Lifetime Planner: Add Stock Option Vesting Schedules [Edited]

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shermani
shermani Member ✭✭
edited October 2023 in Budget and Planning Tools

Currently, Quicken does not account for stock options that vest over time in the lifetime planner tool. This leads to misleading lifetime planning calculations.

This is a request to the Quicken development team to change the lifetime planner calculation to account for stock option vesting schedules.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @shermani,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

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    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Jasmine

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  • shermani
    shermani Member ✭✭
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    Thank you. This seems like an easy fix and one that is needed for an accurate forecast of future net worth.

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