Point Tracking

[fspbt2]

Has anyone created a good tracking system (spreadsheet or other tool) to keep up with points earned/borrowed/spent? In 2003, we bought 160 pts. at SSR. We borrowed extra points that year to take a big vacation. We then borrowed in 2004. This year I borrowed again, but then added extra 120 pts. + got the 100 pt. bonus. We're planning an extra vacation in Oct. so will use some of the pts., but the tracking is getting a bit confusing. I don't want to lose even 1 pt. because of a tracking mistake, so I'm trying to setup something now to keep up with it all.

 

[DOOGIERUNNER]

I use excel to track 5 contracts in 3 different use years. If you want a copy. PM me with your email.

 

[RobDoc]

Doogierunner's spreadsheet looks great and can handle point tracking nicely.

I use a standard checkbook program (MSMoney) and just set up each DVC contract as a separate account. Each Use Year , a "deposit" is made and reservations are noted by writing a "check" from the account. Notations are easily made in the system for banking/borrowing.

Caskbill is working on a point tracker to compliment his <a href="http://web.nalu.net/~wneth/dvcplanner.htm">DVC Vacation Planner.</a>

 

[bicker]

I use Quicken quite effectively. I just make sure that I don't include the applicable accounts in my reports.

I actually have three accounts: One for each contract, and then a separate account for reservations. Each point allocation gets made from the central account into the per-contract accounts, so that they show as deposits in each. (The central account is an asset and the per-contract accounts are liabilities, or vice versa, I don't remember which.) Then each reservation gets entered in the central account, with line item detail charging the points against the applicable per-contract account. (Again, the fact that assets and liabilities are handled in opposite manners means that the reservation counts down against both the central total number of points I have, as well as against each per-contract total.) I also record banking (two transactions, one for the banking, and one that restores the reallocation into the accounts as of the beginning of the next Use Year) and borrowing (similar but opposite, if you know what I mean.)

 

[DOOGIERUNNER]

Bicker,

That sounds like a great idea.

Thanks for the tip.

 

[DVC-Don]

I use Doc's system of "checking accounts" to track our 2 contracts.

 

[Good Ol Gal]

I made a worksheet in Excel and track our two contracts that way.

 

[JimC]

I use Dave Fredrickson's contract manager program to keep track of our point use and transactions.

http://hometown.aol.com/dmfredrick/Download.html

 

[DebbieB]

I also use excel. I only have 1 contract at 1 resort so it's pretty easy.

One important piece of advice is to always verify your balances anytime you make or cancel a reservation. That way you can pickup on any discrepancies.