Hi all,
I just upgraded to Q2006 Deluxe from Q2003 Deluxe on Windows. I had previously setup a collection of employee stock option grants in a separate investment account used for option holdings. I originally did this after our company switched captive brokers for the options transactions. When the switch occurred, I was stuck with a bunch of options attached to the previous brokerage that I couldn't move to the new one without breaking a lot of existing transactions.
Using the "holding" account, I would record and ExercisX transaction in the holding account and then do the actual trades (buy & sell) of the exercised option in the account with the captive broker. This worked well, as I could exercise and transfer the shares to any account if I needed.
With Q2006 Deluxe, I'm noticing that ExercisX seems to be gone as an option for transactions in the register. Is this feature gone completely from Quicken, or was I expected to upgrade to Premier for this?
If it is a feature that's not present in Q2006, are there any other suggestions from the group regarding how to handle employee stock options sensibly?
Thanks Jason