# Frequently Asked Questions | FAQ | SimplyWise Canonical URL: https://www.simplywise.com/blog/frequently-asked-questions-simplywise/ Plain text: https://www.simplywise.com/blog/frequently-asked-questions-simplywise/llms.txt Publisher: SimplyWise, Inc. (https://www.simplywise.com) Published: March 24, 2025 Updated: October 27, 2026 Summary: The most frequently asked questions about the SimplyWise app: how it works, what the features are, where documents are stored, and how to search. --- Log in (https://simplywise.com/login) ## 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. Add SimplyWise as a preferred source (https://www.google.com/preferences/source?q=simplywise.com) ## General How does SimplyWise work? (https://www.simplywise.com/blog/faq-how-does-simplywise-work/) What are the different features of SimplyWise? (https://www.simplywise.com/blog/faq-what-are-the-features-of-simplywise/) Where are my documents stored? (https://www.simplywise.com/blog/faq-where-are-my-documents-stored/) How to Search in SimplyWise (https://www.simplywise.com/blog/faq-how-to-search-in-simplywise/) What is the To Be Saved section? (https://www.simplywise.com/blog/faq-what-is-to-be-saved/) How do I categorize an “uncategorized” item? (https://www.simplywise.com/blog/faq-categorizing-uncategorized-item/) How can I import a PDF to my SimplyWise account? (https://www.simplywise.com/blog/faq-import-pdf/) What if I don’t have a physical receipt? (https://www.simplywise.com/blog/faq-what-if-i-dont-have-physical-receipt/) Can I use SimplyWise on my computer? (https://www.simplywise.com/blog/faq-can-i-use-simplywise-on-my-computer/) Saving long receipts (https://www.simplywise.com/blog/faq-long-receipts/) How to refresh your SimplyWise app (https://www.simplywise.com/blog/faq-refresh-the-app/) How do I change the document type on my SimplyWise upload? (https://www.simplywise.com/blog/faq-change-document-type/) How do I print my receipts or reports? (https://www.simplywise.com/blog/faq-how-to-print/) How do I split my receipt into multiple folders? (https://www.simplywise.com/blog/how-do-i-split-a-receipt-between-multiple-folders-in-simplywise/) ## Account Settings Changes How do I update my SimplyWise subscription? (https://www.simplywise.com/blog/faq-update-subscription/) How do I change my phone number? (https://www.simplywise.com/blog/faq-change-phone-number/) How do I reset my password? (https://www.simplywise.com/blog/faq-password-reset/) How to Update Your Saved Cards (https://www.simplywise.com/blog/faq-saved-cards/) How do I delete my account? (https://www.simplywise.com/blog/faq-delete-account/) ## SimplyWise Account Setup How do I add/delete a folder in SimplyWise? (https://www.simplywise.com/blog/faq-how-to-edit-folders/) How do I edit a folder? (https://www.simplywise.com/blog/faq-edit-folders/) Can I create subfolders/folder groups? (https://www.simplywise.com/blog/faq-create-subfolders/) How to Create Rules in SimplyWise (https://www.simplywise.com/blog/faq-create-rules/) How to Create a Recurring Payment (https://www.simplywise.com/blog/set-up-recurring-expense-in-simplywise-app/) How to Create New Spaces (https://www.simplywise.com/blog/faq-create-space/) How to Edit Space Names (https://www.simplywise.com/blog/faq-edit-space-name/) How can I record the payment type? (https://www.simplywise.com/blog/faq-payment-type/) How do I add a missing plugin? (https://www.simplywise.com/blog/faq-add-plugin/) ## Reports How do I create a report in SimplyWise? (https://www.simplywise.com/blog/faq-create-report/) How Do I Export my Report into Excel/Numbers? (https://www.simplywise.com/blog/faq-report-export/) How do I share a report? (https://www.simplywise.com/blog/faq-sharing-reports/) ## 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 What is the Reconciliation feature? (https://www.simplywise.com/blog/faq-reconciliation-what-is/) How do I add/delete accounts in Reconciliation? (https://www.simplywise.com/blog/faq-reconciliation-add-accounts/) ## Reminders What are reminders? (https://www.simplywise.com/blog/faq-reminders-what-are/) Can I create my own reminder? (https://www.simplywise.com/blog/faq-reminders-create/) ## E-Receipts and Email Connection How do I import an email or online receipt? (https://www.simplywise.com/blog/faq-e-receipts/) How to Connect your Email to SimplyWise (https://www.simplywise.com/blog/faq-connect-email-to-simplywise/) How to Disconnect your Email from SimplyWise (https://www.simplywise.com/blog/faq-disconnect-email-from-simplywise/) ## Income in SimplyWise Can I track my income in SimplyWise? (https://www.simplywise.com/blog/faq-tracking-income/) How do I add income? (https://www.simplywise.com/blog/faq-income/) ## Amazon Integration How to Connect your Amazon account to SimplyWise (https://www.simplywise.com/blog/faq-amazon-connection/) ## Deleting and recovery I mistakenly deleted a folder in SimplyWise: what now? (https://www.simplywise.com/blog/faq-deleted-folder/) How do I recover deleted items? (https://www.simplywise.com/blog/faq-recover-deleted-items/) How do I delete a receipt? (https://www.simplywise.com/blog/faq-how-to-delete-receipts/) How do I bulk delete receipts? (https://www.simplywise.com/blog/faq-how-to-bulk-delete/) Smart tools for contractors - Log in (https://simplywise.com/login) - New Business Program (https://www.simplywise.com/#program) - About (https://www.simplywise.com/about) - Support (https://www.simplywise.com/support) - Privacy (https://www.simplywise.com/privacy) - Terms (https://www.simplywise.com/terms) - Blog (https://www.simplywise.com/blog/) --- ## About SimplyWise SimplyWise, Inc. (New York, NY) builds mobile apps for contractors, tradespeople, and small business owners. The SimplyWise Cost Estimator turns a job site photo into an itemized estimate with labor and material costs in about 6 seconds, and the client signs the branded quote to approve it. It is rated 4.8 on the App Store. It is free to try with a 7-day free trial, then $29.99 per month or $239.99 per year (about $20 per month on the annual plan), and one subscription includes every app in the SimplyWise suite. - Download: https://www.simplywise.com/download - App Store: https://apps.apple.com/us/app/simplywise-cost-estimator/id6670619664 - Google Play: https://play.google.com/store/apps/details?id=com.simplywise.costestimator - Every SimplyWise page as plain text: https://www.simplywise.com/blog/llms.txt