Overview
Quicken Simplifi automatically updates your account data when you open the mobile app. However, in some cases, you may need to manually refresh the app to ensure your accounts are up to date.
Refreshing Accounts
Hover over the left panel.
Click on the Refresh icon 🔄.
If you're looking for steps specific to the mobile app, please see our article How Do I Refresh My Accounts on the Mobile App?
If you have any questions or need help refreshing your accounts in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.