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Personal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred Rewards

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If you're playing the credit card game it saves time to keep a spreadsheet with accounts and dates. One you create it, updates are easy.
Good tip
I include data like whether or not there's an annual fee, when it's due, if there are annual credits of some kind, whether it's personal or business, the issuing bank (which determines which rules apply) etc. It helps with planning when you're looking for your next fix.
More spreadsheet ideas: default cash back/miles/etc. rate, categories that have bonus rates and what those rates are, whether foreign transaction fees apply, rental car coverage, one off benefits (annual companion fare, annual travel expense reimbursements, Global Entry reimbursement, etc.).
Great.

LOL, definitely a lot more rows in this spreadsheet vs. my brokerage bonus spreadsheet.

Statistics: Posted by bbrock — Fri Feb 02, 2024 12:55 am — Replies 6869 — Views 821341



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