Thank you to all of you for your helpful comments. I'll post again after I
have a chance to implement your suggestions.

Tom


On Sun, Apr 6, 2025 at 6:21 PM flywire <flywi...@gmail.com> wrote:

> Let's kick this off...
>
> Say you have an Assets:Brokerage Account:Stock:AMZN account from  (
> https://www.gnucash.org/docs/v5/C/gnucash-guide/invest-setup1.html#invest-setup-example2
> ). Maybe use an Assets:Unvested:Stock:AMZN account and transfer them when
> they vest. Unvested stock may never vest so they are not really worth
> anything in the Balance Sheet. The value is either zero or vested value *
> vesting risk (depending on the purpose of your books). If they are given a
> non-zero value the account could be excluded from the Balance Sheet.
>
> Updating share (stock) value manually at the end of each financial year
> works well for me.
>
> Regards
>
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