Employee Stock Options

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sean.mccarney

31 Aug, 2015 05:30 AM

Hi

I'm new to Moneydance and I'm trying to set up my employee share options. I have company shares, made up of employee shares which I bought and matching shares paid for by my company over the past three years (ie 6 lots in total). I've set up an investment account in Moneydance with an opening value, but this shows as cash. How do I set this up correctly in Moneydance to reflect my share ownership etc?

Thanks for your help.

Sean McCarney

  1. 1 Posted by Tom Freeman on 31 Aug, 2015 02:52 PM

    Tom Freeman's Avatar

    How are the shares you purchase paid for? If the purchase is deducted from your paycheck, you should have a split transaction attached to your salary deposit allocating the funds into your investment account. Then you would do a buy for these shares from that cash. If the share are purchased from a bank account then you can do a buyxfer from that account. Or if the bank download shows a transfer of cash into you investment account just do a buy transaction.

    For the employer shares, create an income account named "Employer contribution". Do a buyxfer from this account for the shares. You may want to have this category as a sub-category of your salary to link it with your total compensation.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 04:58 AM.

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