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