On Tue, 24 Nov 2020 at 17:50, Manuel Amador (Rudd-O) <[email protected]> wrote: > You need different symbols for unvested and vested stock because they are > literally not the same objects.
This seems like a question of how you want to look at it. I like to imagine the ACME stocks are first created in a "vesting" pool I don't have access to, and pass into my account from there X years later. I'm sure there are other ways to think of it. > Then when you vest you book an Income to offset the zero value of the > invested stock. To be clear, I feel this is no longer a problem for me. I wrote a plugin that does things the way I like, whether or not it's the most sensible. Still, I'm curious what you mean. What you're saying sounds a bit like the following transaction, which I included in my original email; is that what you had in mind? (What "zero value" is being offset?) 2001-01-01 * "Income is in currency, silly" Income:Stock-as-cad -100 CAD Assets:Brokerage 1 ACME Equity:Trade (Note I've made the decision to use an explicit trading account, for better or for worse.) James > Oct 6, 2020 04:58:42 James Cook <[email protected]>: >> >> Hi list, >> >> The problem: Part of my income is in stock (call it ACME). The way I >> see it, stock simply goes from my income account to my brokerage >> account. The way my tax authority sees it, there's some currency >> involved. I'd like to track my income both ways. >> >> Here's my point of view: >> >> 2000-01-01 * "Stock is granted" >> Income:Stock:Grant -1 ACME >> Income:Stock:Vesting 1 ACME >> >> 2001-01-01 * "A year later, I get the stock" >> Income:Stock:Vesting -1 ACME >> Assets:Brokerage 1 ACME >> >> This is nice because I can make sure all my stock grant and vesting >> events are accounted for. It's also the way I prefer to think about >> it. >> >> But then tax season comes, and it would have been more convenient if >> I'd written something like this instead: >> >> 2001-01-01 * "Income is in currency, silly" >> Income:Stock-as-cad -100 CAD >> Assets:Brokerage 1 ACME >> Equity:Trade > > > FYI: I wrote a plugin for this a while ago. You can find it at > > > https://hub.darcs.net/falsifian/misc-pub/browse/beancount_plugins/falsifian/alt_value.py > > Hopefully the comment at the top of the file makes sense. > > I've used it to record some of my pay statements. I haven't really tested the > usefulness of the representation, but I can say at least the output of the > plugin matches the way I want to model things. Maybe it will help someone > else too. > > James > > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/CAHpmPOCju25AXgZZwTDLYdVg0YSy%2B175X5mCginkZsda9Y6Wmw%40mail.gmail.com. > > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/acc36f4d-b3b5-4d5e-b9e3-9561fc4ce687%40rudd-o.com. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAHpmPODs_WDjCBDGO%3DJS5B8AdDi0gTxKCg75QOu%3Dpo7DPZnNFw%40mail.gmail.com.
