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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.
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You can use RSUs only with Quicken Premier and Quicken Home & Business. |
Entering an RSU Grant
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.
- Select the Add Account
icon on the top right of the Account the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Select Offline Account → Other Investments.
- Select RSUs (Restricted Stock Units).
- Enter the following information:
- Account name (And name that will identify the account to you)
- Used for:
- Personal Transactions (not part of your business. This is almost always the choice)
- Business transactions (If RSUs were issued to your business)
- Currency
- Select Finish.
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- Select the name of your RSU account in the sidebar.
- Select Enter Transactions.
- For Enter Transaction, select RSU Grant.
- 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.
Specific Units - Specify the number of units that vest per year.
Single - Add a single vesting date for all shares
- 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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An RSU Security Details View shows the grant, your vested shares, future vesting, and the future value based on how you set your Value RSUs preference above.
