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The way Apple set up apple card, the only way to access account details is from an iOS device (i.e. iPhone) using their API to access account details. There is no web-based interface to get account details, so I don't think what you are asking for will happen. They want you locked into their platforms.

Of course, whether or not there is a way to leave the Qiucken Simplifi app running in the background on the iphone and constantly checking every 4-6 hours is another story, that i do not know.

Repeating myself, but… Please please please!

Now that each report saves it's settings, the 'saving' part is done, which should be the hard part… Now it's just a matter of adding the ability to save with a name and restore (and a listing screen to rename/delete)

I am in the same boat and want a clean net worth report generated from Simplifi, for use with the same parties listed in the initial post, with the ability to edit what's included before finalizing and printing to pdf. One page listing assets and liabilities, with the ability to include date, header and personal contact information. This would be another great addition to the capabilities of Simplifi. I am happy to provide direct feedback and examples.

@ternthefern

I am looking to have an option that is more granular that lists in detail any money left over or not based on each account.

Just to be sure what you are asking for, when you say "money left over … on each account," do you mean you want Simplifi to show some sort of Spending Plan that will display the income deposited to that account that month minus the expenses charged to that account that month?

Or do you mean something else?

(I ask because, generally speaking, that's what Spending Plan shows at the overall account level.)