Using the Emergency Records Organizer
Quicken Classic for Windows includes the Emergency Records Organizer—a tool that stores critical information about your household, health, insurance, and other important topics. This feature is designed to help you gather and access essential records in one place, especially during emergencies.
Access the Emergency Records Organizer
The Emergency Records Organizer is not installed by default, and it is only available through the classic menus. If your Property & Debt menu does not appear:
If you're not already using Classic Menus, go to the View menu and select Classic Menus to switch from the modern interface to the classic menu layout.
Once the classic menus are visible, you can install and access the Emergency Records Organizer:
Go to the Property & Debt menu.
Select Emergency Records Organizer.
When prompted, follow the on-screen steps to install the component.
Once the tool is installed, you can open it again from the same location.
Tip: If you frequently use this feature, consider customizing your toolbar to add a direct shortcut to the Emergency Records Organizer.
Overview of Emergency Records Organizer features
Once installed, the Emergency Records Organizer allows you to collect, view, and update a wide variety of important personal and household information. The organizer is divided into multiple areas and topics, making it easy to locate and manage data:
Adults' Emergency Info / Children's Emergency Info – Maintain medical and contact details specific to each family member.
Important Info – Store identification records, insurance policies, and essential documents.
Medical History – Track prescriptions, conditions, and providers.
Hospital Info – Record emergency room locations and contact details.
Physicians / Dentists – List care providers and specialties.
Accounts / Insurance / Mortgage & Loans / Home-Auto-Property – Catalog financial and legal information.
From the Create/Update Records tab, use the Select an area drop-down to choose a broad category and the Select a topic list to narrow your focus. Then enter or update information in the fields provided. You can move between records using the Next and Back buttons.
Generating reports from your records
The Report tab allows you to generate and print an Emergency Report that consolidates all the information you've entered. This report is designed to be shared with family members, caregivers, or emergency responders.
You can:
Choose to sort the report by family member.
Include topics that have no data entered.
Export or print the report for safekeeping or sharing.
The Emergency Report provides a comprehensive view of essential information, making it an invaluable document for crisis situations.
This tool is especially useful for:
Medical emergencies
Insurance claims
Estate planning
Family reference records