FIVE DIRECTIONS. YOUR NEXT CHAPTER.
A suite shapes your workspace around what matters to you. Your plan adds apps for the work ahead. Start Free, and find your direction.
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.
02 / Family plan · $8/month, plannedBring household budgets, bills, and responsibilities into one considered plan. Make room for the ordinary days and the trips you will remember.
03 / Business plan · $24/month, plannedBring budgets, bills, upcoming payments and cash-flow assumptions into focus. A practical workspace for the decisions that keep a small business moving.
04 / Staff access requiredTurn client context into thoughtful follow-through. Give every check-in a clear next step, a due date and a place in your team’s day.
05 / Request access · custom pricingOne organization. 50–1,000 individual accounts. A complete financial toolkit for every member, with an owner who keeps access organized.
Start with Personal Budget and Activity. Personal Plus adds individual planning tools; Family unlocks the household desktop; Business unlocks the business desktop. Activity is categorized by suite; your saved records stay in your account.
Free includes exactly two apps: Personal Budget and Activity. Personal Plus adds individual Bills, Goals, Tasks, Cash flow, Investments, Subscriptions and Payoff. Family adds a dedicated household desktop for budgets, activity, bills, goals, planning and cash flow. Business adds Pricing lab, Quotes, Receivables, saved Forecasts, Vendor Directory and Project Budgets. Paid subscriptions are not on sale yet.
Compare plans ↗Request 50–1,000 accounts with custom pricing. One organization owner manages membership; every member gets all customer tools. Advisory remains a separate Fortesan staff workflow.
Request Enterprise ↗