How to see when accounts were last refreshed?

BK18 · May 2023

Is there a way to see how long it's been since accounts were last updated? I can't find a place where this information is shown.

DannyB · May 2023

Hi @BK18

Good question. As far as I know this information is not available specifically in Simplifi. But…

"Your accounts will automatically refresh when you sign into Simplifi, however, Simplifi will only connect with your bank for new transactional and balance data once every 4-6 hours." according to this support article.

You can also perform a refresh using the Refresh button on the left hand side menu in the web app or by swiping down in the mobile app.

The support article also gives some trouble shooting info if you notice data is not updating.

BK18 · May 2023

Thanks, helps to know how often it updates. Appreciate your reply.

EL1234 · June 2023

I think it'd be cool if when hovering over an account on the Accounts list, it stated the last date/time the account was successfully refreshed.

Another good piece of info that you could add there would be the Balance - what it would show if I logged in to that back, and the Balance plus or minus any pending transactions (I believe this is what's currently displayed in the sidebar, but sometimes it would be useful to see both).

Thanks!