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Delete a Property or Mark it as Sold

Keep your portfolio organized by learning how to delete a property or mark it as sold.

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Written by Sara Fandel
Updated this week

How to Delete a Property or Mark it as Sold:

How to mark a property as sold

  1. Go to the Manage tab and select My Portfolio under Data Management.

  2. Click on the three blue dots on the right side of the property you want to mark.

  3. Click the Mark as Sold button.

  4. Enter the Sale Price and Date of Sale, then click the Mark as Sold button.

    Expert Tip: Once you have sold the property, you will find the financial details on your reports and cashflow pages by using the property filter to select the sold property.

How to delete a property

  1. Go to the Manage tab and select My Portfolio under Data Management.

  2. Hover over the property you want to delete, and click on the trash icon.

    • Please make sure you want to delete the property before completing the action. This action is irreversible.

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