Receipt Scanner
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.
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.