Thread: Scout333's TSP Contribution Spreadsheet

Originally Posted by Scout333

Real, which spreadsheet do you mean?

http://www.tsptalk.com/utilities/Scouts_Spreadsheet.xls

Hello Real, My spreadsheet is used mainly to track dollars in the TSP and related return on investments by using the daily share prices for each fund since that is what most members are interested in. Why would you want to track the number of shares? Don't really think one method is more accurate than the other.

Originally Posted by Scout333

Hello Real, My spreadsheet is used mainly to track dollars in the TSP and related return on investments by using the daily share prices for each fund since that is what most members are interested in. Why would you want to track the number of shares? Don't really think one method is more accurate than the other.

Mainly because when I put the $$, %%, and share prices in the spreadsheet, none of the dollar amounts added up. I will continue to take a look at it to see what I am missing. I started this whole thing late, so my returns on the website will be off a little.

I did 15%+ last year, so I am just trying to maximize it and still try to stay a little diversified and wanted a way to track it.

Thanks !!

Originally Posted by RealMoneyIssues

Mainly because when I put the $$, %%, and share prices in the spreadsheet, none of the dollar amounts added up. I will continue to take a look at it to see what I am missing. I started this whole thing late, so my returns on the website will be off a little.

I did 15%+ last year, so I am just trying to maximize it and still try to stay a little diversified and wanted a way to track it.

Thanks !!

Real, Take a look at the Tips tab. If you haven't made a lot of IFTs and/or changes in your % allocations this year it may be worth it to go back to the beginning of the year and start with 12-31-2010 fund balances. PM me if you have specific questions about how to enter $, share prices, etc. and I'll see if I can help.

A new version of Scout333's Spreadsheet has been posted on the Utilities Page for 2012:

http://www.tsptalk.com/utilities/Scouts_Spreadsheet.xls

Thanks again Scout333!!

Scout333, I wanted to say thank you for your spread sheet. I down loaded it last year but never got a "round toit".

One suggestion about the tips that is a little confusing.

"(1) Bi-weekly contributions- When you put in the bi-weekly contribution amounts put in the daily share prices first (for the day the contribution is posted) then drop down one line, use the same date and share prices, and enter the contribution in Column E for that line. The reason you have to do this is because the contributions are made after the share prices for that day are implemented. Enter the percentage going to each fund in Columns Z to AD. i.e. 20% to G would be entered .2 in Column Z. Contribution amounts will be allocated prorata among the TSP funds based on your allocation percentages."

You do say to drop down one line when entering the contribution but the statement about using the same date and share prices confuses at first. You are actually entering the contribution on the line for the next day. You explain it well in the next line.

Thanks again for the sheet. It does much more than mine which simply multiplies the number of shares times the price and then adds those totals up.

Is the 2012 Stk Funds (2) for playing "what if"?

You don't appear to have an "account talk" thread or I would have posted this there.

Originally Posted by PessOptimist

Is the 2012 Stk Funds (2) for playing "what if"?

Pess you're very welcome. The 2012 Stk Funds (2) is a backup in case something gets messed up in your main spreadsheet. Could be used for "what if" scenarios also or just copy it as another worksheet. If you have a better explanation for the "Bi-weekly contributions" part of the tips feel free to PM it to me and I will add it to tips for next year.