Exercising Incentive Stock Options (ISOs) Early

ScottyTheGolfer

My company allows me to purchase my ISOs before they vest, however Quicken will not let me record this transaction, it says I don't have enough vested shares to match the purchase order I am trying to place.

I think we need Quicken Product Management to get involved to update the software so that this functionality exists.

This is a very common thing for pre-ipo software companies to allow their employees to do and my overall Quicken is not accurate due to the fact I can not record the transaction correctly.

I would be more than willing to talk to anyone at Quicken about this, I have called support and they sent me to this site.

Thank you.