Search found 607 matches

by The529guy
Wed May 09, 2018 12:11 pm
Forum: Personal Finance (Not Investing)
Topic: How to handle problem employee
Replies: 84
Views: 8986

Re: How to handle problem employee

If this person deliberately left your IRA rollover paperwork to sit in her inbox indefinitely, waiting for an email that will never arrive to tell her to input it into the system, how would you feel if she told her manager that she “didn’t understand” when told that she should input them without an email prompt? The529guy, 1) This is the first time that I heard about routing form in the inbox for a very long time. The last time that I heard about stuff like that is about 20+ years ago. So, it makes sense for anyone that sees this to question the sanity of the process. 2) The employee asked a very reasonable question. Why is the form not scanned and emailed at the very first opportunity? At the point of reception. It is more efficient and e...
by The529guy
Wed May 09, 2018 11:33 am
Forum: Personal Finance (Not Investing)
Topic: How to handle problem employee
Replies: 84
Views: 8986

Re: How to handle problem employee

Admittedly, at first I thought the OP was to blame here, and I agree that there’s a managerial opportunity here. However, once I read his example of how basic instructions didn’t “compute” for this person, it put his initial comments about her inability to work efficiently or prioritize in a new light. I don’t think we should be so quick to label the OP as a micromanager because it seems there is a possibility that this person cannot work effectively on her own. I am all for letting people work with autonomy, if they can manage themselves . I think many of us have worked in settings where inefficient people were left with little supervision to the detriment of the organization. If this person deliberately left your IRA rollover paperwork to...
by The529guy
Wed May 09, 2018 8:56 am
Forum: Personal Finance (Not Investing)
Topic: How to handle problem employee
Replies: 84
Views: 8986

Re: How to handle problem employee

ad2007 wrote: Wed May 09, 2018 8:06 am I would not want my boss/mentor to think I can't handle an employee like this.
I totally agree. +100
by The529guy
Wed May 09, 2018 8:13 am
Forum: Personal Finance (Not Investing)
Topic: How to handle problem employee
Replies: 84
Views: 8986

Re: How to handle problem employee

I'm a relatively new manager, just 6 months into the job. I inherited an employee and I think I'm seeing that we have a personality conflict. She has a fair amount of experience at other companies, but is pretty new to our company. I think you may not appreciate her experience, especially if processes evolved over time. "Your way" may or may not be more efficient, but she will likely work more efficiently if she does things in a way that makes sense to her. Tell her the goal and let her perform it however she wants. I'll give you an example. The other day, she emailed me about something not being updated in our system. I walked over and said it hasn't been updated, because she is in charge of updating the system when the routing ...
by The529guy
Tue May 08, 2018 8:32 pm
Forum: Personal Finance (Not Investing)
Topic: How to handle problem employee
Replies: 84
Views: 8986

Re: How to handle problem employee

Usually, the reason she doesn't understand is that she doesn't understand the underlying reason. To be honest, I don't really feel like explaining or justifying it.
Leaders help their people understand why they're doing what they're doing.
by The529guy
Tue May 08, 2018 10:12 am
Forum: Personal Finance (Not Investing)
Topic: DAF with <$5k minimum contribution?
Replies: 16
Views: 1961

Re: DAF with <$5k minimum contribution?

Thanks for the additional thoughts. To clarify, it's unlikely we will make use of the standardized deduction in the foreseeable future; I'm not interested in bunching.
by The529guy
Tue May 08, 2018 1:44 am
Forum: Personal Finance (Not Investing)
Topic: DAF with <$5k minimum contribution?
Replies: 16
Views: 1961

Re: DAF with <$5k minimum contribution?

It sounds like Fidelity is it.
by The529guy
Mon May 07, 2018 10:53 pm
Forum: Personal Finance (Not Investing)
Topic: DAF with <$5k minimum contribution?
Replies: 16
Views: 1961

Re: DAF with <$5k minimum contribution?

I have plenty of large capital gains available for our annual donations, but $5k is more than I'd want to donate today.
by The529guy
Mon May 07, 2018 8:25 pm
Forum: Investing - Theory, News & General
Topic: Family of Four, two HDHPs, two HSAs, $13,800 in contributions?
Replies: 14
Views: 2315

Re: Family of Four, two HDHPs, two HSAs, $13,800 in contributions?

