
Is anyone successful in tracking RSU(restricted stock unit) as part of the income inflow?
Having it as part of Income vs Expense Report, gives a clear idea of the gross income, and taxes you are liable to pay, and helps in better tax withhold planning.
Challenges with this is, updating price on the close of that day, multiplying by the number of stock units, etc...
I feel having Income vs Expense Report clearly representing the ordinary income is helpful.
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@wiecked The spreadsheet looks awesome. What I am having the most difficult time is creating a sheet that forecasts out the next 7 years of receiving RSU’s (mostly the same amount each year) and calculating them vesting and potentially selling each year and the rolling total. Do you have something like that?