Difference between revisions of "How to copy Budgets from one installation to another"
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# Start the old installation of BudgetLink; | # Start the old installation of BudgetLink; | ||
# | # '''[[Creating_Budget_Templates|Create 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; | ||
#Save the workbook in a location so that you can access from second installation; | #Save the workbook in a location so that you can access from second installation; |
Revision as of 22:18, 15 October 2015
Overview
If you are installing a new version, the budgets get copied automatically if you choose the Upgrade process rather than a New Installation process.
If this is not possible then you can copy budgets across using the steps below.
- Start the old installation of BudgetLink;
- Create 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 installation to which you want the budgets to be copied into;
- Follow the steps to Import Budgets;
- When prompted choose the budget from the template you just saved.