How to add RSAs (manually) into a brokerage account

Speedos
Speedos Quicken Windows Subscription Member
in New to Quicken/Getting Started (Windows)

Hi, and thanks in advance for any help! Using R59.18, Quicken Classic Deluxe.

Kinda new here and I'm stumped on how best add RSAs (kinda like RSUs), in the same manner that I've added my options, including details about vesting, price information etc. I'd like to build an accurate account of the number of RSAs in my account, and there doesn't seem to be any option in the pull-down for the RSA grants to be added from my employer, like there is with the options.

Is there some similar transaction type I could use? I've tried the most obvious types, but no luck.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It would help us to answer you if you explained exactly how these RSAs work, and why "options" don't work for you.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Speedos
    Speedos Quicken Windows Subscription Member

    Thanks for replying.

    RSAs are very similar to RSUs. I believe they’re both different forms of Restricted Stocks. They are long term incentives, like options, with a different vesting schedule. Rather than working like options where I am awarded options on year 0 and have the option to sell them later after they’ve vested (after four years), Restricted Stocks are awarded, and after vesting, are simply share I own at their current price, up or down.

    I’d think these are kind of common, I wasn’t expecting to not find them in the pull-down menu.

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