Managing options in quicken

Levoy H
Levoy H Quicken Windows Subscription SuperUser ✭✭✭✭✭
edited November 2018 in Investing (Windows)

Comments

  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited November 2018
  • Levoy H
    Levoy H Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
  • K.O. (Win-Premier)
    K.O. (Win-Premier) Quicken Windows Subscription Member ✭✭✭✭
    edited November 2018
  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    edited November 2018
  • tomt
    tomt Member ✭✭
    edited August 2018
  • Levoy H
    Levoy H Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
    Thanks for all the good discussion and suggestions.  So my catching up was going pretty well until I ran into a new one - a stock/option split.  Unlike the underlying equity, options get a new name to reflect the new strike price - but Q treats it as an equity and changes everything but the name.  So even though (for example) there's a new $50 strike the name still says 150 (3:1 split).  Use Corp Name Change?  Nope - right after the split I got a dividend and it used the post-split name.  So the Name Change transaction rejects the attempt thinking the name is already in use.  Which it is and there's no way to override the warning.   I'm thinking the easiest workaround may be to delete the dividend entry, make the name change, then manually enter the dividend.  
  • Unknown
    Unknown Member
    edited November 2018
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