Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

Quicken Anja

Hello @JPA56,

JPA56 said:

Just tried to vote & it wouldn't let me. Perhaps they've given up on it.

The voting issue should be resolved now, please go ahead and attempt to vote again. If you still experience any issues, please let me know.

Thank you!

AlfaCharlie

@Quicken Anja Thanks for the fix. I could now upvote it as well. Having this thread locked for so long has not helped in demonstrating its popularity. I hope you can finally prioritize porting these functionalities from Windows.

JPA56

Thanks Quicken Anja! Was just able to vote. Hopefully, Quicken will find a fix for this issue.

Quicken Anja

@AlfaCharlie & @JPA56 You're both welcome! Glad the voting option is working successfully now.

DgerardCPA

Please add ESOP tracking! Also, the voting is not working again. I was not able to click to vote.

Quicken Anja

Hello @DgerardCPA,

DgerardCPA said:

Please add ESOP tracking! Also, the voting is not working again. I was not able to click to vote.

We are currently experiencing a glitch with voting where the voting arrow will disappear sporadically. I went ahead and fixed it for this one again so you should be able to vote now (on page 1).

Thank you!

mychen66

Please add the stock option tracking in the Quicken Mac. I am running VM just to use Quicken for Windows due to this limitation for the past 2 years. With the latest M1 Mac, I am unable to run VMs. I don't want to keep another laptop just to run Quicken Windows. Please add the stock option tracking feature in Quicken Mac ASAP. Thank you!

AnPann

Please add RSU and ESPP tracking in Quicken for Mac. I don’t want to go through clunky process to keep track of RSU’s or ESPP’s. Or have a separate Windows laptop just for this.

AnPann

It has been 4 years since this thread started

adsoft2015

When will we be getting this feature?  Any update?

jacobs

@adsoft2015 As you've doubtless seen, Quicken almost never says anything about future features — what is or isn't coming, or when. It's frustrating for users, but they have a philosophy of not sharing any details about what the development team is working on or scheduled to work on.

mychen66

Is 90+ user vote still not good enough for a feature to be added to the a product? Please add this feature ASAP. Thanks.

Quicken Janean

Hi All, I was asked to get some details regarding this thread and the enchancments you all are wanting to see. If any of you are experiencing the “buy to cover” issue, can you please provide this information: which brokerage, a screen shot where they filter the register by searching for the name of the option, so we can see all of the transactions associated with that option? You can submit this information by going to HELP> Report a Problem or, add the screenshots here, if you are comfortable. Just please make sure you block out any sensitive information. Thanks!

-Quicken Janean

AnPann

Hi Quicken Janean. Thank you for your response.
For now all we want is what is already present in Quicken for Windows.
Support for recording ESPP and Stock option transactions (purchase, sale etc). Please take a look at that feature.
https://www.quicken.com/support/how-do-i-add-employee-stock-option-grant-esog
https://www.quicken.com/support/how-do-i-add-account-track-employee-stock-purchase-plan-espp-shares
This is not downloaded from any brokerage.. I attach screenshots from Quicken for windows
Grant Employee Stock option.
Exercise Employee Stock option
reprice Employee Stock Option
Bought ESPP shares
Sold ESPP shares

ldimit

For Quicken for Mac users, please vote for adding the ability to enter ESPP/RSU purchase/sales in Quicken for Mac. This functionality is available on Windows, but not on Mac. There seems to be quite a few functions that are available on Windows but not on the Mac, but the Mac version costs the same as the Windows version. Quicken really needs to enable functional parity between their Windows and Mac versions.

Quicken Jasmine

Hello @ldimit,

Thank you for reaching out to the Community with your request.

Your idea has been merged into this already active Idea thread regarding the same request, so be sure to go and add your vote!

Thanks!

AlfaCharlie

I fully agree with @AnPann on what we have been asking for in this thread for quite some time. It would be great to see some movement on Quicken’s side.

AnPann

@Quicken Janean I think I have given you all the info you need. Can you please confirm and let us know whether this will added to next Quicken for Max release? Thanks

jacobs

@AnPann I have no idea what is on the developer's roadmap, but I think it's safe to say that this functionality will not be in the next release. Whatever will be in the next release has been planned and worked on for some time; they don't add new functionlaity like this in just a few weeks before a new release. Here, it seems the developers are reaching out to users to make sure they understand what users are asking for so that what they implement will meet expectations. Design, coding and testing of any new feature likely spans at least a few weeks; depending on the complexity of the feature, it may take far longer.

No matter what their planned schedule is, Quicken doesn't ever say when a particular feature is coming out, because unexpected complexities or bugs cause schedules to shift, or more urgent priorities may arise.

Quicken Janean

Hi @AnPann, I can confirm that the Mac Team is aware of your requests, but we do not have an ETA on when this will become available. I am sorry about that! Please stay tuned!

-Quicken Janean

prbsparx

Hey Quicken Janna,

This particular request has been in place since at least 2016 though I recall requesting it further back than that.

We're now 7 years later and still no real traction on this request. Can we get something more than "Mac team is aware of the request"?

That's what we've been told since the old Ideas forum...

AnPann

@Quicken Janean Do you have any update for us on this 7 year old request?

Quicken Janean

Hi @AnPann , I do not see anything new but I did reach out to see if any insights can be provided. Please stay tuned.

bgl101

What is the status of this product enhancement request? I see that many Quicken Mac users such as myself have RSUs they want to track; functionality that is available in the Windows version of Quicken (and apparently has been available for a long time). While this is not "die on the hill" type functionality that would cause me to leave Quicken Mac, it does seem the largest deficiency in that platform. All of the other new features being provided are great, but nothing recently provided has real material impact on how I use, view and leverage Quicken Mac. Adding RSU functionality would have much more significant benefit.