# SimplyWise Receipt Scanner FAQs Canonical URL: https://www.simplywise.com/blog/simplywise-receipt-scanner-faqs/ Plain text: https://www.simplywise.com/blog/simplywise-receipt-scanner-faqs/llms.txt Publisher: SimplyWise, Inc. (https://www.simplywise.com) Published: February 4, 2026 Updated: September 30, 2026 Summary: Answers to the most common SimplyWise Receipt Scanner questions: scanning, folders, reports, email connections, exports, and account and billing help. --- ## SimplyWise Receipt Scanner FAQs These answers cover the SimplyWise receipt scanner: scanning and filing receipts, importing email and Amazon orders, and matching all of it against your bank or card statement. Enter your question: If you are still deciding How does scanning work? Photograph a receipt and the app reads it, files it into the folder you choose, and keeps every line searchable. Scan your first receipt free What about a charge you do not recognize? Connect your bank or card and Reconciliation checks the statement against the receipts you have saved, flagging anything it cannot match. Try reconciliation free ## Receipt Scanner b E-Receipts and Email Connection: How do I disconnect my Email from SimplyWise? 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. b SimplyWise Account Setup: How do I cancel/delete a recurring payment? 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. b Account Help: How do I remove someone or revoke shared access? 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. b Account Help: I lost my receipts or data, how do I recover my account? 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: 1. Log out of the current account (Settings → Log Out) 2. Log back in using your original phone number or email 3. 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! b Account Settings Changes: How do I change my phone number? 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. b Account Settings Changes: How do I delete my SimplyWise account? 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. b Account Settings Changes: How do I reset my password? 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 b Account Settings Changes: How do I update my SimplyWise subscription? 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. b Account Settings Changes: How to Update Your Saved Cards 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! b Amazon Integration: How to Connect your Amazon account to SimplyWise? 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. b Amazon Integration: How to Disconnect your Amazon account? 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. b Amazon Integration: Why aren’t my Amazon receipts showing individual line items? 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: 1. Connect your Amazon account directly: Go to Settings → Integrations → Amazon. This pulls detailed order data with individual items. 2. 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! b 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 b Bank/Credit Card Reconciliation: What is the Reconciliation feature? 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. b Can I upload an existing Excel spreadsheet with my historical spending data into SimplyWise? At the moment, spreadsheets can’t be uploaded directly into the app. The best approach would be to keep your historical data in your spreadsheet and use SimplyWise for tracking new activity going forward. Alternatively, you can manually input historical data in the app by tapping the camera button > skip and manually entering there. rev. 10/26 b Deleting: How do I bulk delete receipts? 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 b Deleting: How do I delete a receipt? 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. b Deleting: How do I recover deleted items? 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. b Deleting: I mistakenly deleted a folder in SimplyWise, what now? 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. b E-Receipts and Email Connection: How do I import an email or online receipt? 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. b E-Receipts and Email Connection: Why aren’t my email receipts coming through? SimplyWise integrates automatically with Gmail, Outlook, Yahoo, and AOL. To connect your email account: 1. Tap Menu 2. Tap Integrations 3. Tap Email 4. Tap Sync Accounts and follow the prompts For non-supported email providers, or to forward individual receipts manually, use your personal SimplyWise email address (found at Menu → Integrations → Email → SimplyWise Email). Email receipts already set up but not showing up? Try these steps: 1. Check your SimplyWise email address Make sure you’re forwarding 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. 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. 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. Try manually forwarding the receipt to your SimplyWise email address. 7. Check for auto-save rules Tap into your inbox on the upper right, then tap the blue rules button to check if rules are automatically filing receipts into folders. Still having trouble? Contact support at https://www.simplywise.com/support with examples of the missing receipts and the email address where they’re located. b General: Can I use SimplyWise across multiple devices? 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. b General: Can I use SimplyWise on my computer? Yes, visit www.simplywise.com/login, and log in with your credentials to access your SimplyWise account on a computer. b General: Do you have tutorials or a video library? 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 (https://www.youtube.com/@simplywiseusa/videos) b General: Does SimplyWise have an affiliate or referral program? Yes, we do! Please connect with our support team at support@simplywise.com and they will be happy to help! b General: How can I import a PDF receipt or document into my SimplyWise account? 