Receipt Scanner
Currently, we do not integrate with QuickBooks, so we apologize for any inconvenience.
You can use your SimplyWise across multiple phones, tablets and computers by logging into the app (or at www.simplywise.com) with your account phone number and password.
If you have any trouble syncing between devices, do the following:
In your mobile app, open the sidebar (three lines in the upper left corner of the Home screen). Next to your name is a refresh icon (two circling arrows). This will ensure you are synced with the latest data on your phone.
On the desktop/web version, you can tap into the “To Be Saved” folder in the upper right corner and then tap on the little circle icon. It may take a few seconds to sync.This will ensure you are synced with the latest data on your computer.
Yes—visit www.simplywise.com/login, and log in with your credentials to access your SimplyWise account on a computer.
Yes, we do! Please connect with our support team at support@simplywise.com and they will be happy to help!
To import a PDF document on a computer, log in at www.simplywise.com/login, click “Upload” in the upper left corner, and add JPG, PDF, or PNG files.
To import a PDF document on your mobile device, you have 2 options:
Login to the SimplyWise Receipt Scanner app, tap the camera icon, then “Import”, and select from your camera roll.
If you are viewing the PDF in a browser (e.g. Safari) on your phone, tap the share dialogue icon (a box with an “up” arrow), then swipe over in your apps until you find the SimplyWise app. This will allow you to “share” the PDF into the SimplyWise app.
To manually add a receipt on the mobile app:
Tap the camera icon
Tap skip
Manually enter all data such as date, merchant name, amount, etc.
Tap the the folders line to select the folder category where you would like to save it
Tap save
While we do not currently have the Canadian taxes defaulted into the software yet, there is a way to incorporate them into your receipts using the custom fields.
While it doesn’t change the receipt total, the custom fields feature can help you capture specific data that you want to include with your receipts, such as your local taxes.
To add your custom fields, you’ll want to open a receipt to the details screen where you’ll see the image at the top and the details below. From here, tap on the three dots (upper right), and tap on Custom Fields. Set your new field(s) and save.
Once saved, these fields will populate on each receipt so you’ll be able to add those taxes when needed. You can also adjust the total manually to incorporate the taxes; this will cause a “difference” line to appear but this only means that the total receipt amount in the app differs from what’s shown on the actual receipt. To see a helpful tutorial on this, click here.
Tap “All Documents”, then “Uncategorized” at the top. Open any document, tap the “Folders” line, and select the folder(s) you want to categorize that document into, then tap Save.
Your “To Be Saved” items are also uncategorized and un-saved. Access the “To Be Saved” section in the upper-right corner of the Home screen, then categorize as above.
There are two ways to change the currency – in the Settings and also in the receipt details.
To apply the auto-detector currency Settings, you’ll want to follow these steps:
In the mobile app, tap Menu on the upper left
Tap Settings
Tap Currency Preferences
Toggle the setting to on
To change the currency in a specific receipt, you’ll want to follow these steps:
Tap into any receipt details where you see the image at the top and the details below
Tap the three dots (upper right corner)
Tap Change Currency
Make changes there
You can change the document type when adding/uploading a receipt, or even after it’s saved – the process is the same.
On the receipt details screen, in the top header, you’ll see the word, “Receipt” and a downward arrow, which will let you change the document type (e.g. to “Bill”).
Obtaining a receipt for your SimplyWise subscription will depend on the platform where the subscription was purchased. If you elected to handle billing for your subscription via the App Store or the Google Play Store, you can tap into those settings on your device to locate your receipt. If you paid via PayPal or Stripe (directly with us), please connect with our support team at support@simplywise.com and we’ll be happy to help.
Your SimplyWise app can hold all of your receipts indefinitely so long as you don’t delete them. You can download the receipt images any time by logging into your account at www.simplywise.com and clicking on Reports on the header and selecting Download Images. To run reports on any saved receipts, you’ll want to ensure you’ve upgraded your plan to the business tier and select Reports on the same header.
