Receipt Scanner
To disconnect your email from your SimplyWise app, go to your mobile app and tap Menu>Integrations>Email>Sync Accounts>Gear Icon>Remove Account.
To reconnect, simply tap Connect and follow the prompts to resync your email again.
To stop a recurring payment, go into the mobile app and do the following:
1. Use the search bar to navigate to the very first receipt from which you made the expense a recurring one. (For example, search for “Verizon”, then scroll to the bottom to find the original Verizon receipt where you selected “Recurring” as a payment.)
2. Tap into that receipt, scroll to the bottom, and toggle Recurring off.
To revoke shared access, you’ll want to tap Menu>Shared folders and tap on the person’s name you would like to edit or remove. De-select all folders (the blue check mark will disappear) and tap “Update” to remove their access to those folders.
If you’re seeing a fresh account or missing receipts, don’t panic! Your data is likely still safe. Here’s how to recover it:
Most common cause:
You may have accidentally created a new account instead of logging into your existing one. This can happen if you entered a different phone number or email.
To recover your account:
- Log out of the current account (Settings → Log Out)
- Log back in using your original phone number or email
- Your receipts should reappear
Not sure which phone number/email you used?
Contact us at support@simplywise.com with:
- Any phone numbers or emails you might have used
- Approximate date you created the account
- Any receipt details you remember (merchant names, dates)
We’ll help you find and recover your account!
To change your number in the SimplyWise Receipt Scanner app:
Tap into the menu (three lines in the upper corner of the Homescreen)
Tap Settings at the bottom
Tap “Update Account Info”
Tap into the Phone Number box, then enter your new number at the prompt.
Before deleting your account, please note that once an account is deleted, all of the data saved in the account will be deleted permanently. Moreover, if you have other SimplyWise subscriptions, you will be deleting the data associated with those accounts as well.
Also, if you have an active subscription in place, deleting the account does not change your subscription; you will need to cancel your subscription before deleting your account.
If you need help or have questions before deleting anything, please connect with our Support Team and we’ll be happy to help.
To reset your password in the SimplyWise Receipt Scanner app:
1. Log out
2. Tap “Get Started”
3. Enter mobile number → Continue
4. Tap “Forgot password? Reset here”
5. Enter texted code
6. Create new password
If you’ve elected to handle billing (or would like to handle billing) via the App Store or the Google Play Store, you can make changes in your mobile app under Menu>Settings>My Subscription.
Note that you can only update your subscription in the mobile app (not on desktop/web).
If you have submitted payment via Stripe or PayPal, or are unsure and want help, please connect with our Support Team for further assistance at support@simplywise.com, and we’ll be happy to help.
To update the credit/debit cards associated with your receipts, tap into the menu → My Cards. Add, edit, or nickname payment methods for easy identification (e.g., “Sarah’s VISA”). Note that this will improve the quality of the “reading” of your card number off of the receipts!
To connect your Amazon account within your SimplyWise mobile app, tap Menu>Integrations>Amazon and follow the prompts.
Note that you’ll need to leave the app open until the import process is complete. This can take up to a few minutes.
Once imported, your Amazon receipts will be located in “To Be Saved” in the upper right corner -, unless you set a “Rule” to automatically categorize your Amazon receipts as they come in.
The Amazon integration disconnects automatically once the sync is completed. To manually disconnect while connected, you can tap Menu>Integrations>Amazon>tap Connect Another Account. This also serves as a way to connect to a separate Amazon account.
When importing Amazon receipts, you may notice that multiple items appear as a single entry rather than individual line items. Here’s what’s happening and how to get the best results:
Why this happens:
Amazon’s order emails often combine all items into one summary. Our system imports what Amazon provides, which may group items together.
To get individual line items:
- Connect your Amazon account directly — Go to Settings → Integrations → Amazon. This pulls detailed order data with individual items.
- Forward the detailed invoice — In your Amazon account, go to Your Orders → Invoice → Download or Print, then forward that detailed invoice to your SimplyWise email address.
Tip: The Amazon account integration typically provides more detailed itemization than forwarded emails.
If you’re still having issues, reach out to support@simplywise.com and we’ll help!
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.
To delete receipts in bulk via the mobile app:
1. Tap into the folder where you would like to bulk delete items
2. Tap and hold on the first item until you see the check mark appear, indicating it has been selected
3. Once selected, tap the double check mark to “select all” (or select/un-select as many as needed)
4. Once all items are selected, tap the red trash icon at the bottom to delete.
To delete receipts in bulk via 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 you would like to bulk delete
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. Click the red trashcan icon to delete the items
To delete a receipt, tap into the folder where it’s located and swipe from right to left, then tap “Delete” to confirm it should be deleted. Note that deleting receipts in SimplyWise is permanent.
