Ability to schedule account updates [edited] (1 Merged Vote)

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  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited January 4
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    There is a request that is close to what you are requesting that involves scheduling refreshes. If it works for you, vote for it.

    [removed link to merged thread]

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • RipTWD
    RipTWD Member
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    Here's my scenario: My wife and I have separate retirement accounts at a financial institution which uses MFA.

    Every time that I open Simplifi, I'm presented with an MFA prompt for each account. While I like to track the performance of these accounts, I don't need to update them every time I go into Simplifi, especially if I have to go through the additional effort of an MFA response.

    I would prefer to set the accounts so that I could update them on demand instead of automatically.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited January 8
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    I think this is a similar idea but with 54 existing votes:

    [removed link to merged thread]

    If it's the same, let someone know so they can merge them.


    Rob Wilkens

  • solliex
    solliex Member
    edited January 20
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    I completely agree with everyone here you need to update the app so it doesn’t constantly barrage with pop-ups. We should be able to choose which accounts trigger such a pop-up. It is so annoying that it’s making your app and website almost useless you should study the mint.com did it and you’ll find it is so much easier.

  • Meh
    Meh Member
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    For some sites which require MFA almost everytime, it would be nice if we could have an option to 'schedule the refresh' for those accounts to maybe be once a month or every other week. It's super annoying to be prompted every refresh/login for MFA.

  • Jarred
    Jarred Member
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    This is a needed feature. There are clearly a number of ways this can be solved and make the application experience more pleasant. I have a number of accounts that have multi-factor authentication and the popups are rather annoying every time I access the application or do specific actions.

  • markv
    markv Member
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    One very minor feature request now that Venmo integration is working (thank you!):

    I have 3 accounts which require multi-factor authentication, including both my and my wife's Venmo accounts. So every time I log into Simplifi, I get 3 pop-ups asking me to authenticate. Ironically, these three accounts are used infrequently, so it would be great to be able to suppress the prompt unless I want to refresh the account, perhaps just by clicking the red exclamation point icon.

    Thanks!

  • Devisri1
    Devisri1 Member
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    Same happens with paypal 2FA too. Quicken asks me for a code every time i fire up the app..

  • ajbopp
    ajbopp Member ✭✭✭✭
    edited March 6
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    Here's a similar idea and it already has 68 votes. Suggest adding your votes here instead of diluting the request across several different threads.

    [removed link to merged thread]

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye