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How to choose a plan and complete checkout

During account setup, you’ll choose a subscription plan and complete checkout before you can start using Budgetly.

Available plans

Budgetly offers three plans:

  • Essentials — core spend management features for smaller teams.
  • Premium — advanced customisation including tags, custom budget cycles, and GST extraction.
  • Enterprise — advanced security features including SSO.

All prices are in AUD and exclude GST. For a full feature comparison, visit budgetly.com.au/compare-plans.

How to complete checkout

  • Navigate to the Plan selection page. New accounts are directed here automatically.
  • Toggle the annual/monthly switch to compare pricing. Annual billing saves up to $2,400.
  • Select your preferred plan. Premium is marked as recommended.
  • Choose an account opening and service option:
    • Assisted ($399) — guided setup with two live training sessions.
    • Full-service ($1,299) — full rollout support with unlimited training.
  • Review your selections in the Cart on the right.
  • Click Proceed to payment to complete billing.

After checkout

Once payment is confirmed, you’re redirected to your Dashboard where the setup wizard begins. See How to get started with Budgetly for next steps.