How to Find Anything with Search

When you already know what you’re looking for, Search is the quickest way to get to it. Instead of clicking through categories, you type a word or two and open the right item straight from the results—a family member, a document, an account, or a business.

Say you’re on the phone with your insurance company and they ask for your policy number. Type insurance, and your policies appear right away so you can open the one you need. Or your child needs their passport details for a school trip form—type passport, or just their name, and it’s there.

You can open Search two ways:

• Select Search in the left-hand navigation.

• Press ⌘ + K on a Mac or Ctrl + K on Windows.

Before you type anything, Search shows your Recently viewed items, so if you were just looking at something you can jump right back to it.

[Image: The Search window open, showing the “Search for anything in your household” field and the Recently viewed section]

Start typing and results appear as you go, each with a small preview image to help you spot the right one. You don’t need to remember the exact name—a single word is usually enough.

Search looks across everything you’ve stored in your household, including:

• Family members

• Documents like passports, driver’s licenses, and insurance policies

• Financial accounts

• Businesses and service accounts

Select any result to open it. Documents open in a preview you can read right away, and everything else opens on its own page.

[Image: Search results for “passport” listing each family member’s United States Passport]

Search and Chat are both here to help you find things, but they work a little differently:

• Use Search when you want to open a specific item and you know roughly what it’s called—for example, typing Geico to pull up your auto policy.

• Use Chat when you have a question and want an answer, like “When does my passport expire?” Chat reads across your information and answers in plain language.

If you type a full question into Search, you can hand it straight to Chat with Ask Chat. To learn more, see How to Use Trustworthy Chat.