Employee Stock Purchase Plan

Unknown
Unknown Member
edited February 2019 in Investing (Windows)
Quicken 14 for Windows - How do I setup an ESPP in Quicken?
I want to track my price (15% off), shares purchase, and Current Market Value.

Also, would I be able to download the transactions from my broker MS.

Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited March 2017
    Create a brokerage account. Then use the Buy ESPP transaction type to start the ESPP wizard.



    You should use the wizard to create the ESPP Buy and ESPP Sell transactions. Then, if possible, you can download the transactions from your broker and Match them to your already entered transactions.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.

Categories