Overview
Quicken Simplifi's Bill Connect feature makes tracking your bills easy! It can be difficult to stay on top of all your bills, especially when due dates and amounts keep changing. This feature helps by updating our reminders for you, so you always know what’s due and when, without needing to check each account individually.
Note: You can also use this feature for credit card bills. See Using Bill Connect to Track Credit Card Bills on the Mobile App to learn more.
Connecting to a Biller
To use this feature, first ensure the bill is set up as a Recurring Transaction Series. After you have created the Transaction Series, follow the steps below to connect it to a biller:
Click the Menu (three-line icon).
Select Settings and then Recurring Series.
Locate the Recurring Series that you'd like to link and click the three-dot menu on its far right.
Select Connect Biller.
If your biller is already shown, click on it, or type the name of the biller into the Search bar.
Enter your biller account details to connect. Most will ask for your account number and ZIP code.
Note: You may need to enter an authorization code sent to your email if prompted, depending on the biller.
Click Connect.
Set Auto‑Update Preferences for Bill Connect
Quicken Simplifi lets you set automatic updates of due dates and amounts for your recurring bills. This setting helps ensure your upcoming bill reminder's date and amount stay accurate without you having to edit them manually each month. However, this must be done directly in the Quicken Simplifi Web App.
For instructions on the mobile app, see Using Bill Connect to Track Monthly Bills.
If you have any questions or need help using the Bill Connect feature in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.