Question 1

Reports: How do I create a report in SimplyWise?

Crystal · Accepted Answer

To create a report on the mobile app, go to the homescreen, tap the menu (upper left), then “Reports” and “Create". This will open the report customization options where you'll be able to select which folders you'd like included in the report, the date range you want the report to cover, and finally give the report a name.

Alternatively, you can create a report on your computer by logging in at www.simplywise.com/login, tapping on “Reports” in the upper left corner, and creating a report there.

After you've created your report, you can share it with others (or yourself) via text or email, or download it as an XLSX, CSV, or PDF file.

Note that only Business users can access reports and a PDF of their receipts. Freemium and Personal users can download a zip file that contains all receipt images.

Question 2

Reports: How do I create a report in SimplyWise?

Crystal · Accepted Answer

To create a report on the mobile app, go to the homescreen, tap the menu (upper left), then “Reports” and “Create". This will open the report customization options where you'll be able to select which folders you'd like included in the report, the date range you want the report to cover, and finally give the report a name.

Alternatively, you can create a report on your computer by logging in at www.simplywise.com/login, tapping on “Reports” in the upper left corner, and creating a report there.

After you've created your report, you can share it with others (or yourself) via text or email, or download it as an XLSX, CSV, or PDF file.

Note that only Business users can access reports and a PDF of their receipts. Freemium and Personal users can download a zip file that contains all receipt images.