How to handle and trade Options in Quicken (edit)

Question

I am running windows Q version R56.9.  I saw an answer to this question, but I can't get it to work.  It's probably me but here is the question.  I sold my first call and it wasn't exercised.  I entered it as a short sale and it still removed the 100 shares from the portfolio.   I have several of these but one was exercised.  I haven't tried doing that one yet.  Would someone please explain it again.

Thank you

Mike

NotACPA · Answer

That Short Sale should have been for the CALL … not the underlying security.  The Option is a separate security with a separate symbol.

Then, when it isn't exercised,  use a Cover Short of the CALL,  again not the underlying security.