All Budgeto Reviews

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User Profile

Julien

Verified reviewer

Luxury Goods & Jewelry, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Easy to use, powerful budgeting tool

PROS

Easy to set up a budget Cashflow prediction

CONS

No CSV import of data No auto-save, loss of data possible

Hugo

Financial Services, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Must have

We do not look at a prospective investment unless then create a Budgeto budget.

PROS

Budgeto is easy to use, creates professional looking budgets.

CONS

Lack of some features but the software is constantly evolving.

Reasons for switching to Budgeto

No standard way of doing budgets in Excel

Maria

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed May 2023

Budgeto Is difficult to use and customer support was curse in offering assistance

It has been a struggle, I am walking away due to the poor product functionality after paying for a year that they won't refund. They are making money due to refund policies in spite of a poor product without some logical features

PROS

The option of multiple budgets, the options of sales budgets

CONS

1. The inability to readily customize and once done it did not carry the custom format to other budgets 2. The lack of functionality to compare actual to budget 3. the fact customer support was not open to helping us and referred us to documentation that was not helpful and assumed we reached out to them first.

Reason for choosing Budgeto

Per the marketing if offered great features and all I needed. When I went to use it I found it incredibly frustrating.

Julien

Retail, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed September 2022

BUYER BEWARE - Non-refundable auto-renew

PROS

Easy to generate a forecast. The interface is somewhat outdated, but once you get a hold of how their system works, it's quite easy to use.

CONS

BEWARE --- non-refundable auto-renewal. We no longer wanted to use the software, but the system automatically renewed our subscription. There is no refund policy - we are locked into a contract even if we wanted to cancel.

Vendor Response

Hello Julien, We are sorry you feel that way. You were sent ahead of the renewal an email reminder and you had access to instructions about how to remove the auto renew. You actually had one year to do it. Hopefully you will keep enjoying Budgeto. Good luck with your project.

Replied September 2022

Joe

Education Management, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2022

Needed a Solution Quickly

I needed to create a financial projection for our startup, including balance sheet, revenue forecast, etc. This software allowed a non-finance person the ability to create a professional financial projection for the company, which we could include in our prospectus. What a relief !!!

PROS

The ability to quickly create a balance sheet and sales & cost projections, without having ever done so before. This software coaches you through the process.

CONS

Sometimes it was a little hard to enter all the data, but I don't know how this could be solved in reality...

Reason for choosing Budgeto

I did a Google search and considered other options...this was the most complete solution, and coached you through the process. It was exactly what I was hoping for...!!!

Maurizio

Internet, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2022

Cocooners experience

PROS

Product is very easy to use and it has a great value for money. It may also connect to other systems which is important.

CONS

I would add better reporting features, for instance both financial statements as well as graphs and some commentary based on YoY performnace

Erin

Information Technology and Services, 1 employee

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

We got a $28,500 grant because of Budgeto's great financials

On a whim, I applied for a state-funded grant for my pre-revenue startup. I am good at Excel and was planning to build forecasts on my own, but there are so many norms of taxes, accounting, etc. that I don't know. I used Budgeto because those were built in. It let me produce extraordinarily detailed financials for the application. And I got it! The $28,500 from the grant were key in getting my startup going.

PROS

The fact that it built in elements I, a non-accountant, would not have know to include in financial projections.

CONS

I don't know if this is still the case, but at the time that I used it, it was hard to adjust the dates of values used for financial projections. For example, if I entered values and later realized those wouldn't kick in until six months later, I had to go change every field by hand. I couldn't "drag and drop" the values to six months later and have the whole projected curve push out.

Vendor Response

Hi Erin, Thank you so much for your amazing review. Way to go for securing that grant! Indeed, we introduced a "quick edit" panel in each of the forms which allows to do exactly what you were looking for (date adjustments). Come back and compare your "actuals" with your initial budget ;-) We would be happy to show you how to do it.

Replied February 2022

Maya

Retail, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2022

Highly recommended budgeting software

PROS

The system interface was extremely user friendly and contained several useful reporting capabilities.

CONS

More granular product pricing functionality to test and estimate potential revenue

Aaron

Food & Beverages, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Amazing!

Easy to use, user friendly

PROS

The software was built for people that are not in financing. It made our pitches to investors easier. It created structure for our revenue goals. Budgeto really helped us see that our business has an excellent model to follow. It has all the features you can think of to keep your company on track.

CONS

There is nothing negative.

User Profile

Benny

Verified reviewer

Food Production, 11-50 employees

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed February 2022

Good Software bad pricing model

fair

PROS

helps us keep our revenue in line with expenses

CONS

to expensive to start and needs monthly pricing

Vendor Response

Hello Benny, Thank you for your message. Please note that we do offer monthly billing for quite a while. do not hesitate to contact us at support@budgeto.com for more details and overview. best regards.

