PS Cashbook

Delete class planner from enterprise in Advanced Budgets


Deleting planners in an Advanced Budget in Cashbook Platinum 

Detailed Description

  • Click on the Budgets > Advanced Budgets menu options.


  • Click on the + button next to the budget name e.g. Sunshine Farm Budget 2019.
  • Click on the + button next to the <Enterprises>.
  • Click on the enterprise class e.g. Cross Bred Sheep whose planner/s you want to delete e.g. Cross Bred Sheep, to bring up the Enterprise Budget Summary window.
  • Click on the Delete Planners button.


  • Click on the planner you wish to delete, e.g. XB Wethers, so it is highlighted blue.
  • Click on the OK button.


  • Click Yes to the Confirm message: 'Are you sure you want to delete the selected planner(s)?'

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