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How do I export data from my Thrift saving plan account?

ddalsoglio
Member ✭
Trying to add my TSP account to quicken for investment tracking. I can't figure out how to export the data from TSP to quicken.
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Answers
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If I recall correctly,you can't. Because the Trustees of TSP have never signed the contract with Q/Intuit to allow such.You can download and import the quotes ... with a fair amount of work ... but not the transactions.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP-1 -
Mint & Personal Capital do screen scrapes of the TSP website, with your permission but NOT TSP's permission or knowledge.Q's business model requires that TSP (and any other financial institution) sign a contract before data transfers can occur.BUG TSP to sign the contract.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP-1 -
Unfortunately TSP does not even allow export of transactions to CSV. I usually use screen shots to copy the information and then manually enter it. Even more unfortunate, you have to choose between displaying shares or dollars! So it takes 2 screen shots to get the information needed. This is just TSP being archaic.
It is possible to work between separate windows: Quicken's Enter Investment Transactions and the TSP transaction display to copy & paste the necessary data.
(and by the way, don't blame the messanger with unhelpful ratings. We are all just other users here. @NotACPA is just summerizing past posts of user experiences.)Quicken user since 1995
Win10 Deluxe Subscription thru 20211 -
jrich75 said:(and by the way, don't blame the messenger with unhelpful ratings. We are all just other users here. @NotACPA is just summarizing past posts of user experiences.)
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I have been downloading share prices from the TSP site in CSV format for a number of years. I create a macro that moves the data to the correct columns for Quicken ingest. This worked up until a week or so ago. Now it says there are "no valid prices found to import". I even tried to import file that previously worked and it gave me the same error. Wondering if they changed the import schema?0