FortesanFINANCIAL
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FORTESAN PERSONAL / 01

Make space for your next move.

Build a monthly budget, keep bills in view, and turn everyday activity into a clearer picture. Give your goals a place alongside the practical details.

Free essentials · Personal Plus $4/month, plannedOpen Personal workspace ↗Sign in or start Free. Choosing a focus does not start a subscription.
YOUR NEXT MOVEExample

My next big move

60%

$1,800 of $3,000 recorded

A little closer to your next chapter.

HOW IT WORKS

A little structure.
More direction.

Your Free desktop shows only Budget and Activity. Personal Plus adds a separate desktop for your personal Bills, Goals, Tasks, Cash flow, Investments, Subscriptions and Payoff tools. Family and Business include Personal Plus.

01

Set the shape of your month

Create category budgets with your own limits. The comparison uses every entry recorded in Personal that month.

02

Keep the essentials in view

Add bills and tasks with due dates. Mark them complete or move a recurring bill to the next month.

03

Build your next chapter

Use goal starters and the Personal assistant to break a bigger ambition into practical next steps.

Your first goal
starts with you.

Choose a starter in your workspace.
Give it your own name and amounts.

01

Emergency fund

Make it yours ↗
02

My next big move

Make it yours ↗
03

Something to look forward to

Make it yours ↗

A CLEAR PICTURE OF THIS RELEASE

Know what’s included.

Personal Plus is planned at $4/month; checkout is not yet enabled. Free keeps Budget and Activity. Personal records remain private; bank connections and automatic payments are not available.

Open Personal workspace ↗

Explore another direction.

Family ↗Business ↗Advisory ↗Enterprise ↗
FORTESAN FINANCIAL · THE FILM

A narrated introduction to your Fortesan workspace. Sound on, with English captions.