Not yet — a built-in contracts feature is something we are actively working on as we continue to expand the app. In the meantime, here are two free options that work well: Signaturely (signaturely.com) — free downloadable Word and PDF contracts that are easy to customize Jotform (jotform.com) — templates with e-signature capabilities
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 […]
How do I add receipts manually in the SimplyWise app?
To add manual receipts, tap the camera button, then tap skip and upload from there. You can upload as many receipts as needed with an active subscription.
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 left2. Tap Settings3. Tap Currency Preferences4. Toggle the setting to on To change the currency in a specific receipt:1. Tap into any […]
What devices are compatible with the Cost Estimator app?
The SimplyWise Cost Estimator app is available on both Android and iOS smartphones, as well as iPad and tablets. You can also access your account on a computer by visiting www.simplywise.com and selecting “Cost Estimator,” then logging in. Please note that while the web version is available, it currently has limited functionality compared to our […]
Account Management: Can I share my Cost Estimator account with my staff or team members?
Yes — you can share your account with staff by giving them your login credentials. They will need to download the app and sign in with your phone number and password. Please note that they will have full access to your account with no way to restrict what they can see or do. You can […]
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.
Subscription & Billing: How much does the Cost Estimator subscription cost?
The Cost Estimator subscription is $29.99/month, whether you sign up through the App Store (iPhone/iPad) or Google Play Store (Android). You can subscribe directly within the app. If you have questions about billing or need help with your subscription, you can reach us at support@simplywise.com.
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 […]
I deleted the app but I’m still being charged – how do I cancel my subscription and get a refund?
Deleting the app does not cancel your subscription. If you set up your SimplyWise subscription through the Apple App Store, you’ll need to cancel within your Apple Settings: **Cancel a subscription on your iPhone/iPad:**1. Open the Settings app.2. Tap your name.3. Tap Subscriptions.4. Find and select your SimplyWise subscription to cancel it. For refunds on […]