Difference between revisions of "How to copy Budgets from one installation to another"

How to copy Budgets from one installation to another (view source)

314 bytes added , 21:53, 15 October 2015

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 of this is not possible then you can copy budgets across using the steps below.
-# Open the old version of Budgetlink and follow the steps from the link below.
+# Start the old installing of BudgetLink;
-# Creating Budget Templates[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Creating_Budget_Templates]
+# Now start [creating budget templates] containing your budget data;
+# Make sure that you click on Customise button to choose the budget and the year you want to copy from;
+#Save the workbook in a location so that you can access from second installation;
+# Now Start the new version to which you the the budgets to be copied into;
+# Follow the steps to Import Budgets [[From a Budget Template]];
+# When prompted choose the budget from the template you just saved.