Hey all,
I stumbled upon a service called Simply Wise that helps with managing finances and retirement planning. Has anyone used it before? I’d love to hear your reviews or experiences with it. Is it worth checking out?
I tried Simply Wise recently to get a better handle on my retirement planning. It was pretty user-friendly and gave me a clearer picture of my Social Security benefits. It’s not a one-stop solution, but it helped simplify some of the financial stuff I was struggling with.
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I tested a couple apps side by side. The only person to successfully scan read a receipt that was creased up was SimplyWise. I only use the bare minimum of features. Take a picture of a receipt right away and store it. Email receipts should be forwarded. As a basic receipt tracker and storage, it works wonderfully. Use the PDFs that I included with my tax documents to create a year-end report. Since I don’t use the extra features, I can’t comment on them.
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SimplyWise is primarily a receipt management tool. It’s good for organizing expenses and tracking deductions. However, for comprehensive financial planning and retirement advice, consider consulting a financial advisor or using dedicated financial planning software.