Results 1 to 11 of 11

Thread: Using the returns spreadsheet

  1. #1
    ehopper302 is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    8

    Post imported post

    I went to use the excell spreadsheet provided on this site to track my returns and I can't get it to work right. When I put in my changes for that day (ie. fund price and my percent allocation) and then closed out the sheet it asked if I wanted to save the changes I made. I clicked yes and then went back to it and none of my changes were there. Am I missing something? How do I get this to save my changes so I can track my TSP returns? Is there a way I can do this without going to the return section of this site? Basically, how do I get this to save to my desktop so I can pull it up and do it without loggin on after I get the daily changes to the funds? Thanks for any help

    PS. I'm an excell spreadsheet newbie!


  2.  
  3. #2
    Guest

    Post imported post

    ehopper302 wrote:
    I went to use the excell spreadsheet provided on this site to track my returns and I can't get it to work right. When I put in my changes for that day (ie. fund price and my percent allocation) and then closed out the sheet it asked if I wanted to save the changes I made. I clicked yes and then went back to it and none of my changes were there. Am I missing something? How do I get this to save my changes so I can track my TSP returns? Is there a way I can do this without going to the return section of this site? Basically, how do I get this to save to my desktop so I can pull it up and do it without loggin on after I get the daily changes to the funds? Thanks for any help

    PS. I'm an excell spreadsheet newbie!
    When you open up the spreadsheet, go under "file" and click "save as". Then go to "desktop" and save it as whatever you want to call it. Should work then. You can't save anything to the actually spreadsheet that Tom has posted here. You may have saved it "somewhere" on your puter. You can try a search too if you want.

    Good luck.

  4.  
  5. #3
    Rolo is offline Club TSP
    Join Date
    Mar 2004
    Location
    , Colorado, USA
    Posts
    1,463

    Post imported post

    Welcome, ehopper!

    Yes, your original spreadsheet is probably in your temp folder or your browser's cache. Do a search for files called "*.xls" and sort by date, you should find it and "Save As..." like Mike suggested. That way, you will not have lost any work.

  6.  
  7. #4
    ehopper302 is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    8

    Post imported post

    Thanks for tips. I'll give them a try.

  8.  
  9. #5
    Tony67ss is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    3

    Post imported post

    OKay, Heres one, I get the numbers to input okay, but they stop on cell 12 and I cannot figure out how to extend the worksheet (i.e move the functions down so I can keep using the spreadsheet) Do I have to cut and paste all functions and modify them for new cells? or is there a simpler way?

    Thanks for help

    Anthony



  10.  
  11. #6
    ehopper302 is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    8

    Post imported post

    I was looking at that today and wondering how I would do that also.

  12.  
  13. #7
    Show-me's Avatar
    Show-me is offline TSP Guru
    Join Date
    Sep 2004
    Location
    Missouri
    Posts
    8,520

    Post imported post

    Some basic instructions on the TSP spreadsheet would be helpful. I've tried to figure it out several time ,got frustrated and gave up. I and several others havenever used a spreadsheet before.

    Basic instructions would include.

    1. How to input changes in allocation.
    2. What date? The C.O.B. date or opening date?
    3. How to drop down the spreadsheet.

    Sorry I don't know the "basic's". I'm learning alot here!
    Socrates: "Democracy, which is a charming form of government, full of variety and disorder, and dispensing a sort of equality to equals and unequaled alike."

  14.  
  15. #8
    Tony67ss is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    3

    Post imported post

    See todays (29Nov04) Market Comments.

    Thanks for the new spreadsheet and great instructions.


    Anthony

  16.  
  17. #9
    ehopper302 is offline Newbie
    Join Date
    Nov 2004
    Location
    , ,
    Posts
    8

    Post imported post

    OK, once I get to line 12 it stops totaling the funds for me. How do I move down the my return vs g fund etc. block and make it keep working.


  18.  
  19. #10
    tsptalk's Avatar
    tsptalk is offline Moderator
    Join Date
    Feb 2004
    Posts
    11,172
    Blog Entries
    731

    Post imported post

    ehopper302 wrote:
    OK, once I get to line 12 it stops totaling the funds for me. How do I move down the my return vs g fund etc. block and make it keep working.
    Go to http://www.tsptalk.com/utilities.html to get the new spreadsheet. It gives you 30 lines now so you won't have to add any until... February

    If you are still messing with the old one, I cut and paste the last line and "insert new cells". Then you have to do some editing of the formulas to match the others. It's a pain, I know.

  20.  
  21. #11
    Guest

    Post imported post

    tsptalk wrote:
    Go to http://www.tsptalk.com/utilities.html to get the new spreadsheet. It gives you 30 lines now so you won't have to add any until... February

    If you are still messing with the old one, I cut and paste the last line and "insert new cells". Then you have to do some editing of the formulas to match the others. It's a pain, I know.
    Thanks Tom, cya in Feb........:shock: Would be nice if I only needed like 3-4 lines for the whole year!!!!!!!!

  22.  

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P 500 (C fund)
[Chart]
1d  5d  3m  6m  1y  2y
Dow Completion (S fund)
[Chart]
1d  5d  3m  6m 
EFA (I fund)
[Chart]
1d  5d  3m  6m  1y  2y
Bonds (F fund)
[Chart]
1d  5d  3m  6m  1y  2y