Overview
In today's dynamic real estate market, keeping track of property values is essential for making informed financial decisions. Quicken Simplifi offers a seamless solution with its integration of Zillow, empowering users to effortlessly monitor and manage their real estate values. Let's delve into how this feature can revolutionize your property tracking experience!
Linking Real Estate Accounts to Zillow
When you link your real estate account to Zillow, you will receive an account balance equal to the current Zillow value. You can then update the account to have adjustments made to the value!
Note: Zillow updates are not automatic. For instructions, please refer to the "Update the Value of Your Zillow Account" section below.
Add a New Account with Zillow
Tap the Menu (the-three line icon).
Select Accounts.
Tap the + New button in the upper right.
Select Track asset, and then select Real Estate.
Enter the address you'd like to add, and then select the correct option from the dropdown list.
Review the property value, then tap Continue.
Confirm the account details—such as Account Name and Account Purpose—or link to an existing account, then tap Confirm.
Link an Existing Account to Zillow
If you already have a real estate account set up in Quicken Simplifi that isn’t linked to Zillow, you can manually link that existing account.
Tap the Menu (three-line icon).
Select Accounts.
Select the real estate account you want to link to Zillow.
Tap the "Link to Zillow" link at the top.
Enter the address you'd like to add, and then select the correct option from the dropdown list.
Review the property value, then tap Continue.
Make sure the correct existing account is listed in the Link to field.
Tap Confirm.
Update the Value of your Zillow Account
When you update the value of your Zillow account, any additional accounts linked to Zillow will also be automatically updated. If there are no changes in value, Quicken Simplifi will notify you that the market value remains the same, and no adjustments have been made.
Tap the Menu (three-line icon).
Select Accounts.
Select the real estate account you want to update.
Tap the interactive timestamp "↻ Last updated" at the top to check for available updates.
Unlink an Account from Zillow
If you prefer to track the value of your real estate account manually instead of using Zillow, you can easily unlink it from your account settings.
Tap the Menu (three-line icon).
Select Settings and then select Accounts.
Locate the account you want to unlink from Zillow and tap the three-dot icon at the end of it.
Select Make manual.
Tap Make Manual to confirm.
Once done, the account will be listed in the Manual Accounts section and will retain the current balance. The account balance will then have to be maintained manually by adding "balance adjustment" transactions.
If you're looking for steps specific to the mobile app, please see our article on Using Zillow to Track Real Estate Values.
If you need any assistance with using Zillow in Quicken Simplifi, please don't hesitate to reach out to our support team!