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 Bill Connect features are only available when enabled from the Quicken Simplifi Web App.
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
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Recurring Series.
Locate the Recurring Series that you'd like to link 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 Link Account.
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
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, however, this must be done from the Quicken Simplifi Web App directly.
When doing so, you'll be able to select whether to have your Reminders update with the Bill Amount and Due Date that's provided by the Biller, or to keep the Bill Amount and Due Date that was entered during the original Recurring Series setup. Please see the steps that are available here to enable these options from the Quicken Simplifi Web App.
Disconnecting From a Biller
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Recurring Series.
Locate the Recurring Series that you'd like to unlink and click the three dots at the end of it.
Select Disconnect Biller.
Click Disconnect to confirm.
How to Connect Multiple Bills to One 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.
Connecting Multiple Bills to a Single 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 be presented with a screen of the remaining Billers that are available to link. You can select "Link to recurring" for each one, and then select the corresponding Recurring Series to link it to.
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 other Quicken products offer a wonderful bill pay service called Bill Manager! To learn more about our other Quicken products, please click here!
To learn about using Bill Connect on the Quicken Simplifi Web App, please click here!