--- title: "Budgeto Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Budgeto Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/184064/Budgeto/" page_type: "product" language: "en" --- # Budgeto Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Budgeto ## What is Budgeto? Budgeto is the fastest & easiest way to build professional business budgets online. Budgeto connects with QuickBooks Online (QBO) and Xero, leading online accounting systems. It allows entrepreneurs to not only build a 5-year budget in few minutes but also easily maintain their projections by automatically importing historical data from their bookkeeping software month after month. Export professional PDFs & Excel (including a P&L, CF statement, a BS and a complete set of financial ratios) ## What is Budgeto used for? [Budgeting](https://www.capterra.com/budgeting-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 85% Neutral 10% Negative 5% Starting price $25 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Budgeto?[Manage this product listing](https://www.g2.com/products/budgeto/claim_requests/new?auto=true) ## Budgeto Overview Updated September 2026 AI summary Budgeto provides small businesses with cloud-based tools for budgeting, business performance management, financial reporting, and sales forecasting. It supports functions such as cash and expense management, forecasting, and multi-department or project tracking. Notable features include scenario planning, an activity dashboard, multi-company support, and data import/export, offering flexibility for organizations managing financial planning and analysis. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Budgeto 4.3 (20) VS. [4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/) Starting Price $25 Per User, Per Year Starting Price $20 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (20) Ease Of Use 4.5 (193) Value For Money 4.1 (18) Value For Money 4.3 (180) Customer Service 4.2 (17) Customer Service 4.4 (158) ## Budgeto alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) Highest Rated [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (244)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) ## FAQs about Budgeto Overview ### Which roles and teams benefit most from Budgeto? Budgeto is most used by executives, founders, finance leaders, and consultants who need clear budgeting and cash flow visibility. CEOs, COOs, partners, and managing directors use it to guide strategic decisions, while CFOs and finance directors monitor forecasts, spending, and financial performance. Consultants rely on it to structure planning and reporting for clients. Answer based on 20 reviews Overview ### What company size and industries is Budgeto built for? Budgeto is built primarily for small businesses, which account for 100% of reviewers, with strongest traction in Financial Services, Retail, and Information Technology and Services at 10% each. It also fits entrepreneurs, schools, universities, incubators, investors, accounting firms, and financial institutions, mainly for budgeting. Answer based on 20 reviews Features and Usability ### What are the key features of Budgeto? Budgeto offers accounting, budgeting and forecasting, cash flow management, and financial analysis for planning and tracking finances. It also includes scenario planning and “What If” scenarios, budget control, reporting and analytics, dashboard creation, KPI monitoring, and data import/export with API and accounting integration. Integrations ### Which third-party tools and platforms does Budgeto integrate with? Budgeto integrates with QuickBooks Online, QuickBooks Online Advanced, and Xero. The catalog also lists QBO and Xero connections, covering accounting platforms used for imports, budgeting, and setup. These integrations give Budgeto compatibility with core financial data sources. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Budgeto offer? Budgeto provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace when learning the product. Getting Started and Support ### What customer support options does Budgeto offer? Budgeto provides email/help desk support, an FAQ/forum, and a knowledge base. User feedback on support is mixed, with some customers saying assistance was hard to get, responses were absent, and documentation was not helpful when they needed direct help. Answer based on 2 reviews ## Features AI summary Based on 1,580 Budgeting reviews Capterra data shows that buyers of budgeting software rank the following features as their top priorities: - **Reporting/Analytics** (**60%** of reviewers rated this feature as critical) - **Data Import/Export** (**55%**) - **Profit/Loss Statement** (**57%**) Budgeto supports all three features that reviewers rate most highly: **Reporting/Analytics**, **Data Import/Export**, and **Profit/Loss Statement**. Together, these capabilities give teams clear visibility into financial performance, make it easier to move data in and out of the system, and provide accurate profit and loss tracking, helping businesses make informed budgeting decisions and monitor financial health more effectively. Reporting/Analytics 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Profit/Loss Statement 4.3 (11) 45.45% of 11 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Income & Balance Sheet 4.3 (9) 55.56% of 9 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Forecasting 4.4 (11) 36.36% of 11 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Chart of Accounts 4.1 (9) 33.33% of 9 reviewers that rated this feature as important or highly important A financial statement that lists a company's accounts and details the account type and balance Budgeto 26 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - KPI Monitoring: Tracking the status of previously identified performance measurements - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scenario Planning: Develop potential scenarios to identify risks and opportunities --- Get Advice We can help you find the software with the features you need. Features 4.1 (20) 4.1 Based on 20 reviews ## Pricing Value for money 4.1 (18) Free Trial Basic $25.00 Per User,Per Year Value for money 4.1 (18) 4.1 Based on 18 reviews ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ Qbo](https://www.capterra.com/p/220110/qbo/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (17) 4.2 Based on 17 reviews ## User reviews Overall rating 4.3 Based on 20 reviews Filter by rating 5(10) 4(7) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent MF Maria F. CFO Information Technology and Services ### "Budgeto Is difficult to use and customer support was curse in offering assistance" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 3, 2023 It has been a struggle, I am walking away due to the poor product functionality after paying for a year that they won't refund. They are making money due to refund policies in spite of a poor product without some logical features Pros The option of multiple budgets, the options of sales budgets Cons 1\. The inability to readily customize and once done it did not carry the custom format to other budgets 2. The lack of functionality to compare actual to budget 3. the fact customer support was not open to helping us and referred us to documentation that was not helpful and assumed we reached out to them first. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reasons for choosing Budgeto Per the marketing if offered great features and all I needed. When I went to use it I found it incredibly frustrating. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JP Julien P. VP Retail ### "BUYER BEWARE - Non-refundable auto-renew" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 September 15, 2022 Pros Easy to generate a forecast. The interface is somewhat outdated, but once you get a hold of how their system works, it's quite easy to use. Cons BEWARE --- non-refundable auto-renewal. We no longer wanted to use the software, but the system automatically renewed our subscription. There is no refund policy - we are locked into a contract even if we wanted to cancel. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 22, 2022 Hello Julien, We are sorry you feel that way. You were sent ahead of the renewal an email reminder and you had access to instructions about how to remove the auto renew. You actually had one year to do it. Hopefully you will keep enjoying Budgeto. Good luck with your project. PH Pierre H. Consultant Financial Services ### "Unique sur le marché" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 May 8, 2022 Je travaille avec ce logiciel depuis 2 ans et il a beaucoup de de volets très intéressants -Budget Star uo -Suivi trésorerie en interface avec Qbo -Financement d'un projet dans une société active pour en voir l'impact Pros Une fois la solution maitrisées. Des prévisions financières complètes sur 5 ans en 2 a 3 Hres. L'interface Qbo solide. Cons Demande un temps pour maitriser la solution. Mais sa puissance en vaut la peine Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) La solidité et moins de risques d'erreurs de formules et calculs. Présentation uniforme Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Julien G. Co-founder Luxury Goods & Jewelry ### "Easy to use, powerful budgeting tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 25, 2022 Pros Easy to set up a budget Cashflow prediction Cons No CSV import of data No auto-save, loss of data possible Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EW Erin W. CEO Information Technology and Services ### "We got a $28,500 grant because of Budgeto's great financials" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 19, 2022 On a whim, I applied for a state-funded grant for my pre-revenue startup. I am good at Excel and was planning to build forecasts on my own, but there are so many norms of taxes, accounting, etc. that I don't know. I used Budgeto because those were built in. It let me produce extraordinarily detailed financials for the application. And I got it! The $28,500 from the grant were key in getting my startup going. Pros The fact that it built in elements I, a non-accountant, would not have know to include in financial projections. Cons I don't know if this is still the case, but at the time that I used it, it was hard to adjust the dates of values used for financial projections. For example, if I entered values and later realized those wouldn't kick in until six months later, I had to go change every field by hand. I couldn't "drag and drop" the values to six months later and have the whole projected curve push out. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 22, 2022 Hi Erin, Thank you so much for your amazing review. Way to go for securing that grant! Indeed, we introduced a "quick edit" panel in each of the forms which allows to do exactly what you were looking for (date adjustments). Come back and compare your "actuals" with your initial budget ;-) We would be happy to show you how to do it. MC Marie Claire H. CEO Health, Wellness and Fitness ### "Introduction to budgeting for my start up" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 15, 2022 I really enjoy it so far, but my needs are limited Pros User friendly Very easy to export charts Cons Imputing information can be quite long and has to be done manually There is no form of validation if you have made obvious mistakes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MJ Maya J. Founder Retail ### "Highly recommended budgeting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 15, 2022 Pros The system interface was extremely user friendly and contained several useful reporting capabilities. Cons More granular product pricing functionality to test and estimate potential revenue Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HM Hugo M. Partner Financial Services ### "Must have" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2022 We do not look at a prospective investment unless then create a Budgeto budget. Pros Budgeto is easy to use, creates professional looking budgets. Cons Lack of some features but the software is constantly evolving. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) No standard way of doing budgets in Excel Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Aaron K. Co-founder Food & Beverages ### "Amazing!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 14, 2022 Easy to use, user friendly Pros The software was built for people that are not in financing. It made our pitches to investors easier. It created structure for our revenue goals. Budgeto really helped us see that our business has an excellent model to follow. It has all the features you can think of to keep your company on track. Cons There is nothing negative. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JT Joe T. Partner Education Management ### "Needed a Solution Quickly" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2022 I needed to create a financial projection for our startup, including balance sheet, revenue forecast, etc. This software allowed a non-finance person the ability to create a professional financial projection for the company, which we could include in our prospectus. What a relief !!! Pros The ability to quickly create a balance sheet and sales & cost projections, without having ever done so before. This software coaches you through the process. Cons Sometimes it was a little hard to enter all the data, but I don't know how this could be solved in reality... Reasons for choosing Budgeto I did a Google search and considered other options...this was the most complete solution, and coached you through the process. It was exactly what I was hoping for...!!! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/184064/Budgeto/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.