# Budgyt Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Budgyt the right Budgeting solution for you? Explore 68 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/152905/Budgyt/reviews --- Budgyt 4.9 (68) [View alternatives](https://www.capterra.com/p/152905/Budgyt/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 10th, 2026 # Reviews of Budgyt Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews Paul R TreasurerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “Budgyt accomplishes this by offering the largest number of sub-tiers of any budget SAAS out there, unlimited line-items under each lowest level account category, and line-item notes for expense/income justification.“ November 18, 2024 Harinda I Project ManagerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “As a mid-sized organisation, managing our budgeting process used to be a time-consuming task.“ August 28, 2024 JS Jen S Director of FinanceNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “They took the time to understand our organization's needs and mapped everything out for us, which made the transition seamless.“ November 21, 2025 KP Kathleen P Financial ControllerHospitality, 51 - 200 employeesUsed the software for: 1-2 years. “No more massive spreadsheet with formulas that I couldn't trust other managers to use the file.“ February 26, 2025 TD Tom D ControllerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “Allows us to enter data in detail (or summary) in a way that makes it incredibly accessible and easy to read for non-finance users, which is ultimately a huge time saver for our finance team.“ February 25, 2025 CG Caitlin G Accounting ManagerMachinery, 51 - 200 employeesUsed the software for: Less than 6 months. “Still getting into it and so far my biggest complaint is user set up - but thats only a 1x process1“ October 27, 2023 KP Karen P Business ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “I also like being able to review variances from year to year in order to quickly adjust any areas moving into the new budget year that may need attention.“ March 20, 2025 AM Antoinette M Director of FinanceNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “The lack of intergration with our accounting software makes this difficult to use at times.“ August 30, 2022 ## Showing most helpful reviews Showing 1-25 of 68 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aileen Z. Consultant Used the software for: 2+ years ### "So easy to learn! It's like the crystal ball for budgeting!" December 12, 2017 5.0 Pros In the past I juggled several spreadsheets for budgeting, each with different formulas and variables to manage each line item by location. With Budgyt, I can type the formulas directly into the software and everything carries over with the appropriate detail and notes! If I insist on having a spreadsheet to share with the team, I can simply store spreadsheet in the software and tell it which line to read. It not only saved me from a multitude of excel tabs but also gave me the ability to budget and forecast in a fraction of the time and energy! I started using this when our business was just an idea and now we have 4 open retail stores for Everafter and 1 + 2 upcoming for The Westside. Budgeting between the brands under the parent company has been surprisingly simple with Budgyt's ability to customize and target formulas and inputs to certain groups. Review Source rJ rosemary J. controller, treasurer Non-Profit Organization Management Used the software for: 2+ years ### "excellent product" March 14, 2025 5.0 excellent customer service which is most important Pros user friendly, most non accounting staff can navigate and be in charge of their own budgets Cons nothing. it is easy to use. imports are easy Alternatives considered [Basecamp](https://www.capterra.com/p/56808/Basecamp/) Reason for choosing Budgyt familiarity with product. used at other company Review Source SK Sukhjeet K. Software Engineer Computer Software Used the software for: Less than 6 months ### "All in one budgeting tool" April 27, 2024 4.0 Pros Budgyt is a gear tool. We have used it to understand and manage our organisation budget. It is quick and user friendly. It provide reporting features to make things clear and understandable. Cons Nothing as of now. It is working fine for our business needs Review Source TT Thom T. Director of Finance Entertainment Used the software for: Less than 6 months ### "Robust Budgeting Software" November 1, 2024 5.0 The cloud-based user-friendly interface sets up easily and makes for easy input and tracking of expenses, see detail of prior years, while the reporting tools provide valuable insights into my financial situation. The ability to customize and create forecasts is instrumental in helping us stay on track with financial goals. Overall, Budgyt has improved our budgeting process, reduced labor costs, and helps to avoid keying errors. I highly recommend Budgyt software to anyone looking for an effective budgeting solution. Pros Feature rich. The cloud-based user-friendly interface integrates easily, streamlines implementation and training, and makes for easy input and tracking of expenses, shows detail of prior years, while the reporting tools provide valuable insights into my financial situation. The ability to customize and create forecasts