Complete the Setup Wizard

Overview

This page will guide you from the First step - BudgetLink Download to the Final step - Get Data Process to connect and use your company data.

Follow the below self help instruction to complete the process. If you face any issue you can seek for Personal Support. For more information click here

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.

Get Data process

The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink.

For more instructions on how to perform Get Data process, click here

Related Topics

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