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

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 you’ve spent which would be a nice quick visual. I agree with @rhowell that matching your categorization to the card company categories would be one of the challenges. I do want to note that you can add a new column in your Transactions sheet with the heading of Category Hint and it should be populated with whatever Yodlee has for the category for that transaction. I don’t have recent experience with it. But if they somehow pass on directly what the credit card company considers as the categorization, that seems like it would really help.

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