is instrumental in helping us stay on track with financial goals. Overall, Budgyt has improved our budgeting process, reduced labor costs, and helps to avoid keying errors. I highly recommend Budgyt software to anyone looking for an effective budgeting solution. The training staff is well versed in the product and has been a joy to work with. Cons Nothing as of today. Alternatives considered [BudgetPak](https://www.capterra.com/p/82666/BudgetPak/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Budgyt We needed a program that would seamlessly interface with QBO. Review Source aB adam B. CFO Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Budgyt is the future " November 11, 2024 5.0 excellent - i love it and can manipulate Pros ease of use - this tool really helps and reduces error Cons speed of updating - could be faster during refresh Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) error prone - i love the relational data base Review Source DP Doug P. Finance Manager Computer Software Used the software for: 1-2 years ### "Budgyt - Easy to use and affordable!" February 17, 2022 5.0 Great! Would highly recommend for a team that is looking to utilize a tool for planning and analysis to variances. Pros It is very easy to understand and nearly every time I have a question, I am able to find the solution on Budgyt's support page. Cons Honestly can't think of any cons, very few workarounds had to be administered and budgyt's enhancements have always brought an immediate added-value. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Budgyt Price, functionality and ease of use/implementation Review Source JS Jennifer S. Director of Finance and Administration Non-Profit Organization Management Used the software for: 2+ years ### "Answers to my prayers" February 9, 2022 5.0 No doubt one of the best experience with a software and a software vendor I have ever had. They are prompt with responses when I need help and just the perfect example of what a software vendor should be!! Pros I spent years doing our budget in Excel and printing out pages and pages for the managers to manually make changes that I then had to go back into Excel and make changes. The most frustrating part of all of this was budgeting payroll and benefits. It took 6-8 weeks to come up with our budget and the payroll side of the budget was never accurate. Budgyt solved all of that!! Cons First, the learning curve was really steep, but Budgyt patiently and expertly held my hand through all of it. Additionally, I used Quickbooks Desktop and the import to Budgyt from Quickbooks is kinda rudimentary and there is no option to export the Budgyt budget into Quickbooks. I know that Budgyt is almost finished with a solution to this. Reason for choosing Budgyt They had everything I was looking for and priced reasonably (more than reasonably!!) Best decision! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) As covered in the Pro statement. I couldn't face another year of doing budgets in Excel. Review Source JK Jason K. Senior Director, Finance & Accounting Non-Profit Organization Management Used the software for: 1-2 years ### "Cloud budget consolidation" September 1, 2020 5.0 We have made it easier for budget holders to submit their budgets using this tool. They find it enjoyable to use (and we’re talking budgets here). Budget holders can access the tool anywhere they have internet. The instant scenario consolidation dramatically improved the quality of budget discussions, leading to better business decisions. Using this tool helped make out finance team more efficient, by reducing effort to consolidate. Pros This product automatically consolidates budget holders’ submissions, replacing error prone, labour intensive spreadsheet work. Budget managers find it easy to use, and they focus on business decisions, not managing complex spreadsheets. Consolidation is instant, dramatically more efficient for the finance team. Because results are instant, decision makers can see the impact of various scenarios instantly, facilitating impactful discussion on the future of the business and better decisions. Set up is easy thanks to excellent customer support. We import and export data to and from Microsoft GP, and use the budgyt.com tool for budget variance reporting. Budget managers can access information anywhere they have internet. Cons The nature of budgeting tools is that the data is displayed in tabular fashion. Although the site renders on mobile devices, it can be hard to read on smaller phones. Alternatives considered [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/)[PlanGuru](https://www.capterra.com/p/90928/PlanGuru/) Reason for choosing Budgyt For the scope & scale we needed the price point was excellent value for money. High quality customer service was evident from the first demo. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed a tool that was more efficient and less error prone for budget consolidation. Review Source CG Caitlin G. Accounting Manager Machinery Used the software for: Less than 6 months ### "Budgyt - Make budgeting great again" October 27, 2023 5.0 So far great! Really excited we made switch! Pros The customer service team, ease of use, visualizations, ability to compare scenerios easily! Cons Still getting into it and so far my biggest complaint is user set up - but thats only a 1x process1 Switched from [Centage](https://www.capterra.com/p/830/Budget-Maestro/) Overly priced, low value and terrible customer service Review Source VR Verified Reviewer Manager Financial Reporting Construction Used the software for: 1-2 years ### "Best Budgeting Tool found so far." May 16, 2023 5.0 It is a good experience. Pros Managing multiple companies with multiple departments. Cons With big database such as our company, it is slow, need to speed up. Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Budgyt Easy to use and cloud based feature serving our problem for multiple users sametime Review Source AM Ann-Marie M. Sr. Director of Ginance Non-Profit Organization Management Used the software for: 1-2 years ### "Administrative user " August 28, 2024 5.0 Good experience. The support are very knowledgeable Pros Funding account with not limit and ease of use Cons The employee section. Having the enter new and employee one section and another section salary Switched from [Multiview ERP](https://www.capterra.com/p/820/Multiview/) Ease of use and also too many limitationsa Review Source RV Ric V. Manager, FP&A Hospital & Health Care Used the software for: 2+ years ### "Budgyt is PERFECT for our Business" March 6, 2023 5.0 Pros Easy implementation, excellent customer support Cons I can't think of any negative associated with Budgyt Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Budgyt Much better value Review Source AM Antoinette M. Director of Finance Non-Profit Organization Management Used the software for: 2+ years ### "Amazing Product!" August 30, 2022 5.0 We work with Budgyt because of the platform's usability and affordability to have more user access. Other platforms were too tricky for the end user to access or had a monthly or annual fee that didn't meet the needs of our non-profit organization. In short, the platform is really accessible. Pros We use Budgyt to manage our budgeting process in Budgyt and ensure that budget managers know their spending compared to their budget every month. We also use the platform for each budget manager to build their annual budget as an organization. Our organization leaders also leverage the platform to determine budget spending and allowances. Cons The lack of intergration with our accounting software makes this difficult to use at times. Review Source MN Marc N. Controller Financial Services Used the software for: 2+ years ### "Budget Friendly option for creating and updating budgets and forecasts" August 18, 2022 5.0 Love it. I use it daily and has really saved me valuable time. Pros We use Budgyt for all of our budget and forecasting needs. Users create what their budget needs are in the software and those requests run through an approval process before they are actually added as a valid item in the budget. We can also run multiple budgets and forecasting scenarios at once which really helps us plan for any possible outcome. Cons Directly connect with accounting software. Review Source JC James C. CFO Information Technology and Services Used the software for: 1-2 years ### "Easy to use platform with amazing features." February 9, 2022 5.0 Much better than other experiences with budgeting/finance software used in the past. Pros Easy to use platform with amazing features coupled with top tier support. Cons Missing balance sheet and cash flow but that is being tested now so should be offered very soon. Review Source JS Jim S. Consultant Education Management Used the software for: 6-12 months ### "Perfect for budget-holder engagement" March 7, 2023 5.0 Very good. Highly recommended Pros Easy to implement, great for budget-holder engagement, excellent access control so that budget-holdes only see their own sections, whilst adding to a wider more complex budget Cons Nothing difficult about Budgyt. Very easy to use Review Source CT Cecilia T. CFO Hospital & Health Care Used the software for: 6-12 months ### "Easy to use and efficient." October 26, 2022 5.0 The support received is incredible. The implementation was very painless, and our staff love it. Pros The support for the implementation was bar none. The software is easy to use and saved so much staff hours, including VP's time and Director's time. Whenever we changed anything, all the reports were automatically updated. And we don't have the issue of old versions of the budget floating around. We would never go back to spreadsheets. Cons We cannot think of anything. Not sure what else to say. Reason for choosing Budgyt Easy to use, implement and the software capabilities. Review Source SI Stephanie I. Accounting Manager Computer Networking Used the software for: 2+ years ### "Budgyt is Easy to Use" September 15, 2021 5.0 It is very easy to copy a prior year and make changes. Overall, it is very user friendly Pros Very easy to use, very intuitive. I like how easy it is to copy budgets and look at different scenarios or time periods. Cons Takes a little bit of time to get used to the payroll/HR section to figure out how that flows into the budget Review Source EUS Emre Utku S. Software Engineer Computer Software Used the software for: Less than 6 months ### "Provides exceptional mobile integration" August 1, 2022 5.0 Pros Budgyt is one of the best infrastructure provider for budgeting related application development. Cons