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 Transaction 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 '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.

  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 Don't auto-update 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.


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 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 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 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 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 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!


To learn more about using Bill Connect on the Simplifi Mobile App, please click here!

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