Complete the Setup Wizard

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Overview

After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard.

Follow the below self help instruction to complete the process. If you face any issue you can seek for Personal Support. For more information click here

Installation

At this stage you should have already installed BudgetLink.

If you haven't done so follow the instructions for Installing BudgetLink and do so.

Setup Wizard

  1. Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to Troubleshooting Start-Up Problems page.
  2. Once the macros run the solution will ask for Enabling Macros in Microsoft Excel. Then click yes;
  3. If BudgetLink does not start after enabling macros then create a trusted location;
  4. The next step is Adding a Trusted Location will appear. Click on Yes to continue or for more information click here;
  5. We suggest clicking Yes to Create BudgetLink Shortcut;
  6. Read the User License Agreement;
  7. If OK click I accept the terms and conditions.

Licensing BudgetLink

If you have an old version of BudgetLink on the same hard drive you will receive below pop out asking if this process is an upgrade;

BudgetLink Popout.png

Datafile Connectivity

  • Once the BudgetLink is installed you will need to connect the company datafile with the solution.

Get Data process

The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink.

For more instructions on how to perform Get Data process, click here

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