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Extensible Markup Language  |  2003-06-18  |  6KB  |  106 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="254740" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Convert employee stock options from earlier versions of Money</title>
  6.         <category>investing</category>
  7.         <klink type="prcdr">How do I convert employee stock options from earlier versions of Money?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>If you are converting from Money 98 or an earlier version, and you have employee stock option grants, you need to create a new stock option account, reenter any buys or sells you made in your old stock option account, and delete the old stock option account. If you are converting from Money 99 or later, your employee stock option account will transfer automatically.</p>
  14.                 <p>If you haven't <glossary tNum="286994">exercised</glossary> any option shares, you should use the New Investment wizard to create a new employee stock option account and enter each of your grants. After you've entered this information, you can delete the stock option accounts you created in the earlier version of Money.</p>
  15.             </reveal>
  16.         </extend>
  17.         <p><emph>If you haven't exercised any option shares</emph></p>
  18.         <ol>
  19.             <li>Create a new employee stock option account.</li>
  20.             <extend>
  21.                 <tease><showme/></tease>
  22.                 <reveal>
  23.                     <ol>
  24.                         <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account Setup</emph>.</li>
  25.                         <li>Click <emph>Add a new account</emph>.</li>
  26.                         <li>Follow the instructions on the screen.</li>
  27.                         <li>When asked what kind of account you want to set up, click <emph>Employee Stock Option</emph>, and then click <emph>Next</emph>.</li>
  28.                         <li>Enter the details for the grant, including the vesting schedule.</li>
  29.                     </ol>
  30.                 </reveal>
  31.             </extend>
  32.             <li>Delete the stock option accounts you created in Money 98 or an earlier version.</li>
  33.             <extend>
  34.                 <tease><showme/></tease>
  35.                 <reveal>
  36.                     <ol>
  37.                         <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  38.                         <li>Right-click the account you want to delete, and then click <emph>Delete</emph>.</li>
  39.                         <li>If this account has transactions in it, Money will display a warning message. Click <emph>Yes</emph> to confirm the deletion.</li>
  40.                         <li>If there are open positions left in the former account, Money will ask if you want to transfer them to another account. Click <emph>No</emph> after verifying that your transactions are recorded in your new stock option account.</li>
  41.                     </ol>
  42.                 </reveal>
  43.             </extend>
  44.         </ol>
  45.         <p><emph>If you have exercised option shares in an earlier version of Money</emph></p>
  46.         <ol>
  47.             <li>Print out the investment transactions from the original stock option account so you can reenter the transactions in the new account.</li>
  48.             <extend>
  49.                 <tease><showme/></tease>
  50.                 <reveal>
  51.                     <ol>
  52.                         <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  53.                         <li>Click the account you want to print.</li>
  54.                         <li>On the <emph>File</emph> menu, click <emph>Print</emph>.</li>
  55.                         <li>Click <emph>OK</emph>.</li>
  56.                     </ol>
  57.                 </reveal>
  58.             </extend>
  59.             <li>Create a new employee stock option account.</li>
  60.             <extend>
  61.                 <tease><showme/></tease>
  62.                 <reveal>
  63.                     <ol>
  64.                         <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account Setup</emph>.</li>
  65.                         <li>Click <emph>Add a new account</emph>.</li>
  66.                         <li>Follow the instructions on the screen.</li>
  67.                         <li>When asked what kind of account you want to set up, click <emph>Employee Stock Option</emph>, and then click <emph>Next</emph>.</li>
  68.                         <li>Enter the details for the grant, including the vesting schedule.</li>
  69.                     </ol>
  70.                 </reveal>
  71.             </extend>
  72.             <li>Reenter option exercise transactions from the former stock option account.</li>
  73.             <extend>
  74.                 <tease><showme/></tease>
  75.                 <reveal>
  76.                     <ol>
  77.                         <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  78.                         <li>Click the new stock option account.</li>
  79.                         <li>Click <emph>New</emph>.</li>
  80.                         <li>Enter the exercise transaction details, and then click <emph>Enter</emph>.</li>
  81.                     </ol>
  82.                     <p variant="note">Leave the <emph>Transfer to</emph> box blank in the transaction form. 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 Cash Transactions register of your investment account. Enter any money that remained in the Cash Transactions register of your former account into the new stock option account's Cash Transactions register.</p>
  83.                 </reveal>
  84.             </extend>
  85.             <li>Delete the stock option account you created in the earlier version of Money.</li>
  86.             <extend>
  87.                 <tease><showme/></tease>
  88.                 <reveal>
  89.                     <ol>
  90.                         <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  91.                         <li>Right-click the account you want to delete, and then click <emph>Delete</emph>.</li>
  92.                         <li>Click <emph>Yes</emph> to confirm the deletion.</li>
  93.                         <li>Click <emph>No</emph> to delete the account without transferring transactions to another account.</li>
  94.                     </ol>
  95.                 </reveal>
  96.             </extend>
  97.         </ol>
  98.     </content>
  99.     <footer>
  100.         <include href="Enterastockoptiongrant.xml#xpointer(*/index/klink)"/>
  101.         <include href="Exerciseanstockoptiongrant.xml#xpointer(*/index/klink)"/>
  102.         <include href="Deleteanaccount.xml#xpointer(*/index/klink)"/>
  103.         <include href="StockoptionFrequentlyAskedQuestions.xml#xpointer(*/index/klink)"/>
  104.     </footer>
  105. </topic>
  106.