Budgyt Reviews

Summary: I use Budgyt for budgeting and forecasting in our nonprofit, which previously relied on a cumbersome Excel system. Budgyt is intuitive and easy to use, though improvements in automation would be beneficial. The setup was straightforward and I'm very likely to recommend it, rating it a 10.

Positive: 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.

Negative: 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.

Summary: I use Budgyt to manage the budget and financial reporting for our non-profit organization. It allows us to easily view actuals and update projections using our cost-centered model. I love the ease of dissecting financial information through multiple dashboard views.

Positive: I love Budgyt for its ease in managing our non-profit organization’s budget and financial reporting. The ability to easily view actuals and update projections using our cost-centered model of accounting is invaluable. I find dissecting our financial information through Budgyt's multiple dashboard views to be particularly impressive, simplifying complex financial data into understandable insights. Additionally, I appreciate the great support from the Budgyt project team, which has been very helpful. The initial setup was straightforward and guided by the Budgyt team, making the process smooth and stress-free. Finally, the integration with Intacct accounting is seamless, which enhances our workflow efficiency significantly.

Negative: Data input can be a little cumbersome but is manageable.

Summary: Budgyt helped immensely in the annual budget process. It provides instant consolidation of numerous department and project/grant level financials. User security setup is easy, and number of users included for the base price is an advantage over competitors. Drill-down features and ability to attach notes and external support files round out a strong feature set.

Positive: Ease of use; quality and responsiveness of support staff; strong capability, especially around multiple entities; competitive pricing

Negative: Balance Sheet functionality is not included in base product.

Summary: Excellent. ease of use, integrates with accounting software, usable for non accounting staff, affordable for the company. I do not have any complaints about Budgyt. I am a repeat customerI do not have any complaints about Budgyt.

Positive: Ease of use, integrates with accounting software, usable for non accounting staff, affordable for the company.

Negative: I do not have any complaints about Budgyt. I am a repeat customer.

Summary: We selected Budgyt over other options because it is exceptionally easy to use, perfectly meeting all our budget management needs. Its user-friendly interface, robust functionality, and cost efficiency enabled seamless multi-department integration. Budgyt delivered the performance and financial insights we required at a fraction of the cost, ensuring maximum value.

Positive: Budgyt shines in environments with numerous departments. If your organization has multiple distinct groups that need to contribute to a centralized budget, the software’s ability to invite various teams and provide cumulative oversight is a significant advantage.

Negative: Although Budgyt's functionality is excellent, storing too many scenarios in your profile can slow down the system as it continuously updates them. To maximize speed and efficiency, it’s important to regularly maintain and manage your scenarios.

Summary: I am thoroughly happy with Budgyt. We anticipate it is going to meet our needs for years to come and.

Positive: We liked the ability to compare multiple departments and years with little trouble. It also has multiple reporting features depending on what you need.

Negative: Importing information could be easier that it currently is.

Summary: Great. Budgyt has made management reporting, budgeting and forecasting so much easier and it takes so much less time than before.

Positive: Permissions granularity, allowing me to give the right access to the right people. The ability to summarize some GL categories so that only totals can be viewed by department heads.
Great employee / contractor cost functionality across multiple countries and currencies.

Negative: Some minor quirks in how to set things up, but always received great support.

Summary: During our implementation we had some key questions that were handled rapidly and clearly by the Budgyt implementation team, as well as a large and continually evolving online learning system. Selecting and implementing Budgyt has proven to be one of the best financial decisions our organization has ever made.

Positive: Budgyt has been a game changer for our organization. After one budget season went up in flames with a large Excel spreadsheet error, we needed something different. We reviewed the market for budgeting systems and fairly quickly selected Budgyt. Of key value to us was a seamless and quick interface with Quick Books Online, which Budgyt features. With our Budgyt implementation we can effectively ‘layer’ our budgeting process. In our case this allows for independent budgets based on geographical location that can then be consolidated for a full organization roll-up. Layers could also easily be product lines or large departments. The user interface for Budgyt is streamlined and easy to use, particularly for non-technically oriented employees. Timeframes and included roll-up layers can be easily selected or removed.

