Installing BudgetLink

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Overview

Once you have downloaded BudgetLink, you will need to install it.

It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access.

If change your mind BudgetLink can be moved to another location once installed. For more information, see Moving BudgetLink to a new machine or folder.

How to Install BudgetLink

Installing BudgetLink

To install BudgetLink, follow these steps.

  1. To start the BudgetLink Installer click Install_BudgetLink.exe. It may be located at the bottom of your Browser;
  2. Choose Run. The Winzip Self Extractor - Install_BudgetLink.exe form will appear;
  3. At the Unzip to folder: Choose the folder to install BudgetLink;
  4. Click Unzip. An unzipped successfully message should appear when done;
  5. Click OK. BudgetLink should now start;
  6. When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully;
  7. BudgetLink will open in a new session in Excel and the Menu will appear.
  8. Once macros are enabled, you will be prompted to create a BudgetLink shortcut. Click Yes to do so;
  9. The Welcome to BudgetLink Form will display;
  10. Click Getting Started Guide and follow the instructions to complete the installation.

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