Difference between revisions of "How to copy Budgets from one installation to another"

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of this is not possible then you can copy budgets across using the steps below.
of this is not possible then you can copy budgets across using the steps below.


# Open the old version of Budgetlink and follow the steps from the link below.
# Start the old installing of BudgetLink;


# Creating Budget Templates[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Creating_Budget_Templates]
# Now start [creating budget templates] containing your budget data;
 
# Make sure that you click on Customise button to choose the budget and the year you want to copy from;
 
#Save the workbook in a location so that you can access from second installation;
 
# Now Start the new version to which you the the budgets to be copied into;
 
# Follow the steps to Import Budgets [[From a Budget Template]];
 
# When prompted choose the budget from the template you just saved.

Revision as of 21:53, 15 October 2015

Overview

If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically.

of this is not possible then you can copy budgets across using the steps below.

  1. Start the old installing of BudgetLink;
  1. Now start [creating budget templates] containing your budget data;
  1. Make sure that you click on Customise button to choose the budget and the year you want to copy from;
  1. Save the workbook in a location so that you can access from second installation;
  1. Now Start the new version to which you the the budgets to be copied into;
  1. Follow the steps to Import Budgets From a Budget Template;
  1. When prompted choose the budget from the template you just saved.
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