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
Tap and hold anywhere on the screen.
Drag your finger downward to initiate a refresh.
Release your finger.
A refresh icon will appear at the top of the screen, indicating the process is loading.
Alternatively, tap the circular refresh icon 🔄 located at the upper right corner of the screen to refresh immediately.
If you're looking for steps specific to the web app, please see our article Managing When Your Connected Bank Updates.
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 tapping on the blue messenger icon in the bottom-right corner of the screen.