How to copy Budgets from one installation to another

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. Now start Creating_Budget_Templates containing your budget data;
3. Make sure that you click on Customise button to choose the budget and the year you want to copy from;
4. Save the workbook in a location so that you can access from second installation;
5. Now Start the new version to which you the the budgets to be copied into;
6. Follow the steps to Import Budgets;
7. When prompted choose the budget from the template you just saved.