Bogleheads.org

According to this article in the New York Times, you can actually have it both ways. It's a 2008 article, so it's possible the rules have changed.

TheMightyQuinn wrote:Right now instead of saving the file I open it in Excel and then save it. After that the import works every time.

Could you please download the CSV version and see if it works without the Excel step?

Strange. The spreadsheet updated last night with the correct prices however when I import into quicken it gives me strange prices around 1/2 of what they should be. I'm not sure the cause since the spreadsheet prices are correct. I finally replicated this defect. It turns out that Quicken sometimes...

Our vital stats are here.

retiredjg: Agreed. Thanks again for the thread link.

scone: If the US has a Japan-style slump and stagnation, I'll be too terrified to retire or spend any of my portfolio - my family will need it. I'll probably work until they have to scrape me out of my chair.

All my debt is at 2.75% or less, and my only bond holdings are in tax advantaged accounts. We're paying off our remaining mortgage balance over 5 years, but for peace of mind, not for the best marginal return.

VTSAX and TSP C aren't 80% of my portfolio, it's just that exchanging 25% of those two holdings for bonds will balance things out. The math is as right as Google Spreadsheet can make it :happy I've been through two market crashes already. However, 8-9% > 4-5%, so it follows ineluctably that stocks a...

BolderBoy et al: Selling high and buying low - that works for me! I love that perspective. CABob: I'm not exactly rebalancing, it's more just balancing. Up until recently, I had no IPS and no clear idea of my risk tolerance or asset allocation. By happenstance I was making some reasonable choices li...

It's time to sell 25% of my VTSAX and TSP C Fund, and buy VBTLX and TSP G and F Funds. This feels like selling off diamonds to buy manure, or at least I think it would if I had any diamonds. For those who've done a major rebalance like this, how did you bring yourself to do it? I can't type well whi...

It would be better to post them in native CSV anyway. I just used a Google docs spreadsheet because I don't have any other way to publish it.

I'll look around for a convenient host.

Those prices are the earliest ones in the file (June 2 2003). I don't think it's the price data - Quicken is somehow picking up the wrong date, and using that to price your TSP portfolio. Changing the import file name *shouldn't* have any effect. Quicken has behaved oddly for me too, though - tempor...

Weird. I don't see that problem for the funds that I hold. Can you tell which funds have the wrong prices and for what period(s), according to Quicken?

TheMightyQuinn wrote:How often do you plan on updating it?

I'm just updating it now with today's prices. This weekend I'll rewrite the script to update the spreadsheet directly, and then it'll be synced every day as soon as the TSP site's prices are updated (roughly).

I've been in the same boat for years. There is no good solution. Well, except scraping TSP's site for the prices :happy See Google spreadsheet link above. It is a mystery to me who Mint can manage to do this and not Quicken since Quicken bought Mint a year or two ago. I guess it is as the previous ...

[Revision of previous uninformed response]

Looks like Intuit is demanding a huge licensing fee for QFX from TSP, and TSP is ignoring them. That leaves us stuck. Might be time to look at GnuCash, although that won't help with the TSP problem.

I couldn't find an up-to-date source for TSP fund share price data in a format that could be easily imported into Quicken, so I wrote a script to scrape it directly from the TSP Share Price History page . Edit: I got rid of the Google Docs spreadsheet, it was causing problems. Instead, here's the CS...

I revised our AA for now to: ⋅ 15% TIPS ⋅ 15% Bond Index ⋅ 35% US Stock Index ⋅ 25% Int’l Stock Index ⋅ 10% REIT Index And tried out the Voyant calculator - definitely the most comprehensive and comprehensible I've worked with so far. Now to go do th...

I'm embarrassed to admit that I just discovered 529's. Glad there aren't any obvious gotchas. The TSP G Fund isn't really TIPS - for my tax deferred savings, it's better. It has nearly the same interest rate, but with no principal risk. However, I do like I-bonds for the emergency fund if the rate c...

How would you characterize your job security until retirement age? For example, I think a tenured professor could easily ride with that AA. I didn't realize how tough that question was until I started typing what I thought would be a simple answer :) Thanks for making me quantify that. 70-75% of ou...

I'm working on getting our personal finances sorted out after years of willful ignorance and benign neglect. Thanks to the wonderful information here on the wiki and forums, I think I'm making progress. However, I'd be grateful for an informed spot-check on a few things. Our finances in a nutshell: ...