Data Fields not Saving

jdsonline

I've noticed that when I upload a document, the AI often correctly identifies important data fields, but when I pull the file up after saving it, most of those fields are empty. Is there a way to make these fields populate from the upload data?

Quicken Laura

Hi @jdsonline,

Thank you for reaching out and sharing what you are experiencing with Quicken LifeHub.

To make sure we’re talking about the same thing, are you referring to the “Additional Information” fields that LifeHub auto-populates from the uploaded document during Smart Add?

A few questions that may help narrow this down:

• Do the fields appear populated immediately after upload, but become blank only after reopening the item later?
• Are all extracted fields disappearing, or only certain types (dates, account numbers, contact info, etc.)?
• Does this happen with every document type or only certain files (PDFs, scans, photos, specific institutions)?
• After upload, are you clicking create right away, or manually confirming/editing any of the detected fields first?
• Are the uploaded documents themselves still attached correctly after reopening, or is only the Additional Information missing?
• Are you using the web version, iOS app, or Android app?
• Have you noticed whether the issue happens consistently or only intermittently?

If you can share a non-sensitive example of which fields fail to persist, that may help determine whether this is a Smart Add limitation or a save/sync issue.