I would check how that would be reported at tax filing time.
by The529guy
Mon May 07, 2018 11:34 am
Forum: Personal Finance (Not Investing)
Topic: DAF with <$5k minimum contribution?
Replies: 16
Views: 1961

DAF with <$5k minimum contribution?

I suspect Fidelity (with $5k min) is the best game in town, but anyone know of a Donor Advised Fund with a lower minimum?
by The529guy
Sun May 06, 2018 2:16 pm
Forum: Personal Finance (Not Investing)
Topic: What career for smartest kid in the class?
Replies: 132
Views: 13313

Re: What career for smartest kid in the class?

You use the word “could” a lot.
by The529guy
Sat May 05, 2018 10:41 pm
Forum: Personal Consumer Issues
Topic: most compelling TV character ever
Replies: 260
Views: 32616

Re: most compelling TV character ever

Abed Nadir (Danny Pudi), Community
by The529guy
Sat May 05, 2018 10:17 pm
Forum: Personal Finance (Not Investing)
Topic: Where does DD come from on W2 form?
Replies: 2
Views: 765

Re: Where does DD come from on W2 form?

Form W-2 Reporting of Employer-Sponsored Health Coverage
In general, the amount reported should include both the portion paid by the employer and the portion paid by the employee.
by The529guy
Sat May 05, 2018 10:12 pm
Forum: Personal Investments
Topic: Need encouragement with holding my bond fund assets
Replies: 27
Views: 3371

Re: Need encouragement with holding my bond fund assets

CenTexan wrote: Sat May 05, 2018 6:08 pm But here's the history of one of my three bond funds (all in my TIRA): The SWAGX - I put in $10k in June 2017 at $10.13 a share. I put another $10k in on June 23, 2017 at $10.14 a share, and lastly, I put a final $20k in on July 6, 2017 at $10.04 a share. Total invested: $40,000. All dividends were reinvested into purchasing more shares.

I now own 4,041.89 shares and yesterday (May 4, 2018) each share was worth $9.74. Total value is now $39,368.01.

So I have LOST $1,379.79 on this investment - at least at this particular moment in time (right?).
As far as I can tell, you're down $631.99 or 1.58%.
by The529guy
Sat May 05, 2018 6:44 pm
Forum: Personal Consumer Issues
Topic: Is Los Angeles a good place long term to live financially?
Replies: 198
Views: 33882

Re: Is Los Angeles a good place long term to live financially?

GrayS26 wrote: Sat May 05, 2018 4:23 pm So I’m asking which areas are good for someone like me?
Manhattan Beach or Hermosa Beach.
by The529guy
Thu May 03, 2018 12:32 pm
Forum: Personal Investments
Topic: Company stock in 401k plan question
Replies: 8
Views: 954

Re: Company stock in 401k plan question

KSActuary wrote: Thu May 03, 2018 12:23 pm You should first determine how much she has made off the company stock before changing anything. Company stock can have favorable tax status within a 401k plan.
Can you say more?

I like to think that everything has a favorable tax status within a 401k plan.
by The529guy
Wed May 02, 2018 11:09 pm
Forum: Investing - Theory, News & General
Topic: 401k Stable Value Fund Rates?
Replies: 35
Views: 5016

Re: 401k Stable Value Fund Rates?

Vanguard Retirement Savings Trust III at 2.12% today
by The529guy
Wed May 02, 2018 6:57 pm
Forum: Personal Finance (Not Investing)
Topic: Ally asking CURRENT customer to provide SSN card?
Replies: 58
Views: 8541

Re: Ally asking CURRENT customer to provide SSN card?

I doubt I could find my card in 24 hours. I’ve gotten by on current passport and Driver License for a long time. You should look for it and get a replacement if you cannot find it. When my state implemented the enhanced ID for a drivers license one of the requirements for the first time you got it was that you bring your Social Security card into the DMV and do the renewal in person. This was in addition to bringing in other documentation like a passport or birth certificate. Neither my wife or I could find ours since neither of us have used it in 40 years so be both had to get new Social Security cards which was a hassle and took a while. That stinks that it was a hassle. I recently ordered a replacement card entirely online through SSA.g...
by The529guy
Wed May 02, 2018 8:51 am
Forum: Personal Finance (Not Investing)
Topic: Ally asking CURRENT customer to provide SSN card?
Replies: 58
Views: 8541

Re: Ally asking CURRENT customer to provide SSN card?

