One reason I am responding to this post is just to bookmark it. But I do have a question:billthecat wrote: ↑Mon Aug 01, 2022 5:13 pmI went to the page in TreasuryDirect that lists each of my bonds, with a bullet checkbox, the confirmation no., issue date, interest rate, status, etc., etc. and copied it into Numbers, which happily brought it in as a nicely formatted table. (YMMV with whatever spreadsheet you prefer.) I then added additional columns with some calculations (e.g, annual interest), fixed rate, age, maturity date, etc. Each month, I go in and copy the table again and paste it over the existing data in my table.JustThisGuy wrote: ↑Sun Jul 31, 2022 9:44 am Now for my question: Is there a way to pull a manifest of your holdings out of TD in a spreadsheet-friendly format? I'm thinking of something akin to downloading your portfolio positions from Fidelity. If not, how do all of you handle the record-keeping?
Now, copying it is a little tricky. I have to be sure to start the selection with the bullet in the first row, and select to the bottom right corner figure, and selecting the corresponding (bullet) cell in my table before pasting. I also paste as plain text (shift-option-command-v) so my table formatting is not lost.
I have a table that gives me summary information (e.g., average rate) and a pivot table to show me status (not sellable, sellable with penalty, no penalty) by fixed rate, and a graph and table that shows me for each month how much money has a rate that adjusts. And another one that shows accrued interest by maturity year. And more - I had a little fun building it out.
I learned about this gifting option just a couple of days ago (on another thread).
I have not been following this mega thread so please bear with me. My questions:
- when I purchase the gifts for future years, does treasurydirect force me to pick which year in the future those gifts need to be made?
- will the current value or the fture value be used to determine whether or not you are exceeding the annual gift limit? [I am assuming that if I buy $10k for myself and $10k for DW today, they both will be an identical $XX in value some date in the future]
- as a family of four, we could potentially make $160k in purchases for this year (each member buys $10k for himself/herself and $30k in gifts). Is this correct? Assuming kids have that much money of their own... If we exclude kids, we could still purchase $80k for this year between DW and myself. Does that sound right?
Thanks as always!!