Changes to make it more useful:reports/print function, custom labels, notes, etc. [Edited]

mkory
mkory Quicken Windows Subscription Member ✭✭
edited September 2024 in Ideas for Quicken LifeHub

I am a new user of LifeHub. Previously, I used InformationSafe but that product is discontinued. Here are a few ideas to make it more useful —

  • A report generator or, at least, a print function. Right now there is no way to get information out other than printing the web page.
  • Ability to create a custom label. Currently, you are pigeon-holed into a handful of labels.
  • Addition of a notes section. For example, I would like to add my tax ID# for my trust but there is no way to add it other than making a pdf and uploading it.
  • Creating a contact is tedious. It would be helpful if you could imports from a contact list (Contacts (Apple), Outlook (Windows), etc.)
  • There should be an "About" section. I have no idea what version I am using

I am currently using a trial version but find its usefulness limited. If some improvements are not made I doubt I will sign up after the trial.

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  • hotrod247
    hotrod247 Quicken Windows Subscription Member ✭✭
    edited December 2024

    Completely agree with these points. I was excited to start using LifeHub, but have since abandoned any data population until the product is ready.

  • Quicken Kirby
    Quicken Kirby I do not have Quicken yet Member, Moderator ✭✭

    Hi there @mkory,

    Thanks for the suggestions. I have a few questions:

    1. We've just cleaned up the browser print in the latest release and we know that many would like us to do more. I'd love to know what you'd like to print and whether a csv export would help you format/show/hide the information you need. I'd love to have example reports you'd like to print.
    2. Great, I want to be sure that I understand what you mean by label - do you want to create new 'Item" types, or new fields for existing items, or both? I'd love a few examples, and we are adding new Item types and fields constantly.
    3. We have both Additional Information and Notes and description fields for all item types and you can add text in here. I'm sorry that I must not understand what you mean, but I want to. Can you elaborate?
    4. We have added Import contacts from Google, Outlook, and Apple. Have you tried it? Is it working as you'd hoped?
    5. Lastly, I'm sure we could add the About section too. For now, you can see on the Overview which version you're using, if you scrolldown towards the bottom of the page.

    Thanks so much for the suggestions and the time to list them. I'd love to hear from you so I can be sure our planned feature enhancements are headed in the right direction.

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