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Some (hopefully) useful bank/CC Google Sheets I’ve created

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heyryan
Frequent Contributor

Some (hopefully) useful bank/CC Google Sheets I’ve created

I've been using Google Sheets more for tracking some things, and wanted to share them with the community:

https://docs.google.com/spreadsheets/d/1W0ibaPNEaU48oAVzuXeiAN15XEB6yeiXQxCJkIgiWF0/edit?usp=sharing

Tab #1:

Template for tracking bank account SUBS:

 

(You can edit & customize by going to File > Make a copy and saving a copy to your google drive)

This is a new one I've been working on, so please let me know if you find any bugs (bad formulas, formatting, etc)

 

Tab #2:

Tracker & interest calculator for CDs & savings

 

I'm working on some other tabs such as CC SUB tracker, CC/LoC tracker w/ limit calculator, etc. If you have any ideas/wishlist, let me know - I'm happy to try them out!

 

Another spreadsheet I created a while back that I've been working on updating the information on is the "Open Credit Union" list - which tries to list CUs with open membership, how to join, hard/soft pull to join, credit bureau used, etc.

https://docs.google.com/spreadsheets/d/1ncvRL8KnnBrcAU2IjjhyYGqapkZydOttdjqT0r9dKIk/edit?usp=sharing

 

Hopefully you find them helpful Smiley Happy

Personal:
AmEx Gold NPSL

Business:

Credit Unions:

Banks:



(TU Split File - FIXED!)

9 REPLIES 9
heyryan
Frequent Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

I just realized I have an issue in the checker for amount of DD in the total field 

EDIT: fixed! It wasn't correctly distinguishing between minimum DD amounts and none when doing the total DD calculation, but it seems to be now. 

Personal:
AmEx Gold NPSL

Business:

Credit Unions:

Banks:



(TU Split File - FIXED!)

Message 2 of 10
Anonymous
Not applicable

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

 

Nice and thank you.

I always appreciate spreadsheets even if it is only for new ideas.

 

Message 3 of 10
ptatohed
Senior Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

Thank you ryan.  Nice work.  Thank you for sharing.  

[Until I can make a pretty signature, here’s an updated draft]

Everyday 5% CB:
Chase prime Visa // citi CUSTOM CASH “A” // citi CUSTOM CASH “B” // citi SHOP YOUR WAY (5% gas (in points), lucrative spending offers) // mylowe’s Rewards // Target circle card // primis Perks debit Visa (50c CB per transaction (5% CB or more up to $10 spend))

5% CB rotating:
Chase “OG” freedom Visa // DISCOVER it Cash Back // nusenda CU Platinum Cash Rewards

Everyday 4% CB:
US Bank Smartly (v1.0)

Everyday 3% / 2.2% CB:
AOD FCU Visa Signature (3%, sockdrawered) // upgrade Cash Rewards Elite (2.2%, sockdrawered)

Welcome Offer / credits only:
Chase SAPPHIRE PREFFERED (grabbed my $1,000, sockdrawered, will cancel) // NFCU FLAGSHIP REWARDS (elevated Welcome Offer, annual prime credit, sockdrawered)

Hotel card:
Chase IHG ONE REWARDS PREMIER (elevated Welcome Offer, 1 free night/yr)

On my radar:
Langely FCU Signature Cash Back (5% CB monthly selectable cat) // Safe CU Cash Back+ (Quarterly rotating 5% CB cats plus bonus cats) // upgrade MyFive Cash Rewards (5% CB monthly selectable cat) // US Bank Kroger (and family) World Elite Master Card(s) (5% CB Mobile Wallet)
Message 4 of 10
heyryan
Frequent Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created


@Anonymous wrote:

 

Nice and thank you.

I always appreciate spreadsheets even if it is only for new ideas.

 


Cheers, thanks! 

Personal:
AmEx Gold NPSL

Business:

Credit Unions:

Banks:



(TU Split File - FIXED!)

Message 5 of 10
heyryan
Frequent Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

Thanks, and you're welcome Smiley Happy

Personal:
AmEx Gold NPSL

Business:

Credit Unions:

Banks:



(TU Split File - FIXED!)

Message 6 of 10
AndySoCal
Senior Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

@heyryan  On Langley FCU you do not need to join anything to join. Just live in the US will do. For me the membership was approved via the automated system. First you take pictures of the front and back of your id then biometrics style photo of you. I will update on the membership Equifax pull is a soft pull per a person in the membership department. I will update when the sloths at Equifax give me the data I need.

 

Fortera credit union in Clarksville Tennesse is another easy to join credit union. Just live in the US  and no geofence. They pull Chex.

FIC Scores XPN v8 808 V2 831 (SDFCU) TUC V 8 803 07/25 EFX Bankcard v8 822 EFX FIC0 v8 800 Vantage score 4.0 817 via JC Penney
JC Penney 10/2008 4,700 US Bank Cash 08/2010 12,000 Citibank Custom Cash 5/2015 14,100, State Dept. FCU 06/2023 25,000 02/2024 Redstone FCU Signature VISA 10,000 08/23/2024 Commonwealth Credit Union 15000 07/25
Banking: Lafayette FCU Fortera FCU State Department FCU Redstone FCU Hughes FCU Commonwealth FCU
My personal blacklist Axos Bank, Bank of America, Synchrony Bank Capital One TD Bank Comerica Bank BMO US Bank Wells Fargo
Message 7 of 10

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

Hi 

 

Do they ask for POI for their cc ?

Thx

Message 8 of 10

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

Thank you for the list !!

Message 9 of 10
AndySoCal
Senior Contributor

Re: Some (hopefully) useful bank/CC Google Sheets I’ve created

@CreditHunter007  If you are referring to my Langley credit card  the answer is yes. I do not know about Fortera never applied for a credit card with them

FIC Scores XPN v8 808 V2 831 (SDFCU) TUC V 8 803 07/25 EFX Bankcard v8 822 EFX FIC0 v8 800 Vantage score 4.0 817 via JC Penney
JC Penney 10/2008 4,700 US Bank Cash 08/2010 12,000 Citibank Custom Cash 5/2015 14,100, State Dept. FCU 06/2023 25,000 02/2024 Redstone FCU Signature VISA 10,000 08/23/2024 Commonwealth Credit Union 15000 07/25
Banking: Lafayette FCU Fortera FCU State Department FCU Redstone FCU Hughes FCU Commonwealth FCU
My personal blacklist Axos Bank, Bank of America, Synchrony Bank Capital One TD Bank Comerica Bank BMO US Bank Wells Fargo
Message 10 of 10
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