Overview

Tracking your bills in Simplifi just got even easier! With Bill Connect, you can connect to your various Billers in Simplifi to receive updated due dates and amounts once a bill becomes available. This can also help keep you on track by updating your Reminders so that you know exactly what's due and when!

Connecting to a Biller

  1. Hover over the menu on the left-hand side and select Settings.

  2. Select Recurring.

  3. Locate the Recurring Series that you'd like to connect and click the three dots at the end of it.

  4. Select Connect biller.

  5. 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 Simplifi find it.

  6. 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 Transactions feature, please click here.

Tell 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 Simplifi to update your next upcoming Reminder. This option will allow you to use the Bill Amount and Due Date that 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.

  1. Hover over the menu on the left-hand side and select Settings.

  2. Select Recurring.

  3. 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.

  4. Select Edit Series.

  5. In the Auto update next bill reminder by 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 None if you'd like your Reminder to stay in line with the original Recurring Series setup.

  6. Use the Date drop-down menu to select Due Date if you'd like the Biller to provide the date of your next Reminder, or select None if you'd like your Reminder to stay in line with the original Recurring Series setup.

  7. Click Update when done.

Note: For the Amount section on Credit Card Billers, you will be presented with the option to select the Statement Balance or Minimum Payment Due instead of Bill Amount. This option will be presented at the original time of connecting to the Biller, as well as when editing the associated Recurring Series.

Disconnecting From a Biller

  1. Hover over the menu on the left-hand side and select Settings.

  2. Select Recurring.

  3. Locate the Recurring Series that you'd like to disconnect and click the three dots at the end of it.

  4. Select Disconnect biller.

  5. Click Disconnect to confirm.

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