Posted by Don L on June 27, 2017
Bank Account Bonuses no image

Published on June 27th, 2017 | by Don L

27

Bank Account Quick Reference Table (Spreadsheet)

Quick Summary

Bank Account Quick Reference Spreadsheet  [Link to Google Spreadsheet]

This spreadsheet can be thought of as another way to view the big DoC Bank Knowledge Base.

Reposting due to updated information, added functionality.

Spreadsheet Value

Perhaps you evaluate bank deals as they show up in your RSS reader, or use (Google) search to find them.

A spreadsheet is a nice additional tool because it allows you to sort and filter on multiple dimensions.  For example, you might want to see all active, local, soft pull bank bonuses of a certain size.

You can add your own personal filter views to the spreadsheet.  The following are a few sample filter views already added:

Active Filters

Filter Notes
Post Last 30 Days Bank Bonuses posted/updated within the last 30 days
Not Expired (with Date) Unexpired Bank Bonuses (not including those with unknown expiration dates)

Credit Card Funding Filters

Filter Notes
CC Funding (Sorted) Sorted by potential credit card funding size
CC Funding – Amex Amex CC is allowed on initial account funding
CC Funding – Soft – Michigan Michigan Banks that do a soft pull and accept credit funding on initial deposit.
CC Funding – Soft – USA v2.0 Banks/Credit Unions available nationally that do a soft pull and accept credit card funding.  (A work in progress – national availability data is not complete)

Some More Example Filters

Filter Notes
[Location Filter] Michigan Local and Regional Banks with a presence in Michigan.

Every state has its own column. “*” indicate bonus available in only specific regions of the state.

[Bonus Size Filter] BB $250+ Bank Bonuses greater than or equal to $250
Hub Account Prospect Hub Account options based on a number of dimensions

More Details

Layout

Drill down from column headings or cells for more detail.

Location  Description
Rows One row per bank (financial institution)
Column Headings Link to the consolidated bank resource page

(e.g. Is Opening a Bank Account a Soft or Hard Pull?)

Cells Link to a position within the bank resource page

But may link directly to:

  • a detailed post on the item, or
  • a data point (if limited data is available)

“*”s and colors attempt to highlight addition details or exceptions

I would always recommend drilling down to the resource page:

  • The spreadsheet may get out of sync with the source data (update times are shown in spreadsheet tab)
  • You’ll get a sense of the quantity and quality of the data points supporting the determination

Warnings/Disclaimers

(In addition to all the standard disclaimers,) this resource is incomplete and filled with errors.

It is an attempt to summarize and categorize rules inferred from community data points.

Please share your data points and ideas to help improve the table.

Final Note

Big thanks to Will’s tireless effort to generate hundreds of bank bonus posts per year and the thousands of datapoints provided by the DoC Community.

All the best!



27 Responses to Bank Account Quick Reference Table (Spreadsheet)

  1. MD says:

    What a great resource, thanks Doc!

  2. Mel says:

    I’ve done 25K of CC funding on 1st United CU (in one go).

    • Don L says:

      Wow! I’ll update it

      • MontyFC says:

        I think they are pretty strict about eligibility requirements. You have to be in one of the SF East Bay counties in order to open the account.

        @Mel, do you live/work in those counties?

    • Avi says:

      Jaw drops : ]

    • Jim says:

      Awesome DP, thanks. I tried to open an account last week, but didn’t have a funding option, at all. Got approved for a savings and gave them a call.

      They said the system for online funding for opening deposits had been “down for weeks” and that I’d have to go inside a branch to fund with cash or check.

      Curious when you opened your account? Was the funding option after entering your personal info?

  3. Fiby says:

    Damn this is awesome! I love you guys!

    • Don L says:

      Thanks, added your links.

      The main tab “2.x”, I think is pretty much complete – every bank/cu that DoC has mentioned across the dimensions (CC Funding, Credit Inquiry, …). But I was only maintaining one bonus page link per row.

      Added the history tab recently to start keeping track of the posts over time, but it’s not complete. Basically, I’m adding rows as new posts come out (moving the old ones to history) – I haven’t cataloged all the previous posts. But more data is definitely better – maybe at some point.

      Thanks again

  4. onsale says:

    amaze balls

  5. Robert says:

    Thank you so much guys!
    I love your website!
    U guys honestly have the absolute best credit card website out there.
    Im doing CC now for 6 years.
    I have yet to see a better site then that.
    This post is just another reason to love this site!

  6. Justin says:

    Great work Don

  7. Yang says:

    Awesome !! Really helpful, thanks!

  8. Wow, Don! I knew you were working on making some changes to this but this is seriously incredible work. Readers as always if you appreciate this sort of stuff make sure you bookmark it and also share it to get the word out.

  9. kt says:

    holy crap this is amazing. Don is the man

  10. For easy reference I’ve added this to the top menu under bank account bonuses.

  11. Don L says:

    Appreciate all the nice comments. If you have any ideas for improvement, or figured out how to use the data in other ways we would be interested to know.

  12. I HATE you!!!! says:

    Sh*t. This will bring about the end of all good things.

    PLEASE stop trying to make every single exploit spoon-fed-easy for lazy, greedy noobs – the more you expose things like this, the quicker they die. These are usually VERY fragile, and all the attention this will drive will surely cause many good options to become massively hit and quickly killed. Please stop ruining everything!!!

  13. Jim says:

    Thanks Don and all involved.

    For the “CC funding USA 2.0 soft” filter, noticed it includes many banks/credit unions that are not available nationally. For example, OceanFirst and Westfield are both restricted to their local areas only. Is this something that can be revised? Or is the filter intended to mean something else…

    • Don L says:

      Thanks, Jim.

      I cleaned the filter up a little. Our what is available nationally data is a little sparse – so I was probably getting a little creative there. Now the filter is looking for a version of “Y” in any of the “USA”, “DoC USA”, and “CU USA” columns.

      The DoC USA column mostly states if the specific bank promo was available nationwide. “DoC USA” and “CU USA” are actual availability but especially for credit unions often involve signing up for various groups (available nationally).

      The OceanFirst DP, was just bad data entry on my side, should be removed now.

  14. Adam L says:

    This is a really valuable resource. I only do a few bank bonuses per year, but this will be great the next time I’m looking to do one! Thanks Don and DoC!

  15. jp says:

    Wow, so many smart people out there and so generous to share their knowledge. I love you guys!
    @I HATE you!!!!, don’t try to hog all the fun for yourself, money is out there to be made by all, not just by you or some of us alone.

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