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Quicken Classic for Windows
Investing (Windows)
How do you manage an ESOP account?
Joseph DiMambro
How do you classify an ESOP account? Is it an investment account or something else? Will i be able to enter the annual transactions?
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Tom Young
It makes the most sense, to me anyway, that creating the Account as an Investment Account of some sort - probably a "brokerage" - is the way to go. One way or the other, however you're going to do your accounting, you will end up owning stocks and stocks are a classic "investment", even if they are stocks of your employer.
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