Receipt Scanner
Bank/Credit Card Reconciliation: How do I add/delete credit/debit card accounts in Reconciliation?
To add your first account/card to the “Reconciliation area”:
1. In the SimplyWise mobile app, tap the menu on the homescreen
2. Tap Reconciliation
3. Tap Connect Bank
4. Tap Continue
5. Enter your phone number, or tap on Maybe Later (either is fine)
6. Search bank or card name
7. Follow prompts to connect
If you have already added a card/account to the Reconciliation section and wish to add more cards/accounts:
1. In the SimplyWise mobile app, tap the menu on the homescreen
2. Tap Reconciliation
3. Tap “All Accounts” in the header
5. Tap Add Account
To delete accounts/cards:
Tap Menu>Reconciliation>gear icon>red trash can icon next to account/card you would like to disconnect and remove
Reconciliation lets you connect your bank or credit card securely through Plaid to automatically match your scanned documents with your transactions for accurate record keeping.