How To Grant Employee Stock Options

  1. In the Account Bar list, select the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Grant Employee Stock Options.
  4. Click Launch Wizard.
  5. Follow the on-screen instructions.


  • If you are setting up a grant with an irregular vesting schedule, additional information is available.
  • Your options will not appear in the Portfolio until they have vested. Once the first vesting date is reached, you should see the option in the Portfolio, and the Shares column will show the number of vested shares available. To get a preview, change the Portfolio's As Of date.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.