RSU Accounts

RBLeggett12
RBLeggett12 Quicken Windows Subscription Member ✭✭✭
edited October 2023 in Investments
Need the ability to setup an account to accurately track restricted stock units (RSU) for income and tax reporting purposes
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Comments

  • MrMartinD
    MrMartinD Quicken Windows Subscription Member ✭✭
    Yeah, been requested so many times. Every other app today has this
  • steph3838383
    steph3838383 Quicken Windows Subscription Member
    Yes +1 vote that we need features for RSUs. It's kind of sad that it has been requested so many times, and all those past conversations on this forum have been "closed". Presumably closed by Quicken, but not actually fixed.
  • Bob Grisamore
    Bob Grisamore Quicken Windows Subscription Member
    Wow, amazing. I've had RSUs since 2012 and Quicken still cannot support this. My workaround is to record as an Option that costs 0.000001$. At least that shows the value and the future vests in register view.
  • brianauld
    brianauld Quicken Windows Subscription Member
    I agree. I have used quicken for 15 years and something as basic as this should be supported.
  • mikek753b
    mikek753b Member ✭✭✭✭

    I wish that Validation also will fix RSU related issues to track vesting properly

    I've used Schwab for the tracking, yes I need this in the Quicken, tired to jump between other vendors and have own Excel table …

    Best Regards
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    RSU tracking is currently available in Premier and up.

    QWin Premier subscription

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