This year I decided to try and get more organized with my finances – especially with regards to investments which I had previously tracked in Excel. I went to Costco and bought Quicken Premier 2008 which handles ESPP (Employee Stock Purchase Plans). Why not Microsoft Money? Well, because I had been a long time Quicken for Mac user, so I’m just used to it – inertia and all that.
(FWIW, I was never able to successfully migrate my Mac Quicken data to Windows Quicken, but that’s another post.)
Unfortunately, it appears that Quicken Premier 2008 is incompatible with Microsoft’s ESPP. You see, Microsoft simply gives a discount on the Grant Ending Date price, whereas many (most?) other companies give a discount on the lower of the Grant Beginning Date or Grant Ending Date price.
The problem is that Quicken validates the data for the more common scenario. Here’s a hypothetical entry into Quicken’s ESPP Wizard:

Observe that the Price/Share (26.52) is 10% less than the Price/Share of the Grant End Date (29.47). If you click Done, this is what happens:

Drat!
I sure wish they would eliminate this check, but I could see why it’s important.
In the meantime, I’m not sure how to workaround this. I’m pretty sure there’s no combination of data that I can enter here to trick the wizard into closing and keep the integrity of my data.
I guess I can’t use this ESPP feature, which is unfortunate as this was a major selling point for me.
Any one from Intuit care to take a stab at fixing this in an upcoming release please?
Oh, and if you’re in the mood to fix a bug, could you please fix this:

It’s pretty frustrating that the year column is always truncated, and that the columns are not adjustable. I have to mouse over to get tool tips to appear.