Home Quicken for Windows Investing (Windows)
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

Adjusting Stock Option Balance

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?


Sign In or Register to comment.