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;; An example that demonstrate how to track vesting of restricted stock units (RSUs).
;; See doc at: http://furius.ca/beancount/doc/vesting
1990-12-02 commodity HOOL
name: "Hooli Common shares."
2013-01-28 commodity HOOL.UNVEST
name: "Unvested award of Hooli Common shares."
2013-01-28 open Income:US:Hooli:Awards HOOL.UNVEST
2014-01-28 open Expenses:Hooli:Vested HOOL.UNVEST
2014-04-02 * "Award S0012345"
Income:US:Hooli:Awards -1680 HOOL.UNVEST
Assets:US:Hooli:Unvested:S0012345 1680 HOOL.UNVEST
2014-04-02 open Assets:US:Hooli:Unvested:S0012345
2014-07-02 * "Award C123456"
Assets:US:Hooli:Unvested:C123456 720 HOOL.UNVEST
Income:US:Hooli:Awards -720 HOOL.UNVEST
2014-07-02 open Assets:US:Hooli:Unvested:C123456
2013-04-04 open Income:US:Hooli:RSU
2015-01-01 open Expenses:Taxes:TY2015:US:StateNY
2015-01-01 open Expenses:Taxes:TY2015:US:Federal
2015-01-01 open Expenses:Taxes:TY2015:US:SocSec
2015-01-01 open Expenses:Taxes:TY2015:US:SDI
2015-01-01 open Expenses:Taxes:TY2015:US:Medicare
2015-01-01 open Expenses:Taxes:TY2015:US:CityNYC
; Rounding errors accumulate here and are paid 2-3 months after vesting
2013-01-28 open Assets:US:Hooli:RSURefund
2013-04-04 open Assets:US:Schwab:HOOL
2001-01-01 open Assets:US:BofA:Checking
2015-05-27 * "Vesting Event - S0012345 - HOOL" #award-S0012345 ^392f97dd62d0
doc: "2015-02-13.hooli.38745783.pdf"
Income:US:Hooli:RSU -4597.95 USD
Assets:US:Hooli:RSURefund 2458.97 USD
Expenses:Taxes:TY2015:US:Medicare 66.68 USD
Expenses:Taxes:TY2015:US:Federal 1149.48 USD
Expenses:Taxes:TY2015:US:CityNYC 195.42 USD
Expenses:Taxes:TY2015:US:SDI 0.00 USD
Expenses:Taxes:TY2015:US:StateNY 442.32 USD
Expenses:Taxes:TY2015:US:SocSec 285.08 USD
2015-05-27 * "Vesting Event - C123456 - HOOL" #award-C123456 ^392f97dd62d0
doc: "2015-02-13.hooli.38745783.pdf"
Income:US:Hooli:RSU -1970.55 USD
Assets:US:Hooli:RSURefund 1053.84 USD
Expenses:Taxes:TY2015:US:Medicare 28.58 USD
Expenses:Taxes:TY2015:US:Federal 492.63 USD
Expenses:Taxes:TY2015:US:CityNYC 83.75 USD
Expenses:Taxes:TY2015:US:SDI 0.00 USD
Expenses:Taxes:TY2015:US:StateNY 189.57 USD
Expenses:Taxes:TY2015:US:SocSec 122.18 USD
2015-05-25 * "Conversion into shares" ^392f97dd62d0
Assets:US:Schwab:HOOL 18 HOOL {131.3700 USD}
Assets:US:Hooli:RSURefund
Assets:US:Hooli:Unvested:S0012345 -35 HOOL.UNVEST
Expenses:Hooli:Vested 35 HOOL.UNVEST
2015-05-25 * "Conversion into shares" ^392f97dd62d0
Assets:US:Schwab:HOOL 8 HOOL {131.3700 USD}
Assets:US:Hooli:RSURefund
Assets:US:Hooli:Unvested:C123456 -15 HOOL.UNVEST
Expenses:Hooli:Vested 15 HOOL.UNVEST
2015-06-13 * "HOOLI INC PAYROLL" ^392f97dd62d0
doc: "2015-02-13.hooli.38745783.pdf"
Assets:US:Hooli:RSURefund -94.31 USD
Assets:US:Hooli:RSURefund -2.88 USD
Assets:US:BofA:Checking 97.19 USD
2015-06-14 balance Assets:US:Hooli:RSURefund 0 USD
2015-06-04 balance Assets:US:Hooli:Unvested:S0012345 1645 HOOL.UNVEST
2015-06-04 balance Assets:US:Hooli:Unvested:C123456 705 HOOL.UNVEST
2015-06-02 price HOOL.UNVEST 132.4300 USD.UNVEST
;; Example sale:
;;
;; 2013-04-04 open Assets:US:Schwab:Cash
;; 2013-04-04 open Income:US:Schwab:Gains
;;
;; 2015-09-10 * "Selling shares"
;; Assets:US:Schwab:HOOL -26 HOOL {131.3700 USD} @ 138.23 USD
;; Assets:US:Schwab:Cash 3593.98 USD
;; Income:US:Schwab:Gains
;;
;; 2015-09-11 balance Assets:US:Schwab:HOOL 0 HOOL