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 […]
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” […]
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 […]
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, […]
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 […]
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 […]
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.
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”.
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 […]
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!