How Can I Get More Value from Quicken LifeHub?

Quicken LifeHub becomes more valuable when you use it as an active organizing system rather than just a storage space. These core features — Smart Add, smart folders, and secure sharing — transform how you capture, organize, and share life’s essential information, making everyday organization faster and more intuitive, especially on mobile.

Questions answered in this post

If you’re already using LifeHub, you might be wondering how to make it work harder for you. Here are the key questions we’ll answer to help you get more from your subscription:

Do I need to be at my computer to use LifeHub? No. The LifeHub mobile app gives you full access to your folders, documents, and sharing settings wherever you are.

What’s the fastest way to add documents and information to LifeHub? Use Smart Add in the mobile app to snap a photo or upload a file. LifeHub automatically recognizes what it is, from last year’s taxes to a photo of your car, adds it to LifeHub, and suggests the right folder.

How do I keep my documents organized without creating a complicated filing system? Start with LifeHub’s pre-built folders for key life areas like Travel, Medical, and Finance. Each includes suggested items so you know exactly what belongs there. Or create any custom folder: Sally’s Medical, Car Stuff, Care Plan for Rufus, or anything else you need.

Can I share specific information with family members or advisors? Yes. You can share individual folders or items with role-based permissions—giving people full access as Co-Owners, edit access as Editors, or view-only access as Viewers.

Table of Contents

• Stay organized on the go with the LifeHub mobile app
• Smart Add: capture and upload instantly
• How are LifeHub’s folders different from other folder systems?
• Secure sharing: collaboration simplified
• FAQs

Why should I use the LifeHub mobile app?

The mobile app brings all of LifeHub’s organizing power to your pocket. Whether you’re running errands, at an appointment, or traveling, you have instant access to everything you need — and the ability to add new information the moment you encounter it.

Your organization doesn’t stop when you leave your desk

The best organizational system is one that fits your lifestyle. Life doesn’t wait for you to get home to your computer, and your ability to stay organized shouldn’t either.

Full access, anywhere you are

Download the LifeHub mobile app and log in with your Quicken account to access all your folders and shared documents. Use Smart Add to capture new items instantly, check folder contents when you need information, or update details on the spot — whether you’re at the doctor’s office, traveling, or just away from your desk.

Handle life’s moments as they happen

Need your insurance information during a pharmacy visit? It’s there. Want to add your child’s new school forms while waiting in the pickup line? Done. With the mobile app, LifeHub moves with you throughout your day.

How does Smart Add make capturing information easier?

Smart Add transforms the way you capture and organize documents or assets by letting you do it instantly, right from your phone. Instead of waiting until you’re at your desk or trying to remember to add something later, you can snap a photo and have it securely stored and organized in seconds.

You don’t need to wait until you’re at your desk

Many LifeHub users don’t realize the mobile app includes Smart Add — a faster, simpler way to add new information the moment you need to capture it. You shouldn’t have to remember to organize something later when you can do it right now.

It’s as simple as snap, confirm, save

Open the LifeHub mobile app and tap “New Item.” Take a photo or upload a file from your device. LifeHub stores the image or file and reads in key information for easy reference later. Choose the folder where you’d like to save it, and you’re done.

Your records stay organized without interrupting your day

Snap a picture of your updated insurance card while you’re still at the doctor’s office, or photograph your new prescription info. Your records stay safe, searchable, and organized wherever you are — turning a quick moment into lasting organization.

How are LifeHub’s folders different from other folder systems?

LifeHub’s folder system gives you structure without rigidity. You can start with pre-built templates that show you exactly what to include, or create your own custom system from scratch — whichever approach works best for how you think and organize.

Add once, share as many times as you need

When you add an item to LifeHub, you can include it in as many folders as you want to, so you can easily control who sees what. 

Update your info once, and it’s up to date everywhere

When you need to make a change, you only have to make that change once. Did you update your home security code? Change it in LifeHub and the info updates automatically wherever you’ve included it — like in the house sitter’s folder, the nanny’s folder, your sister’s folder, and your guest folder.

Pre-built folders save you a lot of work

When you sign in to LifeHub, you’ll find pre-built folders for key life areas like Travel, Home, Medical, and Finance. Each folder includes suggested items to make the process of getting organized a lot easier.

How does secure sharing work?

Sharing information with family members, caregivers, or advisors doesn’t have to mean giving up control. LifeHub’s secure sharing features let you give specific people access to specific information — with the exact permissions they need and nothing more.

Life events are rarely solo projects

From family planning to caregiving to working with financial advisors, you need to safely give others access to important information when they need it — without compromising security.

You control exactly who sees what, and when

Choose “Share” from any folder or item in LifeHub. Invite someone as a Co-Owner for full access or as a Viewer for read-only access. You decide exactly who has access to each folder or document, what they can do with that access, and how long they have it. If circumstances change, you can revoke access, change roles, or add new members at any time.

Share the right info with the right people, at the right time

LifeHub’s role-based access keeps collaboration secure while ensuring everyone has what they need. 

• Share medical folders with family caregivers so they have current information during appointments. 
• Give your financial advisor view-only access to investment documents. 
• Make sure your executor has access to your estate documents — whether you choose to share them today or upon presentation of a death certificate when the time comes. 

Quicken LifeHub makes it easy to share your information securely, giving each person only the information they need, when they need it.

FAQs

What happens to documents I’ve already uploaded if I start using folders differently?

Your documents stay exactly where they are until you move them. You can reorganize or update your information anytime without losing anything — LifeHub makes it easy to drag and drop files between folders or create new organizational structures as your needs change.

How much storage space does LifeHub provide?

A regular LifeHub subscription includes 30GB of storage. Additional storage tiers are available if you need more space.

Can I share the same folder with multiple people with different permission levels?

Yes. You can give some people the ability to edit folders while giving others view-only access to specific folders. Each person you share with can have their own permission level based on what they need — and their own folder with just the info you want them to have.

Can LifeHub connect to Quicken Simplifi or Quicken Classic?

Yes! If you also use Quicken Simplifi or Quicken Classic, you can sync it with Quicken LifeHub so that all your accounts and bills are securely stored with all your other key life documents, updated automatically, to share with anyone who needs that information whenever it makes sense.