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

How to configure an E-trade account for ESPP and RSO transactions

Trying to figure out if there is a way to download both ESPP and RSO transactions into my etrade account. I see the ESPP but not the RSO. Online I can see both are listed under the same user account. Is there a way to download both into Quicken? Thanks.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    I assume by RSO you mean RSU

    To track RSU, I suggest creating an income category and an offline brokerage account for the purpose.  As lots vest, enter a MiscInc transaction for the amount vested and use these funds to purchase the shares.
Sign In or Register to comment.