Thanks Mark and Cal for your inputs. Based on your suggestions here is
something that I have done.

I have now created a hybrid investment account and call it “1-for-1 scheme”.
Within that for the shares that I have paid, I make the entry called “Self
paid shares” and process as if I have purchased shares. For that which is
contributed by the company I make the entry as Employee Stock Option with
Strike price $0 and Vest = 100% after 60 months. The only drawback is that
each of the company contributed share has to have a different investment name
because of vest while I can keep a single investment name for the shares that
I’ve paid for. The account summary shows something like this if I had paid
for 1 share each in Feb and March with the company contributing an equal
number:
Self paid shares – 2
Co. contrib. Feb – 1
Co. contrib. Mar-1

Any tips on how I come up with a strategy to combine the company contributed
shares to show a total of 2 rather than individually?




"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Mark Horn wrote:

- quote -

He could also consider entering it as a stock option with a $0
strike price.

On 2005-04-06, TomDick <TomDick[at]discussions.microsoft.com> wrote:
- quote -

I think that you can treat this in the same way that you'd treat
401(k) matching. Try something like this:

http://umpmfaq.info/faqdb.php?q=14

I don't know if your purchase happens through a line item in your
paycheck. If it does then you can treat it exactly the same way
as this except that all of the transactions will be handled after
tax instead of before. If it isn't a line item in your paycheck,
you should be able to create a split transaction that allows you
to add a share for every share you purchase.

No this is not 401k, nor stock option.
This is a company 1-for-1 share plan wherein 3% of the salary is used to buy
the company's shares and the company in turn matches the number of shares
that I have bought and adds it to my portfolio. All these transactions are
carried out by the company appointed broker and the shares are also held by
the broker. The company bought shares can only be sold after 5 years. For eg.
if in March, with 3% of my salary I can buy 1 share, then the company buys 1
more share and thus in my portfolio I will have 2 shares for March, but I
have paid for only 1. How can I input these figures to show that in March I
have a total of 2 shares, 1 share at $10 which I paid for, and 1 company
contributed share which cannot be sold for 5 years and my total investement
for March is $10?

"Dick Watson" wrote:

- quote -

Which details? The split? Same answer.

Is this a 401k? Are you asking about how to account for the matching money?
Is this a stock option? Are you asking how to account for that?

"TomDick" <TomDick[at]discussions.microsoft.com> wrote in message
news:56BE2DA1-6313-4111-B619-ECBA53FFA76B[at]microsoft.com...
- quote -

For every share that I purchase, my employer matches the purchase. The
employer matched share has to be held for a minimum period of 5 years before
it can be sold. 3 months ago these shares were split 1:1 and at that point my
shares (100) and employer matched shares (100) in effect became 200 in total.
How do I input these details in Money 2005 standard?