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How to Schedule Account Updates
By Coach Natalie

Quicken Simplifi now offers an exciting new feature that allows you to manage the frequency of your bank account updates! You can customize the update interval for each account or even turn off automatic updates entirely. This is especially useful for accounts that require frequent Multi-Factor Authentication (MFA) prompts or those that don’t need to be updated as often.

Along with this update scheduling feature, you’ll also see a new ‘Last Updated’ timestamp. This makes it easy to see when each bank account was last refreshed in Quicken Simplifi. These improvements give you more control over your account updates and how you manage them.

To set an update schedule for a specific bank, follow the steps below!

Schedule Account Updates on the Web App:

1. Hover over the panel on the left-hand side and selectSettings.
2. SelectAccounts.
3. Locate thebankyou want to change the schedule for and click thethree dotsat the end of it.
4. SelectManage updates.
5. Select the newUpdate Interval, and then clickSave Updates.

Schedule Account Updates on the Mobile App:

1. Click theMenu(three lines) in the upper left.
2. SelectSettingsand thenAccounts.
3. Locate thebankyou want to change the schedule for and click thethree dotsat the end of it.
4. SelectManage Updates.
5. Select the newUpdate Interval, and then clickSave Updates.

Once you’ve set a schedule, an icon will appear next to the account showing that the update schedule has been configured.

Note: Regardless of the interval you select, Quicken Simplifi can only connect to your bank once every 4-6 hours due to limitations from our aggregation partner and the banks.

Question of the Month

Which banks have you set an update schedule for and why? How does this feature improve your Quicken Simplifi experience?

Release Note Highlights

Both the Quicken Simplifi Web and Mobile Apps have received several enhancements! Here are the highlights from our latest release notes:

• We added logos to Investment Holdings.
• Credit Memos and Refunds were released for QBP.
• We added logos for Invoices for QBP.
• We released Tax Line Items and a Taxes Report for Personal users.
• We added the ability to use multiple accounts for the "saved so far" amount in Savings Goals.
• Some minor enhancements and additional columns were added to the Investments Portfolio.
• We added the ability to dismiss the A2A banners in accounts.
• The design of the Profile menu on the Web App was updated.

You can view all of our Release Noteshere!

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