I find it very difficult to find a saved report I want. Quicken seems to have 2 sets of titles; the informative one that would appear on the printed report itself, eg January Rent. Q has another title as the Save title. When you look in the "saved reports" you don't find a listing for "January rent" but the Saved title. Maybe I've got this mixed up but with maybe 50 saved reports I still can't identify the one I'm looking for except by displaying them one after another. Does someone have a logical procedure for this?
Report titles-how to manage
Jun 03, 2008
1 Replies
Not quite sure what you're doing here. If I create a new report, say "Spending" > "Income and Expense by Payee", and then customize it by eliminating "Investment" and "Property & Debt" accounts and setting the date range to last month, if I try to save it Quicken suggests the generic report name "Income/Expense by Payee." I can change that to something else like "Inc/Exp by Payee X Investment/Property Accts" which is pretty descriptive. That's the name that shows up in the saved reports list and also the title of the report. This is in QD2007. Perhaps you can give some examples of what you're seeing?
Tom Young
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