How To Guides

The following How To Guides can assist you configuring and using BudgetLink.

Budgets

• How to enter / edit budgets in BudgetLink
• How to import your budgets

Cash Flow Forecasting

• How to forecast cash flow - overview
• How to create a cash flow forecast version
• How to capture cash flow ageing
• How to report cash flow forecasts

Reports

• How to select a report using the menu
• How to customise (set filters in) reports
• How to edit the layouts of reports
• Auditing values on reports using Drilldown
• Formatting Reports
• How to enable cash based reporting
• How to create a query table to a text file
• How to install a custom report
• How make a permanent customisation to a report

Multiple Companies

• How to disable the data file consolidation function

Cash Data

• How enable cash based actual data

Accounts

• How to hide accounts without values from appearing on reports
• How to show all accounts on reports

Versions

• How to enable the Accruals (Categories) version
• How to enable the Advanced Accruals version

Years

• How to change the numbers of financial years available in BudgetLink

Periods

• How to enable weekly reporting periods

Customers

• How to enable customers for customer-based reports

Set-up

• How to update BudgetLink to point to moved or renamed MYOB data file
• How to change the Company Name on Reports
• Changing how BudgetLink connects to your data file
• How to Share BudgetLink using Drop Box

Transfers

• How to transfer BudgetLink to another location (Folder / Computer)

Upgrades

• How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live

Restores

• How to restore the BudgetLink database from a backup