The Community Meetup - April 2025 Edition

Coach Natalie

How to Schedule Account Updates
By Natalie Admire

Quicken Simplifi now offers an exciting new feature that allows you to manage the frequency of your bank account updates! You can customize the update interval for each account or even turn off automatic updates entirely. This is especially useful for accounts that require frequent Multi-Factor Authentication (MFA) prompts or those that don’t need to be updated as often.

Along with this update scheduling feature, you’ll also see a new ‘Last Updated’ timestamp. This makes it easy to see when each bank account was last refreshed in Quicken Simplifi. These improvements give you more control over your account updates and how you manage them.

To set an update schedule for a specific bank, follow the steps below!

Schedule Account Updates on the Web App:

1. Hover over the panel on the left-hand side and select Settings.
2. Select Accounts.
3. Locate the bank you want to change the schedule for and click the three dots at the end of it.
4. Select Manage updates.
5. Select the new Update Interval, and then click Save Updates.

Schedule Account Updates on the Mobile App:

1. Click the Menu (three lines) in the upper left.
2. Select Settings and then Accounts.
3. Locate the bank you want to change the schedule for and click the three dots at the end of it.
4. Select Manage Updates.
5. Select the new Update Interval, and then click Save Updates.

Once you’ve set a schedule, an icon will appear next to the account showing that the update schedule has been configured.

Note: Regardless of the interval you select, Quicken Simplifi can only connect to your bank once every 4-6 hours due to limitations from our aggregation partner and the banks.

Question of the Month

Which banks have you set an update schedule for and why? How does this feature improve your Quicken Simplifi experience?

Release Note Highlights

Both the Quicken Simplifi Web and Mobile Apps have received several enhancements! Here are the highlights from our latest release notes:

• We added logos to Investment Holdings.
• Credit Memos and Refunds were released for QBP.
• We added logos for Invoices for QBP.
• We released Tax Line Items and a Taxes Report for Personal users.
• We added the ability to use multiple accounts for the "saved so far" amount in Savings Goals.
• Some minor enhancements and additional columns were added to the Investments Portfolio.
• We added the ability to dismiss the A2A banners in accounts.
• The design of the Profile menu on the Web App was updated.

You can view all of our Release Notes here!

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March Leaderboard

SRC54: 76 points

DryHeat: 50 points

Flopbot: 39 points

RobWilk: 37 points

vbn8vn8: 23 points

BenB: 23 points

derickj2004: 20 points

“Our leaderboard showcases top contributors for the month. Thank you for all of the insight, feedback, and knowledge you share.”

DannyB

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.

RobWilk

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

SRC54

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.