--- title: Budgyt Reviews meta_title: 'Budgyt Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 108 reviews by the users' company size, role or industry to find out how Budgyt works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 108 scale: '5' date_modified: '2026-10-17' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Budgyt Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Budgyt to be very user-friendly, simplifying the budgeting process and enhancing team collaboration effortlessly. (17 mentions)
Users find Budgyt to be a user-friendly budgeting management tool that significantly streamlines the budgeting process for teams. (12 mentions)
Users highly value the excellent customer support from Budgyt, making budgeting and financial reporting a breeze. (12 mentions)
Users highlight the user-friendly and customizable budgeting features of Budgyt, making financial planning effortless. (10 mentions)
Users find that Budgyt significantly enhances budgeting efficiency, saving time and streamlining the budget process globally. (10 mentions)
Users face integration issues with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility. (5 mentions)
Users find Budgyt expensive, particularly with high initial setup costs that may not align with its value. (2 mentions)
Users find the inefficient reporting in Budgyt lacking in presentation and customization for non-financial audiences. (2 mentions)
Users face a steep learning curve with Budgyt, which can make initial adoption challenging for some teams. (2 mentions)
Users face limitations in integration capabilities with Budgyt, particularly when managing multiple entities effectively. (2 mentions)

5 Pros or Advantages of Budgyt

5 Cons or Disadvantages of Budgyt

Budgyt Reviews (108)

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Budgyt Reviews (108)

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4.8
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Steve P.
SP
Steve P.
Deputy Director and Chief Financial Officer
Mid-Market (51-1000 emp.)
"Seamless QuickBooks Online Integration with Strong Support and Great Value"
5/5
What do you like best about Budgyt?

It integrates very well with Quickbooks Online. It lets department managers view and manage their budgets, forecasts, and actual revenue and expenses, while still limiting access so they only see the data they need. The support is very good, and the price is reasonable. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

It has a learning curve, especially the employee module, but primarily for the administrator. Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Verified User in Manufacturing
Small-Business (50 or fewer emp.)
"Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis"
5/5
What do you like best about Budgyt?

What I like best about Budgyt is the platform's flexibility and accessibility. As Controller, I rely heavily on the Budget vs. Actual, Prior Year, By Plant, and By Year/Period reports to analyze financial performance and explain variances. The ability to view results at a high level or drill down into detailed account categories and individual GL accounts makes it valuable to both executive management and the finance team. The cloud-based platform lets our President and other executives access current financial information from anywhere without a VPN or being in the office, which is especially helpful during month-end close. I also appreciate how easy it is to update data by uploading a trial balance or ledger detail file so current information is available quickly. The ability to filter reports by specific plants and periods and to export results to Excel for further analysis adds even more flexibility to the reporting process. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

The primary enhancement I would like to see is the addition of Contribution Margin reporting. While the existing reporting capabilities are already strong, adding this metric would provide valuable extra insight into operational profitability and allow for more nuanced performance analysis. The Budgyt team has been responsive to this feedback and is actively considering the enhancement. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Hi,

Thank you for the review. Please note with our visuals and advanced reporting we can easily make the contribution report and any other board reporting you need. please reach out!

Matthew V.
MV
Matthew V.
Business Analyst
Small-Business (50 or fewer emp.)
"Robust Payroll Budgeting Module"
5/5
What do you like best about Budgyt?

Recently Budgyt added the ability to roll up departments into regions and regions into entities, so essentially three layers. This will allow us to budget multiple locations under one entity wherever this is needed. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

It might be interesting to allow various charts of accounts and fiscal years for different types of businesses. There are reasonable workarounds for these issues in Budgyt, but it isn't designed this way. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Thank you Matt for the review. In response to the various chart of accounts issue. If a Category is to live in a different Group depending on Department then while doing the setup, the complexity of tracking user permissions, hierarchy roll up and many other things become very, very difficult to understand and maintain. We have found after onboarding over 1,000 companies it is better to have a universalized COA if you want to consolidate your finanicals across multiple different businesses. For instance, if Rent Expense is in COGS in one business but in Opex in another then all readers of the financials will be confused about rent in a consolidated roll up. It is better to make two different Rent categories with different codes and description to reduce confusion.

Derek B.
DB
Derek B.
Chief People Officer
Small-Business (50 or fewer emp.)
"Effortless Financial Clarity with Budgyt"
5/5
What do you like best about Budgyt?

I find Budgyt fairly easy to use, and it provides all the information in a clean, concise form. It's also easy to share with people who need to see it. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

It takes a little bit to understand how to put all the information into Budgyt to make it come out the way you want it to. Review collected by and hosted on G2.com.

