5 Ways to Get More Out of LifeHub Before Year End

You’ve got LifeHub. You’ve added some information and documents. Maybe you’ve even shared a folder or two. But LifeHub can do so much more than store files.

These five features can help you take your organization to the next level — from snapping IDs in seconds to getting reminders before deadlines sneak up. 

1. Snap and store information instantly with Smart Add

Loving Quicken LifeHub doesn’t mean you love typing in details from insurance cards, licenses, your passport, etc. That’s why we built Smart Add: to make it faster and easier to add the information you need.

Here’s how it works. Take a photo of just about anything with your phone, and LifeHub automatically extracts, enters, and even categorizes the key info for you. Policy numbers, expiration dates, ID numbers, names — all captured and filed without you typing a single character.

You can even add things like art or jewelry. LifeHub will recognize what it is and help you add it to your collection!

Perfect for:

• Driver’s license & passport
• Legal documents
• Insurance cards (health, auto, home)
• Professional licenses and certifications
• Collectibles

Pro tip: Use Smart Add to quickly digitize everything in your wallet. In just a few minutes, you’ll have backup copies of every essential card, with all the numbers and replacement info you’ll need if your wallet goes missing.

2. Take LifeHub everywhere with mobile

Your phone is probably always with you. Your LifeHub should be too. Download the mobile app to make sure you’re ready for anything:

At the doctor’s office: Pull up insurance cards, medications, and medical history instantly.

At the mechanic’s: Access your maintenance records right at the service desk. What tires do you prefer? When was your last oil change? What’s your car’s VIN? Answer every question like a pro.

During emergencies: Share medications and key medical history with first responders. Access important contacts and insurance info when you need it most.

While traveling: Keep digital copies of your TSA Precheck or Global Entry, luggage claim tickets, hotel address, reservation numbers, and more. Away on business? Save your receipts for expense tracking as you go.

Add photos of anything right from your phone’s camera.

Download the app for iOS or Android and sign in with your Quicken ID. Everything syncs automatically between mobile and desktop.

3. Stay ahead with personalized reminders

Never let another driver’s license or passport expire right before a trip. LifeHub’s new Reminders feature watches expiration dates for you.

When you upload any document with an expiration date—passport, driver’s license, pet vaccination certificate—LifeHub offers to set a reminder automatically. It suggests smart timing (like 4 months before a passport expires) but you can customize it however you want.

Set reminders for:

• Document renewals (licenses, registrations, certifications)
• Birthdays and anniversaries
• Other dates associated with your contacts
• Bill due dates

You’ll get push notifications on your phone as well as email alerts, so nothing can sneak up on you. Even if you haven’t opened LifeHub recently, you’ll still get that timely nudge to renew your license before it expires.

Quick setup: In LifeHub, go to the item you’d like a reminder for, enter a date, and see a suggested reminder. Set it with one click. 

4. Master the art of selective sharing

Sharing in LifeHub isn’t all or nothing. You control exactly what people see and when they see it. Here are some of the ways our own team uses Quicken LifeHub:

For caregivers: Create a “Mom’s Care Info” folder with just her medications, doctor contacts, and insurance cards. Share it with your siblings and her home health aide.

For travel: Make a “Europe Trip 2025” folder with your full itinerary, confirmations, and emergency contacts. Share it with your travel companions so everyone stays on the same page. Keep your passport separate, or add everyone’s passport if you’re traveling with family. You control what to share by deciding what to add in your shared folder. It’s that easy.

For pet sitters: Build a “Pet Care” folder with vet records, feeding instructions, and emergency contacts. If your pet sitter is coming to your home, add your gate code and any other information they might need. Share it when you travel, and remove access when you return.

For home projects: Save warranty info, contractor contacts, window sizes, flooring info, paint colors, and more in a “House Info” folder. Share it with your spouse for those weekend store runs. 

Sharing tips:

• Create separate folders for different sharing audiences
• Use view-only access for most shares: people can see but not change
• Remember: you can revoke access anytime with one click

5. Jump-start organization with guided folders

Want an organization boost? Smart Folders give you a running start.

Choose a category like Wallet, Medical emergency, or Babysitter from the list, and LifeHub will walk you through a recommended list of things to add.

Each Smart Folder comes with its own recommendations, which you can work through at your own pace. Check off items as you add them, skip anything that doesn’t apply, and add your own custom items unique to your situation.

To get started: Choose from the list of Smart Folders, or create your own. Pick any situation that meets your needs, and LifeHub guides you through the rest.

Pro tip: Start with a Smart Folder that solves an immediate need. Completing just one helps you build momentum to tackle more, and every item you add to LifeHub can save you hours over time.

Small steps, big impact

You don’t need to use every feature today. Pick one that would help you this week:

• Heading to the vet? Choose the Pet care Smart Folder.
• Planning holiday vacations? Add your passport today and set up a renewal reminder.
• Getting a babysitter this weekend? Start your Babysitter Smart Folder.
• Waiting at the mechanic? Download the mobile app and organize while you wait.
• Starting fresh? Add your driver’s license in the mobile app with Smart Add.

This is what LifeHub was built for: not just storing your information, but actively helping you stay organized, prepared, and ahead of life’s demands.