Question 1

SimplyWise Account Setup: How do I Create/Edit/Delete Rules?

Crystal · Accepted Answer

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.

Question 2

SimplyWise Account Setup: How do I Create/Edit/Delete Rules?

Crystal · Accepted Answer

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.