Difference between revisions of "How to copy Budgets from one installation to another"
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== Overview == | == 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. | 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. | of this is not possible then you can copy budgets across using the steps below. | ||
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# Start the old installing of BudgetLink; | # Start the old installing of BudgetLink; | ||
# Now start [ | # 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; | # Make sure that you click on Customise button to choose the budget and the year you want to copy from; | ||
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# Now Start the new version to which you the the budgets to be copied into; | # Now Start the new version to which you the the budgets to be copied into; | ||
# Follow the [[From a Budget Template|steps]]to Import Budgets ; | # Follow the [[From a Budget Template|steps]] to Import Budgets ; | ||
# When prompted choose the budget from the template you just saved. | # When prompted choose the budget from the template you just saved. | ||
Revision as of 21:57, 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.
- Start the old installing of BudgetLink;
- 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 ;
- When prompted choose the budget from the template you just saved.