Problem: stock option with no expiration date

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?
1. I can't delete these transactions from Quicken.
2. I can't mark the account that holds them as "closed"
3. The zero value, zero share options and the useless brokerage
account noise up my reports and annoy me.
Quicken does not allow me to manually create an Expire transaction.
Reply to
David Arnstein
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".
Reply to
Sherlock
In article ,
Because all of these options were exercised and sold years ago. There are none left, and this is reflected in Quicken's register.
Reply to
David Arnstein
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?
Reply to
danbrown
In article ,
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.
Reply to
David Arnstein
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.
Reply to
danbrown
In article ,
In the real world, all the option grantss have * vested * exercised * sold * expired
In Quicken, some option grants have all four of these items listed in my account register: * Vest transactions * Exercise transactions * Sell transactions * Expire transactions
The above grants are NOT the problem. The problem is other grants that only have the first three types of transactions listed: * Vest transactions * Exercise transactions * Sell transactions
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.
Reply to
David Arnstein
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".
Reply to
Sherlock

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