Thanks for sharing this. I had been writing individual transactions for each vesting date, without realizing I could use one transaction like that. That's much cleaner.
Two nits that you probably didn't intend anyway: Since you're selling shares, that should be -10 AAPL at the bottom. And I'd apply the transaction fee to an Expenses:Fees account instead of Assets:Checking. Your real problem here is the commodity conversion. Your transaction has AUD, USD, and AAPL, and Ledger doesn't know that your stock should be treated as 110.00 USD. I have no experience with transactions containing more than two commodities, and I wasn't able to make this work. Sorry. Matthew On Tuesday, October 9, 2012 7:36:44 PM UTC-7, David Parrish wrote: > > Hi there, > > My company gives me a combination of share options (with a long vesting > schedule) as well as grants of shares (also on a long vesting schedule). > I'm trying to come up with a good way of entering these into ledger, so > that I can keep track of the price when they vest as well as the price when > I sell (for CGT calculations). I'm also given shares in USD and I live in > Australia so I get AUD back. > > I think I'm doing the grants "correctly" but I really can't find a good > way to do the options. Anybody got any suggestions. > > What I'd like to do for the shares is this (The sell doesn't work): > > 2011-06-22 * Share award > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2011-12-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2012-06-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2012-12-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2013-06-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2013-12-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2014-06-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2014-12-25] > Assets:Shares:AAPL 5 AAPL @ 10.00 USD ; > [=2015-06-25] > Income:Paycheck > > 2012-09-04 * Sell shares > Assets:Checking 1105.45 AUD > Assets:Checking -9.95 USD ; Transaction > fee > Assets:Shares:AAPL 10 AAPL @ 11.00 USD > >