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. b General: How do I add a receipt or transaction without a physical receipt? 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 b General: How do I add Canadian taxes? 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. b General: How do I categorize an “uncategorized” item? 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. b General: How do I change currency? 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 b General: How do I change the document type on my SimplyWise upload? 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”). b General: How do I get a receipt for my SimplyWise subscription? 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. b General: How do I get past years receipts? 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. b General: How do I manually add a receipt without scanning? You can manually add a receipt in the SimplyWise Receipt Scanner app without taking a photo. To manually add a receipt: 1. Tap the camera icon on your home screen 2. Tap “Skip” in the bottom-right corner 3. Manually enter all the receipt data such as date, merchant name, amount, etc. 4. Tap the folders line to select which folder you want to save it to 5. 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 (https://www.youtube.com/@simplywiseusa/videos) for walkthroughs! b General: How do I merge my folders? 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. b General: How do I move my receipts from one folder to another to another in bulk? 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 b General: How do I print my receipts or reports? 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. b General: How do I put my folders in alphabetical order? 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 b General: How do I rearrange spaces? 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. b General: How do I refresh my SimplyWise app? 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. b General: How do I save long receipts or documents with multiple pages? 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. b General: How do I scan multi-page receipts or documents? SimplyWise makes it easy to capture multi-page receipts, invoices, or repair bills. To scan a multi-page document: 1. Tap the camera icon to take a photo of the first page 2. It will automatically open the receipt editing screen 3. You’ll see a preview of the photo at the top with a little + sign icon 4. Tap the + sign to see the full view 5. Tap “Page” in the bottom left of the screen 6. Upload additional photos of that document or long receipt 7. Tap Save when done 📌 Step-by-step guide: How to scan long receipts (https://www.simplywise.com/blog/faq-long-receipts/) Check out our full video tutorial library (https://www.youtube.com/@simplywiseusa/videos) for more help! b General: How do I search in SimplyWise? 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. b General: How do I share a folder? 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). b General: How do I split my receipt into multiple folders? 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. b General: How does the SimplyWise Receipt Scanner app work? 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. b General: How far back can SimplyWise track receipts? 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. b General: How much storage space do I have for receipts? 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. b General: What if I don’t have a physical receipt? 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. b General: What is a private folder? A private folder is a folder that has not been shared with anyone; only you can see the contents of a private folder. b General: What is a shared folder? A shared folder is a folder that has been shared with someone else. They can see everything in a shared folder. b General: What is the “To Be Saved” section? 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. b General: Where are my documents stored? 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. b How do I correct receipts that were scanned in the wrong currency (e.g., Mexican Peso vs USD)? There are two ways to change the currency: in the settings and also in the receipt details. To apply the auto-detector currency settings: 1. From your mobile app, tap Menu on the upper left 2. Tap Settings 3. Tap Currency Preferences 4. Toggle the setting to on To change the currency in a specific receipt: 1. Tap into any receipt details where you see the image at the top and the details below 2. Tap the three dots on the upper right hand corner 3. Tap Change Currency and select the correct currency b How do I rename or edit folder titles in SimplyWise? To edit a folder name, follow these steps: 1. Open your SimplyWise app to your Home screen. 2. Tap on the grey pencil icon above your existing folders on the upper right. 3. Tap on the folder you would like to edit. 4. Make your changes. 5. Tap Save. 6. Tap the X on the upper right to exit edit mode. rev. 10/26 b How do I send my receipts and a spreadsheet report to my accountant? To share both your receipts and a summary spreadsheet with your accountant, you will need to create a report in SimplyWise. The recommended way to do this is on your computer: log in at simplywise.com/login, select ‘Reports’ in the upper-left corner, and create your report there. On the mobile app, tap the menu in the upper left, tap ‘Reports’, tap ‘Create’, and follow the prompts. Before running any report, make sure all of your receipts are saved to a folder. Receipts not in a folder will not be included in the report. rev. 10/26 b How do I set up rules to automatically sort receipts into folders? Rules can only be set up and managed through the mobile app, not the browser/web version. To set up rules: 1. Tap into the inbox on the upper right 2. Tap the blue Rules button 3. Tap the + on the upper right to add new 4. To edit any existing rules, tap on the rule to make changes rev. 10/26 b Income in SimplyWise: Can I track my income in SimplyWise? 