I doubt I could find my card in 24 hours. I’ve gotten by on current passport and Driver License for a long time. You should look for it and get a replacement if you cannot find it. When my state implemented the enhanced ID for a drivers license one of the requirements for the first time you got it was that you bring your Social Security card into the DMV and do the renewal in person. This was in addition to bringing in other documentation like a passport or birth certificate. Neither my wife or I could find ours since neither of us have used it in 40 years so be both had to get new Social Security cards which was a hassle and took a while. That stinks that it was a hassle. I recently ordered a replacement card entirely online through SSA.g...
by The529guy
Tue May 01, 2018 7:52 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

EHEngineer wrote: Tue May 01, 2018 7:37 pm
The529guy wrote: Fri Feb 02, 2018 6:09 pm Lately, I've become increasingly disappointed with Google Finance's slow updates for daily mutual fund NAV quotes in my Google Docs portfolio tracker.
<snip>
FYI - Google is updating mutual fund prices between 12:30-12:40 AM EST. I used a google apps script to check google finance mutual fund quotes every 5 minutes and look for a change.

I have been using the etf workaround with importhtml and importxml calls.

Good thread. Thanks for posting.
No problem - I'm glad it's helpful! Thanks for the insights into Google.
by The529guy
Tue May 01, 2018 7:52 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

Any chance you have a daily change function using the marketwatch quote? Let's look at the original function for the closing NAV and the source itself: =VALUE(Right((Index(ImportHtml(CONCATENATE("http://bigcharts.marketwatch.com/advchart/frames/frames.asp?symb=",B2,"&insttype=Fund"), "table"),3,1)),7)) http://i68.tinypic.com/wje8fd.png Image from bigcharts.marketwatch.com results The "Last" NAV quote (68.81) is located in the 3rd row of the 1st column. ("VTSAX" in the 1st row, "hide quote" in the 2nd row.) If you scroll over to the end of the code above, you'll see 3,1 to import the value from that table cell. The daily change values are in the 3rd and 4th rows of the 2nd colu...
by The529guy
Tue May 01, 2018 6:16 pm
Forum: Personal Investments
Topic: Leaving Payflex HSA - avoid account closure fee?
Replies: 66
Views: 16564

Re: Leaving Payflex HSA - avoid account closure fee?

And I now see that they already took their $5 for May...
by The529guy
Tue May 01, 2018 5:11 pm
Forum: Personal Investments
Topic: Help with Californian picking a MMA
Replies: 3
Views: 694

Re: Help with Californian picking a MMA

I use VCTXX, and I love it.
by The529guy
Tue May 01, 2018 10:51 am
Forum: Personal Investments
Topic: Leaving Payflex HSA - avoid account closure fee?
Replies: 66
Views: 16564

Re: Leaving Payflex HSA - avoid account closure fee?

Are you sure there is a $5/month fee now? There was an announcement some months ago that the $5/month fee was eliminated. A number of people on this board also have Payflex and reported the same thing. I'm quite doubtful my employer is paying the $5/month fee though it is possible that the fee was eliminated because our company passed some asset level. Before the announcement we were paying the $5/month fee. My previous company had a fee-reduction announcement a while back, too. It must've been only for users sponsored by their employer. Last week, I asked Payflex what the fees would be once I was no longer covered by the employer. They told me: Your employer was previously facilitating that fee for you, but due to not meeting the requirem...
by The529guy
Tue May 01, 2018 9:57 am
Forum: Personal Investments
Topic: Leaving Payflex HSA - avoid account closure fee?
Replies: 66
Views: 16564

Re: Leaving Payflex HSA - avoid account closure fee?

aristotelian wrote: Tue May 01, 2018 9:46 am Why leave a few dollars? I would take it down to 1 cent and see what happens.
Fixed.
by The529guy
Tue May 01, 2018 9:17 am
Forum: Personal Investments
Topic: Leaving Payflex HSA - avoid account closure fee?
Replies: 66
Views: 16564

Leaving Payflex HSA - avoid account closure fee?

