How Do I Refresh My Accounts on the Mobile App?

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.

To refresh the mobile app, tap and hold the screen, drag downward, and then release. You will see the refresh icon at the top of the screen.

Additionally, you can tap the refresh icon in the upper right of the screen.

If you are seeing issues with your accounts not refreshing, you can click here to review common bank errors, click here to see our known banking issues, or you can contact our Support channels here!