Recording stock vesting

Support Questions
1

What would be the best way to represent stock vesting (with no cost)?

So far I tried to use the ‘Buy’ transaction type. The problem is that when I use the correct market price, then tax calculation will be wrong. If I put zero as the price, then all return indicators go bananas. Is there a better way to approach this?

2

Stocks usually vest at some pre-set buying price, and I personally used that price as my buying price, not 0. This lets you track how much you’ve earned by timing (or not) the sale - the only thing you have some control of.

Still, the returns, especially MWR goes through the roof, in some cases into thousands - but this is basically what happens - you get an unfairly discounted stock and you earn big in a very short amount of time :wink: I used to track my portfolio both with and without the RSU’s using filters because of that.
You can also use TWR or even ROI as these will not be affected by that.

As for taxes, the above might work for you, depending on how they’re given to you. Sometimes their buying value will be part of your personal income, and anything above is capital gains (in this case it’s all fine).

But if the whole amount is capital gains, then you can:

  • clone the Tax Preset, like “Capital Gains for RSUs” and assign it to account with RSUs
  • in the preset, before applying the tax you set the Expense to 0
  • if you have some non-RSU’s on the same account, you can just add an If that will apply this only for a specific asset or a tag

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3

Thanks, setting Expense to 0 seems to work well!

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