Adjusting Stock Option Balance
beavel
Quicken Windows Subscription Member
I've started tracking some company stock options in Quicken. I was new to this so I was playing around with how to account for the transactions, and then found out you can't edit option exercise transactions. The instruction to delete and re-enter seemed fair enough, which I've followed a couple times now. My problem is now the option grant I attributed the transactions to has a negative balance. The delete transaction didn't return the available options back to the specified grant. I can't seem to find a transaction that represents that or anyway to adjust it. At this point, I'm not that far into the process, and can delete and restart, but I don't trust I'll never make a mistake again. Is there anyway to make an adjustment and fix this?
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Answers
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Hello @beavel
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. If you wouldn't mind could we get a couple of screenshots to help us see the entries with you. This will help us give a better idea what exactly to do.
You may need to drag the photos into the response box for it to be added.
Once you do just let us know and we'll see what we can do.
Thanks,
Quicken Francisco
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