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

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(Created page with "== 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 thi...")
 
 
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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, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a '''[[ Installing_BudgetLink|New Installation process]]'''.


of this is not possible then you can copy budgets across using the steps below.
If 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 installation of BudgetLink;
 
# '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data;
[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Creating_Budget_Templates]
## 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 new installation;
# Now Start the new installation to which you want the budgets to be copied into;
# Follow the steps to  '''[[From a Budget Template|Import Budgets]]''';
# When prompted choose the budget from the template you just saved.

Latest revision as of 17:36, 18 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.

  1. Start the old installation of BudgetLink;
  2. Create 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;
  3. Save the workbook in a location so that you can access from new installation;
  4. Now Start the new installation to which you want the budgets to be copied into;
  5. Follow the steps to Import Budgets;
  6. When prompted choose the budget from the template you just saved.
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