How to change the numbers of financial years available in BudgetLink

From BudgetLink Wiki
Revision as of 22:45, 28 October 2015 by Jeff (talk | contribs)
Jump to navigation Jump to search

Overview

BudgetLink Ultimate Edition can report up to 10 financial years into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software.

Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to Upgrade to BudgetLink Ultimate Edition to be able to configure this setting.

How to change the numbers of financial years available in BudgetLink

Year options in the Options dialogue

To change the number of financial years you can report on, follow these steps.

  1. From the BudgetLink main menu, click on 30. Settings;
  2. Click on Options and Administration;
  3. Click on the Set User Options button;
  4. From the options dialogue, select the Years item in the left-hand list;
  5. Change the Number of Prior Years to get data to the desired value;
  6. Change the Number of Future Years to get data to the desired value;
  7. Click on the Save button;
  8. Click on the Close button;
  9. Run a Get Data.


Related Topics

Retrieved from "https://accountingaddons.com.au/wiki/budgetlink/index.php?title=How_to_change_the_numbers_of_financial_years_available_in_BudgetLink&oldid=2557"