You can manually add a receipt in the SimplyWise Receipt Scanner app without taking a photo.
To manually add a receipt:
- Tap the camera icon on your home screen
- Tap “Skip” in the bottom-right corner
- Manually enter all the receipt data such as date, merchant name, amount, etc.
- Tap the folders line to select which folder you want to save it to
- Tap Save
This creates a digital receipt that you can categorize and organize just like your scanned receipts.
📌 Need more help? Check out our video tutorial library for walkthroughs!
Currently, folders cannot be merged (we hope to offer this feature in the future, though!).
However, you can quickly move all of the contents from one folder to the other and then delete the empty folder.
To do this, use these steps:
Tap into the folder you plan to delete
Press and hold an icon on one of the receipts to select it
Once selected, tap the double checkmark at the bottom of the page to select all
Tap Edit
Deselect the current folder and select the new folder where you want to move them
Tap Save
To delete the empty folder, navigate to the space where the folder is located and tap the pencil icon to enter edit mode. Once in edit mode, you can tap the folder and then tap delete.
There are two ways you can move your receipts from one folder to another.
In the mobile app:
1. Tap into the folder where the receipts are located that you would like to move them, or tap into your All Documents folder for quick access
2. Tap and hold the first receipt to select it (you should see a check mark on the icon indicating that it has been selected)
3. Once selected, tap the double checkmark at the bottom of the screen to “select all”
4. Tap the Edit button
5. Tap “Folders” to access your folder categories (you may need to swipe from left to right to access all your spaces)
6. De-select the folder(s) with the check mark to remove them from there
7. Select the new folder(s) where you would like to save them.
8. Tap Save
On the web/desktop version:
1. Log into your account at www.simplywise.com using your phone number and password
2. Click into the folder where the receipts are now
3. Click on the first receipt to select it
4. Once selected, click the double checkmark at the top to “select all”, or select as many as needed
5. Tap “Categorize” (upper right corner)
7. Select the new folder(s) where you would like to save them.
8. Tap Save
To print your receipts or reports from a computer, login at www.simplywise.com, click “Reports” in the upper-right, and then you can: Download Images (PDF), Download Images (ZIP), or Create Report. Then open or export the report and print directly from your computer. 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.
Currently, placing folders in alpha order is a manual process, which may be easier to do via the desktop at www.simplywise.com
I’ll include steps below for both mobile app & desktop so you can see which method works best for you.
From mobile app:
From your mobile app, navigate to the space where you would like to organize folders
Tap the pencil icon to enter edit mode
Tap and hold the folder you want to move
Drag and drop where you want to place it
Be sure to drop it between folders and not on top of another folder, or it will group them together
Rinse and repeat for all folders
Tap the X on the upper right to save changes and exit edit mode
From desktop:
Log into your account at www.simplywise.com using your phone number and password
Click Edit on the upper left
Click and hold the folder you want to move
Drag and drop where you want to place it
Click done when completed
To rearrange your spaces, log into your account at www.simplywise.com using your phone number and password and follow these steps:
Navigate to www.simplywise.com and log into your account with your phone number and password
Click Edit on the upper left to enter into edit mode
Once in edit mode, click and hold the little horizontal line menu to the left of the space name and drag and drop it where you would like to move it. (Note that you cannot move the Home Space, which is the first space you’ll see at the top of the page.)
Once completed, scroll back to the top and click Done on the upper left to save your changes and exit Edit mode.
If you’re on your mobile app, open the sidebar (three lines in the upper left corner of the Home screen). Next to your name is a refresh icon (two circling arrows). Tap it whenever you need to pull in small updates.
Alternatively, if you’re on the desktop/web version, you’ll need to tap into the “To Be Saved” folder in the upper right corner and then tap on the little circle icon. It should take a few seconds to sync.
