SimplyWise is a document scanner and organizer. Take (or upload) a photo of a document, categorize it, and the app digitizes and files it away so you can find it when you need it.
To get started with SimplyWise, tap the camera icon at the bottom of the screen. From there, you can submit a document by either 1) Taking a photo of a document, 2) Uploading an existing document from your camera roll, or 3) Manually entering document details (if you don’t have a physical receipt).
✅ Declutter paper piles
✅ Access documents on-the-go
✅ Unlimited file storage in a secure cloud (we use 256-bit encryption)
✅ Export data to spreadsheets (available for Business tier users only)
✅ Digitizing, organizing and storing your receipts, bills and other documents
✅ Unlimited file storage in a secure cloud (we use 256-bit encryption)
✅ Export out your data anytime (receive both a copy of your document images + a spreadsheet of your data. Spreadsheet available for Business tier users only.)
✅ Seamlessly share files and folders of documents with family, trusted friends, or an accountant.
✅ Get reminders of return or expiration dates.
✅ Connect your Amazon account to easily transfer and record your Amazon purchases.
✅ Conveniently import your e-receipts by linking your email to your SimplyWise account, or, forward those emailed receipts to your personalized SimplyWise email address.
SimplyWise stores your documents with bank-level encryption in a secure cloud, so they do not take up storage space on your phone.
That means that even if you delete the SimplyWise app, as long as you re-download it on another phone or tablet, and login with your account credentials, you will still be able to access all of your documents.
To delete a document, open it and tap the 3 horizontal dots icon in the upper right corner. From there hit “delete.”
Open the folder you’d like to delete those items from and tap and hold one of the receipts from the listed view. After about 1 second, you’ll notice three new options appear at the bottom of the screen.
Once you enter this editing mode, you can go down the transaction list selecting the items you’d like to delete. Once they’re all selected (indicated by the blue checkmark to the left of the merchant name) just tap on the red trash can icon in the bottom left of the screen.
Yes, you can log onto your SimplyWise account on any computer using your secure credentials. Just visit app.simplywise.com/login.
To add an item manually, without a physical receipt or document, tap on the camera, and then tap “Skip” in the bottom right-hand corner. From there, you can add your document.
Yes! In the home screen, tap on Edit. Press and hold a folder and drag it on top of another one. Press 'done' to exit edit mode.
To categorize an “Uncategorized” document, tap on the “All Documents” folder, then on “Uncategorized” (at the top of the folder). Open a document and tap on ”Categorize”. Then choose whichever category or categories you'd like!
Open the sidebar menu from your Home screen (3 horizontal lines icon in upper left corner) and then tap on the Email heading. From here you’ll be able to connect as many email addresses as you’d like for automated importing, or use your personalized SimplyWise email address to manually forward those items into your SimplyWise account.
Login to your SimplyWise account from your computer at apps.simplywise.com/login and then upload that pdf document there.
Upload your document to your account and then in the details screen, use the drop down arrow above your photo preview to change the document type from one of the receipt types or document to “Income.” This will change the entry from a positive to a negative, subtracting the amount from the expenses in your folders!
Yes! SimplyWise automatically captures the payment type used for each purchase. But, if you’d like to make changes to this, just tap into that section in the receipt details screen and add in that new payment type.
Open your SimplyWise app to the Home screen and then swipe across the screen from left to right to access the Plugins menu. Tap Reports and then “Create New Report.” This will open the report customization options where you’ll select which folders you’d like included in the report, the date range you want the report to cover, and finally you’ll give the report a name.
One of our developers walks through this process here:
After creating the report, tap on the blue "Share" button in the upper right corner of the report and send the report in a text or email via a link.
Or you can tap on the "Export" button in the lower right corner and download the report as an XLSX/CSV file and share your report that way.
From the Home Screen tap the Plugins menu (lightbulb icon in lower left corner) and then on Reports.
Open the report you wish to export, and then tap the blue Export button in the lower right of the screen.
Tap this and download that report as an XLSX or CSV file. Exporting a report does not delete it from your SimplyWise account!
The Reminders plugin allows you to schedule return reminders so you never miss a return deadline again! You’ll see some suggested reminders based on the receipt you’ve uploaded under the calendar which you can either accept or dismiss.
If you accept, that reminder will be added to your calendar and will alert you when that deadline is approaching. If you dismiss, the suggestion will be removed.
Yes - open the Reminders plugin and then tap on the plus + sign in the upper right corner. From here you’ll be able to select the type of reminder and schedule the date.
The Reconciliation plugin allows you to connect your bank transactions to your SimplyWise account. Once you establish that secure connection, SimplyWise will begin reconciling (or matching) your SimplyWise data to your bank/credit card transactions - ensuring you never miss an expense!
To add additional bank accounts or credit cards to your Reconciliation plugin, open the plugin and tap on the settings icon in the upper right corner. From here you’ll see a blue “Add Account” button.
You can delete an account from this same screen using the red trash can icon to the right of the account list.
Once you’ve connected your financial institutions, you’ll be able to filter your transactions by account using the tabs at the top of the Reconciliation Home Screen.