If you have deleted a receipt or other document, you can recover it by tapping Menu>Trash. There, you can swipe from left to right to “restore” the document to the original folder where it was saved.
For the future, if you want to archive receipts but may need to refer to them later, instead of deleting the receipts, you can choose to create a folder and name it something like “Trash” or “Archive” and save receipts there instead of deleting them.
Currently, deleted folders cannot be recovered.
When you delete a folder, the contents are moved to your “All Documents” folder in the space where the folder was deleted. Every space has the first folder listed as an “All Documents” folder. If you tap into that folder, then “Uncategorized”, you will see those items and be able to save them to another folder or a newly created folder as well.
If necessary, you can bulk categorize your Uncategorized documents by pressing and holding on one receipt until the blue checkmark appears. Then tap on the two lighter blue checkmarks at the bottom of the screen, then Edit, then “Folders”, and you can select a new folder to move them into.
You can connect your email account(s) to SimplyWise to automatically import your email receipts. Currently, we integrate with the following email domains: Gmail, Outlook, Yahoo, and AOL. To connect your email in your SimplyWise app, tap Menu>Integrations>Email>Sync Accounts and follow the prompts.
For receipts that you would like to manually forward either individually or from a non-supported email domain, tap Menu>Integrations>Email>SimplyWise Email, and copy that email address. You can then manually send the receipt to that address.
All forwarded emails will land in your “To Be Saved” area in the upper right corner of your homescreen – unless you use “Rules” to categorize them for you automatically.
If your email receipts aren’t showing up in SimplyWise after connecting your email, here are some troubleshooting steps:
1. Check your SimplyWise email address
Make sure you’re forwarding receipts to the correct address. Your personal SimplyWise email is in the format: yourusername@docs.simplywise.com
To find it: Menu → Integrations → Email → SimplyWise Email
2. Check for typos
Even a small typo in the forwarding address will prevent receipts from coming through.
3. Give it some time
There can sometimes be a delay in receipts appearing in your app. Wait a few minutes and check again.
4. Check inbox location
Email receipts must be in your main inbox—not in subfolders—to be automatically imported. Receipts stored in custom email folders or labels may not sync.
5. Check the “To Be Saved” section
Look in the upper right corner of your home screen for receipts waiting to be saved.
6. Receipt format issues
Some email layouts aren’t recognized by the app. If a specific receipt is missing, try manually forwarding it to your SimplyWise email address.
Still having trouble? Contact support with examples of the missing receipts and the email address where they’re located so we can investigate further.
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 have a YouTube channel with helpful information including video tutorials that walk through the app’s features here: https://www.youtube.com/@simplywiseusa/videos
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.
To track your income in SimplyWise:
1. Tap the Camera icon on the homescreen
2. Tap “Skip” at bottom of screen
3. Manually enter the income details
4. Toggle the document type at the top (blue arrow next to “Receipt”) and select “Income”
5. Tap “Folders” to choose where to save it
6. Tap Done
Note that by default, the income will appear as negative and your expenses will appear as positive, but you’re welcome to change this by tapping into the amount and using the +/- button.
Tags: Add income
To connect your PayPal account on your SimplyWise mobile device, use these steps:
Tap menu
Tap Integrations
Tap PayPal
Tap Connect Account and follow the prompts to connect
All imports will land in your to be saved folder on the PayPal tab on the upper right unless you have rules in place that would categorize them automatically
Once your PayPal sync is completed, the PayPal connection automatically disconnects, so no further action is required.
I’m sorry to say that we don’t currently have a “bundle” subscription for the full suite of SimplyWise apps, so each app subscription must be purchased individually. To toggle between the SimplyWise: Cost Estimator app and the SimplyWise receipt app; SimplyWise mileage app; or SimplyWise AI receptionist app, tap the menu in the upper left corner, and then tap SimplyWise Suite. All subscribed apps will be on the screen, and you can tap into each of them at any time.
Reminders are automated push notification alerts for due dates, returns, renewals, or recurring payments based on your document data.
To get started with adding a new reminder, open any saved document to the receipt details screen.
Scroll to the bottom, tap “Reminder”, set the date, and tap Save.
You’ll receive a push notification in your app on the date you’ve set.
To create a report on the mobile app, go to the homescreen, tap the menu (upper left), then “Reports” and “Create”. This will open the report customization options where you’ll be able to select which folders you’d like included in the report, the date range you want the report to cover, and finally give the report a name.
Alternatively, you can create a report on your computer by logging in at www.simplywise.com/login, tapping on “Reports” in the upper left corner, and creating a report there.
