These step-by-step videos walk you through how to set up, stay organized, and
make the most of LifeHub, all at your own pace.
Add your IDs
See how easy it is to add your driver’s license, passport, and other IDs.
Connect your Quicken accounts
Link your Quicken financial data to LifeHub for a complete view of your money and documents, in a secure, easy-to-use hub.
Create a folder
Use Smart Folders with built-in checklists or create your own to keep everything organized and easy to find.
Learn how to share your info
Give a spouse, caregiver, or family member access to just what they need and nothing more. You’re in control.
Add passwords
Keep important passwords stored securely in LifeHub, so they’re easy to find and only accessible to you.
Your contacts, connected
Save your important contacts like doctors, caregivers, or lawyers once and link them to any folder.
Create a custom folder
Create custom folders that group your documents, info, and contacts in ways that make sense to you, and share only what you choose.
Create an emergency readiness folder
Emergencies aren’t the time to search for answers. Keep your key details, documents, and contacts together, ready when you need them most.
How do I add and manage contacts in Quicken LifeHub?
Go to your dashboard, select Add Item, and choose Contact. Enter names, emails, phone numbers, and roles (for example, emergency contact or financial advisor). You can update or remove contacts anytime to keep your LifeHub current.
Watch how to add and manage contacts
How do I create a Smart Folder for emergencies in Quicken LifeHub?
Select Create Smart Folder and choose the Emergency template. It comes preloaded with helpful categories—like evacuation plans, insurance info, and emergency contacts—so everything you might need is in one secure place.
How do I create a custom folder in Quicken LifeHub?
Click New Folder, then select Custom Folder. Give it a name and add any files, notes, or links you’d like. Custom folders make it easy to organize personal records, home projects, or anything else that matters to you.
How do I add passwords in Quicken LifeHub?
From the dashboard, select Add Item and choose Password. Enter the account name, username, and password details. LifeHub keeps all your login credentials securely stored in one encrypted space.
How do I share Quicken LifeHub with family or trusted people?
Open Sharing from the main menu, then invite trusted contacts by email. You control what each person can see or edit—keeping your private information secure while making it accessible to those who need it.
How do I add IDs in Quicken LifeHub?
Choose Add Item, select ID, and upload or enter the details for your driver’s license, passport, or other ID. You can tag each ID to one or more folders, making it easy to find during travel or emergencies.
How do I connect Quicken accounts to LifeHub?
From your LifeHub dashboard, choose Connect Accounts and log in with your Quicken credentials. This keeps your key financial accounts and essential documents connected for easy reference and updates.
How do I create a Lost Wallet Smart Folder in Quicken LifeHub?
Click Create Smart Folder and select Lost Wallet. This folder helps you track card details, ID numbers, and replacement instructions so you can act quickly if your wallet is lost or stolen.
