Fortora Fresh Finance
by CI Staff
Fortora Fresh Finance is a budgeting program for individuals who want to monitor their spending and expenses. When the program first opens it asks you for an activation code, but if you just want to try the software, click “remind me later.” From there, the software walks you through setting up your finances. You start by creating accounts which you can import from a QIF file. Some institutions allow a direct connection to be set up with Fresh Finance, but make sure you read the Help file regarding “direct connections” for specific logistics and important information.
Fresh Finance also prompts you to set up reminders regarding your bills or other general reminders when you start the program for the first time. If you choose to not do it immediately, you can always go back and add reminders. Reminders are green when a payment or other event has yet to happen, yellow when something is due that day, and red when something is past due. The home screen gives you an overview of your current finances.
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Accounts are easy to set up and are accessible along the left-hand side of the program. You can quickly add an income or expense to any account by clicking on the account, then clicking “add item.” Once you’ve added a transaction, you can also specify when the income or expense has cleared. This is useful when you buy something or make a payment and the company doesn’t automatically deduct it from your bank account. To clear a transaction, check its corresponding check box or use the reconcile feature.