Hi All, New to the community. Like what I see so far and looks like a great tool. Love the flexibility and creativity of the community. This seems like a great platform for tracking monthly credit card credits (think Amex Gold $10/month dining credit, Amex Platinum $20/month digital entertainment …

Hi @jamie1 not sure I understand what you mean by “met your credit”. Can you please clarify? In the meantime does this solution address some of what you’re describing?

If the raw description of the credit as it comes in from the feed will tell you the type of credit it is, then with Autocat, you could either give those transactions their own Category and/or add a tag. You could then use your budget to track the category of the “Tags Report” to track the tag. If …

[image] twalane: In the meantime does this solution address some of what you’re describing? I don’t think my Scheduled Transactions sheet is what @jamie1 is looking for. I would start by creating a pivot table that sums transactions in specific categories by account. One of the challenges wou…

I haven’t done it in Tiller, but here’s an example of a spreadsheet that I downloaded from a Points and Miles blog for manually tracking these credits (I don’t remember the source, sorry!). [image]

Agree with @rhowell that the referenced scheduled transactions sheet doesn’t address the question. “Met your credit” isn’t entirely clear. What I mean has it been triggered which you would see as a transaction. For example the Amex Platinum Card digital entertainment credit comes through as “Platinu…

Great idea - It definitely seems like something that should be possible to automate in some fashion but I don’t follow these cards enough to understand exactly how it works. The credit is applied after you spend the given amount? So in that case you could even make a progress bar as to how much yo…

@brettanicus That’s pretty spot on, and I would be interested to hear how the descriptions come through for others, but I imagine that you would get what I get given it is coming directly from the feed. The majority of cards work something like this: for a given category of spend, they award you a …

Good feedback on the ChatGPT response. To actually collaborate on coding a template, I’d choose @KyleT over ChatGPT any day, if he’s interested. He does great work. :sunglasses:

Thanks for the clarification @jamie1 ! Love all the ideas and willing collaborators thank you Community. Eyes peeled ! :eyes:

Tracking Monthly Card Benefits/Credits (dining, digital entertainment, etc)

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brettanicus February 6, 2025, 10:33pm 7

I entered your initial question into ChatGPT, partly to just learn more about these credit programs, but also to see if it had suggestions for what a template might look like. I posted its response on another discussion about AI use with Tiller. This was its response. Was it on track, or no?

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Tracking Monthly Card Benefits/Credits (dining, digital entertainment, etc)

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