Bank Account Quick Reference Table (Spreadsheet)
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
Contents
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:
“*”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!
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[Targeted] EverBank $500 Yield Pledge Checking Bonus For Existing Customers →
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51 Comments on "Bank Account Quick Reference Table (Spreadsheet)"
What a great resource, thanks Doc!
Thanks goes to Don for putting this together!
I’ve done 25K of CC funding on 1st United CU (in one go).
Wow! I’ll update it
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?
Jaw drops : ]
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?
Damn this is awesome! I love you guys!
This is a fantastic resource.
I am still comparing this to the ones I have done to add/update the details
Am I missing these on the Main/Bonus history tab –
Wells Fargo $250 Checking https://www.doctorofcredit.com/ymmv-wells-fargo-250-nationwide-checking-bonus/
Wells Fargo $150 Checking https://www.doctorofcredit.com/wells-fargo-150-checking-bonus-select-areas/
TIAA Direct $250 https://www.doctorofcredit.com/tiaa-250-savings-account-bonus-nationwide-existing-clients/
SunTrust $300 https://www.doctorofcredit.com/suntrust-300-checking-promotion-al-ar-fl-ga-md-ms-nc-sc-tn-wv-va-d-c/
Discover Savings $100 AAA https://www.doctorofcredit.com/discover-aaa-100-savings-bonus-15000-deposit/
Discover Savings $100 https://www.doctorofcredit.com/discover-savings-100-bonus-15000-deposit-2/
Discover Checking $300 https://www.doctorofcredit.com/do-this-now-signup-for-400-in-discover-bank-bonuses-300-checking-100-savings/
Capital One 360 Checking https://www.doctorofcredit.com/targeted-capital-one-400-checking-bonus/
Capita One $400 Savings https://www.doctorofcredit.com/la-ny-nj-ct-tx-branch-capital-one-400-savings-200-checking-bonus/
BMO Harris $500 https://www.doctorofcredit.com/bmo-harris-300-checking-200-savings-branch-bonuses-highly-ymmv-az-fl-il-ks-mn-mo-wa-wi/
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
amaze balls
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!
Great work Don
Awesome !! Really helpful, thanks!
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.
holy crap this is amazing. Don is the man
For easy reference I’ve added this to the top menu under bank account bonuses.
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.
Great spreadsheet. Thanks for all the work. One suggestion would be to differentiate on the expiration date cell those offers that have expired and those that are still available — perhaps by bolding one or using a different background color.
OK, added.
Conditional Formatting for a little bit darker green now when date is expired.
Amazing work.
For high-interest rate accounts, I’d personally like to have that rate included. However, rates change over time. :-/
(My) example use case: Looking for high-interest rate both checking and savings account to act as central hubs, both storing cash and facilitating transfers where needed. Currently using All America Bank / Redneck Bank for their savings (1.5%, >20 links so far), and Nationwide Bank for their checking (limited ACH links, but high-interest rate (1+%) checking).
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!!!
Serious question, when did you start doing bank bonuses?
LOL.
I’d say don’t feed the troll William.
Maybe it’s a minority opinion.
But I’m of the belief that as the Banks get smarter, the more PhDs and computers they throw at eliminating us (less profitable customers) …
We actually have to share more, we need better tools, we need to move much faster
Agreed!
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…
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.
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!
Thanks Adam