Fortuity Money
Every account in one record, with reports and separate spaces for family and business.
About
Fortuity Money brings every account you have into one place, files every transaction as it arrives, and shows your net worth as it grows. Link checking, savings, cards, loans, and brokerage accounts once, and each one shows when it last synced and a sparkline of its balance.
Each space is its own set of books with its own accounts, categories, budgets, and reports. Most people keep one. Families and business owners keep several side by side, move between them with one switcher, and see them added together in All books with each transfer counted once.
Reports read like a financial statement: net worth over time, what came in and went out each month, and what you own and owe at every quarter's end. Years of history come with you from a Monarch export, a CSV, or an OFX file, so your record starts where your money actually starts.
Every account, connected once
Connect a bank once and send each of its accounts to the space it belongs to. New activity arrives as your bank posts it, and a bank that goes stale is pulled again on its own.
Spaces for family and business
Keep your own money, your household's, and each business's in separate spaces. Invite a partner or bookkeeper at the level you choose, and each person sees only the spaces you give them.
Reports that read like statements
Net worth, income statement, and balance sheet for one space or all of them together, with a plain note on what could still change the numbers.
Pending, then posted
A pending charge points to the posted charge that replaces it, then retires, so nothing counts twice while the bank settles.
Budgets, recurring bills, and goals
Set budgets, see which recurring bills are due and when, and track goals beside your accounts, with search that understands money.
Files ready for your accountant
Business spaces produce QuickBooks files for your accountant, alongside an income statement and balance sheet for each business.