{"id":3235,"date":"2025-03-24T16:46:16","date_gmt":"2025-03-24T16:46:16","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?page_id=3235"},"modified":"2026-01-28T18:39:16","modified_gmt":"2026-01-28T18:39:16","slug":"frequently-asked-questions-simplywise","status":"publish","type":"page","link":"https:\/\/www.simplywise.com\/blog\/frequently-asked-questions-simplywise\/","title":{"rendered":"Frequently Asked Questions | FAQ | SimplyWise"},"content":{"rendered":"<h1>General<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-does-simplywise-work\/\">How does SimplyWise work?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-what-are-the-features-of-simplywise\/\">What are the different features of SimplyWise?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-where-are-my-documents-stored\/\">Where are my documents stored?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-search-in-simplywise\/\">How to Search in SimplyWise<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-what-is-to-be-saved\/\">What is the To Be Saved section?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-categorizing-uncategorized-item\/\">How do I categorize an &#8220;uncategorized&#8221; item?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-import-pdf\/\">How can I import a PDF to my SimplyWise account?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-what-if-i-dont-have-physical-receipt\/\">What if I don&#8217;t have a physical receipt?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-can-i-use-simplywise-on-my-computer\/\">Can I use SimplyWise on my computer?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-long-receipts\/\">Saving long receipts<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-refresh-the-app\/\">How to refresh your SimplyWise app<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-change-document-type\/\">How do I change the document type on my SimplyWise upload?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-print\/\">How do I print my receipts or reports?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/how-do-i-split-a-receipt-between-multiple-folders-in-simplywise\/\">How do I split my receipt into multiple folders?<\/a><\/p>\n<h1>Account Settings Changes<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-update-subscription\/\">How do I update my SimplyWise subscription?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-change-phone-number\/\">How do I change my phone number?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-password-reset\/\">How do I reset my password?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-saved-cards\/\">How to Update Your Saved Cards<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-delete-account\/\">How do I delete my account?<\/a><\/p>\n<h1>SimplyWise Account Setup<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-edit-folders\/\">How do I add\/delete a folder in SimplyWise?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-edit-folders\/\">How do I edit a folder?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-subfolders\/\">Can I create subfolders\/folder groups?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-rules\/\">How to Create Rules in SimplyWise<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/set-up-recurring-expense-in-simplywise-app\/\">How to Create a Recurring Payment<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-space\/\">How to Create New Spaces<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-edit-space-name\/\">How to Edit Space Names<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-payment-type\/\">How can I record the payment type?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-add-plugin\/\">How do I add a missing plugin?<\/a><\/p>\n<h1>Reports<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-report\/\">How do I create a report in SimplyWise?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-report-export\/\">How Do I Export my Report into Excel\/Numbers?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-sharing-reports\/\">How do I share a report?<\/a><\/p>\n<h1>Mileage Tracker<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-mileage-on\/\">How to Start Mileage Tracking<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-mileage-off\/\">How to Stop Mileage Tracking<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-pause-mileage-tracking\/\">Can I pause Mileage Tracking?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-mileage-rules\/\">How do I create Mileage Rules?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-mileage-save-trips\/\">How do I save trips?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-manual-trips\/\">Can I create trips manually?<\/a><\/p>\n<h1>Bank\/Credit Card Reconciliation<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/\">What is the Reconciliation feature?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-add-accounts\/\">How do I add\/delete accounts in Reconciliation?<\/a><\/p>\n<h1>Reminders<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reminders-what-are\/\">What are reminders?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reminders-create\/\">Can I create my own reminder?<\/a><\/p>\n<h1>E-Receipts and Email Connection<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-e-receipts\/\">How do I import an email or online receipt?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-connect-email-to-simplywise\/\">How to Connect your Email to SimplyWise<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-disconnect-email-from-simplywise\/\">How to Disconnect your Email from SimplyWise<\/a><\/p>\n<h1>Income in SimplyWise<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-tracking-income\/\">Can I track my income in SimplyWise?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-income\/\">How do I add income?<\/a><\/p>\n<h1>Amazon Integration<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-amazon-connection\/\">How to Connect your Amazon account to SimplyWise<\/a><\/p>\n<h1>Deleting<\/h1>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-deleted-folder\/\">I mistakenly deleted a folder in SimplyWise &#8211; what now?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-recover-deleted-items\/\">How do I recover deleted items?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-delete-receipts\/\">How do I delete a receipt?<\/a><\/p>\n<p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-bulk-delete\/\">How do I bulk delete receipts?<\/a><\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>General How does SimplyWise work? What are the different features of SimplyWise? Where are my documents stored? How to Search in SimplyWise What is the To Be Saved section? How do I categorize an &#8220;uncategorized&#8221; item? How can I import a PDF to my SimplyWise account? What if I don&#8217;t have a physical receipt? Can [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3146,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"notes":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-3235","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Frequently Asked Questions | FAQ | SimplyWise - SimplyWise Cost Estimator<\/title>\n<meta name=\"description\" content=\"Read through the most frequently asked questions to learn more about the SimplyWise app and how it works...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/frequently-asked-questions-simplywise\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Frequently Asked Questions | FAQ | SimplyWise - 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