Organize and track your credit card activities efficiently with the Credit Card Management Excel Template from Besttemplates.com. This comprehensive template simplifies credit card details management, transaction tracking, payment handling, and rewards monitoring. With automated features, intuitive forms, and insightful dashboards, managing your finances has never been easier.
Key Features
- Credit Card Details Sheet:
- Click “Add Card” to open a form, fill in the details, and the credit used and available credit will be automatically calculated.
- Transaction Tracking Sheet:
- Record transactions by clicking “Add Transaction” and filling in the form. The transaction ID is auto-generated.
- Payment Management Sheet:
- Track payments using the “Add Payment” button and form. Payments are automatically added to the table.
- Reward Management Sheet:
- Adjust reward eligibility and cashback rates. The table is pre-formulated for automated calculations.
- Fees and Charges Sheet:
- Log fees and charges using the “Add” button. Select payment status from the dropdown to highlight corresponding rows.
- Dashboard Sheet:
- View detailed summaries for a selected account, including credit limits, available credit, reward type, earned rewards, installment balances, and fees.
- Includes charts for transaction categories, fee breakdowns, and navigation tools for quick access to other sheets.
The Credit Card Management Excel Template from Besttemplates.com provides a user-friendly solution for overseeing credit card transactions, payments, and rewards. Perfect for personal or business use, it keeps everything organized and accessible.
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