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Managing Items and Documents in Quicken LifeHub
Managing Items and Documents in Quicken LifeHub

Learn how to update and edit your documents in Quicken LifeHub

C
Written by Coach Kathryn
Updated over a week ago

Overview

Quicken LifeHub enables you to link to your Quicken Classic or Quicken Simplifi accounts and assets, or to add your own. Here are a few FAQs on updating documents to Quicken LifeHub (for information on 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 on All Items in the lefthand menu. Find the document you want to edit, and click on the three dots on the upper right, and click View Details. While on the Details page, click on the item name at the top of the page, enter a new name, and Quicken LifeHub will automatically save your changes.

After uploading a file, how do I change the name?

In Quicken LifeHub, click on All Items in the lefthand menu. Find the item you want to edit, and click on the three dots on the upper right, and click View Details. While on the Details page, select the desired file to open the Files & Documents pane. At the top of the pane, select the Name field. Enter a new name and sand Quicken LifeHub will automatically save your changes.

Once an item is created, can I change the item type (e.g., from Vehicle Insurance to Life Insurance)?

No. After an item type is selected and the item is created, there is no way to change the item to another type. If the item is incorrect, you can remove the item by going to the item, clicking the three dots on the item, and selecting Delete. You can then re-add the item with the correct item type.

Can I select and upload multiple files at once?

Yes. Either through the standard File Open dialog or via drag-and-drop, you can select multiple files and upload them all at once.

Can I select a folder of files to upload?

No. You can select one or more files, but not folders.

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