Overview
When you connect your bank to Quicken Simplifi, your accounts with that bank are updated every time you sign in. If you have connected a bank to Quicken Simplifi but do not want it updated daily or get an MFA request every time you sign in for that bank, you can adjust when your bank updates in Quicken Simplifi.
Updating these settings applies to the entire bank and cannot be set for individual accounts.
Managing Your Connection Updates
To manage when a bank updates in Quicken Simplifi:
On the bottom left, click on the Settings.
Click Accounts.
Locate the bank you want to update and click on the three-dot icon to the right of it.
Click Manage updates.
Select a Max Update Interval that works best for you.
The intervals available are Always, Daily, Weekly, Monthly, or Never.
Click Save Updates.
Once you update the interval for your accounts with a specific bank, an icon will appear on your Dashboard under Accounts, to the right of the affected account(s), and in the top right corner of the affected account(s).
Clicking the icon will allow you to change the update interval for that bank.
If you want to update your account(s) outside of the bank's update interval:
On the bottom left, click Refresh.
Alternatively, you can click into an account and on the top right, click on Last Updated.
This will update all the accounts with that specific bank.
If you have additional questions, feel free to reach out to one of our product coaches by clicking on the messenger icon on the bottom right of the screen.