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. 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;

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