Show the 'Last Updated' timestamp in the Accounts List (edited)

subiemat

Hi, I would like to see when each account was last updated when I click on the account tab from the dashboard. This is specifically for the web app. The only place to see this is in settings, correct?

Coach Jon

Hello @subiemat,

Thanks for reaching out. I converted your idea post into a discussion. Your accounts will automatically refresh when you sign into Quicken Simplifi; however, Quicken Simplifi will only connect with your bank for new transactional and balance data once every 4-6 hours.

You can set a longer refresh interval if you don’t need updates at each login or if your bank requires Multi-factor authentication (MFA). This support article goes into detail on how to do this: https://support.simplifi.quicken.com/en/articles/10338690-managing-when-your-connected-bank-updates

I hope this information helps!

-Coach Jon

subiemat

I understand the interval, but that's a different issue. Simplifi should be updating in the background and being proactive with alerts.

I would like to see the last update date and time for each account, especially so that I am aware if there is an issue, as I have found a few that didn't have any sort of indicator.

Coach Jon

Hello @subiemat,

Thanks for the reply. This feature is currently available in both the Quicken Simplifi web and mobile applications. The last updated timestamp should be visible, as seen in the screenshots below.

-Coach Jon

subiemat

ok yes, but not in the main dashboard. I have many accounts. seeing they are updated and when is very helpful.

Going into settings and scrolling shows the same but again its another step.

Coach Jon

Hello @subiemat,

I understand now. You want to see the 'last updated' timestamp from the Accounts List. I have converted this post back into an idea post for others to vote for and follow for updates.

-Coach Jon