How to handle existing RSU schedule in Deluxe

Seth
Seth Member ✭✭✭
edited August 20 in Investing (Windows)

2 years ago (when Quicken first provided the ability to register an RSU grant in Deluxe version) I added an RSU award. Subsequent to that we know that Quicken removed the functionality from Deluxe so I can no longer exercise the shares after they vest as the Record Vesting button doesn't initiate any dialog box. What is the advise on how to handle the remaining years of vesting for the RSU award that already exists in my Quicken account?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Upgrade to Premier?

    QWin Premier subscription
  • Seth
    Seth Member ✭✭✭

    Looking for a better answer than spending more $ to record 1 transaction a year.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I briefly had (which never vested before I left the company) some RSUs years ago and the way I treated them was "Don't count your chickens before the hatch."

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  • Seth
    Seth Member ✭✭✭

    Folks - these are legit RSUs in a public company (they've vested each of the past 2 years) so my focus here is how to handle the already established RSU transactions since quicken won't do anything with them now.

    My initial thought was delete the award (which would delete the already executed transaction from last year) and recreate it as an option grant if there's no other work around.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I see, then your approach seems reasonable.

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