RSU vesting withold for taxes allow a split of category?
HI I track RSUs vesting in Quicken. When they vest there is an option that allows you to record teh vest. Its nice that it allows me to indicate the number of shares netted to cover tax. But it only allows one category. On the fidelity RSU trade confirmation it shows how much was US Federal, Social Security, Medicare, STate. Is there a way for Quicken when it makes the entry that removes the cash from the sale and marks it with a single tax category to allow me to split that into the kind of tax which I track seperately? I used to just record an entry for the sale of the shares, and then an entry to remove the cash and allocated to taxes using a category split. Why can't I do that with their cool wizard thing or whatever quicken calls record vesting. It seems pretty short sighted by the designer.
Answers
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If I take the miscexp it creates adn turn it into a cash transaction withdrawl than I can split it between fed, state, medicare, etc. Maybe quicken could change this is the record RSU vest function. Also a weird bug, when I have a miscexp transaction adn turn it into a withdrawl transaction adn fill out all the numbers I want, when I enter done it reverts to all the numbers in what ever the previous withdrawal transaction had. then I have to edit it a second time to get it right. Please fix this also. You can som close to making RSU vesting great. Needs a couple more tweaks. The product people defining the features or writing the stories for the developer should really try to think like someone really using it and go through an actual how this works thought process. Add a split to misc expense transaction category or just have the RSU vest record wizard use withdrawal instead of misc exp
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