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BudgetLink is an addon software application developed by Accounting Addons to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks.

The latest version of BudgetLink is BudgetLink v3.42.2.104.

Getting Started

For information on getting started with BudgetLink, see the Getting Started Guide.

Features

Data Sets

BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called Versions within BudgetLink.

• Actuals - Accrual
• Actuals - Cash
• Budgets
• Forecasts
• Payables
• Receivables
• Orders
• Quotes
• Sales

Standard Meta Data Points

BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for.

• Companies
• Financial Years
• Periods
• Accounts
• Jobs (for MYOB users)
• Categories (for MYOB users)
• Classes (for QuickBooks users)
• Tracking Categories (for Xero users - comming soon)

Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used.

Standard Reports

BudgetLink comes with many standard reports available out of the box.

• Monthly Reports
• Profit and Loss Reports
• Balance Sheet Reports
• Forecast Reports
• Job Reports
• Charts
• Yearly Reports
• Consolidated Financial Statements

Accounting Products

BudgetLink can connect to the following accounting products.

• MYOB AccountRight Classic 19.9 or lower
• MYOB AccountRight Live 2014 or lower
• MYOB AccountEdge (MAC)
• MYOB Exo
• Acclivity AccountEdge
• QuickBooks
• Xero

Advanced Features

• Account Hierarchies
• Account Sets
• Comments
• Company Groups
• Drilldown
• Forecasting
• Job Groups
• Job Sets
• Multi-Currency Reporting
• Publish

Other Features

• Auto Upload
• Data Warehouses
• Security

How To Guides

For information on using BudgetLink, see the How To Guides.

Troubleshooting

For information on solving problems with BudgetLink, see the Troubleshooting guide.

What's New

For information on what's new in BudgetLink, see the What's New page.