How often Simplifi updates from billers?

nrp06

Does Simplifi connects daily? Once a week? How does that work?

Coach Jon

Hello @nrp06,

Thanks for reaching out! We have a great support article that goes over how Bill Connect works in Quicken Simplifi. https://support.simplifi.quicken.com/en/articles/4962798-using-bill-connect-to-track-your-bills

I hope this helps!

-Coach Jon

nrp06

Thank you @Coach Jon

I'm aware of that article. The issue I'm facing is that I have a bill showing as connected (I can see the chain link), issued by the provider three days ago, but Simplifi has yet to update it.

I'm asking to understand what my expectations should be. Three days after billing, I would expect Simplifi to have the updated amount—is that a fair expectation?

DannyB

@nrp06

For what it's worth, as far as I can tell, this is all done automatically and is dependent on the billers timing and reporting the info to the 3rd party service which then pushes the data to QS when they receive it. My suspicion is that this functions differently than the daily (or whatever schedule you have set for bank accounts) updates. I suspect the bill connect service is somehow set up to receive the billing info when it's issued by the biller. What I have found is that when a new bill is issued, I will see a notification in QS that a new bill has arrived (or something along those lines) and my recurring bill connect enabled data is updated in QS. I doubt very much that the bill connect service is checking daily or even weekly but instead is set up to receive billing data when issued. To repeat one more time, this is what I "believe" is happening, I don't know exactly how bill connect data movement works.

Here's an example. I am connected to my water service provider through bill connect. My current water bill was issued on February 12. Within a day or two I received a notification in QS that my water bill had arrived in QS. The new billing payment is due on March 3, so I clicked forward to my March Spending Plan to see if the date and amount were updated to the data provided by my water service. I logged into my account for my water service and saw that the new bill had been issued and compared the water service billing on their website with what was now showing in QS and the date and amount match.

One thing to keep in mind, is that for the most part in my experience bills that arrive this month are typically due next month (bills received in February for the most part have a payment due date in March). For this reason, I won't see updated data for a February billing in February but is all is working as expected, that data will be updated in my March Spending Plan.

nrp06

@DannyB thank you.

I appreciate your perspective. Thank you for taking the time to reply and share.