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ClearFolio - Enhanced Hero

A simpler way to keep track of your money

Record your income and expenses in seconds anytime, anywhere.

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The Digital Logbook Built for Simplicity

ABOUT CLEARFOLIO

Your financial clarity, simplified.

ClearFolio is your digital logbook for income and expenses. It helps small business owners, travel agents, and freelancers stay organized without the complexity of traditional accounting software.

  • No Accounting Jargon: Forget ledgers, journals, or complex uploads. We keep it simple.
  • Secure & Accessible: A simple, secure space to record and view information anytime, anywhere.
  • Export Ready: Easily export your financial information when you need it for taxes or review.
ClearFolio Mobile App Preview

Core Features

Everything You Need, Nothing You Don't

Simple Recording

Simple income & expense recording, designed for speed and ease of use.

Cross-Device Access

Works across all devices - desktop, tablet, or mobile - for true flexibility.

Secure Cloud

Secure cloud-based storage keeps your financial log safe and backed up.

Multi-Currency

Support for multi-currency options, perfect for international users and travel agents.

Instant Reports

Downloadable reports (Excel/CSV) for tax filing and easy financial review.

How It Works

Follow these simple steps to get your personalized report quickly.

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1. Add Income

Quickly enter what you’ve earned, with dates, categories, and short notes.

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2. Record Expenses

Log your costs on the go: travel, marketing, subscriptions, and more.

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3. See Your Totals

Get a clear view of how your business is doing with instant summaries.

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4. Export Anytime

Download your data to Excel or CSV for tax or reporting.

Define Your Expectation

What ClearFolio Is — And What It Isn't

👍 IT IS

  • A clean, easy way to record your income and expenses, built for speed.
  • Designed for people who want clarity, not complexity, in their finances.
  • A simple dashboard for real people — no spreadsheets, no accounting jargon, just clarity at a glance.

🚫 IT ISN'T

  • A full accounting system—we focus exclusively on logging and review.
  • A platform for uploading invoices or managing complex ledgers.
  • A source of tax advice, which should always be sought locally from a professional.

For the Self-Employed

Built for Clarity
Used by the Best Independent Professionals

Small Businesses

Essential income and expense tracking without the accounting overkill.

Independent Travel Agents

Track commissions, other income, and expenses easily.

Creators & Side Hustlers

Easy tracking of passive income, platform fees, and marketing costs.

How to Set Up Your Personalised ClearFolio©

ClearFolio helps you take control of your income and expenses — quickly, clearly, and without accounting jargon. Follow these simple steps to get started.

1 Get Started

  • • Sign up with your email and create a secure password.
  • • Start your FREE 3 Month Trial – Your free trial period is displayed at the top of the dashboard (Home). You can subscribe if you wish to before it ends.

2 Personalise Your Categories

  • • Review the pre-set Income and Expense categories.
  • • Rename, delete, or add your own categories to match your business.
  • Example: Add Fam Trips under Travel & Research, or Commission Overrides under Income.
  • • Keep it simple - fewer categories give you clearer insights.

3 Add Your Historic Data

  • • If you already have records, you can enter them all into the system for the current tax year or accounting period.
  • • You can also start fresh from today - ClearFolio will track everything from this point forward.

4 Check Your Dashboard

  • • Your personalised dashboard updates automatically when you add income or expenses.
  • • It shows Total Income, Total Expenses, and Net Result.
  • • Use the filters to view by week, month, year, or any defined period.

How to Optimise Your ClearFolio Day to Day

Once set up, ClearFolio becomes most useful when used consistently — a few minutes a day keeps your finances clear.

1 Record as You Go

  • • Enter income and expenses as soon as they happen — don’t wait until month-end.
  • • Use your phone or laptop to add transactions in real time.
  • • Snap or scan receipts (as required for tax) and store them in your digital records.

2 Keep Categories Consistent

  • • Always select the same category for similar expenses — this keeps reports accurate.
  • • Review your list monthly to merge or tidy categories that overlap.

3 Use Notes for Clarity

  • • Add short notes to each entry — e.g. "Client dinner – potential partner meeting".
  • • These help you recall details at tax time or if you’re ever audited.

4 Review Weekly

  • Each week, open your dashboard and note:
    • o Which income sources are performing best
    • o Any rising expenses to keep an eye on
    • o Your running net position
  • • This takes under two minutes and gives instant clarity.

5 Export or Share Reports

  • • All Users can download CSV or Excel files anytime.
  • • Do this periodically but remember you can do it for any defined period whenever you want.

