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Subject Author Date
Renaming Reports JCO 11-30-2006
Posted by JCO on November 30, 2006, 4:27 pm
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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.



Posted by Bob L. on November 30, 2006, 4:46 pm
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* JCO wrote:
> 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.
>
>
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.

Posted by JCO on December 1, 2006, 9:51 pm
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When I click the x, my report goes away with out asking me to save.

> * JCO wrote:
> > 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.
> >
> >
> 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.



Posted by Bob L. on December 3, 2006, 9:02 am
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* JCO wrote:
> When I click the x, my report goes away with out asking me to save.
>
>> * JCO wrote:
>>> 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.
>>>
>>>
>> 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.
>
>

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

Bob L.

Posted by JCO on December 3, 2006, 10:24 pm
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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.


> * JCO wrote:
> > When I click the x, my report goes away with out asking me to save.
> >
> >> * JCO wrote:
> >>> 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.
> >>>
> >>>
> >> 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.
> >
> >
>
> Check your report preferences (Edit, preferences,program, reports and be
> sure the remind to save option is checked.
>
> Bob L.



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