ESOP

[cricketbunty]

Hi

How do we record ESOPs using Fund Manager with employer contributions? So for example, if Employer contributes $1 for every $2 of employee purchase? Thanks.

[Mark]

Hi cricketbunty,

It depends on whether you want to include the benefit of the employer's contributions in your returns or not. If you want to see your returns without this extra benefit, record the employer's contribution as a regular purchase at market value. If you want to see higher returns, reflecting the "free" money, record the employer's purchase at a cost of zero.

Your employee contributions would be recorded as a regular purchase at the price you paid.

[cricketbunty]

Thank you Mark