---
title: Create budgets in Docyt
description: Create budgets in Docyt
---

[Skip to content](https://pages.docyt.com/knowledge/create-budgets-in-docyt#main-content)

[![](https://pages.docyt.com/hubfs/Docyt%20logo-3.svg)](https://docyt.com/)

- [Help Center](https://pages.docyt.com/knowledge)

Open main navigation

Close main navigation

- [Help Center](https://pages.docyt.com/knowledge)
- [Sign in to Docyt](https://app.docyt.com/sign_in)

[Sign in to Docyt](https://app.docyt.com/sign_in)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://pages.docyt.com/knowledge?hsLang=en)
2. [Business Reports & Budgets](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en)
3. [Budget](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#budget)

# Create budgets in Docyt

1. **[Log into Docyt](https://app.docyt.com/sign_in):** Access Docyt through the web app by logging into Docyt.
2. Select 'Business Reports' and click 'Budgets'.
   
   ![Budgets1](https://pages.docyt.com/hs-fs/hubfs/Budgets1.png?width=688&height=116&name=Budgets1.png)
3. Click the blue plus button.  
   ![Budgets2](https://pages.docyt.com/hs-fs/hubfs/Budgets2.png?width=688&height=162&name=Budgets2.png)
4. Fill in the values for each line item and specify the month. Once you have entered all the necessary information, click on the blue 'Save' button.![Budgets3](https://pages.docyt.com/hs-fs/hubfs/Budgets3.png?width=688&height=375&name=Budgets3.png)
5. To compare the budget with a report in Docyt, simply access the report, click on the customize button, and choose the option for budgets comparison. This will allow you to easily view and analyze how your budget aligns with your report in Docyt.  
   ![Budgets4](https://pages.docyt.com/hs-fs/hubfs/Budgets4.png?width=688&height=151&name=Budgets4.png)

 

- [Docyt Setup, Personal & Business Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#main-content)
  
  
  
  
  
    - [Accountant/CPA Access](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#accountant-cpa-access)
    - [User Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#user-settings)
    - [Business & Personal Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#business-personal-settings)
    - [Categories & Chart Of Accounts Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#categories-chart-of-accounts-setup)
    - [Docyt Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#docyt-setup)
    - [Billing](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#billing)
- [Navigation & Getting Started](https://pages.docyt.com/knowledge/navigation-getting-started?hsLang=en)
- [Top FAQs from Business Owners](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#main-content)
  
  
  
  
  
    - [Cheat Sheets](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#cheat-sheets)
- [Docyt Mobile App](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#main-content)
  
  
  
  
  
    - [Important Tasks](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#important-tasks)
    - [Setup](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#setup)
    - [Accounts Payable](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#accounts-payable)
    - [Reports](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#reports)
- [Expense](https://pages.docyt.com/knowledge/expense?hsLang=en#main-content)
  
  
  
  
  
    - [Setup](https://pages.docyt.com/knowledge/expense?hsLang=en#setup)
    - [The UPS Store®](https://pages.docyt.com/knowledge/expense?hsLang=en#the-ups-store)
    - [Document Management](https://pages.docyt.com/knowledge/expense?hsLang=en#document-management)
    - [Vendor Credits](https://pages.docyt.com/knowledge/expense?hsLang=en#vendor-credits)
    - [Accounts Payable Approval Settings](https://pages.docyt.com/knowledge/expense?hsLang=en#accounts-payable-approval-settings)
    - [Bill Pay](https://pages.docyt.com/knowledge/expense?hsLang=en#bill-pay)
    - [Vendors & Payees](https://pages.docyt.com/knowledge/expense?hsLang=en#vendors-payees)
    - [Invoice Queue](https://pages.docyt.com/knowledge/expense?hsLang=en#invoice-queue)
- [Flagged Transactions & Document Requests](https://pages.docyt.com/knowledge/flagged-transactions-document-requests?hsLang=en)
- [Financial Connections](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#setup-configuration)
    - [Banking Accounts Transactions](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#banking-accounts-transactions)
- [Expense Reports & Employee Reimbursement](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#main-content)
  
  
  
  
  
    - [For Employers](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#for-employers)
- [Receipt Management](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#setup-configuration)
    - [Scan & Upload, Email, or Drag & Drop Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#scan-upload-email-or-drag-drop-receipts)
    - [Approve Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#approve-receipts)
    - [Split Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#split-receipts)
- [Business Reports & Budgets](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#main-content)
  
  
  
  
  
    - [Budget](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#budget)
    - [For Hospitality Businesses](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-hospitality-businesses)
    - [UPS Store®](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#ups-store)
    - [For Quick Service Restaurants](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-quick-service-restaurants)
    - [Business](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#business)
    - [Setup](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#setup)
    - [Import, Export & Share Data](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#import-export-share-data)
    - [SaaS](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#saas)
    - [Troubleshooting](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#troubleshooting)
- [Revenue Integration & Reconciliation](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#main-content)
  
  
  
  
  
    - [Hospitality Revenue System Integrations](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#hospitality-revenue-system-integrations)
    - [Daily Tasks](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#daily-tasks)
- [Reconciliation Center](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#main-content)
  
  
  
  
  
    - [Setup](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#setup)
    - [Continuous Bank Reconciliation](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#continuous-bank-reconciliation)
    - [Month-End Book Closing Process](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#month-end-book-closing-process)
    - [Chart of Accounts](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#chart-of-accounts)
- [Accounts Receivable](https://pages.docyt.com/knowledge/accounts-receivable?hsLang=en)
- [Business Mailroom](https://pages.docyt.com/knowledge/business-mailroom?hsLang=en)
- [Accountant](https://pages.docyt.com/knowledge/accountant?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/accountant?hsLang=en#setup-configuration)
- [Product Updates](https://pages.docyt.com/knowledge/product-updates?hsLang=en#main-content)
  
  
  
  
  
    - [May 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#may-2024)
    - [April 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#april-2024)
    - [August 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#august-2023)
    - [July 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#july-2023)
- [Docyt Check](https://pages.docyt.com/knowledge/docyt-check?hsLang=en)
- [Banking & Reconciliation](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#main-content)
  
  
  
  
  
    - [Bank Statements](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#bank-statements)

[![Chill listening crop-3](https://pages.docyt.com/hs-fs/hubfs/Docyt%20Logos/Docyt_google.png?width=58&height=24&name=Docyt_google.png "Chill listening crop-3")](http://docyt.com)

<https://www.facebook.com/docytapp/> <https://www.linkedin.com/company/docyt/> <https://www.instagram.com/docyt_inc/> <https://www.youtube.com/@docytinc> <https://www.facebook.com/docytapp/>

Copyright © 2025, Docyt Inc.