In Quicken Premier 2017, I have some employee stock options that are fully exercised a long time ago. Problem: There is no "Expire" transaction in my register for these options. Why is this a problem?
Quicken does not allow me to manually create an Expire transaction.
I suggest setting the account's display options to hide the account: open the register, press "Ctrl + Shift + E", select the "Display Options" tab, c heck "Keep this account separate", "Hide in transaction entry lists", and " Hide in account bar and account list", and select "OK".
Why not just sell the Options, as of the Expire date, for $0?
Because all of these options were exercised and sold years ago. There are none left, and this is reflected in Quicken's register.
Make up your mind! Did they expire, as you 1st message states, or were they exercised?
If they expired, as you originally stated, then they were still in your portfolio and I've told you how to get rid of them.
If you exercised them, how did you do that? What transactions did you record?
In this account, I have several stock option grants.
All stock option grants were fully vested, exercised, and sold off. This is correctly modeled by Quicken as a series of transactions listed in the account register.
Some stock option grants have an Expire transaction listed. These grants are not giving me problems.
Other stock option grants do not have an Expire transaction listed. These are the grants that are giving me problems.
But if they haven't expired ... what's the problem?
If they have expired OR if they were exercised ... well, I've already replied to those issues.
In the real world, all the option grantss have
In Quicken, some option grants have all four of these items listed in my account register:
The above grants are NOT the problem. The problem is other grants that only have the first three types of transactions listed:
The latter grants have the property that they always show up in the "Holdings" page for the account. These grants show up with quantity 0 shares in the "Holdings" page.
I care about the "Holdings" page because as long as it is non-null, I cannot close this account.
Setting an account's display options as previously described is an alternate way to "close" an account.
I doubt the "Expire transactions" have an impact on "Close Account".
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