{"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":"2026-10-27T05:40:03","modified_gmt":"2026-10-27T05:40:03","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":"<div class=\"rv2\"><div class=\"rv-site-header\"><div class=\"rv-header-in\"><a class=\"rv-brand\" href=\"https:\/\/www.simplywise.com\/\" aria-label=\"SimplyWise home\"><span class=\"rv-bgi\" role=\"img\" aria-label=\"SimplyWise\" style=\"background-image:url('https:\/\/www.simplywise.com\/static-pages\/static\/main-landing-page\/assets\/brand\/wordmark-navy.svg');aspect-ratio:546\/87\"><\/span><\/a><nav class=\"rv-top-nav\" aria-label=\"Apps\"><ul><li><a class=\"rv-tn\" 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20 20' fill='none' stroke='%230c3859' stroke-width='2' stroke-linecap='round' stroke-linejoin='round'%3E%3Cpath d='M4 10h12M11 5l5 5-5 5'\/%3E%3C\/svg%3E\")}.rv2 .sw .sw__final a:not(.sw__btn){color:#fff}body:has(.rv2) #masthead,body:has(.rv2) #colophon{display:none !important}.rv2 .pm__prefsrc{text-align:inherit}.rv2 .pm__prefsrc a{text-decoration:none !important;border-bottom:0 !important}.rv2 .pm__prefsrc a:focus-visible{outline:2px solid var(--rv-blue);outline-offset:3px}.rv2 .rv-legacy-foot{display:none !important}.rv2 .rv-site-header p:not([class]),.rv2 .rv-site-footer p:not([class]){display:contents !important}.rv2 .rv-bgi{display:block;background-position:center;background-size:contain;background-repeat:no-repeat}.rv2 .rv-brand .rv-bgi{width:124px}@media (min-width:768px){.rv2 .rv-brand .rv-bgi{width:136px}}@media (min-width:1024px){.rv2 .rv-brand .rv-bgi{width:142px}}.rv2 .sw-c div[style*=\"display:flex\"]>br,.rv2 .sw-t div[style*=\"display:flex\"]>br{display:none !important}.rv2 .sw-c h1,.rv2 .sw-t h1{font-size:clamp(34px,11.2vw,52px) !important;line-height:1.02 !important;letter-spacing:-.045em !important}@media (min-width:1024px){.rv2 .sw-c h1,.rv2 .sw-t h1{font-size:52px !important;letter-spacing:-.05em !important}}@media (max-width:767px){.rv2 .sw-c section:first-of-type a[style*=\"border-radius:999px\"]:not([href*=\"preferences\/source\"]),.rv2 .sw-t section:first-of-type a[style*=\"border-radius:999px\"]:not([href*=\"preferences\/source\"]){display:flex !important;width:100% !important;justify-content:center !important;box-sizing:border-box !important;min-height:52px}}<\/style><article class=\"sw sw-a\">\n<header class=\"sw__hero\">\n<div class=\"sw__inner\">\n<nav class=\"sw__crumb\">Blog &nbsp;&rsaquo;&nbsp; FAQs<\/nav>\n<span class=\"sw__eyebrow\">SimplyWise &middot; Frequently Asked Questions<\/span>\n<h1>Frequently Asked Questions <span class=\"sw__h1-sub\">| FAQ | SimplyWise<\/span><\/h1>\n<p class=\"sw__dek\">SimplyWise turns receipts, bills, and statements into records you can search, report on, and reconcile. The answers below cover setup and day to day use.<\/p>\n<div class=\"sw__hero-cta\"><a class=\"sw__btn\" href=\"https:\/\/simplywise.app.link\/Iv0wVANrvfb\" rel=\"noopener\" target=\"_blank\">Try SimplyWise Free<\/a><span class=\"sw__hero-cta-note\">Free to try<\/span><\/div>\n<div class=\"sw__meta\">\n<span>SimplyWise<\/span>\n<i><\/i>\n<span>Updated September 30, 2026<\/span>\n<\/div><p class=\"pm__prefsrc\" style=\"margin:16px 0 0;\"><a href=\"https:\/\/www.google.com\/preferences\/source?q=simplywise.com\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-flex;align-items:center;gap:8px;min-height:36px;max-width:100%;box-sizing:border-box;padding:6px 14px;background:#fff;border:1px solid #dbe6ff;border-radius:999px;color:#2563eb;font:600 13.5px\/1.3 Inter,-apple-system,sans-serif;text-decoration:none;white-space:nowrap;\"><svg width=\"18\" height=\"18\" viewBox=\"0 0 48 48\" aria-hidden=\"true\" focusable=\"false\" style=\"flex:none\"><path fill=\"#EA4335\" d=\"M24 9.5c3.54 0 6.71 1.22 9.21 3.6l6.85-6.85C35.9 2.38 30.47 0 24 0 14.62 0 6.51 5.38 2.56 13.22l7.98 6.19C12.43 13.72 17.74 9.5 24 9.5z\"\/><path fill=\"#4285F4\" d=\"M46.98 24.55c0-1.57-.15-3.09-.38-4.55H24v9.02h12.94c-.58 2.96-2.26 5.48-4.78 7.18l7.73 6c4.51-4.18 7.09-10.36 7.09-17.65z\"\/><path fill=\"#FBBC05\" d=\"M10.53 28.59c-.48-1.45-.76-2.99-.76-4.59s.27-3.14.76-4.59l-7.98-6.19C.92 16.46 0 20.12 0 24c0 3.88.92 7.54 2.56 10.78l7.97-6.19z\"\/><path fill=\"#34A853\" d=\"M24 48c6.48 0 11.93-2.13 15.89-5.81l-7.73-6c-2.15 1.45-4.92 2.3-8.16 2.3-6.26 0-11.57-4.22-13.47-9.91l-7.98 6.19C6.51 42.62 14.62 48 24 48z\"\/><\/svg>Add SimplyWise as a preferred source<\/a><\/p>\n<\/div>\n<\/header>\n\n<div class=\"sw__body\">\n<div class=\"sw__inner\">\n<div class=\"sw__index\">\n<section class=\"sw__index-sec\"><h2>General<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-does-simplywise-work\/\">How does SimplyWise work?