How to connect your existing Quicken accounts with Quicken LifeHub
Select the Accounts tab in Quicken LifeHub.
Click Connect to Quicken.
Open your Quicken Classic desktop application (Windows or Mac) or Quicken Simplifi app.
Click Get Started.
Select your Quicken Classic/Simplifi file and click Continue.
In the Financial Institution & Accounts list: Verify that the selected accounts are correct. You can check/uncheck banks and accounts you want to have connected to Quicken LifeHub.
Click Continue.
Repeat these steps for the Home & Property and Bills & Income screens
When prompted with the Data Imported Successfully screen, click Done.
You'll now be able to see and keep an eye on your accounts from within Quicken LifeHub.
Once connected, you can access your Quicken accounts by going to the Accounts tab. You can also click on Settings icon in the top right corner, then select Quicken Connections.
What if the Get Started buttons is grayed out?
First, check that you're using the same Quicken ID in both Quicken Classic and Quicken LifeHub.
To view your Quicken ID in Quicken Classic for Windows, go to Edit > Preferences and select Quicken ID & Cloud Accounts:
To view your Quicken ID in Quicken Classic for Mac, click the Q in the upper-right corner of the window:
To view your Quicken ID in Quicken LifeHub, click your initials in the upper-right corner:
