Spreadsheets
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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.
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New Version of I-Bond Spreadsheet
Episode 124 will review this updated spreadsheet.
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Episode 90
Moving a copy of original Porfolio by Buckets spreadsheet here. But see the New Sample for an improved version above.
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Episode 61
CPI Detailed Food at Home Chart
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Episode 57
Historical I Bond Rates
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Comparing Minnie and Max Savers Numbers converted Excel version
Episode 1
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SSChoices626770 Numbers converted Excel verison
Episode 3
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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!
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D.I.Y. RWS in Excel
Episode 37
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Comparing AUM fees
Episodes 20 and 45
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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.