I changed jobs, but still have an HSA-compliant HDHP at the new company. However, the new company does not sponsor an HSA, which is a shame.

My existing HSA is with Payflex. Previously my old employer paid their fees. I will now be hit with Payflex's $5/mo fee, so I will be moving - probably to Lively. Payflex also has a $25 account closure fee...

Payflex says "If your balance isn’t enough to cover the monthly fee for 60 calendar days or more, we’ll close your HSA."

If I transfer out of Payflex, leaving only a few dollars one cent behind, will they bill me the account closure fee when they shut down my HSA?

Anyone have any experience with this?
by The529guy
Mon Apr 30, 2018 8:56 am
Forum: Personal Investments
Topic: Early Retirement - Need Advice
Replies: 8
Views: 2088

Re: Early Retirement using Mega Back Door Roth - Need advice

To echo everyone else, it sounds like you want to pay more taxes than necessary.
by The529guy
Mon Apr 30, 2018 8:39 am
Forum: Investing - Theory, News & General
Topic: Kiplinger article "..Guaranteed Inheritance for Kids"
Replies: 53
Views: 8388

Re: Kiplinger article "..Guaranteed Inheritance for Kids"

Sounds like it worked out well for the financial advisor...
by The529guy
Mon Apr 30, 2018 12:28 am
Forum: Personal Investments
Topic: Tax loss harvesting (TLH) for tax-exempt bonds
Replies: 18
Views: 3176

Re: Tax loss harvesting (TLH) for tax-exempt bonds

Be aware of an obscure tax rule involving sales of tax-exempt funds for losses with a less than 6-month holding period. You have to add back any distributions to the proceeds on your Schedule D. Please see wiki: https://www.bogleheads.org/wiki/Tax_loss_harvesting#Fine_points_about_tax_loss_harvesting Loss on mutual fund shares held 6 months or less. If you sell shares of a mutual fund at a loss, and those shares have been held for 6 months or less, then there are special rules that may alter the loss you claim. First, if those shares produced any tax-exempt interest, then the loss is reduced, dollar for dollar, by that interest. Second, if those shares were held while the fund distributed (long term) capital gains, then the loss is treated...
by The529guy
Sun Apr 29, 2018 2:46 pm
Forum: Investing - Theory, News & General
Topic: Has anyone started a brokerage account for their child?
Replies: 6
Views: 1502

Re: Has anyone started a brokerage account for their child?

Yes, learn more here: https://www.bogleheads.org/wiki/Uniform ... Minors_Act

Your brokerage of choice should be able to help you open a UGMA/UTMA account for your child.
by The529guy
Sat Apr 28, 2018 4:30 pm
Forum: Personal Investments
Topic: 3 fund portfolio, help me understand it correctly.
Replies: 4
Views: 2305

Re: 3 fund portfolio, help me understand it correctly.

You can keep some money in bonds funds and some money in CDs. It doesn’t have to be either-or. Rebalance with whatever fixed income is liquid, or rebalance with new investment money.
by The529guy
Fri Apr 27, 2018 4:10 pm
Forum: Personal Investments
Topic: separately managed account -- worthwhile?
Replies: 20
Views: 6105

Re: separately managed account -- worthwhile?

sitout wrote: Mon Apr 23, 2018 6:22 pm High minimum investments such as $500K are required with not-outrageous annual asset management fees of for example 0.4% for munis.
But is it really "not-outrageous"? An annual 0.4% AUM fee on $500,000 is $2,000. That would buy a lot of tacos.
by The529guy
Sun Apr 22, 2018 5:11 pm
Forum: Personal Consumer Issues
Topic: Good pushreel lawn mower?
Replies: 11
Views: 1873

Re: Good pushreel lawn mower?

Loik098 wrote: Sat Apr 21, 2018 9:17 pm I own the same mower, and for a little longer than you have owned yours. Sharpening the blade isn't difficult at all, and should take you 30 minutes at most. It should be done every new season.

