Enhancement to RSU Grant: Vesting Schedule

For the RSU Grant income source, add support for a vesting schedule and amount.

By way of example, let’s say the grant is 1000 shares at a cost basis of $20 per share. A portion of the grant will vest every 6 months, with 100 shares for the first two periods and 200 shares each period thereafter.

Have the ability to set either a projected value growth over time for the total grant (similar to what we have now) or a specific dollar amount (or maybe % growth) at vesting time.

This would then flow into the years on the projection when the shares would vest and would allow for handling more complex vesting schedules without the user having to create dozens of RSU Grant income items.

60 votes

Tagged as Suggestion

Suggested 20 April 2022 by user Matthew Stublefield