Record keeping spreadsheet
Aug 14, 2011 | 12:06 pm
#1
Original Poster
Join Date: Jun 2009
Posts: 2,480
Record keeping spreadsheet
Guys
It's gotten to the point that I need to start maintaining systematic records of all my cards, mileage accured, etc. I could use some websites but honestly these websites come and go and don't feel like I need any online tool
I think a good spreadsheet would help and before starting, I wanted to see if anybody else has created one and could share. Any links would help too
Don't think I need to re-invent the wheel here
Thanks guys!
It's gotten to the point that I need to start maintaining systematic records of all my cards, mileage accured, etc. I could use some websites but honestly these websites come and go and don't feel like I need any online tool
I think a good spreadsheet would help and before starting, I wanted to see if anybody else has created one and could share. Any links would help too
Don't think I need to re-invent the wheel here
Thanks guys!
Aug 16, 2011 | 12:58 am
#3
Join Date: Nov 2010
Posts: 10
I have spreadsheet
I have a great spreadsheet that lets me keep track of any and all details surrounding each card. I save it in google docs and can the view/edit it any where I have web access.
PM me for a copy. Or is there a way to post/store a file to this forum and then provide a link to that location?
PM me for a copy. Or is there a way to post/store a file to this forum and then provide a link to that location?
Aug 16, 2011 | 9:52 am
#4
Join Date: Jun 2011
Location: PHL
Posts: 658
I use a pretty simple spreadsheet with columns for Company (i.e. - Citi), type (i.e. - Visa), annual fee, opened, cancel by, spend amount, how many month, etc. I have different worksheets for my partner and for me, also another with misc points that I pick up here and there and are supposed to post (but probably never will 
). It would be interesting to see how others track the info.
). It would be interesting to see how others track the info.
Aug 16, 2011 | 10:57 am
#6
Join Date: Aug 2008
Posts: 84
I've got a generic excel version of the one I use at the bottom of this page of my woefully outdated website:
https://sites.google.com/site/always...etting-started
I keep three spreadsheets in one doc:
1. Points and Miles - current balances, plus anticipated incoming points and the dates I expect them to show up. This is a little cumbersome, but it works for me.
2. Credit cards - all the pertinent info for current and closed accounts
3. Application history - what I applied for and when along with offer details, links, etc. I also update credit pulls here when I get that info.
https://sites.google.com/site/always...etting-started
I keep three spreadsheets in one doc:
1. Points and Miles - current balances, plus anticipated incoming points and the dates I expect them to show up. This is a little cumbersome, but it works for me.
2. Credit cards - all the pertinent info for current and closed accounts
3. Application history - what I applied for and when along with offer details, links, etc. I also update credit pulls here when I get that info.
Aug 17, 2011 | 8:12 pm
#7
Join Date: May 2011
Location: CMH
Programs: UA-Ag, TK & I Prefer-Elite, Marriott-Ti; IHG-Pt; Hilton-Dia
Posts: 1,399
Guys
It's gotten to the point that I need to start maintaining systematic records of all my cards, mileage accured, etc. I could use some websites but honestly these websites come and go and don't feel like I need any online tool
I think a good spreadsheet would help and before starting, I wanted to see if anybody else has created one and could share. Any links would help too
Don't think I need to re-invent the wheel here
Thanks guys!
It's gotten to the point that I need to start maintaining systematic records of all my cards, mileage accured, etc. I could use some websites but honestly these websites come and go and don't feel like I need any online tool
I think a good spreadsheet would help and before starting, I wanted to see if anybody else has created one and could share. Any links would help too
Don't think I need to re-invent the wheel here
Thanks guys!