Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Stock Option Expiration

I think I'm seeing a bug in Quicken (Windows Deluxe 2020 R25.10 Had Stock Options that expired on 2/24. I exercised on 2/24. When trying to enter the transaction, I use 2/24 as the date, but the grant isn't listed. If I change the exercise date to 2/23, then the grant is listed. When I check the grant itself (and the register transaction) the expire date is 2/24.

I would think that most options are allowed to be exercised the day they expire - so Quicken has an off-by-1-day bug when looking for grants to display...


  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @[email protected]

    Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

    If you haven't already, please review the information and steps available here, and let us know if any of the comments help to resolve the missing vested stocks.

    Let me know how it goes!
  • cclough0739
    cclough0739 Member
    Quicken fumbles with stock option downloads. It relabels a buy and sell. It refuses to allow you to enter an option buy or sell manually. it looks like the programmers don't understand option transactions very well.
  • GinRummy01
    GinRummy01 Windows Beta Beta
    Quicken_Tyka - That link points to a discussion on employee stock options. The question on the stock options. Calls, Puts, etc. Quicken has never had support to enter these in. Lets say I buy 5 options of a given stock priced at $1. Quicken will treat this as 500 shares at $1, Not 5 options at $100 each. A big different.
This discussion has been closed.