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breeze

credit card spreadsheet

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To all,

I hope you all find my SS very helpful and I hope that I have answered all questions regarding it.

 

I do have one request, if you like it (or not) please post a review. There have been about 2000 downloads, yet there are many more members here. I think some are a bit reluctant to download it unless CB members give is a thumbs up.

 

I have put a lot of work into it and hope that people here find it as useful as I do!

Edited by nyrfann

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Tried it yesterday and it is a real nice bit of work. Should allow for accurate tracking on balances and utilization.

thanks

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Tried it yesterday and it is a real nice bit of work. Should allow for accurate tracking on balances and utilization.

thanks

Like what? I'm not sure how to make it more accurate, but would like too if possible. Edited by nyrfann

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It a spreadsheet to track several things including ut, limits, dates etc.

Worksheet 2 "balance on a specific date" saves your total balance on close so you can see how your balances are moving day to day.

 

Also notice you can have 3 levels of payment % to compare.

 

I designed the whole thing for myself but felt it would be quite useful to many members out here so ask the CB mods to post it.

 

Any box that is grey can have data entered and everyting calculates automatically.

This is a great tool. I designed a similar spreadsheet for myself last year and mine has been extremely helpful to track utilization and decide which card to use for specific purposes and when. This one has more features and capabilities and additions including the 3%/4%/5% payment amounts.Thanks for sharing this nyfann

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It a spreadsheet to track several things including ut, limits, dates etc.

Worksheet 2 "balance on a specific date" saves your total balance on close so you can see how your balances are moving day to day.

 

Also notice you can have 3 levels of payment % to compare.

 

I designed the whole thing for myself but felt it would be quite useful to many members out here so ask the CB mods to post it.

 

Any box that is grey can have data entered and everyting calculates automatically.

This is a great tool. I designed a similar spreadsheet for myself last year and mine has been extremely helpful to track utilization and decide which card to use for specific purposes and when. This one has more features and capabilities and additions including the 3%/4%/5% payment amounts.Thanks for sharing this nyfann

Thanks blargolis. Keep in mind the "3%/4%/5% payment amounts" can be changed to any % you want so you can compare. Any thing with a gray box can be changed. If unsure try an change it worse that can happen it tells you it's locked.

 

Joe

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This spreadsheet is a great tool for anyone who has a lot of cards to keep track of. I added a column for date of last use since I rotate my card usage, as well as columns for statement close date and payment due date. I've only had it a couple of days and I already can't live without it.

 

Thank you nyrfann! :rofl:

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...
True but if you want to track your daily balance on sheet 2 you need to transfer the code as well.

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...

True but if you want to track your daily balance on sheet 2 you need to transfer the code as well.

 

Hmmm. I never could figure out what the second page was for :cry2: - I never used that one :cry2:

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...

True but if you want to track your daily balance on sheet 2 you need to transfer the code as well.

 

Hmmm. I never could figure out what the second page was for :dntknw: - I never used that one :cry2:

2nd page will track your balance on any given day, any time you close it is saves your overall balance from that day. Good way to see if your balances have gone North or South :cry2::dntknw: . Edited by nyrfann

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...

True but if you want to track your daily balance on sheet 2 you need to transfer the code as well.

 

Hmmm. I never could figure out what the second page was for :lol: - I never used that one :dntknw:

2nd page will track your balance on any given day, any time you close it is saves your overall balance from that day. Good way to see if your balances have gone North or South :P:rofl: .

 

Thanks !! That right there makes it awsome. At first I did not see any formulas in the second sheet, but after following that advice, I can see today's balance.

Question, will this keep track of your daily balance for everyday that you update an amount?

 

Thanks again.

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If someone doesn't want to mess with the password issue, you can just highlight the entire sheet and paste into a new Excel spreedsheet. Everything else would be the same, but no password requirements...

True but if you want to track your daily balance on sheet 2 you need to transfer the code as well.

 

Hmmm. I never could figure out what the second page was for :lol: - I never used that one :blush2:

2nd page will track your balance on any given day, any time you close it is saves your overall balance from that day. Good way to see if your balances have gone North or South :rofl::rofl: .

 

Thanks !! That right there makes it awsome. At first I did not see any formulas in the second sheet, but after following that advice, I can see today's balance.

Question, will this keep track of your daily balance for everyday that you update an amount?

 

Thanks again.

Yes, if you don't want it to save (Say because the amount has not changed) click save before closing then when closing it asks you again to save just say no. The save when closing is what saves the amount on page 2. Edited by nyrfann

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Bumping so peeple know the password for the recently updated sheet is "credit"

Edited by nyrfann

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I don't visit as often as I used to, but I just took a look at your spreadsheet and thought it was great. Not only did I save a copy for myself, but I emailed it to my siter and mother. Thank you! :cry2:

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I don't visit as often as I used to, but I just took a look at your spreadsheet and thought it was great. Not only did I save a copy for myself, but I emailed it to my siter and mother. Thank you! :cry2:
I glad you like it, I hope you and your family gets much use out of it.

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Great tool, now I can see what my utilization is :swoon:

I guess the question is, do my auto loans and student loan get factored into my utilization?

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nyrfann,

 

I downloaded your worksheet months ago, it looked like a formidable task to fill out and exacting to me.

 

I let it sit on my desktop for months until tonight.

 

I love it! You genius you!

I know nothing about Excel, and much less about utilization, well until now thanks to you.

It took over two hours for me to get all my info together but what a sweet surprise.

I had no idea it was going to do magical things! :cry2:

 

Ah,,, maybe more rows for more tradelines?

I can't seem to go back and change a cell without losing the whole contents of that cell. I'll live.

The end column where I put the account number I wanted to go back and add the last CLI I had gotten that particular CC. So it would give me an idea when to call them back, etc.

 

I do not undersstand Macros part nor if I downloaded the right file or not. Someone mentioned needed 2? :cry2:

Anyway, those were my thoughts as I was working on adding all the data.

 

Thank you so much!

 

Scarlet

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Great tool, now I can see what my utilization is :blush2:

I guess the question is, do my auto loans and student loan get factored into my utilization?

 

No just revolving TLs not installments.

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