There needs to be a beneficiary section

th1 Quicken Windows Subscription Member ✭✭

December 2024 in Ideas for Quicken LifeHub

for estate flow

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3 votes

Reviewed · Last Updated January 2

Comments

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

  December 2024

  Hi there, @th1, we are going to add beneficiaries as possible fields on all accounts and assets. Do you also want to list them separately? Or be able to assign this as a role? I'd love to know more. Thanks so much for the idea.

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  cpcollins54 Quicken Windows Subscription Member ✭✭

  January 1

  I would vote for 'assign as a role' and have the 'roles' database allow for custom creation of roles visible to the account owners only (not the public database) to keep the public roles database clean and simplified.

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