Originally posted on June 27th, 2017. Reposting on November 17th, 2017 as the spreadsheet is now completely up to date. This is one of the best resource pages on this site, so big thanks to Don for keeping it updated. ~Will

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:

Contents

1 Active Filters
2 Credit Card Funding Filters
3 Some More Example Filters
4 Layout

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