Blue cells = input manually. Black cells = formulas. Update weekly per SOP.
KEY METRICS
Total Active Bank Relationships Enter count
Total Active Credit Cards Enter count
Aggregate Credit Limit Enter total $
Overall Utilization % 0.0% 0
Total Current Balances Enter total $
Credit Score — Equifax Enter score
Credit Score — TransUnion Enter score
Credit Score — Experian Enter score
CUMULATIVE EARNINGS
Bank Checking Bonuses Earned
Credit Card Signup Bonuses Earned
Cash-Back Earned (Lifetime)
Interest Saved (vs. 22% APR)
Grant Funding Received
TOTAL ECOSYSTEM VALUE $0
COLOR LEGEND
Manual input required
Yellow cells
(your data) automatically
Calculated
Green cells
(formulas)
Attention needed
Red/pink cells (expiring soon, over
threshold)
© 2026 Darrell E. Brown Jr. All rights reserved.
,— MASTER TRACKING DASHBOARD
, Bank Name Account Type Account # (Last 4) Date Opened Current Balance
Chase Business Checking XXXX
Citi Business Checking XXXX
Bank of America Business Checking XXXX
US Bank Business Checking XXXX
Wells Fargo Business Checking XXXX
© 2026 Darrell E. Brown Jr. All rights reserved.
, BANK ACCOUNT TRACKER
Rotation Start 90-Day Target Credit Products Checking Bonus
Internal Tier
Date Date Applied Amount
Low Five $300–$750
$200–$700
$200–$500
$200–$500
$300–$500