Overview
If you also use Quicken Simplifi or Quicken Classic, you can sync it with Quicken LifeHub to securely store your accounts and bills alongside your important documents. Your information stays updated automatically and can be shared with others when needed.
Quicken Classic for Windows users: Before you begin, refresh your subscription in the desktop app by opening Quicken Classic and selecting Help > Check Subscription Status.
Connect your existing Quicken accounts with Quicken LifeHub
From Quicken LifeHub, move your cursor to the top right and click Settings (gear icon).
Click Connect Quicken.
Click Get Started.
Choose your Quicken Classic or Simplifi file, then click Continue.
In the Financial Institutions & Accounts list, review the selected accounts to ensure they are correct. You can select or clear banks and accounts to choose what you want to connect to Quicken LifeHub.
Click Continue.
Repeat these steps on the Home & Property and Bills & Income screens.
When the Data Imported Successfully screen appears, click Done.
You can now view and monitor your accounts directly 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 Connect Quicken.
What if the Get Started button is grayed out?
First, make sure you’re using the same Quicken ID in both Quicken Classic and Quicken LifeHub.
Quicken Classic Windows
Go to Edit > Preferences, then select Quicken ID & Cloud Accounts.
Quicken Classic for Mac
Click the Q in the upper-right corner of the window.
Quicken LifeHub
Click your initials in the upper-right corner of the window.
