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2009 Deluxe issues with saving reports

Two issues, one probably due to poor design, the other due to poor implementation.

The design issue:

In the SAVE REPORTS window, why can't I select a folder by clicking on the arrow on the right side of the SAVE IN box? Why do I have to manually select the folder from the list of folders below this dialog box?

The implementation issue:

If I save a report with the "Replace" option, I end up with an additional entry for each saved report in the REPORTS and GRAPHS window. If I save the report several times while I am optimizing the report, that report title is repeated for each save operation.

Comments?

-AH

Reply to
Andrew Hamilton
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Why do I have to click on the arrow on the right side ...

Why can't I simply select a folder from the list of folders below this box?

Reply to
Andrew Hamilton

Why do I have to click on the arrow on the right side ...

Why can't I simply select a folder from the list of folders below this box?

=================================== For the second issue (saving multiple versions of the report .. the History, so to speak), you can modify the preferences through the menu option Edit, Preferences, Quicken Program, Reports & Graphs .. choose "Customizing modifies current report or graph" (I believe that adding a new version is the default here). You can also access this from the "Reports and Graphs" page under "Preferences" If you do this, you may want to go into the individual reports and delete additional versions you don't want under the "History" button.

Deb

Reply to
Deb B.

Deb,

Thank you for your response. I followed your suggestions.

However, I found that if I deleted one instance of "Report X" all the instances got deleted. A bit frustrating, since there is an upper limit to the number of reports in any one folder.

-AH

Reply to
Andrew Hamilton

To avoid this problem, do one of two things.

1.) Delete the "old" version of the report before saving the "new" version. [Use "Manage Saved Reports" in the Reports & Graphs Center.]

or

2.) Do not save your reports in a user-created folder. [The bug has been known for quite a while; if Q2009 R5 doesn't fix it (I haven't installed R5 yet), I'm guessing it won't get fixed before Q2010.)
Reply to
John Pollard

I think I will try this approach, AFTER doing a full backup. :)

Is there a publicly available list of bugs, to save us from running into these issues?

-AH

Reply to
Andrew Hamilton

Not to my knowledge.

I believe a great many bugs have been reported, and confirmed, publicly; but it pretty much takes reading a lot of posts here and in the Quicken Forums to learn of them.

Reply to
John Pollard

The basic idea behind Quicken is to save us time. I don't know it for a fact, but I think that the name was originally selected to convey this benefit to users.

So, if using Quicken does save us time (which it most certainly does), then we "give back" some of that time if we need to read this group extremely carefully AND Quicken forums. Thus "the total cost of ownership," a common term in the business world, suggests that Quicken costs us time as well as money to buy and use.

--AH

Reply to
Andrew Hamilton

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