In the Income item, when the dollars are specified to be routed to account that has capital gains taxes being done behind the scenes, I’d like the ability to indicate the cost basis $ or %. I my mind, I can visualize something like an ‘override default’ check box where I can then input the % or $.

This would really help the ESPP (Employee Stock Purchase Plan) scenario that many of us have. With ESPP, we acquire company stock at a discount (like 10% or 15% off market value). For this Income item, the value of the Income item really represents the market value of the acquired stock, which is at 10% or 15% more then what we paid…thus there is a known cost basis for this Income event. When sending these funds to a taxable investment account, I’d like to indicate the known cost basis of these funds so that PL can be that much smarter for future tax calculations.

I know that a cost basis $ can be set for the account at the Current Finances level, but would like to also see this as an option for an Income event.

Note: for an ESPP Income item, I would prefer to enter a Cost Basis % vs. a Cost Basis $…