Moving BudgetLink to a new machine or folder
Overview
If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop.
If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.
If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the BudgetLink Folder to the new location.
If you do require BudgetLink to be shared with an additional users then iether move BudgetLink Folder to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive
Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder
Procedure
- Locate the existing BudgetLink Folder;
- Cut (or Copy) and paste it to the new location;
- Enable user access to BudgetLink folders
- Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the BudgetLink Folder;
A New User Setup Wizard will start.
If using an older version a Transfer Key may be required.
BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See Changing how BudgetLink connects to your data file for more information.