Syncing ETrade ESPP (Employee Stock Purchase Plan)

JonQ

Starting with a fresh file, I am trying to add my ETrade account, which has several pieces including a brokerage and an ESPP (Employee Stock Purchase Plan) The brokerage seems to come over correct with either syncing option, but the ESPP is only visible with Express Web Connect, but that then only will do Simple Investing) How do I get all my ETrade accounts in complete investing mode?

Chris_QPW

I haven't had a ESPP in many years, but what I remember of it is that Quicken uses a complicated "wizard" that does most of the calculations and deciding when shares vest and such, in the background and is very intolerant of any kind of changes.

As such I don't believe downloading was even possible back then and I entered it manually. I can see the same kind of problem they had with some loans and why they went to a "restricted view" for them when downloading. When Intuit decided to allow downloading of loans one of the problems they were trying to resolve was the fact that some loans have crazy payment schedules. So, instead of trying to reproduce all the different payment schedules they hid the register and just "believed whatever the financial institution sent them".

I suspect the same thing is going on with your ESPP download.