I Can't upload PDF files, photos to life hub

mfawkes
mfawkes QuickenLife Hub Member
edited December 2025 in Errors and Troubleshooting (Quicken LifeHub)

I have uploaded many documents in the past, but for past few days, have not been able to upload pdf docs, photos (either from files or taken as part of the mobile app) the past few days. I work on a Mac, using the online desktop version and also have the online version for my iPhone. I have been unsuccessful on both Mac and iPhone. I upload the docs and photos, it goes through an upload process, then after a couple of minutes, I get a message that "something went wrong Our apologies for the inconvenience, please try again." Is something going on with Quicken over the past few days?

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  • kOs
    kOs Quicken Windows Subscription Member ✭✭

    I had the same problem with uploading PDFs using a Mac and the online desktop version. I was able to upload one PDF (it took a minute or so) but when I click on it to view, it says:

    "File has an issue It seems there's a problem with this file. Try re-uploading or using another version if possible."

    Yet I can open it and print it. Also, I had to add it manually because I also got the "Something went wrong" error message when I tried Smart Add.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you both for reporting the issues you are having.

    You are not alone in what you are experiencing. This issue has been escalated internally, and I will add you both to the escalation ticket. If you can grab a screenshot of the errors you are receiving, that would be helpful.

    Instructions for Mac:

    Please refer to this Community FAQ for instructions on how to attach a screenshot.

    Instructions for Windows:

    Please refer to this Community FAQ for instructions on how to attach a screenshot.

    Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Unfortunately, I do not have a fix or an ETA at this time. We apologize for the inconvenience!

    Thank you!

    [QLH-4229]

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Sending screenshots will no longer be necessary. This issue should now be resolved.

    Please try uploading your documents again, and let us know how it goes.

    Thank you!

    Quicken Alyssa

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  • kOs
    kOs Quicken Windows Subscription Member ✭✭
    edited December 2025

    @Quicken Alyssa I'm able to upload PDFs now but only manually. When I try to use Smart Add, I usually get an error message after the AI magic tries to process it. See screenshot.

    Screenshot 2025-12-14 at 10.10.11 PM.png
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @kOs,

    Thank you for following up, and I apologize for the delayed response.

    Are you still experiencing this issue?

    Looking forward to your response!

    Quicken Alyssa

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  • kOs
    kOs Quicken Windows Subscription Member ✭✭
    edited December 2025

    @Quicken Alyssa It's better, but the AI could still use some work. As a test, I uploaded a PDF of a health insurance card. The first time it recognized it as health insurance and correctly found the Member ID and Group number. But when I deleted it and uploaded a two-page PDF of the same card that also showed the back of it, it failed to identify the Member ID on the front. (It did find the Group number, whose font is smaller than the Member ID's).

    Hope this is helpful…

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @kOs,

    Thank you for following up with that feedback!

    I will pass it along to our teams internally.

    Thanks again!

    Quicken Alyssa

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