topic Re: Credit card spreadsheet in Credit Cards

Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 17:26:42 GMT

Thank you all for some of the posts you've shared. With some of what I've seen I've created my own spreadsheet. It's a work in progress, and I'd like some input on what could be added/changed. This is serving me as an all purpose budget / spending tracker + credit card management sheet with information for all aspects of each credit card. I will manage a new sheet for each month.

https://docs.google.com/spreadsheets/d/1E0Tcgn92P2_V8RgnU1wnTcHX3eNyTVO-zcPqWrcAqHs/edit?usp=sharing

Re: Credit card spreadsheet

Septrosh — Thu, 21 Apr 2016 00:57:36 GMT

I stopped using actual spreadsheets in replace of software. However, I do like the layout of the rewards / cash back spreadsheets in the sticky:

http://ficoforums.myfico.com/t5/Credit-Cards/Cash-Back-credit-card-charts/td-p/4004725

Just need someone to slap a graph in it and make it a shareable excel file

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 01:03:20 GMT

@Anonymous wrote:
Would someone be able to post an image or link to a spreadsheet format for their spending?

Hard to know what specifically you are looking for but this has been posted here before:

https://www.dropbox.com/s/ift2vyypj4cf9zw/CCCS2008.xls

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 01:59:18 GMT

What program do you use? Thanks for the link, it has provided me with some ideas on how to set up one for myself.

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 02:00:35 GMT

I'm sorry for the lack of a description. I'm really looking to keep track of my spending on each card, rewards, budget, etc. Like an all in one for all of my credit cards.

Re: Credit card spreadsheet

Septrosh — Thu, 21 Apr 2016 02:11:44 GMT

I used to use Quicken but switched to Mint because I was tired of buying it,even at a discount, every year. Quicken definitely gives you more customizable options but for me it isn't worth the expense for what I need.

However, it looks like you are trying to also record and track your rewards (cash back & UR/MR). You would certainly need an excel sheet for that and write a formula for it (super easy to do as its basic math).

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 02:14:08 GMT

Well the rewards can be monitored on their own spreadsheet, my most important goal is honestly monitoring the alloted budgets I have for each card. I downloaded mint but the only problem is it doesn't recognize my bank account. I have a local credit union. Do you know a way to get around that?

Re: Credit card spreadsheet

Septrosh — Thu, 21 Apr 2016 02:32:42 GMT

Unfortunately,I do not. Perhaps someone else might be able to chime in who also has had this experience. I use NFCU.

Re: Credit card spreadsheet

9CLINE — Thu, 21 Apr 2016 02:40:04 GMT

I got one of mine from this forum,,do a search there's more than a few around....

http://ficoforums.myfico.com/t5/General-Credit-Topics/How-many-of-you-have-an-excel-sheet-for-your-CC-s/td-p/2518841

Good Luck!!!!!!!!!!!!!!!!

Re: Credit card spreadsheet

Officer737 — Thu, 21 Apr 2016 03:40:41 GMT

@Anonymous wrote:
@Anonymous wrote:
Would someone be able to post an image or link to a spreadsheet format for their spending?
Hard to know what specifically you are looking for but this has been posted here before:

https://www.dropbox.com/s/ift2vyypj4cf9zw/CCCS2008.xls

Thanks! Going to modify this one a bit and use it

Re: Credit card spreadsheet

CYBERSAM — Thu, 21 Apr 2016 06:40:39 GMT

FinanceWorks is powered by Quicken.

It is offered by some banks and CUs. It shows almost live credit card balance and spending. Dose not show interest rate or credit limit yet but it is very useful as it updates automatically!

DCU offers it for free with checking account.

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 17:10:23 GMT

Lot of information in this thread. Thanks to everyone who gave suggestions.

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 17:32:25 GMT

Here's my own personal spreadsheet that I made with the help of some ideas submitted. I'm super meticulous, so it leaves room for a lot of detail.

https://docs.google.com/spreadsheets/d/1E0Tcgn92P2_V8RgnU1wnTcHX3eNyTVO-zcPqWrcAqHs/edit?usp=sharing

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 17:38:41 GMT

would it be posssible for u to share a downloadable version of your spreadsheet ? i like it

Re: Credit card spreadsheet

Anonymous — Thu, 21 Apr 2016 17:46:24 GMT

https://docs.google.com/spreadsheets/d/1E0Tcgn92P2_V8RgnU1wnTcHX3eNyTVO-zcPqWrcAqHs/pub?output=xlsx

Try that link.. I published it.. Hope that does the trick.

It does work, but some of the formatting got deleted. You'd just have to add the borders again.. If there's a better way to share it please let me know so I can do that for you.

Re: Credit card spreadsheet

DoroLucky — Thu, 21 Apr 2016 17:49:16 GMT

Great thread....should be a sticky!

Re: Credit card spreadsheet

arizonahd — Thu, 21 Apr 2016 19:53:51 GMT

Here is the one I have been using over the years, I keep changing it so it's not 100% polished (or detailed) but works well for my needs. I am going to eventually include reward tracking, just need to get around to doing it.

https://docs.google.com/spreadsheets/d/1fojHTr0jJWgkS9_Hj4O2lmZJKg38UrGT4ZYcH2O_b9g/edit?usp=sharing

Re: Credit card spreadsheet

Anonymous — Fri, 22 Apr 2016 00:03:11 GMT

@arizonahd wrote:
Here is the one I have been using over the years, I keep changing it so it's not 100% polished (or detailed) but works well for my needs. I am going to eventually include reward tracking, just need to get around to doing it.

https://docs.google.com/spreadsheets/d/1fojHTr0jJWgkS9_Hj4O2lmZJKg38UrGT4ZYcH2O_b9g/edit?usp=sharing

Do you have a Blank?

Re: Credit card spreadsheet

Anonymous — Fri, 22 Apr 2016 07:08:31 GMT

Thank you for sharing!

Re: Credit card spreadsheet

arizonahd — Fri, 22 Apr 2016 17:59:42 GMT

Yes, sorry about that. The one below has some of the basic inputs. I used array formulas to build this so certain fields need to remain so it formats correctly.

https://docs.google.com/spreadsheets/d/1v8RPvcMoK_qtLDPKXoI2X6tb2Ms3Q3WQ5-D4IczWMIk/edit?usp=sharing