Upgrading BudgetLink

Overview

We suggest upgrading Budgetlink at least once a year or as required to remain compatible. To do so please follow the instructions below. Click on the hyperlinks to drill into more info

Upgrading BudgetLink

Welcome dialogue

Detected installations dialogue

Detected reports dialogue

Detected data warehouses dialogue

1. Install the latest version of BudgetLink
2. The start up wizard should begin;
3. On the BudgetLink welcome dialogue, read the User License Agreement;
4. Tick the I Accept... checkbox to confirm your acceptance of the terms;
5. Click on the Upgrade button;
6. On the Detected Installations screen, select your old installation of BudgetLink;
7. If your old installation of BudgetLink is not listed, click the Browse button and browse to the your old BudgetLink.exe;
8. If you have multiple installations of BudgetLink listed, ensure you select the BudgetLink Folder of the current one you use;
9. Once the correct installation is selected in the list, click OK;
10. BudgetLink will detect reports you would like to transfer to the new installation. If prompted, selected the reports to transfer to the new installation and click Ok;
11. BudgetLink will detect data warehouses you would like to transfer to the new installation. If prompted, selected the data warehouses to transfer to the new installation and click Ok;
12. Wait for the upgrade progress dialogue to complete, then click Close;
13. When the Get Data Options dialogue appears, click on the Options button;
14. Click on the Versions entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance);
15. Click on the Periods entry in the left-hand list and disable the Weekly Periods option unless you need it;
16. Perform a Full Get Data and start using BudgetLink.

Related Topics

• Downloading BudgetLink
• Installing BudgetLink