I;m considering purchasing MoneyDance. Does the product support the entry and tracking of employee stock options and grants with various vesting schedules
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Support Staff 1 Posted by Jenny on 04 Nov, 2015 10:09 AM
There is no vesting schedule function in Moneydance. However, you could create a transaction reminder set for annually, with a start date of the first vestment and an end date of when the last. The account for the reminder would be investment account the stock is vested too and the category would be an income category you create called employee stock grant.
As for tracking the security value, you can just set up the security and track the security price as you would any other security.
If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test if it suits your needs. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:
I would also recommend checking out the User Guide, which has information about getting started and importing your data.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
Infinite Kind Support
Jenny closed this discussion on 04 Nov, 2015 10:09 AM.