Personal Finance

Airtable Credit Card Rewards Tracker

Easily track your credit card rewards with this Airtable template. You can track your rewards, categories, and transactions all in one place.

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Screenshot of transactions in Airtable

Screenshot of accounts in Airtable

Screenshot of categories in Airtable

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Step 1: Setup Base Rewards

In the Accounts table, select if your credit card uses miles or points on the "Rewards Type" column. Then, set the baseline rewards value for all transactions in the "Base Rewards Multiplier" column.

Step 2: Setup Categories

In the Categories table, create a row for each category you spend in. If any of your credit cards has a special rewards for that particular category, create a row for that category and card and enter the multiplier in the "Rewards" column

Step 3: Tag Transactions

In the Transactions table, tag each transaction with the appropriate category. If the transaction qualifies for rewards outside of the base rewards multiplier, attach the appropriate category to the transaction.

Automation

Once you've set up this template with Finta, your transactions will automatically sync to your Airtable base. To save even more time, you can use this template with the Rules Engine to automatically tag transactions and update your rewards.

Automate Your Financial Tracking

Start with our free template, then upgrade to Finta for automatic bank sync and real-time updates. Save hours every month.

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