Frequently Asked Questions | SimplyWise


How does SimplyWise work?

What are the different features of SimplyWise?

Where are my documents stored?

How to Search in SimplyWise

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?

Saving long receipts

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 do I reset my password?

How to Update Your Saved Cards

How do I delete my account?

SimplyWise Account Setup

How do I add/delete a folder in SimplyWise?

How do I edit a folder?

Can I create subfolders/folder groups?

How to create Rules in SimplyWise

How to Create New Spaces

How to Edit Space Names

How can I record the payment type?

How do I add a missing plugin?


How do I create a report in SimplyWise?

How Do I Export my Report into Excel/Numbers?

How do I share a report?

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?

Quickbooks Integration

How does the Quickbooks integration work?

Bank/Credit Card Reconciliation

What is the Reconciliation feature?

How do I add/delete accounts in Reconciliation?


What are reminders?

Can I create my own reminder?

E-Receipts and Email Connection

How do I import an email or online receipt?

How to Connect your Email to SimplyWise

How to Disconnect your Email from SimplyWise

Income in SimplyWise

Can I track my income in SimplyWise?

How do I add income?

Amazon Integration

How to Connect your Amazon account to SimplyWise


I mistakenly deleted a folder in SimplyWise – what now?

How do I recover deleted items?

How do I delete a receipt?

How do I bulk delete receipts?