Kathleen P.
KP
Kathleen P.
Financial Controller
Mid-Market (51-1000 emp.)
"Budgyt is awesome!"
5/5
What do you like best about Budgyt?

I found a small programming issue on a report that I brought to James (Founder and CEO) attention, and received a same day response, with a follow up that the issue would be resolved within 3 business days. Now that's service! Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

I would like to be able to view data sheets from two different scenarios at the same time (on 2 different monitors) However as soon as you go to one, it wants to refresh to the other scenario. That may just be beyond their control, as a cloud based product. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Hi Kathleen,

Thank you for the review. We have made the variance amount from the Comparison dashboard as hyperlink to the Variance Analysis view that let's you compare the category across two scenarios against all departments by month. This is the view to use if you want to compare the same category across two scenarios. It has further drill down on the variance on this view as well.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Top-Notch Customer Service That Makes Getting Answers Easy"
5/5
What do you like best about Budgyt?

Their customer service is top notch. I am able to get answers to my questions easily. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

There is not a way for the user to revert back to an earlier version of their data if a mistake was made. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education
AP
Verified User in Primary/Secondary Education
Mid-Market (51-1000 emp.)
"Intuitive, Simple, and Delivers Robust Reports"
5/5
What do you like best about Budgyt?

It's very intuitive and simple to use while producing robust reports. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

It's not a full accounting package; compared to Financial Edge NXT, Budgyt would wind up far superior but, oh well. Sometimes I find a bazillion tabs open but would rather have that than not. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Thank you for the review. maybe we will build our own accounting solution too!!!

Claudia G.
CG
Claudia G.
"Streamlines Budgeting with User-Friendly Features"
4.5/5
What do you like best about Budgyt?

I like that everyone is able to view Budgyt, including our program directors. It's pretty easy to sync data from QuickBooks or other accounting software into Budgyt after expenses are in. I also like the ability to duplicate budgets that have been set. Since there's a lot of work that goes into setting budgets, being able to duplicate them and make some changes is useful. Data syncing is really important, and it's been helpful for program directors who may not be comfortable with QuickBooks. Budgyt provides a rolled-up view of how program income and expenses look like for the month, the year, and historically. It allows us to get granular in details while also encouraging a high-level perspective. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

I think the sync from QuickBooks includes all the line item expenses, but the search of those line item expenses is not very user-friendly in Budgyt. There are a lot of single transactions, like food costs or program contractor costs, and our program directors have a hard time rolling that up into the types of different expenses that fall under each category. We pay a lot of attention to this in budgeting, but don't have a great way of extrapolating that in Budgyt. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Hi Claudia, thank you for the review. We do have the ability for you to control the detail level of data imported from

Qbo. Under manage category you can set each category to import memo, vendor/customer/location (dimension) or none or both. You’ll see that drop down choice when editing the category. If you set that then you import the detail level you want instead of every category set for full details. Additionally users can filter their variance analysis at the vendor/customer/location (dimension) level. Reach out to support@Budgyt.com if you want us to show you!

Karen P.
KP
Karen P.
Business Manager
Small-Business (50 or fewer emp.)
"Budgyt Software"
5/5
What do you like best about Budgyt?

I now have four years with the software and have the ability to use the data and reports to make decisions based on a period of years. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

I have no dislikes with the software! The team at Budgyt work hard and provide great customer service! I needed a custom chart for a Board meeting, and the team was able to provide it! Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Hi Karen,

Thank you for the review and kind remarks.

AB
Angela B.
Controller
Mid-Market (51-1000 emp.)
"Streamlined Finance Management with Easy Setup"
4.5/5
What do you like best about Budgyt?

I really appreciate Budgyt for its simplicity in both uploading data and providing straightforward presentation while still offering the ability to drill down for more detailed information. This feature is incredibly useful as it allows managers to review department income statements efficiently and provides the finance team with an easy way to identify any coding oddities. Additionally, the initial setup process for Budgyt was very easy, which made the integration seamless for our team. Furthermore, the ability of Budgyt to give managers access to only the information they need streamlines our operations. I'm also impressed with Budgyt to the extent that I rate it a 9 out of 10, and often recommend it to colleagues. Review collected by and hosted on G2.com.

What do you dislike about Budgyt?

I would like to have demos of all the features, as there are aspects like the FTE/payroll piece that we are not currently using. It would help to see these features being demonstrated so I can conceptualize how they work and potentially integrate them into our processes. Review collected by and hosted on G2.com.

Response from James McCoy of Budgyt

Hi Angela, Thank you for the remarks. We will add these types of over view videos to our video academy. We can show you the way any feature will work for you. We like to hear your requirement and advise on the best way to use Budgyt to solve that. After onboarding over 800 customers during the past 13 years we have seen a lot budget models and our platform can handle most any requirement.