Question 1

E-Receipts and Email Connection: How do I import an email or online receipt?

Crystal · Accepted Answer

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.

Question 2

E-Receipts and Email Connection: How do I import an email or online receipt?

Crystal · Accepted Answer

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.