Your plan
Goals gives your ambitions a name, a target, and a place to record progress.
CHAPTER 01 OF 06 / Start here
Get to know your workspace and build a simple daily rhythm.
FIRST, A LITTLE PERSPECTIVE
Welcome to Fortesan. Let's make your first few minutes count. Free has two apps: Personal Budget and Activity. Family adds goals and household tools. Business adds receivables, pricing, quotes, and forecasts. Paid checkout is not available yet. Choosing a suite never starts a subscription. Nothing here moves your money. It's a picture you build, one small step at a time. Ready? Let's try it together.
THE IDEA, IN A FEW WORDS
You don’t need to organize everything in a day. Learn where things live, then make one small move.
Goals gives your ambitions a name, a target, and a place to record progress.
Activity holds the income and expenses you enter. Overview brings those records together.
Messages keeps your questions and the Fortesan team’s replies in one place.
A SMALL MOMENT TO TRY IT
You want to record progress toward an emergency fund. Pick the part of the workspace you’d use.
Choose an answer to explore the idea. You can try again.
This is a learning example. Nothing is saved to your financial workspace.
Choose one meaningful goal before you start filling in everything else.
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