How to copy Budgets from one installation to another
Jump to navigation
Jump to search
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 stepsto Import Budgets ;
- When prompted choose the budget from the template you just saved.