Tracking your offers/switches

CBrits23

I'm interested to know how people on here track their switch dates and banks in order to avoid switching within an exclusion period? 

I'm thinking it'll just be another sheet on Excel, with a reference for which banks are associated/within that group and usually another exclusion.

In recent years I have used NatWest, Nationwide, BoS, Barclays and First Direct... it feels like I have exhausted the possible options when the next set of switch incentives come around.

MikeJXE

Yes a spreadsheet is the obvious way, thats where I keep mine

Date opened account 

Date switched and who to

Reward taken and transferred 

Direct debits set up 

Simple really 

DiamondLil

Easiest for me is my budget spreadsheet; I just add another sheet titled "Bank Switches", and record the dates of the switches in / out.

boingy

I just keep a plain text file called "accounts.txt"
Entries are in chronological order. I record account openings, account number, card number (so I can find the right card!) and account closures with switch info if applicable. Every time a new switching offer comes along I just browse/search back to see whether I meet the date criteria. It's not a huge amount of data.

Largs

I just look at start date and end dates on my credit report.  Works for me.

wmb194

For me it's all in MS Money.