Quicken LifeHub how to?

yuriw
yuriw Quicken Windows 2017 Unconfirmed, Windows Beta Beta
edited October 4 in Using Quicken LifeHub

I am considering to sign up for Quicken LifeHub and have two questions.

How will it be able to connect to my Quicken accounts? Do I have to enable Web/Online in Quicken?

Now Web/Online question. I have a Treasury Direct account, but I can't make it sync with Web/Online. Any way to achieve this?

TIA

Tagged:

Comments

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta

    LifeHub has a quick update channel between it and Quicken. You do NOT need to have SYNC enabled.

    You just need to enable the Lifehub checkmark in Quicken preferences .

    As for Treasury Direct, they do not allow a connection from Quicken Windows so that needs to be manually updated. Nothing Quicken can do about it.

    lifehub enable.jpg
  • yuriw
    yuriw Quicken Windows 2017 Unconfirmed, Windows Beta Beta

    Thank you!

    Wondering why they won’t offer free trial

    As for TD I do know that it can’t be linked to QW, but I did do web sync and TD account is not showing at all.

    Why not?!

Categories