Budgyt is great for Budgets!
Updated October 02, 2025

Budgyt is great for Budgets!

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

Overall Satisfaction with Budgyt

We use Budgyt in our organization to simplify the process as we have over 200 line items. We work on the budget once a year and being able to create notes within the system helps provide information that may have been forgotten over time. Also, the recorded sessions that Budgyt provides during training serves as a refresher to me or any new team member that needs to learn the software. I also use their customization services to provide charts to present at board meetings, which is very helpful.

Pros

  • 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
  • The team works hard to provide great customer service
  • Budgyt Team works hard to customize our reporting to meet our needs each year as we grow.

Cons

  • 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.
  • reports can be shared with employees easily
  • Customized Visuals help board members to see the overall financial insight in order to make better decisions for cost effectiveness.
Our organization has over 200 budget line items and the software makes it easy and eliminates the struggles of using an excel spreadsheet.
I love the ability to create different budget scenarios! The software saves me so much time compared to working with an excel spreadsheet. The customized graphs allow to provide great visualizations to our Board Members.
I researched and reviewed demos of other budget software providers and felt that Budgyt would be easy to learn and affordable!

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 is well suited for any size organization and it is very user friendly. It eliminates all the struggles of maintaining an excel spreadsheet. I love the visualizations that can be customized to use for board meetings!

Budgyt Feature Ratings

Budgeting, Planning, and Forecasting
10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Budgeting Tools
9.6
Automated Budgeting
10
Financial Planning Collaboration
10
Budget Customization
10
Departmental Budgeting
10
Import & Export Tools
8
Analytics and Reporting
10.0
Personalized dashboards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10

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

Comments

More Reviews of Budgyt

  1. Home
  2. Budgeting and Forecasting Software
  3. Budgyt Reviews
  4. User Review of Budgyt