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?
How do I print my receipts or reports?
Account Settings Changes
How do I update my SimplyWise subscription?
How do I change my phone number?
How to Update Your Saved Cards
SimplyWise Account Setup
How do I add/delete a folder in SimplyWise?
Can I create subfolders/folder groups?
How to create Rules in SimplyWise
How can I record the payment type?
How do I add a missing plugin?
Reports
How do I create a report in SimplyWise?
How Do I Export my Report into Excel/Numbers?
Mileage Tracker
How do I create Mileage Rules?
Quickbooks Integration
How does the Quickbooks integration work?
How to Add Quickbooks to your Plugins Menu
Bank Reconciliation
What is the Bank Reconciliation feature?
How do I add/delete accounts to my Reconciliation section?
Reminders
E-Receipts and Email Connection
How do I import an email or online receipt?
How to Connect/Disconnect your Email from SimplyWise
Income in SimplyWise
Can I track my income in SimplyWise?
Amazon Integration
How to Connect your Amazon account to SimplyWise
Deleting
I mistakenly deleted a folder in SimplyWise – what now?