Multiple RSU Grants for same stock broken?
I may be missing how to handle multiple RSU Grants for the same stock or the functionality is broken.
I had recording an RSU grant I received earlier in the year. This had a 1 year cliff followed by 3 month vesting period for the remainder over 4 years. This properly entered the vest schedule into quicken.
Later in the year I have received a second grant for the same stock. This vests every 3 months over the next 4 years. When I entered this grant in the same account, it seemed to truncate some of the previous grants and entered removed transactions vs. add transactions.
I had expected this to create a new set of RSU Vest and Added transactions for the second grant set while leaving the first set in tact.
I've attached screenshots of the grants I entered and the results after each grant entry.
Is this broken or is there a different/better way to handle this scenario?
Best Answer
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After restarting Quicken the schedule looks correct for both grants. It appear that it recorded the grant but did not show it correctly immediately after entry. Here's what I was expecting and what it looked like after the restart:
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Answers
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After restarting Quicken the schedule looks correct for both grants. It appear that it recorded the grant but did not show it correctly immediately after entry. Here's what I was expecting and what it looked like after the restart:
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