Finance
September 2026
Spent this month
$460
- Income
- $3,200
- Income minus spending
- $2,740
From your receipt to your month
Kitchen filter installation
$240
Source: receipt from Sep 12, 2026
Demo with sample data
CleverNote Finance
On the web and in the CleverNote app
Clarity for your money. Room for your plans.
Turn receipts and notes into a clear view of your spending. Follow categories, goals, net worth, and crypto, with the source close by.
Without signing up you get 5 notes and 3 questions to try it. When you create your account, you get 15 days of Pro features, no card.
Start with a receipt. Connecting a bank is optional.
Your month, without losing the details
A purchase you record. A clearer month.
Save what happened. CleverNote organizes the transaction while keeping the original document close.
1. You saved it
Receipt
Bruno's service
Kitchen filter installation
Sep 12, 2026
$240
View original
Paid Bruno 240 for installing the kitchen filter on September 12, 2026.
2. CleverNote organized it
Transaction
Kitchen filter installation
Spending · Sep 12, 2026 · $240
- Person linked to the purchase: Bruno
- Suggested category: Shopping
- Source saved: the receipt above
3. You review it
The interpretation is yours to review. Correcting takes one sentence, and the original stays available.
“That was maintenance”
Category: Shopping Maintenance
The month still totals $460. Correcting the category changes the reading, not the amount.
Demo with sample data
The first step fits your day
01
Save a purchase
Text, photo, voice, or PDF. Start with what you have.
02
Understand your month
Review categories, amounts, and the source of each transaction.
03
Give your plans direction
Follow budgets, goals, and net worth in one place.
From this month to your next plans.
A simple view to get started. More detail when you need a closer look.
Overview
The month assembling itself, with whatever needs you in sight.
Transactions
Every amount with its date, category, and the source it came from.
Plans
Budgets and goals anchored in what you actually spend.
Net worth
Accounts, assets, debts, public wallets, and crypto positions.
A picture of your month
$460
Spent this month · September 2026
-
Groceries $180
-
Transport $40
-
Shopping $240
Demo with sample data.
Pro · US and Canada
Connect your bank when it makes sense.
With Pro, supported US and Canadian banks can bring in transactions automatically. Read-only: CleverNote does not move your money.
Availability depends on your bank and region.
- Your bank, in context. The statement line sits next to the receipt and the person.
- Optional connection. The product works fully without connecting anything.
- Read-only. No transfers, no payments, no trades.
See the source. Correct it when needed.
CleverNote organizes. You can open the source and correct its interpretation. Export and deletion are in Privacy and data.
Accessible source
Every amount keeps the document, note, or recording it came from.
Your correction
Your correction wins and keeps winning. The original is never erased.
Data controls
Export everything or delete everything whenever you want, without asking anyone.
On your phone too
One CleverNote app, with your notes and your finances.
Pricing
Start free. Choose more when you need it.
One account, one plan across available products. You do not need a separate subscription for each app.
New accounts: 15 days of Pro features. No card needed to start.
To get started
Free
US$ 0
Always free
To get started and keep your library.
- 15 notes per month
- 30 questions per month
- Read your saved library
For more capturing and asking
Plus
$4.99 per month
Billed month to month.
More freedom to capture and ask.
- Notes and questions without the Free monthly cap
- Read your saved library
For US and Canadian bank connections
Pro
$7.99 per month
Billed month to month.
Everything in Plus, with optional bank connection in Finance.
- Everything in Plus
- Supported US and Canadian banks
- Optional, read-only connection
How limits and billing work
A note is each thing you save, whether text, a photo, voice, or a PDF. Limits are shared across your CleverNote space, and switching products does not reset them.
In every plan: text, photos, voice, and PDF, with sources to check. Pro bank connection is part of Finance.
Web prices in US dollars. Annual billing charges the full year at once, and the monthly equivalent is for comparison only. App store offers and prices depend on your region and availability in the app.
What happens after 15 days?
Your financial history stays accessible on Free. You can save up to 15 new notes and ask 30 questions per month. Notes and questions saved outside Finance use those same limits. Bank connection is a Pro feature.
There is no automatic charge when the trial ends. Choose Plus or Pro to keep using paid features.
Before you start
Do I need to connect a bank?
No. Start with text, photos, voice, or PDF. Bank connection is a Pro feature: optional, read-only, and available for supported US and Canadian banks.
Can I track net worth and crypto?
Yes. CleverNote Finance keeps accounts, assets, debts, public wallets, and supported crypto positions. Tracking does not move money or make trades.
What if a category is wrong?
You correct the category and open the original without leaving Finance. Applying the same correction to similar transactions is an explicit choice.
How are different currencies handled?
Amounts keep their original currency. The analysis does not add different currencies as if they were the same, and every conversion is identified.
Start with a receipt.
Text, photo, voice, or PDF. Save your next purchase and follow your categories, goals, and net worth.
Open CleverNote FinanceWithout signing up you get 5 notes and 3 questions to try it. When you create your account, you get 15 days of Pro features, no card.