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

Swampdude

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

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.

Swampdude

Perfect! Thank you!