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Budgyt

Budgyt offers a modern approach to financial planning by replacing manual spreadsheet budgeting with an intuitive, cloud-based solution designed for collaboration, agility, and visibility. The platform is built to empower organizations to consolidate multi-user, multi-department budgets, automate manual tasks, and gain granular insights into their financial operations through real-time dashboards and customizable reporting tools.

Users benefit from secure user permissions, instant transaction drill-downs, flexible data dimension tagging, and seamless integration with major accounting software via API or template import. With no-code configuration, visual dashboards, unbreakable formulas, and robust onboarding support, Budgyt accelerates onboarding, ensures data integrity, and enhances profitability by enabling strategic, data-driven decision-making for growing organizations.

Budget Manager

Budget Manager is a comprehensive financial tracking and planning application designed to give users full control over their personal or business finances. The platform enables users to log daily, weekly, or monthly expenses and income across multiple accounts and currencies, providing an organized and up-to-date overview of their economic activity. Its intuitive interface allows for the easy input of actual and planned transactions, giving users a powerful way to track financial flow and anticipate future outcomes.

Users can visualize their spending trends, monitor projections, and compare real versus planned budget performance, all from a single dashboard. The app supports recurring and one-time future transactions, offers visual balance views, and ensures data privacy by allowing users to keep information on their device, with options to export or import data. Budget Manager is ideal for anyone seeking clarity, control, and smarter financial planning.

Pricing

Budgyt Pricing

Contact for Pricing

Budgyt offers Contact for Pricing pricing .

Budget Manager Pricing

Free

Budget Manager offers Free pricing .

Features

Budgyt

  • Collaborative Budgeting: Multi-user access with customizable permissions and approval workflows.
  • Agile Forecasting: Instantly clone and adjust budgets for dynamic scenario planning.
  • Real-Time Consolidation: Centralizes data aggregation across multiple departments and users.
  • Advanced Visualization: Custom dashboards and pre-built templates for data analysis and presentation.
  • Secure Data Management: Permission-based access, activity logs, and error-proof formulas.
  • API & Template Integrations: Connects with leading accounting platforms like QuickBooks and Xero.
  • Multi-Currency Support: Handles input and automatic conversion for cross-border budgeting.
  • HR & Payroll Module: Manage and allocate payroll and HR-related formulas organization-wide.
  • No-Code Interface: Visual, drag-and-drop tools for budget preparation and customization.
  • Comprehensive Support: Dedicated onboarding, knowledge base, and multi-channel assistance.

Budget Manager

  • Expense Logging: Record and categorize actual spending in real time.
  • Income Tracking: Monitor earnings across multiple accounts and currencies.
  • Budget Planning: Set expectations for future income and expenses.
  • Comparative Analysis: Evaluate actual versus planned spending to maintain financial discipline.
  • Multi-Currency Support: Handle global finances with support for different currencies.
  • Projections: Visualize future financial trends and outcomes.
  • Balance View: Instantly see total account balances, spendings, and incomes.
  • Data Control: Export or import financial data at any time for privacy and backup.

Use Cases

Budgyt Use Cases

  • Departmental and company-wide financial budgeting and planning.
  • Real-time collaborative forecasting and scenario modeling.
  • Automated report generation for board presentations and management review.
  • Multi-entity or multi-department budget consolidation.
  • Permission-controlled budgeting for varied organizational roles.
  • Seamless integration and data syncing with accounting software.
  • Nonprofit budgeting with custom structures and discounted pricing.
  • Transition from manual Excel-based budgets to automated solutions.
  • Efficient management of HR and payroll expense planning.

Budget Manager Use Cases

  • Personal finance tracking and budgeting.
  • Expense management for small businesses.
  • Planning recurring payments and investments.
  • Forecasting future financial positions.
  • Maintaining multi-currency financial records.
  • Comparing actual versus planned spending to adjust habits.

FAQs

Budgyt FAQs

  • How long does it take to set up Budgyt?
    Budgyt offers a quick onboarding process, often setting up trial sites within 24 hours and supporting full implementation within two weeks after receiving necessary files.
  • Is Budgyt compatible with QuickBooks and Xero?
    Yes, Budgyt integrates via API with QuickBooks Online and Xero, allowing for efficient data import and mapping from these platforms.
  • Does Budgyt require software installation?
    No installation is necessary; Budgyt is a cloud-based platform hosted on Amazon Web Services and accessed through a web browser.
  • What type of support does Budgyt provide?
    Budgyt provides onboarding assistance, email, chat, and phone support, a dedicated success manager, and a comprehensive knowledge base with articles and training videos.
  • Can Budgyt handle multi-currency budgets?
    Budgyt supports multi-currency budgeting, allowing users to input and automatically convert data across different currencies.

Budget Manager FAQs

  • Does Budget Manager support multiple currencies?
    Yes, Budget Manager allows tracking expenses and income in multiple currencies for global financial management.
  • Is my financial data stored securely?
    Your data stays on your device, providing complete control and privacy. You can export or import your data anytime.
  • Can I plan and monitor recurring transactions?
    Yes, you can add both one-time and recurring income or expenses to better forecast and manage your finances.

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