Complete the Setup Wizard

Overview

• • • • • • • • In development************

Installation

Follow the instructions for Installing BudgetLink at the first stage.

Start up the solution

• If BudgetLink does not start after enabling macros then create a trusted location.

• Click Yes for Adding a Trusted Location in Microsoft Excel.

• We suggest clicking Yes to Create BudgetLink Shortcut.

• Read the User License Agreement

• If OK click I accept the terms and conditions.

Licensing BudgetLink

• If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade.

• If yes, it is an upgrade. follow instruction on Upgrading BudgetLink.

• If a no , it is a new installation then you will see the BudgetLink Licensing screen.

• Then follow the instruction on How to enter a License Key.

Datafile Connectivity

• Once the BudgetLink is installed you will need to connect the company datafile with the solution.

• Please follow the below instructions for How to connect BudgetLink to your datafile.

Related Topics

• Installing BudgetLink
• Upgrading BudgetLink
• Moving BudgetLink to a new machine or folder