In the camera mode, ensure you are on “Single” (not “Batch). Then snap a photo of the top part of the receipt (or first page of the document). On the next screen, you’ll see a “+” icon in the lower left corner of the document image. Tap that, then “+Page” to add more images to the same receipt/document.
SimplyWise makes it easy to capture multi-page receipts, invoices, or repair bills.
To scan a multi-page document:
- Tap the camera icon to take a photo of the first page
- It will automatically open the receipt editing screen
- You’ll see a preview of the photo at the top with a little + sign icon
- Tap the + sign to see the full view
- Tap “Page” in the bottom left of the screen
- Upload additional photos of that document or long receipt
- Tap Save when done
📌 Step-by-step guide: How to scan long receipts
Check out our full video tutorial library for more help!
In your mobile app on the home screen, tap the search bar at the top. You can search by date, merchant, total, or any line-item detail. You can also search within individual folders by tapping the magnifying glass in the upper right corner within a folder.
To search on the desktop/web version, login to your account at www.simplywise.com and search using the search bar at the top as you would within the mobile app.
To share a folder, tap Menu>Shared folders, then “Add Member”. To share folders with someone else, give them “Admin” access. Then input their contact info, and select which folders you want to share with them. It may be helpful to know that it would be best to send when your recipient is ready to receive and accept it so it doesn’t time out (causing you to remove it and resend it).
Open a receipt to the Receipt Details screen – this is where you’ll see the receipt image at the top and the receipt details below. Tap on the “Folders” line to select all of the folders you will need for your line items. Once selected, tap Save. On the “Split Receipt” screen, save each line item to the corresponding folder and tap Save when completed.
You can also split line items between folders by tapping directly into “Line Items”on the Receipt Details screen and editing and assigning items to different folders before saving.
SimplyWise is a document scanner and organizer. Take (or upload) a photo of a document, categorize it, and the app digitizes and files it away so you can find it when you need it.
To get started using SimplyWise, tap the camera icon at the bottom of the screen to submit a document.
The app’s full features include:
• Digitizing, organizing and storing your receipts, bills and other documents
• Access documents on-the-go from anywhere
• Unlimited file storage in a secure cloud
• Export out your data anytime (both images + spreadsheet; spreadsheet on Business tier)
• Seamlessly share files/folders with family, friends, or an accountant
• Connect your Amazon account to import purchases
• Importing e-receipts
• Unlimited file storage in a secure cloud
* Reconciliation auto-matches imported bank/credit card transactions to your scanned receipts for accurate records.
SimplyWise can track any receipt with any date. The key to the software capturing the date correctly is to ensure the receipt is clear and legible. For worn receipts or those with hard to read dates, you can simply manually update the date when saving. The app will automatically order these for you chronologically.
Your storage depends on your subscription plan:
Free Plan:
- With the free limited plan, you’ll enjoy 250 saves. This includes physical uploads as well as those imported using Amazon, email, PayPal, etc. – great for trying out the app!
Paid Subscription:
- Unlimited receipt storage
Receipts are stored securely and you can access them anytime. We recommend keeping receipts for at least 7 years for tax purposes.
To check your current plan, go to Settings → Subscription in the app.
In the SimplyWise Receipt Scanner app, tap the camera icon, then “Skip” in the bottom-right corner. Enter the document details manually—this creates a digital receipt that you can categorize and save to any folder.
A private folder is a folder that has not been shared with anyone; only you can see the contents of a private folder.
A shared folder is a folder that has been shared with someone else. They can see everything in a shared folder.
The “To Be Saved” section is located in the upper-right corner of the Home screen. All imported e-receipts (from connected email accounts or that you manually forwarded into the app), as well as Amazon and PayPal receipts live here until you categorize them into folders.
The SimplyWise Receipt Scanner app stores your documents with bank-level encryption (256-bit encryption) in a secure cloud, so they do not take up storage space on your phone.
Even if you delete the SimplyWise receipt scanner app, you can login at www.simplywise.com from any web browser, or re-download the app on another mobile device or tablet, and log in—your documents remain accessible.