Household Document Retention Guide for Real Life
Use this household document retention guide to decide what to save, scan, and shred, so bills, warranties, taxes, and records are easy to find when needed.
Guides for notes, receipts, and personal finance
Learn how to capture what matters, find it with AI, track expenses, and verify every answer against the original source.
What Documents Should I Keep?
Wondering what documents should I keep? Learn what to save, for how long, and how to find receipts, contracts, and records when you need them fast, too.
Spreadsheet vs Expense Tracker: Which Fits You?
Spreadsheet vs expense tracker: compare control, effort, automation, and context to choose a simpler way to manage everyday spending with less busywork.
How to Digitize Household Paperwork Without Folders
Learn how to digitize household paperwork, capture every record, and find bills, warranties, and receipts without folders or spreadsheet cleanup. fast.
A Guide to Organizing Tax Records Without Folders
This guide to organizing tax records helps you capture receipts, find proof fast, and keep the documents that matter when tax time arrives every year.
How Long to Keep Payment Receipts at Home
Wondering how long to keep payment receipts? Use a simple retention plan for taxes, warranties, disputes, and everyday bills without saving every scrap.
Personal AI Memory That Finds What You Need
Personal AI memory turns receipts, notes, and conversations into answers you can verify, so the details of everyday life are ready when you need them again.
Automatic Reminders From Notes You’ll Trust
Automatic reminders from notes turn receipts, messages, and quick thoughts into timely prompts with context you can review, fix, and use whenever needed.
Financial Automation That Actually Saves You Time
Financial automation turns receipts, transactions, and reminders into answers you can verify, so bills, budgets, and decisions take less work at home.
Shared Financial Planning for Couples That Works
Shared financial planning for couples gets easier when bills, goals, receipts, and decisions live in one clear, searchable shared place you both can trust.
How a Shared Family Organizer App Reduces Chores
A shared family organizer app puts schedules, receipts, contacts, and household decisions in one place, so fewer details get lost in messages as life gets busy.
A Personal CRM for Relationships You’ll Actually Use
A personal CRM for relationships helps you remember people, promises, payments, and context - without turning your private life into a spreadsheet daily.
How to Save Emails as Notes Automatically
Learn how to save emails as notes automatically, keep receipts, decisions, and promises searchable, and retrieve the original message when details matter.
Turn Photos Into Searchable Notes Without Filing
Turn photos into searchable notes to find receipts, labels, plans, and details later, without folders, tags, or tedious manual data entry in everyday life.
How to Extract Data From PDF Documents Fast
Learn how to extract data from PDF documents, verify each detail, and turn receipts, contracts, and statements into answers you can use for decisions.
Voice Notes to Searchable Text That Works
Turn voice notes to searchable text and find names, dates, decisions, and costs without replaying audio or organizing files by hand later, when it counts.
What a Bank Transaction Tracking App Should Remember
A bank transaction tracking app should do more than sort charges. Learn how to find receipts, context, and answers without spreadsheet work when needed.
What an Automatic Expense Categorization App Should Do
An automatic expense categorization app turns receipts, transactions, and bills into answers you can verify, without spreadsheets or manual cleanup today.
Organize Expenses Without Spreadsheets
Learn how to organize expenses without spreadsheets using receipts, simple questions, and a searchable record that keeps every payment in context daily.
Receipt Scanner App: What to Look For Beyond OCR
Compare receipt scanner app features beyond OCR: searchable purchases, original proof, expense context, corrections, privacy, and duplicate handling.
How to Scan Receipts for Expense Tracking
A step-by-step receipt scanning workflow for expense tracking: capture clear proof, add useful context, correct OCR errors, and skip the spreadsheet.
AI Answers With Source Citations You Can Trust
AI answers with source citations turn scattered receipts, emails, and notes into useful answers you can check, correct, and act on with confidence daily.
How to Search Notes With AI and Find the Proof
Search notes with AI to find receipts, decisions, contacts, and payments fast, with source-backed answers instead of folders, tags, or spreadsheets daily.
What a Personal Knowledge Management App Does
A personal knowledge management app turns receipts, notes, documents, and contacts into answers you can verify, without folders, tags, or spreadsheet work.
How to Organize Personal Information Without Folders
Learn how to organize personal information without rigid folders, so receipts, contacts, plans, and payments are easy to find when life gets busy, fast.
Connect your bank: spending and net worth, no typing
Link your US or Canada account via Plaid: transactions land in Finances on their own and your investments show up in Investments. Read-only, disconnect whenever you want.
