Overview
Quicken Simplifi's Bill Connect feature makes tracking your bills easy! You can connect to your various Billers to receive updated due dates and amounts every time a bill becomes available. Your Reminders will even update so you know exactly what's due and when!
Note: Some credit card companies are not currently available via Bill Connect, including Capital One, Citi, Chase, Bank of America, and Wells Fargo.
Connecting to a Biller
Hover over the menu on the left-hand side and select Settings.
Select All Recurring.
Locate the Recurring Series you'd like to connect and click the three dots at the end of it.
Select Connect biller.
If your Biller is already shown, you can click on the image to select it, or just begin typing the name of the Biller into the Search bar to let Quicken Simplifi find it.
Enter the User ID and Password that you use to sign in to your Biller's website, then click Connect.
Note: You can also choose to connect to a Biller when first creating a new Recurring Series; for more details on creating and using the Recurring Transaction feature, please click here.
Tell Quicken Simplifi How You'd Like Your Next Reminder to Update
Quicken Simplifi allows you to receive automated due dates and amounts for your recurring bills. Once you're connected to a Biller, you'll have the option to select how you'd like Quicken Simplifi to update your next upcoming Reminder.
This option will allow you to use the Bill Amount and Due Date the Biller provides for the next upcoming Reminder, or you can keep the Bill Amount and Due Date that was entered/selected when originally creating the Recurring Series.
Hover over the menu on the left-hand side and select Settings.
Select All Recurring.
Locate the Recurring Series that you'd like to select the Bill Amount and Due Date for and click the three dots at the end of it.
Select Edit series.
In the 'When a new bill arrives, update reminder to' section, use the Amount drop-down menu to select Bill Amount if you'd like the Biller to provide the amount of your next Reminder, or select Don't auto-update if you'd like your Reminder to stay in line with the original Recurring Series setup.
Use the Date dropdown menu to select Due Date if you'd like the Biller to provide the date of your next Reminder, or select Don't auto-update if you'd like your Reminder to stay in line with the original Recurring Series setup.
Click Update when done.
Bill Connect for Credit Cards
With Bill Connect, Quicken Simplifi automatically updates your credit card reminders using real-time balance and due date information pulled from your connected account. Once set up, Simplifi uses your online banking connection to retrieve bill data—such as statement balances, total balances, and minimum dues—based on your selected preference.
This reduces the need for manual edits, ensures your reminders stay accurate, and helps improve your financial visibility and planning, even if your card isn’t fully supported.
Things to note
This feature is best suited for users who wait for their statement to close before paying.
There’s a 3-day buffer after the statement closes before the final amount appears in Simplifi.
The Recurring Series must be a linked transfer. You cannot have the category set as Credit Card Payment.
If you’ve set up a recurring credit card payment from your checking account, the Series category must be the receiving credit card account. Both accounts also need to be connected to the bank, as some data for this feature is retrieved through that connection.
Once the Recurring Series is set up correctly, the Bill Connect tab will appear. This tab lets you enable automatic updates for the associated reminders. The Statement Closing Date and Due Date are pulled from your bank connection and set by the system, so they can't be customized. Below, you'll see options to update your reminders.
The Statement Closing Date and the Due Date shown in the Bill Connect Tab come directly from your bank and cannot be edited.
Amount
Statement Balance: Updates the reminder amount to the statement balance when the statement period closes.
Minimum Due: Updates the reminder amount to the minimum due once the statement period closes.
Total Balance: Updates the reminder amount to the total balance when the statement period closes.
Don't Update: Uses the amount you set in the Basic Details tab.
Date
Due Date: Uses the due date displayed in the Bill Connect tab.
Don't Update: Uses the date set in the Basic Details tab.
Disconnecting from a Biller
Hover over the menu on the left-hand side and select Settings.
Select All Recurring.
Locate the Recurring Series that you'd like to disconnect and click the three dots at the end of it.
Select Disconnect biller.
Click Disconnect to confirm.
Connecting Multiple Bills to a Single Biller
With Bill Connect, you may wonder how to connect multiple Bills to a single Biller, such as having vehicle insurance as well as homeowners insurance with a single company, or holding multiple credit card accounts with a single financial institution.
Whether the Bills can be connected individually in Quicken Simplifi depends on the Biller. For example, if you have multiple credit cards with a single financial institution, but only receive one statement for all of the cards, then you will only have the option to connect to one Bill in Quicken Simplifi. However, if you receive individual statements for each of the individual accounts, then you should be able to individually connect each one to the Biller in Quicken Simplifi.
How to Connect Multiple Bills to One Biller
To connect multiple Bills to a single Biller, you'll first want to create a separate Recurring Series in Quicken Simplifi for each of the Bills. Once done, you'll be able to start by connecting one of them to the Biller. During this process, you'll be presented with a list of Biller Accounts that are available to link; select the Account that you're attempting to link and click Continue.
Once you've connected the first Recurring Series to the Biller, you'll get a window stating that the Account is now connected, with the option to continue linking the rest of your Bills to the Biller:
Note: For more details on creating a Recurring Series in Quicken Simplifi please click here!
How Do I Know When My Bill Amount Updates?
With Bill Connect, you can link to your various Billers to receive updated Due Dates and Amounts! When you've successfully linked to a Biller, you'll see a chain link icon next to the associated Reminder, and when a Bill has updated, you'll see a checkmark next to the Reminder. These icons make it easy to know what's linked and what's due!
Does Quicken Simplifi Offer a Bill Pay Service?
At this time, Quicken Simplifi only offers the ability to connect to your Billers to receive updated due dates and amounts. The ability to pay your bills from Quicken Simplifi is not currently available. However, our Quicken Classic products offer a robust bill pay service called Bill Manager!
To learn more about those services and products, click here!
To learn about using Bill Connect on the Quicken Simplifi Mobile App, please click here!