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RSUs are assigned a fair market value (FMV) once they vest. RSUs are counted as income once vested, and the employer commonly withholds a portion of the shares to pay income taxes. The employee receives the remaining shares and can then sell their shares if desired.

Entering an RSU Grant

Tracking an RSU grant works best if you use a separate brokerage account. For more information on setting up a separate brokerage account. To do this:Although you can enter RSU grants in any investment account, Quicken recommends that you set up a separate offline investment account to track your RSUs.

1. Select the Add Account icon on the top right of the Account Bar.
   
   You can also add a new account by selecting Tools → Add Account from the top menu.
2. Select Offline Account.
3. Under Investing & Retirement, select Brokerage.
4. Select Complete Investing and click Next.
5. Follow the on-screen instructions.

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1. Navigate to the register for the investment account in which you want to record an RSU Grant.
2. Select Enter Transactions.
3. For Enter Transaction, select RSU Grant.
   
4. Enter the details:
   • Transaction Date
   • Security Name
   • Number of Shares
   • Vesting Schedule
     • Standard – The first-year vesting is at x percentage, and other shares will vest equally over the remaining vesting period.
     • Gradient – The RSU will vest at different percentages over the vesting period. You will need to enter the percentages for each year. 
       
5. Choose either Enter/New if you have additional transactions or Enter/Done if this completes your transactions. The vesting schedule will be represented in the investment register as a series of transactions corresponding to the dates your RSU will vest.  
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