Stacks: gather a project's notes, your way
Stacks let you hand-gather the notes of a project of yours, a trip, a renovation, a gift list. CleverNote names it, you decide the rest.
Ask questions about specific people and service providers
Ask about a specific person or company and CleverNote automatically filters the relevant notes. No need to type the exact name.
Multi-turn chat: continuous conversations without losing context
CleverNote maintains context across multiple messages. Ask, refine and dig deeper without repeating information.
Chat with your memory: answers with cited sources
Ask natural language questions about your notes and get answers with clickable citations. CleverNote uses agentic AI to cross money, people and ideas.
Does it fit your budget? CleverNote now answers with real math
The "Worth it?" panel tells you if a goal fits your month, compares saving up with financing, and converts currencies at today's rate. Real math, the AI only explains.
Semantic search: find notes by meaning, not by keyword
CleverNote uses vector embeddings to find notes by what they mean, not what they literally say. Search 'client meeting' and find 'partner call'.
How to forward emails to CleverNote
Every account gets a personal @in.clevernote.net address. Forward any email and it becomes an automatic note with attachments included.
Save from the web: clip pages into CleverNote with one click
Save any page or excerpt to CleverNote straight from your bookmarks bar, nothing to install. CleverNote enriches it and links it to your archive.
Receipt photo: how CleverNote extracts expenses automatically
Take a photo of any receipt and CleverNote extracts amount, date, merchant and category automatically. No typing, no spreadsheet.
Just talk, CleverNote keeps it: the chat now becomes real memory
Talk to CleverNote the way you think and it saves what you said as a note, with the expense, person, and reminder extracted for you. Then ask in plain language and get the answer with the source.
How to capture text, photos, audio and PDFs in CleverNote
Learn how to capture any type of content in CleverNote: typed text, document photos, voice notes and PDF files. AI organizes everything automatically.
People & Services became a CRM of your memory
CleverNote's contacts screen now acts: call, email or WhatsApp in one tap, filter and search by meaning, and see the facts about each person or company synthesized by AI and fixable in one sentence.
Magic-link authentication: no password, no risk
CleverNote doesn't use passwords. Each access is authenticated by a unique link or a 6-digit code sent by email, valid for 15 minutes. More secure, less friction.
Free vs paid plan in CleverNote: what's included
The free plan allows 15 notes and 30 questions per month. Paid has two tiers: Plus $4.99/month (unlimited) and Pro $7.99/month (with bank connection). See what each includes.
Your data, your rules: privacy, export and deletion in CleverNote
Export your entire archive in a portable format or permanently delete everything with one click. Native LGPD and GDPR compliance, no manual process.
CleverNote on iPhone: complete iOS app guide
Everything you need to know to use CleverNote on iPhone: installation, authentication, camera capture, share sheet and push notifications.
Recurring reminders and events in CleverNote
Set up repeating reminders: daily, weekly (one or several days), and monthly. CleverNote uses RFC 5545 patterns with timezone support and multiple days of the week.
Recurring goals: invest or save a set amount every month, with automatic reset
Create goals that renew each period (weekly, monthly, or yearly). CleverNote also finds the period's contributions in your history and lets you confirm which ones count.
Correct AI in one sentence and it learns
CleverNote lets you correct any wrong extraction in natural language. Say 'the correct amount is $50' and the AI applies and learns.
Resurfacing: forgotten ideas that come back at the right time
CleverNote proactively resurfaces relevant notes you captured but forgot. AI filters: only ideas resurface, never receipts or logs.
AI-generated financial plans and budgets in CleverNote
CleverNote creates monthly budgets and savings goals automatically based on your history. Available on the paid plan.
How to process bank statements with AI in CleverNote
Capture a statement as a normal note (photo or PDF) and CleverNote extracts every transaction in background processing, preventing repeats between overlapping statements.
Finance dashboard: understand your expenses and income at a glance
CleverNote automatically consolidates expenses and income captured from receipts, photos and statements. See the monthly summary, evolution chart and top expenses.
TL;DR and suggested questions: summarize and explore your notes with AI
CleverNote automatically generates a TL;DR summary and suggested questions for each note. Understand the essentials in seconds and explore with one click.
Related notes: connections you didn't know you had
CleverNote automatically shows which notes are related by meaning. Find forgotten context about a topic exactly when you need it.
Reminders extracted automatically from your notes
Write 'renew insurance on July 15th' and CleverNote creates the reminder by itself. No opening a calendar app, no extra steps.
How CleverNote extracts people and service providers
Every note that mentions a person or company automatically creates a record in People & Services. No form, no manual CRM entry.