Convert stock options from earlier versions of Money

Convert stock options from earlier versions of Money

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Money 99 now includes an employee stock option grant feature. If youÆve entered stock option grants in earlier versions of Money, youÆll need to create a new stock option account and re-enter any buys or sells you made in your old stock option account.

If you haven't exercised any option shares, you'll need to create a new employee stock option account and enter each of your grants using the New Investment wizard. After youÆve entered this information, you can delete the stock option accounts you created in an earlier version of Money.

If you haven't exercised any option shares:

1 First, create a new stock option grant account to contain your option grants. Money will create all the vest and expire transactions associated with that grant for you. See Enter a stock option grant.

2 Add new grants to the stock option account by creating a new investment for each stock option grant you receive from your company. See Enter a stock option grant.

3 Delete the stock option accounts you created in the previous version of Money. See Delete an account.

If youÆve entered many option sale transactions in an earlier Money version:

1 Print out a report showing all the investment transactions you've made in this account so you can refer to it when you re-enter these transactions in the new employee stock option account.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Reports. Click Investments in the left pane, and then click Investment Transactions.

2 In the Accounts list box, select the investment account in which you entered your old stock options.

3 In the Date Range list box, click All Dates.

4 Print the report. See Print a report.

2 Create a new stock option grant account to contain your option grants. See Enter a stock option grant.

Money will create all the vest and expire transactions associated with that grant.

3 Add new grants to this stock option account by creating a new investment for each stock option grant you receive from your company.

4 Now, re-enter any buy transactions you made in the old options account as exercise transactions. See Exercise a stock option grant.

As you enter each transaction, make sure the Transfer to field is blank on the transaction form. That way, Money will subtract the amount of the exercise proceeds from your net worth. Money assumes you transferred the sale proceeds to a different account (such as checking or savings) at the time of the sale and did not leave any proceeds in the associated cash account.

If you do have money left in the old associated cash account, enter that amount in the opening balance for associated cash account for the new stock option account you've created.

5 Finally, delete the stock option accounts you created in the earlier version of Money.

How do I enter a stock option grant?

How do I move an investment transaction to a different account?

How do I exercise a stock option grant?

Learn more about stock option grants.

How do I delete an account?