Finding out when account information was last refreshed

pandaboy

Is there a way to tell how current the transactions and balances are for each account, i.e. when the account info was last refreshed?

Thanks in advance!

UrsulaA

A refresh time is not posted in Simplifi for accounts. Per the support article, accounts refresh on login and every 4-6 hours.

https://help.simplifimoney.com/en/articles/5538663-how-often-does-quicken-simplifi-update-my-accounts

There is a feature request to display last synch date/status open, vote for it if implementation will meet your need.

https://community.simplifimoney.com/discussion/34/show-last-4-digits-of-account-numbers-last-sync-date-status-edited-13-merged-votes

RobWilk

"on login and every 4-6 hours" is deceptive — It only happens when both conditions are true (when you log in AND it's been at least 4-6 hours), not each condition separately. If you don't login, it won't update. If you log in and it hasn't been 4-6 hours, it won't update.

UrsulaA

OK, here is the text from the support article itself. I misquoted, sorry.

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.

pandaboy

Thank you. I have voted for the feature request. Mint had it and I miss that feature.