Overview
Folders in Quicken LifeHub enable you to group and view items from various categories. You can also use folders to share specific documents and information with different members of the family.
Note: Folders are not a separate storage location.
Example: Creating an Emergencies Folder
You may need to gather several items that may be helpful during a trip to the emergency room. You can then make them available to specific family members and close friends.
First, you would create a folder called Emergencies. You can create a folder by simply clicking the + button next to Folders in the left navigation menu of Quicken LifeHub.
Then, add the following items to the folder:
Insurance -> Health
Medical -> Medical Information
Medical -> HIPAA Authorization
Legal -> Advance Directive
Legal -> Power of Attorney (for healthcare decisions)
Legal -> Power of Attorney (for financial decisions)
Contacts -> People to call such as family members, close friends, doctors, priests, employer, etc.
Home & Property -> Home and Real Estate to provide the security alarm code in case someone needs to get into my home while I’m in care.
Home & Property -> Vehicle in case someone needs to locate and return my car to my home.
To share with specific family members
Navigate to Settings > Current Household. Here, you would update each family member's permissions to ensure they have access to the new Emergencies folder.
Other examples
You have two adult children and you want them to access different information and documents. You can create a folder for each child, and then add the desired items to each folder. After signing in, each child sees only the items they were assigned.
If you have two homes, you can create a folder for each home, then add the desired items to each folder. This enables you to see all the items associated with each home in a separate view. It saves trouble of going to multiple categories and searching for the desired information or document for a specific home.