Frequently Asked Questions | FAQ | SimplyWise
SimplyWise turns receipts, bills, and statements into records you can search, report on, and reconcile. The answers below cover setup and day to day use.
General
What are the different features of SimplyWise?
Where are my documents stored?
What is the To Be Saved section?
How do I categorize an “uncategorized” item?
How can I import a PDF to my SimplyWise account?
What if I don’t have a physical receipt?
Can I use SimplyWise on my computer?
How to refresh your SimplyWise app
How do I change the document type on my SimplyWise upload?
Account Settings Changes
SimplyWise Account Setup
Reports
Reports are the payoff: every receipt you file turns into something you can export or hand to an accountant. Build your first report free
Mileage Tracker
How to Start Mileage Tracking
How to Stop Mileage Tracking
Can I pause Mileage Tracking?
How do I create Mileage Rules?
How do I save trips?
Can I create trips manually?
Bank/Credit Card Reconciliation
Reconciliation is what catches a charge you do not recognize, by checking your statement against the receipts you have saved. Try reconciliation free
Reminders
E-Receipts and Email Connection
Income in SimplyWise
Amazon Integration
Deleting and recovery
Put every receipt in one place.
Scan, import, and reconcile receipts and bills, then turn them into a report whenever you need one. Free to try.
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