brownhaired_girl
DIS Veteran
- Joined
- Nov 8, 2004
Do you share? I’m a little ashamed to admit I don’t know how to create a spreadsheetDid somebody say...SPREADSHEET?????? Man I love Spreadsheets!!
My first sheet tracks the bonuses, I have one for each player:
Credit Card Acct Person AU Date Applied Date Cancelled Annual Fee Annual Bonus Signup Bonus Min. Spend Bonus Received Bonus Value % Return Notes Last Activity
I also have a spreadsheet where I keep track of my loyalty account balances:
- Credit Card is the Issuer and then the name of the card
- Acct is the last 4 digits (or 5 digits for amex)
- Person is whether it was me or my wife. Even though they are separate sheets this lets me sort if I combine them for analysis
- AU is an "X" if I added an Authorized User (side note...DON'T do this on personal cards as it adds to the 5/24 count for that player too!)
- Date Applied is actually the Date Approved, I guess I should fix that, haha!
- Date Cancelled is only filled in if I cancelled the card
- Annual Fee = the amount of the AF
- Annual Bonus = any amount received annually as a bonus for having this card (i.e. bonus SW pts or the CSR travel credit)
- Signup Bonus = the amount of points, miles, money, etc. I received as a SUB
- Min Spend = the MSR required
- Bonus Value = The value of the SUB (usually this is inclusive of the base spend too)
- % Return = Bonus Value divided by Min. Spend
- Notes = random notes
- Last Activity = the last spend I put on the card. Useful to make sure I put something on cards every 6 months or so to keep them from being closed for inactivity
- This one is sorted by Date Applied and I highlight Biz cards in a different color. Makes it really easy to see my 5/24 status
Program Person Points Last Activity Expiration As Of Approx. Value Notes Membership ID
- Program = Name of the program (i.e. SW Rapid Rewards, Chase Ultimate Rewards, etc.)
- Person = Me, my wife, or my daughters - whose account is it
- Points = balance
- Last Activity = last qualified activity (for programs with an expiration)
- Expiration = calculated field based on last activity and how long points are good for
- As Of = the last time I updated this account, if something is wrong this is how I tell when it might have occured
- Approx. Value = how I value the points
- Notes = random noets
- Membership ID = my account number, useful when booking flights and such