Replied February 2022

Pierre

Financial Services, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2022

Unique sur le marché

Je travaille avec ce logiciel depuis 2 ans et il a beaucoup de de volets très intéressants -Budget Star uo -Suivi trésorerie en interface avec Qbo -Financement d'un projet dans une société active pour en voir l'impact

PROS

Une fois la solution maitrisées. Des prévisions financières complètes sur 5 ans en 2 a 3 Hres. L'interface Qbo solide.

CONS

Demande un temps pour maitriser la solution. Mais sa puissance en vaut la peine

Reasons for switching to Budgeto

La solidité et moins de risques d'erreurs de formules et calculs. Présentation uniforme

Jessica

Hospital & Health Care, 51-200 employees

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

3

Reviewed February 2022

Budgeto Review

It was good for what I needed to do a budget in a short timeline. I would probably choose a different software if I had more time.

PROS

I liked that the software integrated into Quickbooks and was fairly easy and quick to implement.

CONS

I did not like that I had to use the employee screen and enter each individual vs opting to do payroll expenses as an overall expense item that did not integrate with my historical data. I also did not like that there was not a way to do a percentage for variable vs fixed costs if revenue was adjusted to do budget and forecasting to make it easier for that information to flow through and only have to change it in one place.

Reason for choosing Budgeto

It integrated with my data from Quickbooks

Kim

Marketing and Advertising, 1 employee

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Très bon logiciel

Je n'ai pas eu d'autres occasions pour l'utiliser.

PROS

J'ai particulièrement aimé l'interface friendly

CONS

J'ai utilisé la version gratuite pour établir un budget bien précis, mais je n'en ai pas eu besoin par la suite. Il est difficile pour moi de dire un commentaire négatif.

JeanPhilippe

Management Consulting, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2022

Game Changer!

I like it! You'll like it!

PROS

Really easy to use, recommended by the BDC

CONS

Time to load may be a little long for this kind of software

Jonathan

Design, 2-10 employees

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2022

Budgeto

They were still in beta phase with xero integration so there were a few problems setting up. Good support in working through it though.

PROS

Very good forecasting tool, especially if you have a manufacturing/product/unit type operation, provides a good tool for efficiency analysis etc.

CONS

A bit tricky to set up all inputs, quite time consuming, but this is quite normal for any analyses tool.

Vendor Response

Hello Jonathan, Thank you for your kind message. Please write us at support@budgeto.com and we will be glad to show you our latest Xero integration. Please also note that a good way to obtain more information about Budgeto, would be to have a look at the hundreds videos and articles available in the Budgeto Multimedia Gallery and in the Knowledge Base (KB): http://support.budgeto.com which explains what Budgeto is all about. Looking forward to reconnect. Budgeto team.

Replied February 2022

Mark

Accounting, 2-10 employees

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2022

No support

not great I have had no support

PROS

I have been trying to get someone to help me use this since I bought it

CONS

Yes customer support I have been trying to get assistance with the product but had no response

Vendor Response

Hello Mark, I am really sorry to read this. It is very rare to have such comments. Please write us at support@budgeto.com and we will make sure that you get all the support you need. Please also note that a good way to obtain more information about Budgeto, would be to have a look at the hundreds videos and articles available in the Budgeto Multimedia Gallery and in the Knowledge Base (KB): http://support.budgeto.com which explains what Budgeto is all about. Looking forward to reconnect. Budgeto team.

Replied February 2022

AnneMarie

Writing and Editing, 1 employee

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Worth the price!

Overall good experience to check if a company is worth to grow by doing the financial settings before launching it.

PROS

I liked the fact that we can do some predictions for the future of. company.

CONS

Really nothing to say bad for this software, everything good with it.

Camila

Mental Health Care, 1 employee

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed February 2022

Budgeto used by a marketing student

PROS

I liked the fact that it was intuitive and easy to use.

CONS

I wasn't very used to use a software like this one. I used to budget on Excel. So except that I had to learn how to use it, there was nothing I disliked about it.

User Profile

Tim

Verified reviewer

Printing, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

5

FUNCTIONALITY

3

Reviewed February 2022

Easy Implementation, stops short of brillianve

PROS

It was very easy to set this up and port everything in

CONS

So many of our expenses came in miscategorized that it was too time consuming to re-allocate them

Marie Claire

Health, Wellness and Fitness, 1 employee

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2022

Introduction to budgeting for my start up

I really enjoy it so far, but my needs are limited

PROS

User friendly Very easy to export charts

CONS

Imputing information can be quite long and has to be done manually There is no form of validation if you have made obvious mistakes.

Showing 1 - 20 of 20 Reviews