CC tracking

[madmann26]

Does anyone have a CC tracker/spreadsheet they use for tracking last CLI requests and/or points?

I'm trying to get better at tracking them.

[wasCB14]

I use a spreadsheet to track statement credits, hotel annual nights, and companion certificates. A second page of it compares annual fees to credits and estimated rewards.

It wouldn't be hard to make one for CLIs.

One row per card.

Possible columns:

Issuer

Card product name

Last 4 of card number

Current CL

SL

Date of last CLI request

SP or CRAs pulled

Increase requested

Increase actually granted

CL-to-income ratio at time of approval

Or reverse columns and rows if it fits your screen better.

[fury1995]

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@madmann26 wrote:

Does anyone have a CC tracker/spreadsheet they use for tracking last CLI requests and/or points?

I'm trying to get better at tracking them.

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You can use this as a base. I've cleared all of my information but left most of the base formulas. It's a google sheet in view only mode but you can copy it and modify to your hearts' content. You can add rows for whatever you want to track. I also left an installment loan tracker at the bottom.

Credit Card Spread Sheet 

[longtimelurker]

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@fury1995 wrote:

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You can use this as a base. I've cleared all of my information but left most of the base formulas. It's a google sheet in view only mode but you can copy it and modify to your hearts' content. You can add rows for whatever you want to track. I also left an installment loan tracker at the bottom.

Credit Card Spread Sheet 

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Your cards are all maxed out and you have waited more than 120 years to request a CLI?   Not a typical forum member!

[fury1995]

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@longtimelurker wrote:

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@fury1995 wrote:

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You can use this as a base. I've cleared all of my information but left most of the base formulas. It's a google sheet in view only mode but you can copy it and modify to your hearts' content. You can add rows for whatever you want to track. I also left an installment loan tracker at the bottom.

Credit Card Spread Sheet 

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Your cards are all maxed out and you have waited more than 120 years to request a CLI?   Not a typical forum member!

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Lol, I'm assuming this is sarcasm (I hope)?

For anyone else who is reading this, you have to input some data. Obviously I removed my data. The formulas are there and if you make a copy, you can edit the sheet for your own use.

And no, I'm not a typical forum member. 

[longtimelurker]

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@fury1995 wrote:

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@longtimelurker wrote:

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@fury1995 wrote:

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You can use this as a base. I've cleared all of my information but left most of the base formulas. It's a google sheet in view only mode but you can copy it and modify to your hearts' content. You can add rows for whatever you want to track. I also left an installment loan tracker at the bottom.

Credit Card Spread Sheet 

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Your cards are all maxed out and you have waited more than 120 years to request a CLI?   Not a typical forum member!

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Lol, I'm assuming this is sarcasm (I hope)?

And no, I'm not a typical forum member. 

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Well, humor rather than sarcasm, but yes, not an actual serious comment.   

OTOH, if you have such a spreadsheet, you are probably more typical than you might think!   I would estimate that around 99.999% of adults in this country who aren't on this or similar forums would never even have thought of the need for such a thing!

[DONZI]

@madmann26-- there is a nice spreadsheet by @ccquest that you might like here.

It's doesn't cover what you want (CLI, Rewards) but those things could be added.

I've modified it a bit for PlanMaker, and have added rudimentary CLI request tracking, but ccquest's Account Aging sheet is a nice foundation to expand on if desired.

[ccquest]

And if you want some idea of my card tracker page, this is what it looks like:

It tracks back to a complete transaction log I've got and tallies the balance that way. My account metrics tab pull from this part of the spreadsheet to get the utilization figures.

I don't track full CLI history at all, but the only relevant one to me is the last one. The "next CLI date" is based on what I've found for the issuer and I manually update the days based on success/failure with the CLI.

[DONZI]

That's a nice SL and CLI on the Altitude Go!

[Lou-natic]

I don't use anything fancy like a real "spreadsheet" but I have a text file where I keep notes...simply called CCs.txt...crafty I know.

But I have the names of all my cards/lenders, current limits, APRs, have dates set to ask for the next CLI if applicable and my x/24, x/12, x/6 dates, etc.