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.
Note: Updating these settings applies to the entire bank and cannot be set for individual accounts.
Managing Your Connection Updates
To manage when your bank updates in Quicken Simplifi:
On the top left, click on the three lined menu icon.
Click ⚙️Settings.
Click Accounts.
Locate the financial institution you want to update and click on the three dot icon to the right of it.
Click Manage Updates.
Select the Set Max Update Interval that works best for you.
The intervals available are Always, Daily, Weekly, Monthly, or Never (manual refresh only.)
Click Save Updates.
After updating the interval for your accounts with a specific financial institution, when you click into an associated account, you will see an icon underneath the balance of the account. Clicking it will allow you to change the update interval for that financial institution.
If you want to update your account(s) outside of the selected update interval set, click on the refresh icon on the top right of your Dashboard screen.
Alternatively, while on your Dashboard, scroll down to update all of your connected accounts.
If you have additional questions, feel free to reach out to one of our product coaches by clicking on the three lined menu icon and selecting Help.