New Feature Alert: Ability to schedule account updates!

Coach Natalie
Coach Natalie Administrator, Moderator admin

As of the 4.39.0 Web Release, Quicken Simplifi Web App users will see the ability to schedule account updates! This will allow users to set the interval that they'd like each bank to be updated, or to turn off updates altogether. The expected release of this feature on the Quicken Simplifi Mobile App is at the beginning of January!

You can access this new feature under Settings > Accounts. You will see a "Manage Updates" option in the three—dot menu of financial institutions. You can customize the update interval for each connected institution!

Please note that this feature does not allow Quicken Simplifi to update your accounts without signing into or opening the app. It also will not allow Quicken Simplifi to connect with your banks more often than the aggregation limit of every 4-6 hours. But this enhancement will help with banks that have persistent MFA prompts, and so much more!

Another nifty enhancement that was added with this feature is a "Last Updated" timestamp! This can be seen in individual accounts, as well as under Settings > Accounts. It's interactive and will let you manually refresh the bank within the 4-6 hour aggregation limit.

We'd love to hear from you on this new feature! Please navigate to our feedback post to tell us what you think:

-Coach Natalie

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