Quicken LifeHub FAQs — Quicken

Can't Connect to US Bank and Wells Fargo

wrnoof — Fri, 06 Feb 2026 19:01:18 +0000

I recently purchased a new Windows 11 computer. I copied my data files from the old Windows 10 computer and installed Quicken Classic Business & Personal desktop, v. 65.29, Build 27.1.65.29. I got syncing error messages for most of my online checking, credit card, etc. accounts and was able to reset and use all but two. I cannot connect my two US Bank accounts and one Wells Fargo account. When I try, I get this Quicken error dialogue for both banks.

I tried connecting yesterday and got a different result. At US Bank I was able to log in, but the screen to authorize Quicken access to my bank accounts was blank; there was nothing to check or click. I called US Bank support and was told the problem is with Intuit. I have no access to Intuit support and have already called US Bank, so now I am here looking for help. I don't know if the failed logins and blank authorization screens are related or separate issues. Thanks for your help and advice.

Lifehub in Canada

stephenalbert — Wed, 13 Aug 2025 21:07:05 +0000

Is there any update on when Lifehub might be available in Canada? The last information that I can find is from October of last year.

Merged: Vanguard Mac Error 16503

mk313 — Tue, 01 Apr 2025 02:34:09 +0000

This discussion has been merged.

Merged: Not able to update any Vanguard Accts

frk199 — Fri, 21 Feb 2025 14:53:59 +0000

This discussion has been merged.

Downloads from Citi not correct

bsl — Sun, 22 Dec 2024 15:57:35 +0000

The credit charges downloaded on my Citi credit card are not showing correctly. Numerous transactions are showing as being from Homegoods. The actual charges are for gasoline, utilities, personal care and other. They are not showing the correct name or category and this has been going on for a number of months.

Spit Transactions Idea

Sarge77 — Wed, 04 Dec 2024 15:51:45 +0000

Idea for split transactions- we need to be able to sort the categories

Security of LifeHub

John@64 — Mon, 25 Nov 2024 20:12:08 +0000

LifeHub is well organized to hold ALL of your data. You are basically giving your life to LifeHub. If I put all my personal information, bank information, passwords, IDs, medical information, etc. in LifeHub, how can I be assured it will not get hacked?

Unable to reply to original thread [Edited]

craig.christophe — Sat, 30 Nov 2024 23:20:09 +0000

trying to reply back to my original post about quicken issues and needing help. I still need help but cannot reply to original thread. Can you help?

Problem with R59.35 Quick Pay Update and Capital One

James118 — Thu, 21 Nov 2024 15:58:32 +0000

I tried/confirmed the below steps provided by Quicken Kristina in another post (I was unable to comment). After I complete Step 4, I received a dialog box with the title, "Account Number Not Found" and the messages, "Your account number could not be found" and "If you continue to see this error, your account may not yet be eligible for Quick Pay payments at this time."

Steps followed:

Make sure your funding accounts are verified and enabled for both Quick Pay and Check Pay. To confirm, go to the Gear icon (settings) in the Bills & Income tab and select Payment Accounts. If you see a green check mark under both the Quick Pay and Check Pay columns, you're all set!
Make sure you’ve added a supported biller as an  Online Bill in the Bills & Income dashboard.
Click Quick Pay for the support biller and then verify your identity as the holder of your accounts.
Provide a few one-time details for your biller, like your account number. This helps us locate your biller and process the payment.

When this failed, I tried Deactivating Online Services, Disabling Quicken as a Linked App in the Capital One account, and then Setting up Online Services again. This did not resolve the above issue. Interestingly, after it failed, I found that Quicken was again showing as Linked App in both of my Capital One accounts. I have updated and added Quick Pay details for Chase and Bank of America without any issues, so this seems to be isolated to Capital One.

Quicken Abhishek, feel free to message me if you need more info.

@Quicken Kristina
@Quicken Abhishek

Merged: Lack of Support... response on earlier post about Quicken support

craig.christophe — Sat, 16 Nov 2024 16:11:05 +0000

This discussion has been merged.

Subscriptions

jsore — Tue, 12 Nov 2024 18:13:06 +0000

Is there any plans on adding a ( subscription ) feature in lifehub. Subscriptions play an important role in managing one's finances. Anyone else see this as a great feature to add.

ROI for a Stock on which you have Dividends and Income from Writing Covered Call Options? Possible?

jcnassoc — Thu, 31 Oct 2024 13:17:40 +0000

Hi all -

I'm hoping to get a report that would show my annualized Return on Investment (ROI) for a stock which—in addition to the stock price appreciation—has dividends AND for which I collect a premium for writing Covered Call Options. I feel this would give me a much clearer picture of how a given stock investment is doing v. just ROI based on BUY and SELL (or MARKET) prices.

Has anyone figured out a way to do this?

Thanks!

Quicken LifeHub FAQ

Quicken Janean — Fri, 16 Aug 2024 21:42:03 +0000

What is Quicken LifeHub?

Quicken LifeHub is designed to be a one-stop solution for those looking to simplify and streamline the management of their personal and financial lives, ensuring that everything important is in one secure and easily accessible place. Quicken LifeHub integrates multiple facets of personal management into one cohesive platform, allowing users to oversee everything from finances to personal goals, health records, important documents, and family information.

Do I need to use Quicken Classic or Simplifi to use LifeHub?

No! Quicken LifeHub is a standalone product. Although Quicken LifeHub is able to connect to your account data from Quicken Classic, it is not required.

How much does it cost?

Quicken LifeHub is *$5.99/mo, $71.88 paid annually.

*Price is subject to change.

How do I order/buy LifeHub?

Quicken LifeHub is in Early Access now!

You can purchase Quicken LifeHub here.

What is the Document Retention Policy?

Quicken LifeHub will retain your household’s data for two years after your subscription expires in case any additional information is needed. Once you let us know that you no longer need the data, we will delete it!

What happens when my subscription expires?

You can resubscribe at any time.

Your Quicken LifeHub data will be kept safe in case you need to retrieve anything. Upon your request, all data will be deleted.

How many documents can I upload?

There is no limit on the number of documents you can upload. Your household will be limited to having 30GB of data. If your family needs to store more data, please contact support to learn about additional tiers.

Do I need to use Quicken Classic or Simplifi to use Quicken LifeHub?

No! Quicken LifeHub is a standalone product. Although pairing Quicken LifeHub with Quicken Classic will give you the most comprehensive overview of your finances, Quicken LifeHub will work by itself, and does not require Quicken Classic or Quicken Simplifi to work. https://quicken.com/products/lifehub/learnmore

Is Quicken LifeHub available if I live in Canada?

No. At this time, Quicken LifeHub is only available in the US. Please stay tuned for more updates as we receive feedback and continue to expand.