Budgyt has a great no-code based solutions however it should be improved in a way to provide more custom solutions. Review Source MM Mindy M. Product Ops Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Great collaboration tool! " March 8, 2023 5.0 Pros It's excellent for cross-team collaboration for budgeting and forecasting. Cons If you don't have a finance background then it could be a little confusing trying to navigate. Review Source VR Verified Reviewer Abogado Judiciary Used the software for: I used a free trial ### "Mi experiencia en Budgyt" September 6, 2023 5.0 En general la herramienta es muy buena proporciona una gran visibilidad de las ganancias. Fácil de usar y eficiente. Pros Lo mejor es que te evitas usar Excel y el hecho de preocuparte por las fórmulas. Cons Realmente es muy buena la herramienta espero sigan así. Review Source FB Fran B. Director of Operations and Human Resources Computer & Network Security Used the software for: 6-12 months ### "Director of Operations and HR" March 22, 2017 5.0 I came to use Budgyt as we were expanding our sales force and needed a forecasting tool. Not only was Budgyt easy to use but it allowed me to build comparative reports by rep and by account which was what I needed. Our rep has been spectacular in terms of his support and ability to build a bridge between our data and Budgyt. I would highly recommend this application for budgeting, forecasting, target compare and territory compare. Pros Compare feature by rep and by territory as I've defined it. Cons Sometimes the reporting tool takes a few minutes. I wish it was instantaneous Review Source Response from Budgyt March 22, 2017 Thank you Fran SH Scott H. CFO Used the software for: Less than 6 months ### "Pretty easy moving from Excel to Budgyt distributed platform" December 12, 2017 4.0 Pros The ability to distribute work with controlled GL accounts built in the user interface, working with James on configuration to tailor our business processes and access from anywhere with the cloud solution Cons Haven't figured out all the tricks to take advantage of all the capabilities. There are a number of reporting capabilities I do not totally understand. Review Source JS Jen S. Director of Finance Non-Profit Organization Management Used the software for: 2+ years ### "Forget Excel!!" November 21, 2025 5.0 This is the second organization where I have introduced Budgyt. LOVE everything about them! The product is amazing and any issue/learning opportunities I find, support is right there and very helpful! Pros I love Budgyt for its ease of use and intuitive design. It has made budgeting and forecasting much simpler for our small nonprofit organization. The platform is incredibly user-friendly, not only for me but also for others in my team, as it is quite easy to teach them how to use it. This intuitive interface has greatly streamlined what used to be a complex and cumbersome process in Excel, significantly enhancing our productivity. Furthermore, the initial setup was pretty straightforward, thanks to the supportive team at Budgyt. They took the time to understand our organization's needs and mapped everything out for us, which made the transition seamless. Overall, Budgyt has transformed our budgeting process into a much more efficient and less stressful task. Cons I find that Budgyt has limitations with its integration capabilities. Although there have been significant updates to allow for automatic downloads directly from QuickBooks into Budgyt, it currently only supports automation with one company at a time. This limitation is inconvenient, especially when managing multiple entities, and it would be beneficial if the automation could be expanded to accommodate multiple companies simultaneously. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) As great as Excel is, there is no comparison! Review Source SM Steve M. Chief Financial Officer Non-Profit Organization Management Used the software for: 1-2 years ### "Very Pleased with Budgyt" March 21, 2025 5.0 I purchased and administered Budgyt in two separate organizations, as my experience with the first one inspired my purchase when I changed employment. I use it primarily for distribution of monthly financials, monthly actual-to-budget for department heads, and a very involved annual budget process. Pros Very competitive pricing for a full-featured FP&A package. Excellent support for installation and ability to influence future feature set. Great user security / number of users / number of departments supported. Cons Balance sheet functionality not included in base product; advanced visualizations not included in base product. Alternatives considered [Datarails](https://www.capterra.com/p/177451/DataRails/)[Cube](https://www.capterra.com/p/206989/Cube/)[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) Reason for choosing Budgyt Budgyt has a similar feature-set as the alternative products, but was more economical for a mid-size implementation. Also easy to use and less complex in many cases. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel was too difficult to consolidate quickly and efficiently; Excel links invited errors and data integrity issues; individual department user security and data segregation was manual and error-prone Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.