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Renaming Reports

I'm using Quicken 2006 Premier. I have my reports in folders, i.e. Investments (is a folder). All investment reports are in this folder.

Ques 1: Every time I try to save a report, it never knows what folder. It should default to the current folder but it does not. Therefore, I always have to make sure the new version of the report is put in the right folder by selecting the folder it goes in. Is this normal?

Ques 2: The new report always adds a digit to the name. Therefore I have always have both reports in the folder (old and new). I don't want this. I want the name to stay the same and overwrite the original report. No increments. Is this normal? If it is, I always have to delete the old report, then rename the new report with the correct tile (removing the incremental digit that was added).

Thanks in advance.

Reply to
JCO
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re. incrementing files. This "feature" of quicken can be a real PITA until you get used to it. You are using the Save File button which is really a Save As Button. To get what you want just close the report using the X close button, and then select the Save option.

HTH Bob L.

Reply to
Bob L.

"JCO" wrote

Not sure what "normal" means. I don't know what Intuit's intention was, but I see the same thing you see.

No you don't have to save the report with the digit suffix. When you click Save Report and get the dialog, the report name, with suffix, will be highlighted. Just press the End key (or left click once) - to deselect the entire report name, then Backspace once - to remove the suffix, then click OK. Click Replace when Quicken tells you the title is already in use.

Reply to
John Pollard

Thanks but this does not work either. I've tried this before. Instead, I end up with two reports that have the same name. And if I try to delete one, it will delete both. Found that out the hard way and lost a report.

Reply to
JCO

"JCO" wrote

I can do what I proposed 100% of the time using Q2006 Premier, R4.

If it does not work for you, I think you have a few possibilities, based on what you have posted.

1.) Your release of Q2006 is involved (my tests were with R4). 2.) You have a corrupted install 3.) You have a corrupted fileset

Otherwise, I think you will need to post much more detail about your configuration (Quicken and Windows) ... even then, I would not be optimistic.

Reply to
John Pollard

Check your report preferences (Edit, preferences,program, reports and be sure the remind to save option is checked.

Bob L.

Reply to
Bob L.

Ah! That seems to work. Interesting way to get your reports to automatically know what folder to save in and to stop incrementing. I wonder if version 2007 fixes this?

Thanks for your help.

Reply to
JCO

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