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 do not occur automatically. You can click here to be directed to the steps for manually updating your Zillow account values!
Add a New Account with Zillow
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Click the plus (+) button in the upper right.
Select Add 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 click Continue.
Confirm or enter the Account Name, and then click Confirm.
Link an Existing Account to Zillow
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the real estate account you want to link to Zillow.
Click the Link to Zillow button 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 click Continue.
Make sure the correct existing account is listed in the Link to field.
Click 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.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the real estate account you want to update.
Click the Update Value button at the top.
Unlink an Account from Zillow
If for any reason you'd prefer to track the value of your real estate account manually instead of using Zillow, you can easily unlink it from your account settings.
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then select Accounts.
Locate the account you want to unlink from Zillow and click the three dots at the end of it.
Select Make manual.
Click 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 need any assistance with using Zillow in Quicken Simplifi, our Support Team is happy to help!
To learn about using Zillow on the Quicken Simplifi Web App, please click here!