then simply click 'delete selected rows', and the system will delete the selected line.

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