Tracking a ESOP

ScottW
ScottW Member ✭✭
edited September 2018 in Investing (Windows)
I have an ESOP with my employer.  I receive shares of company stock every year and the share price changes each year.  I do not pay for the shares.  How do I track my shares etc. in Quicken?

Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited June 2018
    Assuming the cost of the shares is reported as income on your W-2, I would use a brokerage account, deposit the amount of income reported into the brokerage account, and use those funds to purchase your ESOP shares.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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