How can I get the converter to enter BoughtX on the Action line in Quicken

Here is what I have

1)  A brokerage account with a linked cash account in Quicken

2)  A whole lot of data from my brokerage account.

Here is the issue.  What I need in Quicken is for the Action Box in the brokerage account register to say, "BoughtX" so when the transaction is entered, it will take the cash from the linked cash account.  No matter what I try, the Action Box says, "Bought" which will add shares to the account, but does not debit the cash account.  My work around is to enter all the transactions in the brokerage account and manually switch the "Bought" to "BoughtX".

Is there a better way to do this?
asked Feb 13, 2014 by Shankies1

1 Answer

Your CSV file must have Investment action column with value "BuyX".
answered Feb 28, 2014 by sergiy
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