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-what-are-the-features-of-simplywise\/\">What are the different features of SimplyWise?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-where-are-my-documents-stored\/\">Where are my documents stored?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-search-in-simplywise\/\">How to Search in SimplyWise<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-what-is-to-be-saved\/\">What is the To Be Saved section?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-categorizing-uncategorized-item\/\">How do I categorize an &#8220;uncategorized&#8221; item?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-import-pdf\/\">How can I import a PDF to my SimplyWise account?<\/a><\/p><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><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><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-long-receipts\/\">Saving long receipts<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-refresh-the-app\/\">How to refresh your SimplyWise app<\/a><\/p><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><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-print\/\">How do I print my receipts or reports?<\/a><\/p><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><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Account Settings Changes<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-update-subscription\/\">How do I update my SimplyWise subscription?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-change-phone-number\/\">How do I change my phone number?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-password-reset\/\">How do I reset my password?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-saved-cards\/\">How to Update Your Saved Cards<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-delete-account\/\">How do I delete my account?<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>SimplyWise Account Setup<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-edit-folders\/\">How do I add\/delete a folder in SimplyWise?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-edit-folders\/\">How do I edit a folder?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-subfolders\/\">Can I create subfolders\/folder groups?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-rules\/\">How to Create Rules in SimplyWise<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/set-up-recurring-expense-in-simplywise-app\/\">How to Create a Recurring Payment<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-space\/\">How to Create New Spaces<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-edit-space-name\/\">How to Edit Space Names<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-payment-type\/\">How can I record the payment type?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-add-plugin\/\">How do I add a missing plugin?<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Reports<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-create-report\/\">How do I create a report in SimplyWise?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-report-export\/\">How Do I Export my Report into Excel\/Numbers?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-sharing-reports\/\">How do I share a report?<\/a><\/p><\/div><\/section>\n<p class=\"sw__inline-cta\">Reports are the payoff: every receipt you file turns into something you can export or hand to an accountant. <a href=\"https:\/\/simplywise.app.link\/Iv0wVANrvfb\" rel=\"noopener\" target=\"_blank\">Build your first report free<\/a><\/p>\n<section class=\"sw__index-sec\"><h2>Mileage Tracker<\/h2><div class=\"sw__linkcard\"><p>How to Start Mileage Tracking<\/p><p>How to Stop Mileage Tracking<\/p><p>Can I pause Mileage Tracking?<\/p><p>How do I create Mileage Rules?<\/p><p>How do I save trips?<\/p><p>Can I create trips manually?<\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Bank\/Credit Card Reconciliation<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/\">What is the Reconciliation feature?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-add-accounts\/\">How do I add\/delete accounts in Reconciliation?