FinanceSeptember 2026
↓ Out$4609 entries
↑ In+$3,2001 entry
By categoryThis month
🔧Maintenance$240
🛒Groceries$180
🚗Transport$40
Example · fictional data
CleverNote Finance
On the web, iPhone, and Android
Clarity for your money. Room for your plans.
AI expense tracking from the receipts and records you save. Review spending, ask about a payment, and correct its category. Goals, net worth, and crypto complete the picture.
Without signing up you get 5 notes and 10 questions to try it. When you create your account on the web or on Android, you get 7 days of Pro features, no card.
Start with a receipt. Connecting a bank is optional.
Subscriptions
Which subscriptions do you have? What's your next payment?
Streaming, apps, gym, cloud storage. Small charges add up. CleverNote Finance keeps your subscriptions and upcoming payments in one place.
- See the subscriptions the app finds in your entries, for you to review.
- See the estimated date of the next charge.
Create the account and see your subscriptions on the web or in the CleverNote Finance app.
On the web and Android, no automatic charge after the 7-day trial. On iPhone, the free week on the annual plan, when offered, is handled by the App Store and is charged at the end unless you cancel at least 24 hours before.
New in Brazil
Your banks in Brazil.
Your money in context.
Connect a compatible institution and bring your accounts and transactions into CleverNote Finance. Understand your spending and ask questions with the source transactions close by.
- Read-only
- During your trial and with Pro
- Disconnect anytime
Availability depends on the institution and is shown during connection. Connecting is optional. CleverNote does not move your money.
Connected accountSource: bank connection
Transactions in your Finance
- Grocery storeGroceriesR$ 184.20
- CoffeeRestaurantsR$ 18.00
How much did I spend on groceries?
Your month, without losing the details
A purchase you record. A clearer month.
Save what happened. CleverNote suggests a transaction from the record. Review the amount, person, and category before relying on that interpretation.
Cropped or unreadable photos can produce incomplete transactions. Check amounts and categories against the original.
Example · fictional data. Capture, transaction, correction, and source lookup.
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.
Example · fictional data
How much did I pay Bruno to install the filter?
$240, on September 12, 2026.
From the source
“Paid Bruno 240 for installing the kitchen filter on September 12, 2026.”
Receipt · Sep 12, 2026 · Example · fictional data
The first step fits your day
01
Save a purchase
Photograph a grocery receipt, record a service payment, or upload a PDF bill.
02
Understand your month
Check categories and amounts. Ask how much you paid for a service and return to the source record.
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.
Budget · September
Monthly essentials
🔧Maintenance$240 / $350
🛒Groceries$180 / $200
🚗Transport$40 / $150
Net worthAssets above debts
$148,400
Assets − debts = net worthAssets$186,400
Accounts$18,200
Investments$96,500
Crypto$6,700
Other assets$65,000
Debts−$38,000
Credit cards, loans, and balances owedExample · fictional data
Pro · Brazil and Canada
Connect your bank when it makes sense.
During your trial and with Pro, supported banks in Brazil and Canada can bring in transactions. Read-only: CleverNote does not move your money. The first connection can take a few minutes.
Example Bank ••4821Synced · Read only
Connected🛒Example MarketGroceries · today−$84.20
🚗Example TransportTransport · yesterday−$52.10
Example · fictional data
- 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. Read the privacy policy.
Accessible source
Transactions extracted from your notes stay linked to the source record.
Your correction
Your correction takes priority over the extraction. Correcting the interpretation preserves the original.
Data controls
Export everything or delete everything whenever you want, without asking anyone.
On your phone too
CleverNote Finance for iPhone and Android.
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 on the web and Android: 7 days of Pro features, no card.
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
US$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 supported bank connections
Pro
US$7.99 per month
Billed month to month.
Everything in Plus, with optional bank connection in Finance.
- Everything in Plus
- Supported banks in Brazil and Canada
- 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 are in US dollars, with payment through Stripe. On iPhone and Android, purchases use the app store. 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 7 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.
When you create your account on the web or on Android, you get 7 days of Pro features, no card and no automatic charge when the trial ends. On iPhone, the annual plan's free week, when offered, comes from the App Store: you add payment with Apple, and unless you cancel at least 24 hours before the week ends, the annual subscription is charged automatically. 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 banks in Brazil and Canada.
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.
Are Finance and Notes separate apps?
Yes. CleverNote Finance organizes spending, goals, and net worth. CleverNote: Notes & Reminders brings together notes, people, and reminders. Both use the same account and plan. Your library and limits are shared across your CleverNote space.
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 10 questions to try it. When you create your account on the web or on Android, you get 7 days of Pro features, no card.