Category Archives: Support

BudgetLink, ExcelReportLink and ODBClink software updates bring 64-bit compatibility (August 2014)

We are pleased to announce the latest release of our products for August 2014. We have worked hard to make BudgetLink, ExcelReportLink and ODBClink compatible with both 32-bit and 64-bit versions of Microsoft Excel.

It is worth noting that users of MYOB 19.10 or prior will still need to use the 32-bit version of Microsoft Excel as the ODBC driver is 32-bit.

BudgetLink users can download the latest version from the following page.

ODBClink users can download the latest version from the following page.

ExcelReportLink GL Pivot Solution users can download the latest version from the following page.

ExcelReportLink Sales Pivot Solution users can download the latest version from the following page.

Other ExcelReportLink users can download from the relevant product page.

Jeff Stephenson
Managing Director | Solution Architect

BudgetLink now compatible with MYOB AccountRight live 2014.3 (June 2014)

MYOB have released the 2014.3 update of MYOB AccountRight live.

You will need to upgrade BudgetLink:

  • if you are using ANY version of MYOB AccountRight live on the cloud;
  • if you are planning on upgrading to MYOB AccountRight live 2014.3 and are using it locally, on a server or in the cloud.

You can download the latest upgrade of BudgetLink (v3.42.7.109) as well as read the terms from the following link.

You can find the upgrade instructions on our wiki.

For more information about whats included in BudgetLink go here:
BudgetLink Home

Please contact us if you have any questions regarding this post

Jeff Stephenson
Managing Director | Solution Architect

BudgetLink – Faster than ever (May 2014)

Over the last six months, we’ve put considerable efforts to make BudgetLink faster than ever.

We’ve improved:

  • the time it takes to get data;
  • the amount of memory it uses;
  • the time it takes to start;
  • the time it takes to close down.

Get Data Speed Improvements

We’ve considerably improved the time it takes for the Get Data to run by changing the way the data is stored into memory. BudgetLink’s memory model is now more efficient and streamlined. The more time consuming algorithms have been redesigned to calculate the required numbers on the fly. As such, they no longer weigh down the application or slow down the get data process.

Memory Usage Improvements

By redesigning the memory model, BudgetLink uses considerably less memory to store the data it needs to generate reports. As such, it is quicker, more stable and reliable. This is particularly important for those consolidating large data files together.

Closing Speed Improvements

One added benefit of the new memory model is that by using less memory, BudgetLink needs to release less memory when closing down. This means that BudgetLink can close quickly in most environments.

Opening Speed Improvements

Lastly, we’ve restructured the code such that portions which are rarely ever used are only loaded when required. BudgetLink should start considerably faster on most systems.

You can download the latest upgrade of BudgetLink (v3.42.1.104) as well as read the terms from the following link.

You can find the upgrade instructions on our wiki.

For more information about whats included in BudgetLink go here:
BudgetLink Home

We hope this update makes a difference.

Jeff Stephenson
Managing Director | Solution Architect

How to connect BudgetLink to MYOB AccountEdge (Mac Users)

BudgetLink integrates with MYOB AccountEdge.

MYOB AccountEdge does not have an ODBC Driver or API. As such the only way we can extract data from its data file is from export files and reports.

They way we do it is by first creating a folder where certain MYOB AccountEdge files are saved. BudgetLink then connects to these files and then transforms the data in them into the Standard BudgetLink format.

Check out this video to watch it in action.

Go to BudgetLink

How to fix the “Could not obtain list of data files” message when connecting to AccountRight 2013

Please follow these instructions to ensure all required components for third-party tools to communicate with MYOB are installed a running.

A) Ensure all services are running.
In order to download data from your MYOB data file, all services relating to MYOB must be running. To do so, follow these steps.

1) Go to the Start Menu of windows and type in Services in the search bar.
2) From the services screen, ensure the following services are running. If they have not started, you can do so by Selecting it, right click and select Start.

