使用excel管理多張信用卡心得分享 - 信用卡
By Kristin
at 2016-02-23T11:59
at 2016-02-23T11:59
Table of Contents
上次分享這個excel管理信用卡檔案後,
經過幾次和板友們的交流和賜教,
昨天有空閒時間就製作了-信用卡管理2.0版
2016/02/24 已更新為-信用卡管理2.1版
2016/02/25 已更新為-信用卡管理2.2版
https://goo.gl/r4AUvP
有興趣的板友可以下載後自行修改使用
這次主要改版內容:
1.簡化1.0版的頁面,把內容縮減成資料都在一個頁面內。
(卡片太多的話,可能會有2-3個頁面)
2.綜合各家信用卡的資訊內容內製作成下拉式選單,
讓使用者可以直接選取,省去輸入的時間。
(已先輸入自己的卡片資料測試過實用度)
*下拉式選單如有需要修改請愛用"資料"-"驗證"功能
3.因內容簡化後,新增聯徵等級,電子票證,機場停車,市區停車,
帳單形式,繳費方式等資訊。
*機場停車指機場週邊免費停車。
*市區停車指市區免費停車。
4.因節省欄位,刪除信用卡開卡,信用卡資歷等相關欄位。
2.1版修改內容:
1.繳費方式下拉式選單新增"ATM轉帳"選項。
2.垂直視窗凍結至表頭,讓卡片超多者可以對準表頭項目。
3.新增jan301板友提供之建議,增列免年費條件有"XX萬/年"此數個選項。
2.2版修改內容:
1.「免年費條件」新增"持續理財會員","持續會員卡會員",
"卡片效期內"等下拉式選單選項。
2.「回饋方式」新增"會員回饋金","會員紅利點","無"等下拉式選單選項。
3.凍結視窗至表頭範例ex位置
4.卡片等級選單新增美國運通的卡片等級選項。
心得:
用自己的信用卡資料輸入時發現下拉式選單很難包括所有
信用卡公司的資訊,所以花很多時間在修改選單內容,
但我認為還是很難兼顧所有想輸入的資訊。
ex1.信用卡旅平險大家幾乎都是整數單位的保險金額,
結果大眾卻有2200萬這種天殺的數字XDDDDDDDDDDD
ex2.信用卡額度為了節省欄位空間以及各種數字的可能,
只能使用開放式的填寫,不過這樣也好,喜歡用K或
W甚至卍的板大們都可以任你高興自由填寫。
以上內容供有興趣的板大們參考,
內容做的不好還請多多指教。
※ 引述《lookjason (lookjason)》之銘言:
: 今天早上在前篇PO文分享本魯用execl管理信用卡的拙見,
: 幾位板大們說想要參考一下,
: 基於和excel同好們的分享和討論,
: 僅提供相關檔案給有興趣的板大朋友作參考,
: 檔案內有關於個人資料內容已多作修減,
: 但仍保留一些數據作為"填入哪些資料?"的參考,
: 若板大們要延用檔案自己使用,請自行增減內容。
: 檔案聯結:(點入後點"最上方"的箭頭圖案下載)
: https://goo.gl/23lle2
: 檔案名稱:
: 信用卡記錄LOOKJASON分享-1.1版(檔案內容數據僅供參考,實際以官網公告為準)
: 104/10/31 更新1.1版說明:
: 1.更新Go大推文建議內容,將信用卡使用資歷自動計算格式改成易讀格式。
: 2.新增"道路救援"免費服務里程簡略內容。
: 說明:
: 頁籤1:記錄各張信用卡的優劣自評,額度,結帳日,繳款日,開卡,發卡,往來期間,
: 到期日,年費,使用策略,卡片特色/權益,保險,首刷禮,回饋率...等內容。
: 頁籤2:記錄信用卡各銀行每月繳費的結帳日,繳款日,金額統計等。
: 頁籤3:記錄信用卡開卡時間序,填入開卡日期會自動換算三個月後的日期,
: 可以使用字體顏色來判斷哪些卡已經滿三個月不會出現在聯徵上了。
: 頁籤4:記錄購物網站Y購,PCHOME,森森購物每月初搶登路的回饋內容,
: 用來網路購物時選擇在哪邊購買用哪張卡的參考。
: 這四個頁籤是目前我記錄信用卡最主要的內容,
: 因為是私人記錄,內容凌亂格式也沒有很美觀,
: 還請有興趣的excel高手大大們多加指導,感謝!
--
Tags:
信用卡
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