I started with a sandbox template. How do I remove stuff, customize it, or start over?

Published Aug 16, 2023

If you’d like to learn the tool and build a plan tailored to you, we recommend the Normal Walkthrough instead of the Sandbox. To clear all the sandbox data, restart from the beginning, and do the Normal Walkthrough instead, you can go to Account Settings > Danger Zone > Delete and Start Over.

That being said, everything from the sandbox examples can be customized if you want. On the Current Finances pages, you can create, update, and delete accounts. And in each Plan, you can edit income streams, expenses, assets, and cash-flow priorities via the expandable tabs below the primary chart on the Plan tab.

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