Limiting an Investing Activity report to "Bought" and/or "BoughtX" transactions

Swampdude Member ✭✭
edited July 2023 in Reports (Windows)
I'm using Quicken H,B&RP version R49.33

Is there a way to get an investment transaction report showing only "Bought" or "BoughtX" transactions?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    The Investing Activity and Investment Transactions reports are two different reports.

    To see just Bought and BoughtX transactions, go to Reports > Investing and select Investment Transactions.

    Click on the gear at the top right of the report to customize it.

    On the Actions tab, select just the transaction types you want to see, Bought and BoughtX in this case.

    You can also set the data range, and other tabs you can select the accounts, securities, and columns you want to include in the report.

    QWin Premier subscription
  • Swampdude
    Swampdude Member ✭✭
    Perfect! Thank you!
This discussion has been closed.