Spreadsheets
Updated Sample DIY RWS Spreadsheet
Episode 163 shared updated 2024 version. Episode 165 went into some of the flaws compared to NewRetirement.
A version with Sort by Maturity tab added
Episode 143 introduced a new feature that I'm using in Numbers to use Categories to get a view of Treasuries sorted by maturity. I can't vouch for how well it translates to Sheets or Excel, but the Datevalue and Right functions work.
New Version of I-Bond Spreadsheet
Episode 124 will review this updated spreadsheet.
Episode 90
Moving a copy of original Porfolio by Buckets spreadsheet here. But see the New Sample for an improved version above.
Episode 61
CPI Detailed Food at Home Chart
Episode 57
Historical I Bond Rates
Comparing Minnie and Max Savers Numbers converted Excel version
Episode 1
SSChoices626770 Numbers converted Excel verison
Episode 3
TaxingIssues Converted to Excel
Episodes 35 and 36
Portfolio by Buckets
Episodes 11, 12, 13
But see New Sample at the top of this page!
D.I.Y. RWS in Excel
Episode 37
Comparing AUM fees
Episodes 20 and 45
Personal CPI Sample w Budget 2022
Episode 54
Note: I'll appreciate any feedback to make sure complex formulas that I created in Numbers have translated right to Excel with the Portfolio by Buckets and the D.I.Y. RWS speadsheets (which I hope to post in coming week). I also updated the Quicken "values" from the April 15, 2021 Sample data. The new numbers don't necessarily represent reality, just a change in numbers to see if formulas work.