ESPP

Discussion List

• 
  ESPP Rollover - Categorizing negative amount

  Answered Closed harry askenazi 24 views 5 comments 0 points Most recent by mshiggins January 12Paying Bills, Online Billers & Reminders (Windows)
• 
  Financial accounts borked with latest Mac version

  Closed hyyqckn 58 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
• 
  My company was acquired in a stock-for-stock purchase. How do I update my ESPP shares?

  Answered Closed PaulrT 17 views 2 comments 0 points Most recent by mshiggins December 2025Investing (Windows)
• 
  Windows to Mac conversion does not handle ESPP sales correctly

  Closed gravedee 103 views 1 comment 0 points Most recent by Quicken Jasmine January 2025File Conversion and Backup (Mac)
• 
  How to Specify the Lot for Sold ESPP? Specify Lot is grey out.

  Closed mikek753b 177 views 10 comments 0 points Most recent by Quicken Anja January 2025Investing (Windows)
• 
  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 85 views 5 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
• 
  How to record stock split for ESPP?

  Answered Closed mikek753b 104 views 8 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
• 
  Handling Older ESPP Transactions

  Closed to_the_penny 33 views 1 comment 0 points Most recent by mshiggins October 2023Investing (Windows)
• 
  Chase bank login one time code verification when my number is not working

  Closed Nilda111 3K views 1 comment 0 points Most recent by Quicken Kristina July 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  How do I add a holding to my brokerage account? (Q Mac)

  Closed Stefan 84 views 0 comments 0 points Most recent by Stefan April 2023Investing (Mac)
• 
  I am so old that . . .

  Answered Closed donhens 168 views 14 comments 0 points Most recent by UKR April 2023Errors and Troubleshooting (Windows)
• 
  E*Trade issues

  Answered Closed Armydog99 137 views 3 comments 0 points Most recent by UKR March 2023Investing (Windows)
• 
  ETrade with Employee Stock Option (ESPP)

  Closed SachOnly 111 views 1 comment 0 points Most recent by Quicken Jasmine November 2022Investing (Mac)
• 
  Tracking ESPP Disposition in Paycheck

  Answered ✓ Closed Arpit 148 views 4 comments 0 points Most recent by Hong August 2022Registers & Transactions (Windows)
• 
  Quicken E*Trade downloads track ESPP but does not track RSU

  Closed BlueTurtleJR 447 views 10 comments 0 points Most recent by Chris_QPW May 2022Investing (Windows)
• 
  Adding ESPP & RSU for Quicken Mac.

  Closed rbala84 1.4K views 6 comments 0 points Most recent by rbala84 January 2022Investing (Mac)
• 
  Anyone has problems with ESPP Launch Wizard?

  Answered ✓ Closed JHQ2020 47 views 2 comments 1 point Most recent by JHQ2020 June 2020Investing (Windows)
• 
  Convert ESPP to "regular" stock

  Closed David Hurlburt 867 views 8 comments 0 points Most recent by mshiggins June 2020Investing (Windows)
• 
  ESPP cost basis is wrong in the Investing tab

  Answered ✓ Closed ccottrell 63 views 4 comments 1 point Most recent by Sherlock July 2019Errors and Troubleshooting (Windows)
• 
  why do I have to manually add ESPP shares owned or newly purchased shares in to quicken 2019 v 19.52

  Answered Closed Jerry Revier 322 views 4 comments 0 points Most recent by mshiggins June 2019Investing (Windows)