MYOB Account Right API Service
MYOB Account Right Library
MYOB Account Right Server 2013.0 or whichever version of MYOB you are using.
MYOB Account Right Server Locator

It is possible that MYOB Account Right API Service is not present in the list, if that is the case, follow the next topic.
Windows Services

B) Ensure MYOB Account Right API Service is installed and running
MYOB Account Right API Service allows third party tools to communicate with MYOB. Being a new API, most users do not have it installed. To install it, simply follow these steps.

1) Via Windows, go to the following folder C:\Program Files (x86)\MYOB\AccountRight\API_Installer
2) Run the MYOB.AccountRight.API.Bootstrapper.exe application
3) Once installed, you may need to reboot your machine. If prompted, do so.
4) Once installed, we also recommend you check that the services are running.

C) Confirm BudgetLink can connect to MYOB
Once all services are installed and running, simply follow these steps.

1) Start BudgetLink
2) At the Get Data Dialogue, click Manage Data Files
3) Select your Data File and choose Edit Data File
4) Finalise the connection information and ensure you click on Test in the bottom left corner.

How to add a custom report to BudgetLink


BudgetLink reports are Excel workbooks with formulas and some buttons
All Workbooks saved into the BudgetLink\System folder will appear in the BudgetLink menu
If you have been sent a BudgetLink report please follow the instructions below add it

  1. Start BudgetLink and answer all the prompts until the get data has run and the screen is waiting for you to choose a report.
  2. In the menu, Go to the 35. Help entry
  3. In the menu, Click on the Links entry
  4. Click on the link next to the system folder. It will open up windows explorer.
  5. Download the file attached to the email into that folder.
  6. Extract the contents of the zip file into the system folder
  7. Delete the zip file afterwards.
  8. Go back to the menu, The new reports/s should appear

How to Register BudgetLink

If you have chosen to subscribe to the Ultimate Edition the first step is to Purchase a BudgetLink Monthly Subscription.

Once the purchase has been completed the next step is to register BudgetLink. To do so please follow the steps below

If BudgetLink is closed:

Start BudgetLink

The BudgetLink Licensing form will appear

BudgetLink Licensing

Click Subscribe

Select Edition To Register

Choose the Edition to subscribe to and click OK

An email form will appear as below

Request Registration Email

Complete the email form fields and click Send

Please allow up to 2 hours turn around during business hours for a response.

How to set-up Reckon Accounts (Quickbooks) for integration with BudgetLink

You will need to ensure the list of accounts and classes are unique.

For classes, simply ensure the names are unique at all levels. Quickbooks allow things like CLASS 1 as a header, followed by CLASS 1 as a detail of CLASS 1. Although it names it internal as CLASS 1:CLASS 1, our product has issues with situations like this.

The same applies with accounts. With accounts, they may or may not use Account Numbers. Account Numbers have to be unique, so if they use those, great. If they do not use account numbers, then the account names MUST be unique. I’ll use Interest as an example. You could have a structure that looks similar to this…


While the internal names of the two interest accounts are INCOME:INTEREST and EXPENSES:INTEREST. Quickbooks does not provide us that detail and instead passes only the word INTEREST to us when giving us values. Hence we cannot determine which of the two interest accounts it relates to, same issue as with classes, but easier to understand this way). Again, the individual names must be unique on the whole structure.

To remedy, simply rename the accounts to be …


Newer versions of BudgetLink (which you have) will detect and warn when those problems arise, but it is easier to remedy before hand as you won’t be wasting your time cleaning up their classes or accounts during the setup.

How to configure the Ratio’s report

Some customisation must be done on the report to configure it correctly as each MYOB chart of accounts is unique. To configure the ratios, follow these steps.

1) Open the ratios report and customise it.
2) Notice the “Addins” tab in the excel ribbon. Click on it.
3) Notice the Green Plus and Red Minus in the Addins Ribbon. Click the Green Plus to show all the hidden rows.
4) Enter your account numbers to represent your various assets, etc., in the cells in yellow.
5) Once done. Click on the Red Minus to hide these cells.
6) Click on the customise to check the numbers.
7) If everything looks good, you will need to save the changes in the workbook. Click Save (standard excel save) and click the UPDATE button when prompted. Wait a bit, and next time you open the report up, it should have remembered your accounts.