Create budgets in Docyt

  1. Log into Docyt: Access Docyt through the web app by logging into Docyt.
  2. Select 'Business Reports' and click 'Budgets'.


  3. Click the blue plus button.
  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
  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.