Reports in 2006 P

I found the new reporting to be very buggy. Right clicking on reports to move them to different folders will kick you of Q after 2 or 3 moves.

The printing of reports with various levels of indentation is interesting. You get no indentations on the printed report.

Yes, I've found that my old "subreports" were there after the upgrade, and I can create and save additional subreports. However, when I close and then open the main report, the prior subreports are there, but the newly added (and saved) one is not. So as of this release (R1), you can't save new subreports! Er, that is, QP2006 allows you to save them, gives you no indication that they're not saved, but in the end, doesn't save them at all.... Hopefully Intuit will clean up these issues in a new release right quick! BTW, I noticed there's already a patch for Quicken Mac 2006 on the manual updates page. So hopefully one for the Windows version won't be too far away.

In addition, subtotals for categories appear at the top of the list within reports. This, in itself, is not bad. However, if you have, for example, multiple paychecks, and you run a tax summary by schedule report, you'll have multiple "categories" for each set of deductions. But the report shows the subtotal of all the categories at the top of each category. It doesn't show the subtotal for each category. I'm assuming this is difficult to follow, so let me be more specific. Right now I have three paychecks. So my deductions each have three instances within the Tax Summary by Schedule report. Well, I'd expect the total at the top to reflect the total of all three instances, with accurate subtotals for each instance listed with the transactions below. Noooooooooooo. The subtotal listed for each instance of each category is the actual total of all instances. So at first glance, it looks like I've earned *three times* my actual salary and paid three times the actual paid deductions. That is, this happens with each instance of federal tax, state tax, FICA, Medicare, etc. Now this is not the end of the world, but it means if I want to know how much federal tax I paid via a particular paycheck, I have to get out my trusty adding machine, because Quicken totals all three instances and prints it as the subtotal for each instance.

Now, you may ask, why do I have three paychecks? Normally I would just have two -- my monthly paycheck, and my annual bonus check. But this year I've had some health problems that required my going on disability (paid by my employer). So I have my monthly paycheck (for the months I actually worked), my disability pacheck (for those months I didn't work), and a lump sum for the months I was originally not paid. Disability was approved retroactively. This year there will be no bonus, so there won't be a fourth paycheck. Anyway, I expect to go back to work within the next couple months, so next year there will just be two paychecks. Hopefully Intuit will get this fixed long before that.

Regards,

Margaret

Have you reported this to Intuit?

"> Yes, I've found that my old "subreports" were there after the upgrade, and I

I have the different problem; when I attempted to change a subreport it created a new subreport w/the exact same name. As noted earlier, I do have "Customizing modifies current report or graph" checked in the reports preferences. I did discover that even though you are working with a report in a particular folder, you must again designate the folder you want or the newly saved report is saved in the saved reports list.

I haven't even tried using folders. I'm talking about the subreports left over from how QP2005 handled them. Basically, they're variations of the main report and can be accessed as links from a list on the left side of the report window. In QP2006, I thought they were gone, until another kind poster pointed out that they were still available if you selected "Show Report List" form the "History" menu. I can create additional subreports and Quicken appears to ave them, but when I close and open the report, the prior subreports are there, but the newly saved one is not.

Regards,

Margaret

Not yet. I just discovered this problem. Will do, though.

Regards,

Margaret

Eh, "form" should be "from," and "ave" should be "save." I should not type without my glasses on..... :-)

Regards,

Margaret

Hmm, well, I just spent some time playing around with the reports module, and I've learned that the "bugs" I mentioned earlier only seem to affect the reports I'd created before upgrading to QP2006. I recreated my "Tax Summary by Schedule" report to find that not only does it subtotal correctly, it saves my report history. (There's a check box in the "Save Report" window saving the report history (those subreports I mentioned). Checking that box when I customize and add a subreport to a report which existed prior to QP2006 seems to have no effect, as the report history is not saved. But if I create a whole new report and check that box, the report history gets saved ... and subtotals are correct. So it seems the "bug" is somewhere in how older reports get converted to the new format.

I've also experienced some wierdnesses with the columns being too narrow. (Again, this is with reports that existed prior to QP2006.) When I manually extend the columns, even though there's plenty of room on the page, sometimes the outermost columns just drop right off the report! Blowing away the old report and creating a new one solves the problem, as columns are properly sized and make use of the full page width.

Interesting, eh? Looks like I'll need to blow away all my old reports and create new ones. :-(

Regards,

Margaret

The column width change was what caused me to try to save the old report. The description was so truncated it was useless; I initially tried widening the column & closing hoping the wider column would stick -- it didn't so I saved the report (again deleting the 1 at the end of the report name & having checked "customizing modifies current report or graph) received usual message that the report was going to be replaced but it wasn't instead I had