Overview
Quicken LifeHub lets you link your Quicken Classic or Quicken Simplifi accounts and assets, or add your own. Below are some FAQs about updating documents in Quicken LifeHub (for help adding documents, see Adding Documents in Quicken LifeHub).
How do I change the name of a document after it's created?
In Quicken LifeHub, click All Items in the left-hand menu. Find the document you want to edit, click the three-dot icon in the upper-right corner, and select View Details.
On the Details page, click the item name at the top, enter a new name, and your changes will be saved automatically.
After uploading a file, how do I change the name?
In Quicken LifeHub, click All Items in the left-hand menu. Find the item you want to edit, click the three-dot icon in the upper-right corner, and select View Details.
On the Details page, select the file to open the Files & Documents pane. At the top of the pane, click the Name field, enter a new name, and your changes will be saved automatically.
Once an item is created, can I change the item type (e.g., from Vehicle Insurance to Life Insurance)?
No. Once an item type is selected and the item is created, it can’t be changed. If the item is incorrect, you can delete it by selecting the item, clicking the three-dot icon, and choosing Delete. You can then add it again with the correct item type.
Can I select and upload multiple files at once?
Yes. You can upload multiple files at once using the standard file upload dialog or by dragging and dropping them.
Can I select a folder of files to upload?
No. You can upload one or more files, but you can’t upload folders.
If you have questions about Quicken LifeHub, click the blue chat bubble in the bottom-right corner.