Author Topic: Master Excel Template for keeping track of all Credit Card stuff (Read 31986 times)

3yummyboys · « **Reply #40 on:** June 22, 2015, 05:05:37 PM »

I'm using an old version of excel. How do I refresh?

shoobi · « **Reply #41 on:** June 22, 2015, 05:06:44 PM »

Quote from: 3yummyboys on June 22, 2015, 05:05:37 PM

I'm using an old version of excel. How do I refresh?

in Excel 2013 it's in the "Data" tab on top, towards the left... not sure about older versions, but you can google it

mord1 · « **Reply #42 on:** June 22, 2015, 06:06:43 PM »

Quote from: shoobi on June 22, 2015, 03:26:57 PM

so now that i know that you know how to work excel, let me ask you, what should i improve on the workbook? any feedback? is the color scheme off or too much?

thanks- very impressive- I have been wanting to start keeping track- now I will and give you feedback, as I go

3yummyboys · « **Reply #43 on:** June 22, 2015, 06:34:30 PM »

I see refresh under data but it won't allow me to click it. Any ideas?

shoobi · « **Reply #44 on:** June 22, 2015, 06:39:42 PM »

Maybe make sure you are selecting a cell..?

3yummyboys · « **Reply #45 on:** June 22, 2015, 08:04:00 PM »

still not working

I'll try to open it from my work computer that has a newer version of excel. Thanks

@Yehuda · « **Reply #46 on:** June 22, 2015, 08:12:10 PM »

Quote from: PTU on June 22, 2015, 03:41:11 PM

1. Starting salary for big 4 accountants is ~ 55k . calculate by hour, working ~80 hr weeks for 3 plus months = close to minimum wage.

From another accountant, I know firms that pay more than 55 for starting salary and require only 60 hour weeks for 3 months = much more than minimum wage.

PTU · « **Reply #47 on:** June 22, 2015, 08:18:18 PM »

Quote from: @Yehuda on June 22, 2015, 08:12:10 PM

From another accountant, I know firms that pay more than 55 for starting salary and require only 60 hour weeks for 3 months = much more than minimum wage.

Meh, a couple of grand and a few hours up or down are below AMPT

@Yehuda · « **Reply #48 on:** June 22, 2015, 08:48:59 PM »

Quote from: PTU on June 22, 2015, 08:18:18 PM

Meh, a couple of grand and a few hours up or down are below AMPT

Using the numbers above, we're talking ~$23/hour. That's not minimum wage. I hope I'm not sounding like I'm trying to defend the industry too much here because I am far from in love with it.

Just arguing the devil's advocate.

PTU · « **Reply #49 on:** June 22, 2015, 08:51:49 PM »

Quote from: @Yehuda on June 22, 2015, 08:48:59 PM

Using the numbers above, we're talking ~$23/hour. That's not minimum wage. I hope I'm not sounding like I'm trying to defend the industry too much here because I am far from in love with it. Just arguing the devil's advocate.

Yeah, 23$ hour is not a living wage..

@Yehuda · « **Reply #50 on:** June 22, 2015, 08:57:56 PM »

Quote from: PTU on June 22, 2015, 08:51:49 PM

Yeah, 23$ hour is not a living wage..

That's a different story.

micahfriedland · « **Reply #51 on:** June 23, 2015, 01:16:29 AM »

Shoobi,

very nicely done. I hope it helps a lot of people.

suggestion: i know you already have the instructions. but i would tell people that everything is a PivotTable and uneditable and that the only way to edit your card is via the credit cards master sheet.
very geshmak.

micahfriedland · « **Reply #52 on:** June 23, 2015, 01:19:49 AM »

also. i would add:
Finished Spending
Received Points
Cashed Out (or not)
Downgraded Card
etc.

shoobi · « **Reply #53 on:** June 23, 2015, 10:22:08 AM »

good point. just asked Mod how i can edit it.

zfeld · « **Reply #54 on:** June 23, 2015, 01:25:40 PM »

I am also an Excel junky.
I also have made some side income designing spreadsheets for business.
I would add list data validation with a dropdown to the to the status fields, annual fee fields, type field, maybe even the bank, issuer, fields it makes it easier to set and gaurentee the value is right for the filters in the pivot tables

shoobi · « **Reply #55 on:** June 23, 2015, 01:28:38 PM »

Hey, so not sure how to do that, can you update the spreadsheet and post it? I want to see how you do it

Mordyk · « **Reply #56 on:** June 23, 2015, 01:32:16 PM »

Quote from: zfeld on June 23, 2015, 01:25:40 PM

I am also an Excel junky.
I also have made some side income designing spreadsheets for business.
I would add list data validation with a dropdown to the to the status fields, annual fee fields, type field, maybe even the bank, issuer, fields it makes it easier to set and gaurentee the value is right for the filters in the pivot tables

how much do you charge on average?

zfeld · « **Reply #57 on:** June 23, 2015, 01:41:43 PM »

Here you go...
Updated some of the fields

zfeld · « **Reply #58 on:** June 23, 2015, 01:44:45 PM »

Quote

how much do you charge on average?

I don't want to post publicly how do I respond to you privately?
I am new to these forums as you can tell

shoobi · « **Reply #59 on:** June 23, 2015, 01:44:58 PM »

i confess, i am not as proficient as you are in Excel... it looks the same, what did you change?

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Author Topic: Master Excel Template for keeping track of all Credit Card stuff (Read 31986 times)