You’ve mastered your finances with Quicken. Now it’s time to bring that same efficiency to the rest of your family’s essential information. Whether you’re exploring LifeHub for the first time or ready to dive deeper into its capabilities, these quick wins will demonstrate just how easy it is to create value for your entire family.

The best part? You can make meaningful progress in under 10 minutes. We’re talking about strategic uploads that pay dividends immediately—the kind of smart organizing that makes you wonder how you ever lived without it.

Your 10-minute quick wins

Ready? Set a timer if you want. Here are five quick actions that’ll give you immediate value.

1. Start with your IDs 

Download the Quicken LifeHub mobile app if you haven’t already:

Then, open it on your phone. To add your driver’s license, go into Smart Add, snap a photo or choose one from your photo library, and add it to the app!

Then, add other important items you might need, such as:

  • Passport
  • Birth certificate
  • Professional licenses
  • Loyalty cards
  • TSA PreCheck

Why these first? Because these are some of the items you’ll need most. Time to renew a vehicle registration? There’s your license. Traveling? There’s your TSA PreCheck. Lost your passport? There’s the number so you’re ready to replace it. LifeHub keeps them ready whenever you need them.

We’re hard at work increasing the number of items you can add by just snapping a photo. As you use LifeHub over time, it will get easier and easier to add or update your information!

2. Grab your family’s streaming happiness 

Here’s a quick win that’ll make you an instant hero. Add your family’s streaming service logins:

  • Netflix, Hulu, Disney+, etc.
  • WiFi password for your home
  • Amazon Prime login
  • Any other shared family accounts

Add them to LifeHub and drop them into a “Family Logins” folder. Then, share this folder with your family members. Remember, you can share any folder with anyone you want to. They’ll only have access to the contents of the folders you’ve shared with them.

No more “Mom, what’s the Netflix password?” texts. You’ve just saved yourself approximately 50 interruptions this year.

3. Connect to your financial life 

If you use any Quicken offering to manage your finances, LifeHub can sync your accounts, properties, and bills automatically. Your financial documents stay updated without any extra work.

The best part? You can do this one in under 2 minutes! LifeHub is already set up to make it easy to connect your Quicken finances.

Connecting your finances won’t give anyone direct access to your Quicken financial file. It simply gives you an always-up-to-date snapshot of your finances in LifeHub.

You can share that snapshot with anyone you like, or you can keep it private. Sharing in Quicken LifeHub is always up to you—you control who sees what, and under what conditions they can see it.

4. Be ready for emergencies 

You can’t plan for every emergency in just 10 minutes, but what you can do is come up with a basic evacuation strategy in case of a natural disaster. Do you know where you’d go? Does your family know where to meet up in case you’re separated and cell service is dicey?

If you have kids, who’s responsible for picking them up? What about any pets? Deciding ahead of time who should do what, and under what circumstances, will help keep your family calm, cool, and collected if the need arises.

  • Draft your meetup instructions if you’re separated
  • Add it to LifeHub under Evacuation orders
  • Share the folder with the people who need it

Have more time? Keep going! Add your IDs and follow the rest of the steps in LifeHub to make sure you’re ready.

5. Protect your next vacation 

Planning any trips? Even considering them? Add these to LifeHub for your whole family:

  • Passport photo pages for family members
  • TSA PreCheck or Global Entry cards
  • Travel insurance policy (or create a note with your credit card’s travel coverage)

If someone’s wallet gets stolen on vacation, you can access everything you need to manage the replacement process from any device.

You did it! Now what?

Congratulations—you’ve just created five safety nets for your family! And here’s what makes LifeHub different from that folder on your computer. These documents are now:

  • Accessible from anywhere
  • Shareable with family when needed
  • Protected by bank-level encryption
  • Searchable by content, not just titles
  • Organized automatically

What you’ll discover next (when you have another 10 minutes)

When you’re ready to explore further, LifeHub opens up even more possibilities.

Smart Folders that think ahead: Beyond basic categories, LifeHub includes specialized folders like Estate Planning, Pet Care, and Home Maintenance with helpful checklists of what to include.

Selective sharing superpowers: Share specific folders with specific people. Give your spouse access to financial folders, your adult kids access to medical directives, or your pet sitter access to just the pet care folder.

Emergency access planning: Designate someone to receive access to your LifeHub in case of emergency. It’s like a digital safety deposit box that doesn’t require a trip to the bank.

The checklist system: Each folder includes suggestions for what to add, turning overwhelming organization into simple next steps.

Your next quick win is waiting

The beauty of LifeHub is that it grows with you. You don’t need to add everything at once. Each item you capture is a small investment in your family’s peace of mind.

Maybe tomorrow you’ll add your pet’s vaccination records before boarding season. Next week, you might add your home insurance policy. Or maybe you’ll finally create that medical summary for your parent’s new specialist.

Each item takes just a few moments to include, but the value compounds over time. You’re not just organizing documents—you’re creating a system that works as hard as you do.