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Budgyt is great for Budgets!
Updated August 31, 2023

Budgyt is great for Budgets!

Karen Ponicsan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Budgyt

Our organization uses the Budgyt Software in order to create a yearly budget that has 50 plus accounts to monitor throughout the year. The product has assisted me with being able to create a budget with ease as our company was using an outdated excel spreadsheet that was not user friendly.
  • The software provides ease in making edits and changes while working with many scenarios that can be created within the platform.
  • The visualizations are extremely helpful for presentations.
  • Provides recorded training sessions to review at any time when learning the software
  • Creating a symbol to click on to import from the software to the Desktop version of QuickBooks
  • Reduced amount of time to create a budget
  • improved insight into variances from previous year to determine activities causing change.
  • used website with Board Members to work in real time to adjust budget for finalization.
The software is user friendly; training and customer service is outstanding!
I love the ability to create different budget scenarios!
I researched and reviewed demos of other budget software providers and felt that Budgyt would be easy to learn

Do you think Budgyt delivers good value for the price?

Yes

Are you happy with Budgyt's feature set?

Yes

Did Budgyt live up to sales and marketing promises?

Yes

Did implementation of Budgyt go as expected?

Yes

Would you buy Budgyt again?

Yes

Budgyt has been a lifesaver for our organization! The software is very user friendly when it comes to creating several scenarios for budgets and forecasts. It has eliminated the struggles of maintaining an excel spreadsheet that was not user friendly. The software is well suited for anyone that is looking for a user-friendly platform that is easy to learn, provides standard and customization options for providing visualizations to use for presentations. I have also enjoyed the training that Budgyt provides in a recording format and stores in your "library" to review at your leisure.

Using Budgyt

2 - Finance & Accounting
2 - Treasurer
Finance Manager
Business Manager
  • Maintain and Accurate Budget
  • Visualizations for Board Members
  • Provide Current Expense compared to yearly budget on monthly basis
  • Use customized graphs to assist with analysis.
  • Ability to review variance between prior year budget and current year budget to ensure in alignment with expected goals.
  • Use the departments that are currently setup in the software
  • Setup the 2nd company within organization
The customer service is outstanding, and the company shows a genuine interest in teaching you the software to be successful in reaching your goals.

Evaluating Budgyt and Competitors

Yes - Yes, Excel spreadsheet was being used for budgeting. Budgyt simplified the process of creating budgets and is very user friendly.
  • Integration with Other Systems
  • Ease of Use
Ease of Use in developing a yearly budget
I would not change my evaluation or selection process.

Budgyt Implementation

  • Implemented in-house
  • I do not recall any issues with the implementation.

Budgyt Support

During my first year of working within the budget software, I had to go through some training while trying to meet deadlines for meetings. The team at Budgyt was very accommodating and made sure I was equipped with the knowledge that I needed to be successful.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No. I like to learn as I progress through the software.
During my first year of working within the software, I had lots of questions while creating the budget and sometimes needed additional help within a short period of time. The team was very responsive and made themselves available so that I could meet my deadlines.

Using Budgyt

ProsCons
Like to use
Easy to use
Technical support not required
Well integrated
Quick to learn
Convenient
Feel confident using
Familiar
Unnecessarily complex
Inconsistent
  • Creating different budget scenarios
  • Inputting budget numbers and spreading them for each month
  • Adding Notes to each budget line item to review for the next year
  • Reviewing Visualizations
  • Importing the actuals into Desktop Version of Quickbooks -it takes practice