There may be times when you want to permanently delete a scenario, project, or company — for example, when:
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A client engagement has ended.
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A financial plan is no longer relevant.
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You want to free up space in your account.
⚠️ Important Reminder
Once deleted, a Scenario, Project, or Company cannot be recovered.
Always make sure you are certain before confirming a deletion.
1️⃣ Deleting a Scenario
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Open the Scenario file.
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Click the Settings icon.
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Select Delete Scenario.
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Confirm your choice when prompted.
2️⃣ Deleting a Project
Before deleting a project, you must first delete all scenarios inside it.
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Delete all scenarios within the project.
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From the Home Page, hover over the project to view the Trash icon.
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Click the Trash icon.
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Confirm your choice.
3️⃣ Deleting a Company
To delete a company, you must first delete all projects within it.
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Delete all projects inside the company.
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From the Home Page, hover over the project to view the Trash icon.
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Click the Trash icon.
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Confirm your choice.
4️⃣ Advisor Account Considerations
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Advisor accounts include 3 client company slots.
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Adding a 4th client company incurs an additional charge (see pricing at planguru.com).
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To avoid extra charges:
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Delete an old company first,
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Then add a new one in its place.
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