After you’ve created your report, you can share it with others (or yourself) via text or email, or download it as an XLSX, CSV, or PDF file.
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.
After generating a report, click “Download CSV” or “Download XLSX.” You can then open the report in Excel, Numbers, or Google Sheets.
To share a link to your report without the other person having the ability to edit the data, login at www.simplywise.com from a computer. Navigate to “Reports” (righthand corner), then click into the report you want to share. You can either click the blue share icon in the upper right corner to share the report with them as an Excel, PDF, or Zip file – or you can navigate to the report URL in your browser, copy that link, and share it directly with them – that link will be uneditable.
To share a report, tap into the report and click the blue share icon in the upper right corner. From there, enter the email addresses of the person/people you want to share with, or generate a share link.
While you cannot create subfolders in SimplyWise, you can group folders together.
To group folders on your mobile app:
Navigate to the Space where you would like group folders
Tap the grey pencil icon (upper right) to enter edit mode
Press and hold down on a folder you wnat to group, then (while still pressing down), move it on top of another folder you want to group it with
Tap into the group to rename that folder group.
To add subfolders or to group folders on the desktop/web version you’ll want to follow these steps:
Log into your account at www.simplywise.com using your phone number and password
Click Edit on the upper left corner to enter edit mode
Once in Edit mode, scroll to the space where the folders are located that you would like to group together
Drag and drop one of the folders you would like to group and hold it over the other folder. Once a dotted line appears around that folder, you can release your mouse – your group has been created. onto the other folder when you see the dotted line appear.
Once completed, scroll to the top and click “Done” to save your changes and exit Edit mode.
To record the type of payment used for a purchase (e.g. Cash, Check, Visa *1234), open the document, tap Edit → Payment Method field. Choose from saved cards or add a new method.
Tap the pencil (Edit Mode) → “+ ADD folder” to create. To delete, in Edit Mode select a folder, then tap the trash icon and confirm. Deleted-folder documents move back to “To Be Saved”.
To change your folder icon (or the color of your folders), you’ll want to follow these steps:
1. In the mobile app, tap the grey pencil icon on the homescreen to enter edit mode
2. Tap on the folder you would like to edit
3. Tap the icon
4. Use the search field at the top to search new icons or a different colored folder
5. Select new icon
6. Tap Save
To create a new space in your mobile app:
Log into your SimplyWise app
On the homescreen, tap the up carat (^) at the bottom of the screen.
This will open a screen called “My Spaces”
Tap “+Create New Space” at the bottom
Give your new space a name
Tap Create Space
To create a new space on the web:
Login to your account at www.simplywise.com
Tap on “Edit” (upper left)
Tap “+Add Space”
Create your space and add any folders you want to that space.
Be sure to scroll to the top to tap “Done” to save your changes.
To set up a recurring payment (for example, a rent payment or cell phone bill), go into the mobile app and do the following:
1. If the receipt isn’t uploaded, please upload and save it to a folder.
2. Once saved, navigate to the receipt and open the receipt details screen (this is where the receipt image is at the top, and the details are below).
3. Scroll to the bottom
4. Tap “Recurring”
5. On the “Recurring Payment” screen, toggle on the button next to “Recurring Payment”
6. Select frequency and end date, if needed
7. Tap back to the receipt details screen, and you’ll see it set up as recurring expense
In SimplyWise, Rules auto-categorize receipts that are imported into the app (for example from your email, PayPal or Amazon accounts).
To create a Rule, you must be in the mobile app. Tap into the “To Be Saved” area in the upper right corner of your homescreen, tap the Rules button in the bottom right corner, then tap the + in the header to get started.
Here you can create your rules based on merchant, name, amount, etc. and assign folder(s) so the app auto-categorizes them as soon as they arrive.
To edit or delete a rule, tap into “To Be Saved”, tap on Rules, then tap into the Rule you want to edit or delete.
Enter Edit Mode (pencil icon), tap the folder, then change its name, icon, or parent Space. Tap “Save” to apply.
You can edit your Space names – with the exception of the “Home” space – via the mobile app or via the web/desktop version using the steps below.
Via mobile app:
1. Navigate to the Space you would like to edit
2. Tap the pencil icon to enter edit mode
3. Once in edit mode, you can edit the name
4. Once completed, tap the X to save and close.
Via the web/desktop version:
1. Log into your account at www.simplywise.com using your phone number and password
2. Click Edit on the upper left to enter edit mode
3. Once in edit mode, scroll to the space that you would like to edit and make changes there
4. Once completed, scroll to the top and click Done to exit edit mode
Note: the same rule applies to the web/desktop version in that you can’t edit the default “Home” screen.