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 b Integrations: How do I connect my PayPal account? 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 b Integrations: How do I disconnect my PayPal account? Once your PayPal sync is completed, the PayPal connection automatically disconnects, so no further action is required. b Other Questions: Can I just pay one subscription price for all of the SimplyWise apps? Yes! One active subscription gives you access to all apps in the SimplyWise suite: Cost Estimator, Receipt Scanner, Mileage Tracker, Receptionist, and Website Builder. To toggle between apps, tap Menu in the upper left corner, then tap SimplyWise Suite. All your apps will appear there and you can switch between them at any time. b Receipt Scanner: How do I track tips on restaurant receipts instead of tax? There are a couple of ways to track tip data or other info that may not be set up as a default field in the app. Option 1: Change the document type to Restaurant Receipt: Tap into the receipt details and change the document type to Restaurant Receipt. This will surface tip as a field instead of tax. Option 2: Create a custom field: You can create custom fields in the app settings to track tips or any other data. Custom fields are also included when you export your data. To add a custom field, you can use these steps: 1. Tap into a receipt where the image is at the top and the details are below 2. Tap the three dots on the upper right corner 3. Tap Custom Fields 4. Tap the + to add a new custom field 5. Note: Custom fields cannot be edited at this time; to make changes, you can delete and then set up a new one rev. 10/26 b Reminders: What are reminders? 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. b Reports: How do I create a report in SimplyWise? 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. b Reports: How do I export my report into Excel/Numbers? After generating a report, click “Download CSV” or “Download XLSX.” You can then open the report in Excel, Numbers, or Google Sheets. b Reports: How do I share a link to my report without the other person being able to make changes? 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. b Reports: How do I share a report? 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. b SimplyWise Account Setup: Can I create subfolders/folder groups? 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. b SimplyWise Account Setup: How can I record the payment type? 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. b SimplyWise Account Setup: How do I add/delete a folder in SimplyWise? 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”. b SimplyWise Account Setup: How do I change/edit a folder/category icon? 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 b SimplyWise Account Setup: How do I create a new space? 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. b SimplyWise Account Setup: How do I create a recurring payment/expense? 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 b SimplyWise Account Setup: How do I Create/Edit/Delete Rules? 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. b SimplyWise Account Setup: How do I edit a folder? Enter Edit Mode (pencil icon), tap the folder, then change its name, icon, or parent Space. Tap “Save” to apply. b SimplyWise Account Setup: How to Edit Space Names 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. b Why am I being charged for SimplyWise apps? If you’re seeing unexpected charges from SimplyWise, here are the most common reasons: **Free Trial Conversion:** Most SimplyWise apps offer a free trial that automatically converts to a paid subscription if not canceled. Check your app store subscriptions to see if your trial has ended. **Multiple App Subscriptions:** SimplyWise offers several apps (Cost Estimator, Receipt Scanner, Mileage Tracker). Each app has its own subscription. You may have subscriptions for multiple apps. **How to Check Your Subscriptions:** • iOS: Settings > Apple ID > Subscriptions • Android: Google Play Store > Profile > Payments & Subscriptions **To Cancel:** • Cancel directly through your app store subscription management • Contact support if you need assistance: support@simplywise.com **Refund Requests:** For recent charges you believe are in error, contact our support team with your receipt or subscription details. b Why am I not receiving the verification code to create my account? If you’re not receiving the verification code, there may be a temporary connection issue with your mobile network or carrier preventing the text from coming through. Verification codes are typically delivered within a few seconds to a couple of minutes. If you haven’t received your code after 2 to 5 minutes, you can try requesting a new one. Before trying again, make sure you have a stable cellular connection and that the phone number entered is correct. If you still haven’t received a code after 10 to 15 minutes, there may be an issue with your mobile carrier or the delivery of verification messages. We recommend waiting a little while before trying again. Avoid requesting multiple codes back-to-back, as too many attempts may temporarily delay or limit additional verification requests. If the issue persists after 15 minutes, contact us with the phone number associated with your SimplyWise account at support@simplywise.com and we’ll be happy to help. --- ## 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