Ability to schedule account updates [edited] (1 Merged Vote)
Comments
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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
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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.
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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.
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Rob Wilkens1 -
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.
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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.
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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.
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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!
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Same happens with paypal 2FA too. Quicken asks me for a code every time i fire up the app..
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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.
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Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye0 -
+1
Honestly this may be a deal breaker for me when its time to renew. I don't want to click through or have to close 6+ 2FA authentications every time I want to see updates from a couple accounts. Many of the competitors have more graceful/unobtrusive methods to handle this that have been mentioned here — e.g. popups that don't block the interface so they can just be ignored, or marking update frequency for certain accounts.
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There are accounts that ask for for 2FA code on every sync, which is incredibly annoying. Venmo is a notable example. I don't want to delete it, though, because it's helpful to have it for pair-matching transfer transactions. I think there was a 529 account that also did this, and I did end up deleting that one.
What if there was an option to make an account sync only on demand, or on a slower schedule? So it wouldn't try to sync until I triggered it. Or it would only try to sync once a week/month/quarter. For slow-changing accounts like a 529, especially, this would be more than good enough. And even for accounts like Venmo, being able to sync when I'm ready to enter the 2FA code would be a lot less annoying than having to do it every time everything else syncs.
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Please consider this. Any time I open the app, I get no fewer than 3 text messages and emails, it is unwieldy.
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Bumping this request since this is something that should be implemented, otherwise automatic refresh for many of us simply fails each night and we get error messages in the morning.
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Upvoted. I would definitely like to have this feature option for my retirement or HSA accounts that don't need a refresh every time I open and ask for 2FA.
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The ability to schedule account updates has been released to the Web App, and will be available on the Mobile App in January! See our announcement below!
Thank you!
-Coach Natalie
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@Coach Natalie I just took a look and this feature looks excellent, thank you for implementing it!
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Thank you. This is a much needed feature and it works great.
The second feature showing when the account was updated is also great. One feedback would be to display time updated in a more prominent place like Accounts rather than Settings—> Accounts. But I can live with this.
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The top right on accounts page is incomplete and shows just one last updated time- which doesn’t mean much to me. The one under Settings—> accounts (as Mentioned by Coach Natalie) lists updated time for each account and this is more useful. I was hoping this can be more prominently displayed (but I can live with what we have now).
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If you click on one account in the sidebar when looking at the Transactions screen, you will see that account's balance at the very top, with the button to refresh / the last updated time. (You'll also see the cash flow projections for that account, and that account's transactions underneath.)
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