6 Stay Compliant

  • • Keep your records for the required period (e.g. 5 years in the UK, 3 years in the USA).
  • • Clear digital copies are fine - no need to keep paper if you’ve scanned it clearly.

7 Make ClearFolio Work for You

  • • Use it daily for 2–3 minutes — it becomes a habit like checking messages.
  • • Adjust categories or currency anytime if your business changes.
  • • Remember: ClearFolio is your clarity tool, not a full accounting system — it keeps you in control, simply.

Choose the perfect plan for your needs.

ClearFolio Pricing

Free Plan 3-Month Trial

£0

No Credit Card Required

  • Unlimited manual entries (income + expenses)
  • Editable travel-specific categories built in (commissions, supplier costs, etc.)
  • In-app reporting (view totals by date range)
  • Dashboard showing Income, Expenses, Net
  • Excel & CSV exports

£4.99 Every 4 Weeks

All the core features you need, for a flexible, affordable plan.

  • Unlimited manual entries (income + expenses)
  • Editable travel-specific categories built in (commissions, supplier costs, etc.)
  • In-app reporting (view totals by date range)
  • Dashboard showing Income, Expenses, Net
  • Excel & CSV exports
Buy Now
Best Value

£49.99 Per Year

Save big with this discounted annual plan.

  • ✔ Track Income & Expenses
  • ✔ Detailed Reports & Insights
  • ✔ Full Category Customization
  • ✔ Excel & CSV Exports
Start Free Trial

Frequently Asked Questions

Designed to make income and expense tracking beautifully simple, secure, and stress-free.

ClearFolio is a simple, easy-to-use tool that helps you record and track your income and expenses — without the complexity of a full accounting system. It’s designed for individuals and small businesses who want clarity, not clutter.

ClearFolio isn’t an accounting package. It doesn’t include ledgers, invoicing, or bank feeds. Instead, it gives you a clean, intuitive way to log income and expenditure, view summaries, and export reports when you need them.

ClearFolio is perfect for anyone running their own business — such as independent travel agents, freelancers, consultants, drivers, or small business owners — who want to stay on top of their finances simply and securely.

Yes. ClearFolio works on both desktop and mobile devices, so you can record transactions wherever you are — at home, at work, or on the go.

You can record transactions and generate reports in three currencies £, US$ and €.

Absolutely. Your information is stored safely in a secure, GDPR-compliant environment. Only you can access your data through your personal login.

ClearFolio does not like to collect fees in advance. The right way pay for a product like ours is as you use it-based on a four weekly cost of £4.99

Yes. We recommend all receipts are photographed and store appropriately by month. The HMRC requires sole traders to keep records — invoices, receipts, and bank statements — for 5 years after the 31 January filing deadline. Digital copies are fine if clear and complete.
👉 Read more on LINK: https://www.gov.uk/self-employed-records/how-long-to-keep-your-records
Disclaimer: ClearFolio doesn’t offer tax advice — please verify your records and consult a professional or check the correct treatment yourself before filing anything.

You'll have full access to ClearFolio for 3 months — with unlimited income and expense entries, travel-specific categories, in-app reports, a live dashboard, and unlimited Excel/CSV exports.

ClearFolio costs £4.99 every 4 weeks (13 periods per year) with no hidden fees and the flexibility to cancel anytime. Your subscription keeps all your data, features, and download access active.

You can cancel anytime. Your account stays active until the end of the billing period, then becomes read-only for 12 months before data is deleted if not reactivated.

Yes. You can edit any entry once saved by going to Add / View Income or Add / View Expenses and selecting View Income or View Expenses and then select the specific entry and Edit Income / Edit Expense.

ClearFolio is not able to offer any tax advice. To get the right answer for your situation, you should speak to a qualified professional in the jurisdiction where you are based, or research it among trusted colleagues to ensure that what you deduct is legitimate.

Simply click on Sign Up enter your name, phone number, email and password. You will get an email when you verify that you can log in.

No, you can seamlessly record data over an extended period and extract reports between customized dates whenever needed.

Yes. We recommend all receipts are photographed and stored appropriately by month. The IRS requires you to keep records for at least 3 years after filing your tax return (up to 6 years in some cases). Digital copies are acceptable if they’re clear and accessible.
👉 Read more on LINK: https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping
Disclaimer: ClearFolio doesn’t offer tax advice — please verify your records and consult a professional or check the correct treatment yourself before filing anything.

Built for simplicity

Perfect for people who just want to stay on top of their numbers.

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