CleverNote Finance

CleverNote Finance turns what you save into a clear view of your money.

Snap the receipt, say the amount out loud, or drop in a PDF statement. CleverNote pulls out the amount, date, merchant, and category, and keeps the source attached. When you ask how much you spent this month, the answer arrives with the receipt that backs it up.

Save it as it happens
Text, photo, voice, or PDF. The note is saved immediately and CleverNote organizes it afterwards, so you are never waiting on a screen for your spending to be safe.

What you will find inside
Home: the month assembling itself, with whatever needs you in sight.
Entries: 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.

Ask in your own words
"How much did I spend on groceries in August?" "How much have I paid Bruno this year?" The answer cites the entries and opens the original document, so you can check where it came from.

The interpretation is yours to review
CleverNote suggests the amount, the merchant, and the category. Correcting takes one sentence: "that was maintenance". Your correction wins and keeps winning, and the original is never erased.

Currencies
Amounts keep their original currency. The analysis does not add different currencies as if they were the same, and every conversion is identified.

Bank connection (Pro feature, US and Canada)
Supported banks in the US and Canada can bring in entries automatically, and the statement line sits next to the receipt and the person. Read-only: CleverNote does not move your money, make payments, or place trades. The connection is optional, the product works fully without it, it is set up in your account at clevernote.net, and availability depends on your bank and your region.

Your data
Export everything or delete everything whenever you want, in Privacy and data.

You can start without creating an account: 5 notes and 3 questions to try it. Your notes, people, and reminders stay in the same account, over in the CleverNote app.

Plans and subscription
Free: 15 notes and 30 questions per month.
Plus (US$4.99 monthly or US$49.99 yearly): notes and questions without the Free monthly cap.
Pro (US$7.99 monthly or US$79.99 yearly): everything in Plus, with an optional read-only bank connection.
New accounts start with 15 days of Pro features, no card, and no automatic charge when the trial ends. Subscriptions renew automatically until you cancel, and cancellation happens in your iPhone Settings. Prices may vary by region.

Terms of Use: https://clevernote.net/terms
Privacy Policy: https://clevernote.net/privacy