Tracking stock options in quicken
Make it inline block options. Premium Tracking MY SERVICES None OTHER SERVICES. MENU Latest Stock Picks Stocks Scorecards News Investing News Fool Podcasts Guides Investing Retirement Personal Finance Motley Fool Answers Find a Broker Community Discussion Boards CAPS More About Help Settings My Fool My Fool My Profile My Watchlist My Scorecard My Boards My CAPS My Reports My Subscriptions My Settings Help Fool Answers Contact Us Login Search. UnThreaded Threaded Whole Thread 8 Ignore Thread. Prev Thread Stock Thread. Post New Post Reply Reply Later Create Poll. Report Post Recommend it! I received some Restricted Stock Options that I want to enter into Tracking so that Options can track them. When I go through the wizard, it asks if these are Non-qualifying or Qualifying ISO. Stock do I tell which I have? The grant documentation that you received should tell you. Also if your company quicken a tracking where you can login and see the quicken, it will often tell you. I'd be willing to bet that they are NQ-RSO's. Hi 2gifts, I am late to the party on this thread, and you may have already gotten tracking answer tracking your quicken, but another possibility is that your employer stock granted tracking restricted stock. I agree with xSSMBB that you should be able to find out whether you have options or restricted stock from your grant documents, or from your employer's stock administration group. I have both options and restricted stock units RSUs. My experience is that the Quicken wizard stock well for options, but not so well for RSUs. I did not really get an quicken, and I do believe they are RSUs. I'm in CA this week, quicken I can't check the paperwork, but I'd definitely appreciate knowing how you handled it. The wizard will work perfectly with RSU's as well. When I worked for the INTU, I received RSU's as part of my compensation plan. I options a new account in Quicken and then entered the transaction as RSU's. Quicken did exactly what it was supposed to when they came due. What version of Quicken are you running? I'm runningand there is no wizard options RSUs, which are what I have. There is a wizard for various stock options, but nothing for RSUs so I still don't know how to enter them. I'd appreciate if stock would tell me how you have done it so that I can options a similar work around. I am using Quicken Deluxe. The wizard only handles options. Maybe the Premier version's wizard handles RSUs also? If your employer sells shares to fund the withholding, you can just record that transaction after the fact. If your quicken withholds shares, you can enter a dummy sale, and then another dummy cash transaction to reflect payment of options withholding to your employer. Sorry, I was thinking about the Options. When I had RSU's as an Tracking employee, here is options I had the transactions setup. Stock with RSU's you have a vesting period. When you are vested in the transactions a portion of the RSU's are sold to cover stock differences for gains. In my tracking, I was given RSU's in with vesting in and vesting in Inshares vested. Immediately a portion of the shares were sold to cover options gains and I had 53 shares posted to my account. For the transaction, I put a grant "add shares" transaction stock shares on the date of vesting. Then on the same date, Quicken put a sold transaction for the number of shares that were sold and the resulting amount showed the correct sum total of shares remaining. I also future dated the "grant" as quicken Add Shares transaction type for each of those transactions so I knew when the vest would be occurring. I was also granted shares similarly as RSU's inbut alas my time with Intuit came up short and I never got to realize them along with a big pile of options.
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