New in Quicken LifeHub: Use Photos to Add Items Automatically — and More

Quicken LifeHub’s new Add Item experience gives you more ways to add all your key information — and does more of the organizing work for you. Upload a document or photo and LifeHub automatically pulls out the key details and creates a ready-to-review Item. You can also add information manually (like your gate code or cat care instructions), import your contacts, or connect your Quicken accounts to store your bills and account information safely and keep them up to date automatically.

Along the way, LifeHub connects related information automatically — like your mother’s health insurance information and her prescriptions — so your LifeHub becomes a complete, organized picture of what matters most, not just a pile of separate files.

Key questions answered in this article

What’s new with adding items to LifeHub? LifeHub now offers multiple ways to add information — uploading documents or photos, creating Items manually, importing contacts, or connecting Quicken accounts — and automatically organizes what you add.

What’s the fastest way to add something to LifeHub? Upload a document or photo. LifeHub automatically extracts the key information and creates a populated Item for you to review.

Do I need to remember folders to find information? No. Folders help you keep LifeHub information organized and shareable, but the Search feature covers all the information that’s been added, no matter what folder or folders you added it to.

Can I still add information manually or import what I already have? Yes. You can create Items from scratch, import contacts from Google, Outlook, iCloud, CSV, or vCard files, or connect your Quicken accounts to bring in properties, bills, and income automatically.

Table of contents

• What’s new with adding items to Quicken LifeHub?
• How does LifeHub turn documents and photos into organized Items?
• What are all the ways I can add information to LifeHub?
• How does LifeHub connect related information automatically?
• Can I organize the same Item in more than one folder?
• What can I add to LifeHub?
• FAQs

What’s new with adding items to Quicken LifeHub?

Building out your LifeHub means bringing together a lot of different kinds of information — financial accounts, legal documents, pets, homes, contacts, family instructions, and more. Figuring out where to start, and how it all fits together, can feel like a lot. The new Add Item experience is designed to make that easier.

More ways to add information

Instead of one single path, you can now choose the method that fits what you’re adding: upload a document or photo, create an Item manually, import existing contacts, or connect your Quicken accounts. You can even add Items in bulk — try uploading ten photos at once or dragging ten files into your hub all at one time!

Everything builds toward one connected picture

As you add information, LifeHub organizes it into structured Items and starts connecting related pieces automatically, so your LifeHub becomes more useful the more you add to it.

How does LifeHub turn documents and photos into organized Items?

Uploading a document or photo is often the fastest way to add something to LifeHub, since most of the organizing happens automatically.

Upload once, and LifeHub extracts the details

When you upload a file or photo, LifeHub automatically pulls out the key information and creates a populated Item — no manual data entry required.

Review new Items instead of typing it all in

Once an Item is created through the automated process, you can review it, edit it if needed, and add additional information whenever you like — just like you would for any Item you added manually.

What are all the ways I can add information to LifeHub?

However you get started, LifeHub gives you a path that fits.

Upload a document or photo

Add a file or snap a photo, and LifeHub extracts the details and creates a populated Item for you to review.

Create an Item manually

Prefer to start from scratch? You can create an Item and fill in the details yourself.

Import your contacts

Bring in your existing contacts from Google, Outlook, iCloud, a CSV file, or a vCard file, so you don’t have to re-enter information you already have.

Connect your Quicken accounts

Connect Quicken to automatically import your accounts, properties, bills, and income sources — and keep selected Items up to date as that information changes.

How does LifeHub connect related information automatically?

Life’s important information rarely stands alone, and LifeHub is built to reflect that.

Relationships that build as you go

As you add Items, LifeHub helps identify how they relate to each other. If you upload a new prescription, the app will also recognize the patient — whether it’s you, your sister, or your cat — and connect the two records.

Easier to navigate and maintain

Those connections make it easier to find what you’re looking for and to keep everything current, since related Items stay linked as your LifeHub grows.

Can I organize the same Item in more than one folder?

Yes — and you won’t end up with duplicates.

One Item, multiple folders

An Item can be added to more than one folder, so you can organize the same piece of information in different ways — without creating separate copies of it. When you update that Item in any folder, it updates in every folder automatically.

What can I add to LifeHub?

LifeHub uses a consistent, Item-based structure to organize a wide range of information, including:

• People
• Financial accounts
• Legal documents
• Homes
• Vehicles
• Pets
• IDs
• Notes
• Recipes
• And more

FAQs

Do I have to add everything one Item at a time?

No. You can add information however works best for you — uploading documents or photos, creating Items manually, importing contacts, or connecting your Quicken accounts.

What happens after I upload a document or photo?

LifeHub extracts the key information and creates a populated Item. You’ll be able to review it, edit any details, assign a folder, and approve it before it’s added to your LifeHub.

Can I import contacts I already have somewhere else?

Yes. You can import contacts from Google, Outlook, iCloud, a CSV file, or a vCard file.

Will connecting my Quicken accounts keep my LifeHub information up to date?

Yes. Connecting Quicken imports your accounts, properties, bills, and income sources, and keeps selected Items updated as that information changes.

Can the same piece of information live in more than one folder?

Yes. Items can be added to multiple folders, so you can organize the same information in different ways without creating duplicates.