There is no direct way to download the Thrift Savings Plan into Quicken from the TSP website, but there is a work around. These instructions are from Allen at Middleriver.net (site no longer available). (Read the Thrift Savings Plan’s reasons why you can not download the TSP into Quicken from the TSP site.)
You can manually input the data line by line, or you can import all of the data at one time (recommended!). Here is how to do the work around and import the TSP data into Quicken:
- Open Quicken and create a new investment. Here is how to create a new file in Quicken.
- Open “Investment Center” located in left tool bar. This displays each of your investment and accounts.
- Open “Portfolio” on top tool-bar.
- Select the account, and right click. Select “Edit Security.”
- Change the Symbol to something easy to remember, but that does not conflict with an existing security name (i.e. any official ticker name). Use the following fund names if you want to use the files provided by Allen at his website:
- C Fund = TSPCF
- F Fund = TSPFF
- G Fund = TSPGF
- I Fund = TSPIF
- S Fund = TSPSF
- L 2040 = TSPL40F
- L 2030 = TSPL30F
- L 2020 = TSPL20F
- L 2010 = TSPL10F
- L INCOME = TSPLIF
- Go to the TSP website. Click on “Share Prices.”
- Cut and paste the quarter’s worth of data into Excel.
- Open a new spreadsheet and put the fund-symbol you used in Step 5 in column A. In column B list the date. In column C, list the TSP price. Make sure that the date (column B) is in the M/DD/YYYY format. To do this, right-click on column and choose correct format under “Format Cells.”
- Save the file as a CVS (comma delimited).
- Import the file into Quicken under File-> Import -> Import Prices. Type the name of the file and click OK. Note: “Import Prices” will only show up if you have clicked on “Investing Center” on the tool-bar on the left side of the screen.
- Quicken does not have a file browser so it is easiest to save the csv file into the root directory (c:\) so when you type the file name in to quicken, it is just c:\tsp.csv .
- Repeat for each fund.
- Or, replace steps 6-9 and download the all of the funds in a consolidated file from TSPTalk.com. (The download appears at the bottom of the post.) With this file, which is updated quarterly, you only need to import one file and you should have all the historical prices for C,F,G,I,S all the way back to 2003. The L-funds started in Aug of 2005 so the data from those are included starting then. After completing step 12, complete step 10 to import into Quicken.
The author of Middleriver.net is a Soldier in the US Army. He has an amusing post about a C-130 ride when he was deployed to the Middle East. I find it interesting to hear a Soldier’s side of the experience because until recently, I was a C-130 mechanic in the USAF.
His story about using the ‘facilities’ is all too true. While I was on a recovery flight to Afghanistan, I had to show the comedian Drew Carey how to use it. I’m sure Allen and I have been to many of the same places. Maybe even at the same time! Thanks to Allen for providing the millions of TSP users his files and instructions, and more importantly, thanks for his service to his country. 🙂
Note: I do not know how to import TSP files into MS Money. I am sure there is a similar method, but I have never used MS Money so I do not know for sure. Does anyone out there know how to do it?