![]() Short-term capital gains and transfer of proceeds to another account Mid-term capital gains and transfer of proceeds to another account Mid-term capital gains (converted to short term on import as OFX doesn¢t support this) ![]() Long-term capital gains and transfer of proceeds to another account Here is the list of all Investment Action codes (the first word on each line): CodeĪ security Buy and transfer of cash from another accountĪ security Sell and transfer of proceeds from another account IMPORTANT: you must ignore Quicken messages about supported or unsupported account types and just follow these instructions to get your investment transactions imported. When you import a QIF file into Quicken, you must select "All account" from the account drop-down list on the QIF import screen. Quicken uses the account name on the QIF file to locate an investment account by name and imports transactions there. When you convert CSV to QIF, you must specify the account NAME in Quicken for the QIF file and specify the account type as Invst. ![]()
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