Best Of
Re: The Community Meetup - April 2025 Edition
Question of the Month:
Which banks have you set an update schedule for and why?
I left most banks on always update as well.
However, I leave QS Web App open all day so it won't update unless I tell it to. I have only a few accounts that download pending transactions, so I will manually have those accounts download in the afternoon if I have some new transactions. If not, I just wait until the next morning.
Of course, I sometimes forget and close the app or open the iPhone app so then they update anyhow. 😁
PS. After updating to an M4 iMac, these updates are much quicker than before.
SRC54
Re: The Community Meetup - April 2025 Edition
Question of the Month:
Which banks have you set an update schedule for and why?
- Most Banks i left on "always" update
- One or two banks which are slow to update, like PenFed (which i've been meaning to close), were reduced to daily.
-Rob
RobWilk
Re: The Community Meetup - April 2025 Edition
Question of the Month:
Which banks have you set an update schedule for and why?
- I set my Chase accounts to "Daily" since the two cc's I have at Chase are used less frequently for set expenses and neither are used for regular spending. I don't need these accounts to be updated multiple time daily.
- I have my Synchrony account set to monthly since it typically has two transactions in any given month - one deposit, one interest credit. If I have an any additional transactions, I can perform a manual update.
How does this feature improve your Quicken Simplifi experience?
- Quite simply, this has greatly reduced the amount of time it takes for QS to make the routine automatic updates.
DannyB
Re: Need to Contact Management
Your best bet is to take Coach Natalie's advice and chat with the Chat Support Team through the Help Center or click the Call Me button in the Help Center to set up a phone call. Perhaps they can put you through to management, although I'm not sure what "management" means in this context.
The article @Coach Natalie referenced is about how to access support, not how to contact management. It talks about getting support from other users and coaches, which you can certainly do here in the Community. But perhaps chatting or talking could lead to some sort of escalation of your issue, whatever it is. In any event, you'll be having real-time contact with someone.
DryHeat
Re: Ability to schedule account updates: Share your feedback here!
After giving it more thought, I getting rid of the clock icon from this location altogether would be the best. However, if that doesn't occur, them simply moving it to the left would be better than the current location.
This is a setting you don't really need access to often so it makes a sense to just let it live here under Settings > Accounts…
It's also located at the top of each register…
Having it in three (3) separate locations seems unnecessary, especially when it takes up valuable real-estate.
Flopbot
Re: Ability to schedule account updates: Share your feedback here!
Like this feature. Would be great if it could include a time of day to auto update. Thx
blist
Re: Ability to schedule account updates [edited] (1 Merged Vote)
The ability to schedule account updates has been released to the Web App, and will be available on the Mobile App in January! See our announcement below!
Thank you!
Re: If I could tell everyone the inadequacies
I've resisted getting involved with this conversation due to the dead-end nature of the original post, "If I could tell everyone not to use this application I would." OK, thanks for your input.
I'm just the opposite, I do recommend Quicken Simplifi to family, friends and strangers quite often because I think it's a great product and a great tool.
Do I make these recommendations because I'm a "superuser" in this forum or am I a "superuser" because I have no problem making these recommendations. Something to ponder. But if you do ponder this, just keep in mind the whole "superuser" thing has nothing to do with the use of the product, it is strictly confined to this particular forum and one's activity level herein.
I personally don't care at all if you want to subscribe to QS or not. If you like the product and it works for you, great. If not… great, move on. But this forum exists to provide a support and is provided to you by QS as part of their customer support and Quicken employees actively monitor and provide support here. The rest of us are here by choice to also support each other in our use of QS.
DannyB
Re: It's nearly Halloween! Tell us your costume ideas and Halloween plans!
I really get into Halloween, decorating my house. I enjoy just hanging out & giving out candy. Gonna dress up as Indiana Jones this year.
Joe.Hoss
Re: Barclays url change?
Hello @rjg5060 and @wilcox17554,
Thanks for the replies. The URL seen in the Add Account screen is typically referred to as the Homepage URL and is not necessarily the one we use to download transactions from a financial institution. The reason we ask for the information I requested previously is because in order to escalate an issue, we need to gather enough information and examples to determine what specifically is occuring. Once that information is provided, we can begin the escalation process.
I hope this makes more sense,
Coach Jon
