TSP Spreadsheets to track gains/losses

[Bigdave125]

I posted the following on the EBB page, and Tom suggested I post it here, so here it is.

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BTW, if anyone want this, I made spreadsheets to track my TSP ballance and calculate gain/loss year to date, % gain/loss, etc. Here are the blank worksheets for this year and for next year. See attached.

Just enter your starting ballance in cell B4 (in the Ballance collumn) and keep entering the ballances for the other days below it. The other cells will be calculated from the ballance data. I will be massaging this as I go along, so if you see any errors, or a better way of doing it, LMN. I'll also be adding graphs in the future.

NOTE: Disregard the data in the rows AFTER the row in which you enter your last ballance. It will have invalid data in those cells.

Enjoy,

Bigdave

[FundSurfer]

You need to give some instructions like, you can't leave any days blank. I'd suggest a modification that uses if statements to check for blank cells and grab a previous number. You could also add a hidden column for calculation purposes that checks for blanks and inserts the previous days balance. This would help with holidays and weekends, thus reducing extra data entry.

The sheet should work even if entrys are not made everyday - user entered dates.

The gain/loss isn't exactly right since some of the increase will be due to payroll additions or retirement subtractions for TSP.

[Greg]

The gain/loss isn't exactly right since some of the increase will be due to payroll additions or retirement subtractions for TSP.

This is a major issue. Good job otherwise.