Additional Information not viewable to other members

DGMerkle
DGMerkle Member ✭✭
edited November 16 in Errors and Troubleshooting (Quicken LifeHub)

I put “Additional Information” in cards in IDs, Passwords, and Medical. I then added a new member and gave “View” access to everything. Logged as new member and there was no “Additional Information” listed for any cards the had “Additional Information”.

Dark or Light mode

Safari, Chrome browsers

Macbook and iPad 


Screenshot 2025-07-27 at 11.01.46 AM.png Screenshot 2025-07-27 at 11.02.56 AM.png
Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited August 10

    Hello @DGMerkle,

    Thank you for letting us know about this issue. I reported it to the proper channels for further investigation and resolution.

    In the meantime, since the issue appears to happen only for the Viewer permission, if it's essential for the person to be able to see the additional information section, you may need to change them to another role while waiting for this issue to be corrected. You can do that by clicking the settings gear, clicking the 3 dots next to the person, selecting manage user, then clicking the dropdown and selecting the next most suitable role.

    Screenshot 2025-07-27 at 12.10.17 PM.png

    Thank you!

    (QLH-3701)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • DGMerkle
    DGMerkle Member ✭✭

    Even though life hub has been updated a few times since I reported this it is still an issue. Is there any kind of update on this?

  • DGMerkle
    DGMerkle Member ✭✭
    https://community.quicken.com/discussion/comment/20500670#Comment_20500670

    Even though life hub has been updated a few times since I reported this it is still an issue. Is there any kind of update on this?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    When I check the ticket, I can see that it's still being worked on. No new updates are available at this time.

    Thank you!

    (QLH-3701)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • edschmidtxyz
    edschmidtxyz QuickenLife Hub Member

    Echoing Kristina's issue, this is a BIG PROBLEM. I just spent weeks loading all of my estate planning details into QLH including very specific instructions to my children of what to do first when I'm gone, specifics about my funeral, burial, etc. only to find out that, after inviting them, my children (viewer role) can't see any of my instructions, additional information, etc. Your response to Kristina for a temporary fix of changing the role to editor is completely unacceptable. I can't simply provide all of my financial account and password information with all of my children while I'm alive (they get it ALL once they're an editor and can even change/delete my hard work). There are many details I need to share with them before I'm dead and before they provide Quicken with death certificate(s) to take over the account.

    The fix may not be easy on your end, but it's straightforward from your user's perspective. If we grant a viewer access to sections of QLH "Now", then they must be able to view ALL fields in that section and not just be able to view documents I've uploaded.

    Thank you for your consideration in addressing this serious issue.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @edschmidtxyz,

    Thank you for letting us know you're also impacted by this issue. I added you to the ticket so that our teams know you're also encountering this issue.

    The ticket is still being worked on. Currently, there are no new updates.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • DGMerkle
    DGMerkle Member ✭✭
    edited September 12

    I feel the same as @edschmidtxyz. I find this unacceptable and this will have a direct influence on whether I renew my subscription.

    [Edited - Readability]

  • edschmidtxyz
    edschmidtxyz QuickenLife Hub Member

    This error has been resolved by Quicken (as of 10-Oct-2025). Thank you Quicken Lifehub development team for addressing this important issue.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear the issue has been resolved!

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories