Complete the Setup Wizard

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Overview

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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.

BudgetLink Popout.png


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.

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