<\/a><\/p><\/div><\/section>\n<p class=\"sw__inline-cta\">Reconciliation is what catches a charge you do not recognize, by checking your statement against the receipts you have saved. <a href=\"https:\/\/simplywise.app.link\/Iv0wVANrvfb\" rel=\"noopener\" target=\"_blank\">Try reconciliation free<\/a><\/p>\n<section class=\"sw__index-sec\"><h2>Reminders<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reminders-what-are\/\">What are reminders?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-reminders-create\/\">Can I create my own reminder?<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>E-Receipts and Email Connection<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-e-receipts\/\">How do I import an email or online receipt?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-connect-email-to-simplywise\/\">How to Connect your Email to SimplyWise<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-disconnect-email-from-simplywise\/\">How to Disconnect your Email from SimplyWise<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Income in SimplyWise<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-tracking-income\/\">Can I track my income in SimplyWise?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-income\/\">How do I add income?<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Amazon Integration<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-amazon-connection\/\">How to Connect your Amazon account to SimplyWise<\/a><\/p><\/div><\/section>\n<section class=\"sw__index-sec\"><h2>Deleting and recovery<\/h2><div class=\"sw__linkcard\"><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-deleted-folder\/\">I mistakenly deleted a folder in SimplyWise: what now?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-recover-deleted-items\/\">How do I recover deleted items?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-delete-receipts\/\">How do I delete a receipt?<\/a><\/p><p><a href=\"https:\/\/www.simplywise.com\/blog\/faq-how-to-bulk-delete\/\">How do I bulk delete receipts?<\/a><\/p><\/div><\/section>\n<\/div>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<\/div>\n<\/div>\n<section class=\"sw__final\">\n<div class=\"sw__inner\">\n<span class=\"sw__eyebrow\">Not a customer yet?<\/span>\n<h2>Put every receipt in one place.<\/h2>\n<p>Scan, import, and reconcile receipts and bills, then turn them into a report whenever you need one. Free to try.<\/p>\n\n<a class=\"sw__btn sw__btn--lg\" href=\"https:\/\/simplywise.app.link\/Iv0wVANrvfb\" rel=\"noopener\" target=\"_blank\">Try SimplyWise Free<\/a>\n\n<\/div>\n<\/section>\n<\/article><div class=\"rv-site-footer\"><div><span class=\"rv-bgi rv-wm\" role=\"img\" aria-label=\"SimplyWise\" style=\"background-image:url('https:\/\/www.simplywise.com\/static-pages\/static\/main-landing-page\/assets\/brand\/wordmark-white.svg');aspect-ratio:546\/87\"><\/span><p class=\"rv-tag\">Smart tools for contractors<\/p><ul class=\"rv-foot-links\"><li><a href=\"https:\/\/simplywise.com\/login\">Log in<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/#program\">New Business Program<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/about\">About<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/support\">Support<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/privacy\">Privacy<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/terms\">Terms<\/a><\/li><li><a href=\"https:\/\/www.simplywise.com\/blog\/\">Blog<\/a><\/li><\/ul><small>&copy; 2026 SimplyWise<\/small><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Estimates Receipts Mileage Room scans Visualizer Log in Estimates Receipts Mileage Room scans Visualizer Blog &nbsp;&rsaquo;&nbsp; FAQs SimplyWise &middot; Frequently Asked Questions Frequently Asked Questions | FAQ | SimplyWise SimplyWise turns receipts, bills, and statements into records you can search, report on, and reconcile. The answers below cover setup and day to day use. Try [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3146,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_yoast_wpseo_focuskw":"simplywise","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"The most frequently asked questions about the SimplyWise app: how it works, what the features are, where documents are stored, and how to search.","_yoast_wpseo_canonical":"","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 v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Frequently Asked Questions | FAQ | SimplyWise<\/title>\n<meta name=\"description\" content=\"The most frequently asked questions about the SimplyWise app: how it works, what the features are, where documents are stored, and how to search.\" \/>\n<meta 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