Quicken and the Thrift Savings Plan

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
snwbrdr18
Posts: 17
Joined: Thu Oct 08, 2015 9:19 pm

Quicken and the Thrift Savings Plan

Post by snwbrdr18 » Thu Nov 12, 2015 10:00 am

Is there a portfolio management software which allows the user to download data automatically from the Thrift Savings Plan? I've been trying to do this with Quicken but I'm having no luck.

LeeMKE
Posts: 1769
Joined: Mon Oct 14, 2013 9:40 pm

Re: Quicken and the Thrift Savings Plan

Post by LeeMKE » Thu Nov 12, 2015 10:04 pm

Do you mean a thrift savings plan from your employer?

If so, some plans can be downloaded and some can't in my experience. The problem is at the savings plan end, not the software you are using. If the plan doesn't allow automatic downloads, you can't get them into Quicken or any other portfolio management software. Investigate with your thrift plan first.
The mightiest Oak is just a nut who stayed the course.

User avatar
hornet96
Posts: 429
Joined: Sun Nov 25, 2012 6:45 pm

Re: Quicken and the Thrift Savings Plan

Post by hornet96 » Thu Nov 12, 2015 10:15 pm

He/she is talking about the federal government's TSP: https://www.tsp.gov/index.html

The TSP does not support downloads into Quicken. There are various ways to import prices but you'll have to enter all transactions manually. If you search the forum, you'll find posts that detail how to run pricing updates using spreadsheets for TSP funds and uploading fund prices into Quicken.

peddler12
Posts: 110
Joined: Sat Sep 03, 2011 10:01 pm

Re: Quicken and the Thrift Savings Plan

Post by peddler12 » Thu Nov 12, 2015 11:12 pm

See thread TSP Share prices for Quicken.

Simbilis
Posts: 55
Joined: Sat Nov 03, 2012 12:29 pm

Re: Quicken and the Thrift Savings Plan

Post by Simbilis » Sat Nov 28, 2015 5:05 pm

If you just want to have up-to-date share price data, see this thread.

If you want to import transactions, you may be out of luck. Quicken no longer supports OFX/QFX files for brokerage accounts. However, this blog post implies that it's possible to trick Quicken into importing them. You'd need your TSP transactions in an OFX file, though.

I've started work on a TSP transaction export script to produce an OFX file for GnuCash. I'll post it to the first thread when it's usable.

Sim

Post Reply