Please buy the sharpening kit on Amazon for $12 and don't waste money on a new mower unless something else is critically wrong with the one you have.
THANK YOU! This is exactly what I’ve been looking for :beer
by The529guy
Thu Apr 19, 2018 8:49 am
Forum: Personal Consumer Issues
Topic: Is Los Angeles a good place long term to live financially?
Replies: 198
Views: 33882

Re: Is Los Angeles a good place long term to live financially?

OP, I remember your previous thread that was rather lively to say the least. https://www.bogleheads.org/forum/viewtopic.php?f=1&t=215204 The two good business schools in LA are USC and UCLA. They usually expect you to have a very good undergrad GPA, and some years of work experience. Do you have any of that? When you made that thread you were unemployed. OP, I'll give you the benefit of the doubt and take your posts at face value, but that leads me to some tough truths. If all you do is "get Starbucks, YouTube, browse web, Xbox, exercise etc but my social life and the endless drama takes up a lot of energy and time" ( link ), you are going to have a tough time as an applicant to a "good" business school. If your fam...
by The529guy
Wed Apr 18, 2018 10:17 pm
Forum: Personal Investments
Topic: poor fund choices on HSA account BB&T
Replies: 2
Views: 718

Re: poor fund choices on HSA account BB&T

Good news, you’re not stuck with them. Search for some of the threads debating best HSA providers. You will find that you can open an HSA anywhere and transfer your funds over from your employer’s HSA provider periodically.
by The529guy
Sun Apr 01, 2018 2:42 pm
Forum: Personal Investments
Topic: Help! How to report bond fund income from taxable account
Replies: 3
Views: 725

Re: Help! How to report bond fund income from taxable account

The "interest" is paid as dividends. Report it as dividends.

From https://www.bogleheads.org/wiki/Non-qualified_dividends:
A portion of your ordinary dividends may be non-qualified dividends because they can include items like these:
  • Taxable interest. When a mutual fund receives taxable interest, the income gets paid out as a dividend. It's a dividend when it goes out of the mutual fund, but it wasn't a dividend when it came into the mutual fund, so it can't be a qualified dividend.
by The529guy
Thu Mar 29, 2018 7:01 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

randomizer wrote: Wed Mar 28, 2018 10:20 am I really don’t need my price information to be that up-to-date.
This isn't the thread you're looking for.
Image
by The529guy
Tue Mar 27, 2018 8:09 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

Sparky1500 wrote: Tue Mar 27, 2018 6:50 pm Ata boy, the529guy! Love this solution - no longer have to wait overnight for the updated market values from Googlefinance.
Thanks. You know what they say... spreadsheet code is the gift that keeps on giving.
by The529guy
Tue Mar 27, 2018 11:51 am
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 11110

Re: Vanguard "system issue" 3/27/18 [erroneous "not enough money in settlement fund" notice]

The rep I spoke to said that the email notifications were automatically triggered because their system was not correctly registering account values associated with Vanguard Federal Money Market Fund.
by The529guy
Wed Mar 21, 2018 8:41 pm
Forum: Personal Investments
Topic: 401K Stable Value Fund Decision
Replies: 3
Views: 719

Re: 401K Stable Value Fund Decision

It sounds good to me!
by The529guy
Sat Mar 10, 2018 6:20 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block vs TurboTax (spoiler: HRB is awful)
Replies: 88
Views: 13507

Re: H&R Block vs TurboTax (spoiler: HRB is awful)

Reubin wrote: Sat Mar 10, 2018 5:57 pm What little games? I used TT for the first time and it went fairly well.
There seem to be plenty of gripes regarding pricing and capability changes from year-to-year.

In my case, I did my kid's taxes last year with the free online version; this year, it was still "free," but there was a price if I wanted to carryover last year's info, i.e. it was free to use if I didn't mind re-typing all the info they collected last year.

In terms of functionality, I love TT.
by The529guy
Sat Mar 10, 2018 6:03 pm
Forum: Personal Finance (Not Investing)
Topic: ESPP not reported on Box 1, but on Box 3 of W2.
Replies: 4
Views: 1078

Re: ESPP not reported on Box 1, but on Box 3 of W2.

My understanding is that the $1,135.30 is ordinary income. ($6,215.20 - $5,079.90)

The adjusted cost basis would be $6,215.20, producing a capital gain of $33.67. ($6,248.87 - $6,215.20)
The weird thing is that the initial ESPP gains are reported on my W2 under Box 3 (Social Security Wages) and 5 (Medicare Wages) , but not on box 1.
When you write "initial ESPP gains," do you mean the ordinary income part?

