A comprehensive solution that solves your core reporting problems:

• Capture monthly budget data and compare with actuals by group, company, job and account
• Print a 12 monthly budget on one page
• Report variances (standard or impact) by month, range, year to date, annual forecast, last year comparison etc
• Generate forecasts with actuals to date and budget to the end of the year or beyond
• Apply ageing to budgets to generate cash flow forecasts.
• Compare balance for the current month vs the same month last year.
• Consolidate multiple (unlimited) data files. Report PL, BS & CF with companies across the page
• Report before last year and beyond next year. Report with years going across the page
• Report at account and job header levels or consolidate multiple jobs by selecting them
• Audit transactions not allocated to a job or category.
• Apply subtotals to values while maintaining variance formulas
• Show or hide accounts with or without budget and actual values.
• Report Profit and Loss with jobs across the page at any job level
• Report Profit and Loss and Balance sheet with years across the page.
• Generate Board-ready industry standard reports and financial statements out of the box
• Simplify your reporting. Generate many reports from a few flexible templates by choosing what data to display.
• Maintenance free. New companies, accounts and jobs are inserted automatically while maintaining formulas
• Analyse GL performance in the layout your choose using Pivot Tables, Query Tables and Charts
• Set up multiple (unlimited) instances of BudgetLink and configure for multiple groups of companies or accounting clients
• Streamline custom reporting by creating your own reporting databases that link with MYOB tables using ODBC
• Fully customisable and upgradeable. Choose columns to display. Change order by dragging and dropping in Excel.
• Utilise the inbuilt Excel functions to pull account movements and balances into your existing reports

Price – Free

Download BudgetLink for FREE

Back to BudgetLink Editions

Bulk Deletion and Merging of inactive MYOB Records We provide a service where by we can identify inactive record either by the inactive status and or last sale date and then proceed to either delete or merge those inactive cards or items

Identify and Remove Duplicate Cards – We can start by providing a list of cards that are possible duplicates based on Postcode, Name and Address for you to match, and then automate the process of deleting or merging the duplicates

This video provides a run through of the BudgetLink cash flow statement including:
Creating and Cash Flow Account Hierarchy in the Operating, Investing and Financing structure
Mapping MYOB Accounts to the Cash Flow Hierarchy
Installing and running the Cashflow Flow Statement Report
This report is available for MYOB, Quickbooks and Xero

In preparation for your consulting session, please:
1. Start Team Viewer and
2. Send your Team Viewer Credentials to your Accounting Addons Consultant.

The first step is to decide if you want to consolidate the two files together (e.g. report as if you have one single company) or do you want the two files to remain separate. (If you do choose to consolidate, keep in mind that you will still be able to report on either one individually.

IF you choose to consolidate, simply add any additional data file connection to the working version of BudgetLink. You can do so from the 30. Settings workbook, Data File Connections. Click on the Manage Data File and add the new one in.

If you prefer having things separate, you can duplicate the folder where BudgetLink resides and simply copy it. Create a new folder and set-up this new copy as a separate version of the program. Connect this copy to your other data file (Rather than adding a data file, edit the connection and then browse to where it is located instead).

With the first approach, you will have 1 installation of BudgetLink pointing to 2 data files. With the second approach, you will have 2 installations of BudgetLink each pointing to 1 data file.

If BudgetLink is closed
Start BudgetLink

The form above or the editions displayed above may be different from what’s displaying in your version
In the Registration form click ‘Enter Registration Key’

Copy and Paste the Registration Key into the Registration Key field and click OK

Click OK

The BudgetLink Edition and the Custom Edition should now be licensed

If BudgetLink is already open
From the BudgetLink Menu goto Settings> Registration> Enter Registration Key
Click ‘Add Registration Key’
Copy and Paste the Registration Key into the Registration Key field

If BudgetLink is closed
Start BudgetLink

The form above or the editions displayed above may be different from what’s displaying in your version

In the ‘BudgetLink Licensing’ dialogue click ‘Enter Registration Key’

If the form above does not display then goto 30. Settings > Registration and click the Add Registration Key button

Copy and Paste the Registration Key into the Registration Key field and click OK

Click OK
The BudgetLink Edition and the Custom Edition should now be licensed

If BudgetLink is already open
From the BudgetLink Menu goto Settings> Registration> Enter Registration Key
Click ‘Add Registration Key’
Copy and Paste the Registration Key into the Registration Key field