Negative: Limited suite of available financial system integrations.
Some learning curve for implementation team.
Does not easily handle fund accounting reporting.

Summary: The employee module and the formulas modules are excellent. The customer service is also exceptional.

Positive: The Budgyt platform has made my budgeting process so much easier. Being able to move away from using multiple, linked Excel spreadsheets has been great.

Negative: There is nothing about the Budgyt platform that I do not like.

Summary: Budgyt is our sole budgeting and forecast tool due to the significant level of detail it allows for. Budgyt offers the largest number of sub-tiers of any budget SAAS out there for small businesses, unlimited line-items under each lowest level account category, and line-item notes for expense/income justification. No more department-level spreadsheets because your budgeting software only supports 2 or 3 sub-tiers. You can easily fit every nit-picky detail into Budgyt.



Budgyt is a fantastic data cruncher and is highly customizable. However, with customization comes a steep learning curve. There are a large number of options, settings, and other items that take time to locate and learn. Budgyt is easy to use once you learn it, but that initial learning curve is steep!

Positive: Budgyt makes it possible to consolidate detailed line-item budget planning into one place.

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. No more department-level spreadsheets because your budgeting software only supports 2 or 3 sub-tiers. You can easily fit every nit-picky detail into Budgyt!

Negative: After years of using Budgyt, I still struggle with using the built-in equation builders. They are highly customizable, which is great, but they don't always seem to follow traditional math logic. I've resorted to running the few calculations I need to do externally and linking a spreadsheet to a Budgyt line item, which works fine for me and is a small price to pay for the level of detailed planning Budgyt facilitates.

Summary: I will recommend Budgyt to any organization especially if they are still small. it easy use and track financial reports and statements.

Positive: The software is easy to use and learn.
great at tracking variance report
Good at pulling financial statements
Very good for organization that tract FTE
Great support from James

Negative: I wish there was more videos on how to track indirect cost and formulas.

Summary: Excellent experience wont go back to Excel.

Would be nice if you could embed excel in the database.

Positive: Once you understand the scenarios and reporting tools it works really well for high and granular analysis.

Negative: Speed - it would be nice if it updated faster.

Summary: We've now been using this over 5 years. Budgyt is always improving, always getting faster and better with more features. We liked the capabilities in the beginning and we have always been expertly supported when we have questions.

Positive: Employee and Payroll module in Budgyt has all the capabilities to plan accurately for payroll and employer expenses in multiple states and with a wide variety of employee benefits formula capabilities.

Customer support is super capable and fast - if you ever need anything beyond their excellent training video library, which almost always covers my questions.

Negative: Sometimes keeping up with the way the platform is improved can be a challenge - but the benefit of the improvements outweigh any time spent getting used to the changes over time.

Summary: 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.

Positive: 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.

Negative: Nothing at this time. My team has begun using the software without any complaints.

Summary: We've been using Budgyt for the past two plus years, and it has completely transformed the way we manage our budgeting process. As a mid-sized organisation, managing our budgeting process used to be a time-consuming task. However, Budgyt has streamlined everything, making it efficient and straightforward.The interface is quite intuitive and user-friendly.

The customer support team has been exceptional, guiding us through the initial setup and providing ongoing assistance whenever we need it. They’ve truly made the transition to Budgyt platform smooth and hassle-free. I recommend this platform to any organisation looking to uplift their budgeting and planning capabilities.

Positive: The interface is intuitive and end user-friendly, making it easy to track our actuals against budget

Easily create, manage, and adjust budgets across multiple departments

Microsoft Excel connectivity via Import function

Negative: No negative experience to date apart from the time zone difference when it comes to product support