(Check out Tax Reporting for Disqualifying Dispositions of ESPP Shares at fairmark.com.)
by The529guy
Sat Mar 10, 2018 5:42 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block vs TurboTax (spoiler: HRB is awful)
Replies: 88
Views: 13507

H&R Block vs TurboTax (spoiler: HRB is awful)

I have been a hardcore TurboTax user my entire adult life, but made the switch to H&R Block Premium this year out of frustration with TurboTax's little games which are often discussed here.

In my situation, I've found that H&R Block's software is terrible. Never before have I had to delve into so many forms and update info that wasn't accurately updated by its "import tool." Yes, please do read that with sarcastic air quotes. I buy tax software to avoid this. Alignment between the "Rentals and Royalties" interview and the underlying forms is a disaster.

Have any other TT users tried and failed to live with H&R Block's product?

I'm sorry to say the lower price for H&R Block wasn't worth it for me.
by The529guy
Mon Feb 12, 2018 11:37 am
Forum: Personal Consumer Issues
Topic: I’m not renewing my Costco membership.
Replies: 80
Views: 11673

Re: I’m not renewing my Costco membership.

This thread makes me so grateful for our Costco.

Ours is so close that we joke about recovering the annual membership fee with all of our 2-gallon milk purchases for $4.
by The529guy
Mon Feb 12, 2018 9:02 am
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

Epsilon Delta wrote: Sun Feb 11, 2018 12:46 pm From my experience programming and in quality control I would say these are the type of things that really should be encapsulated in a visual basic function (or google app srcript).
Sounds great. Can you show us how?
by The529guy
Sun Feb 11, 2018 2:16 pm
Forum: Personal Investments
Topic: Help choosing 401k options
Replies: 19
Views: 2368

Re: Help choosing 401k options

Welcome! To echo JamesSFO, spell them out, please.

With that said, you've built a decent 3-fund portfolio with your options. Could you tell us how much the SVF-N yields?
by The529guy
Fri Feb 09, 2018 3:43 pm
Forum: Personal Consumer Issues
Topic: Buying a rental house. Pay cash or mortgage?
Replies: 21
Views: 2912

Re: Buying a rental house. Pay cash or mortgage?

Watty wrote: Thu Feb 08, 2018 9:57 pm This may not be intuitive with the latest tax law changes on pass through income, and by running a business you may be eligible to make additional retirement account contributions.
It's my understanding that income generated from rental properties is generally considered passive/unearned, preventing retirement account contributions based on it.
by The529guy
Sat Feb 03, 2018 11:43 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacing Google Finance price quote function

I don't suppose there's a way to tweak it to return the YTD performance instead of the share price? (I couldn't find a YTD quote listed on the marketwatch site.) I'm tracking a few mock mutual fund portfolios, and it's easier to use the YTD info so I don't have to worry about adjusting for dividends. Rather than find a source for an updated YTD number, I would create a cell that compares the current NAV with a hardcoded value for the fund's initial NAV for the year, and calculate the percent change. Edit: If you want to automate pulling the 2017 year-end NAV, you could use the methodology below to import from MarketWatch's Historical Quotes tool. For VTSAX (Dec 29, 2017): http://bigcharts.marketwatch.com/historical/default.asp?symb=vtsax&a...
by The529guy
Sat Feb 03, 2018 10:59 pm
Forum: Personal Finance (Not Investing)
Topic: Replacement for Google Finance price quote function
Replies: 153
Views: 49302

Re: Replacement for Google Finance price quote function

Dale_G wrote: Sat Feb 03, 2018 4:14 pm Thank you for the heads up 529. I would have had no prayer of figuring this out by myself.

For some reason I get an error if the price of the fund is less than $10.00, so in that case I use BH13's technique for Vanguard funds.

Dale
Dale, great catch! Try adjusting the final number in the function from 7 to 6. I was able to get sub-$10 prices to work with this change.

To see why, keep the 7 and delete "VALUE". With an X.XX price, the last 7 characters in the cell include the colon after "Last" (see RIGHT function), which the VALUE function doesn't like.