mac 2005 employee stock options

Jul 30, 2005 1 Replies

After recently changing jobs, I purchased my vested options from my previous job. After *many many* hours of trying to figure out how to enter this transaction into mac quicken 2005 I am throwing my hands up in frustration. How does one do this? If there isn't a way to do this explicitly in mac quicken 2005, is there some way to put these transactions in so I at least can track the value of these?



the more information that I find, the more frustrated I get as it seems that the Mac product has several shortcomings :(



thanks,



cliff



What I would do in this circumstance is to use the "MS" (Move Shares) action in the appropriate investment account. Use the date of issue and the ESPP price; from then on, Quicken will follow the security just as with a purchase (I do the same thing when I convert an IRA to a Roth).

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