How do you keep track of all your TSs?

[Sydney Contributor - Bronze Find all posts View Profile Close Sydney]

I also use excel. Been using it for 7 yrs and it works well. It's really a very efficient way of keeping track.

[KathyJed Member Find all posts View Profile Close KathyJed]

We only own FF points, so mine is really easy. I keep track of everything in a journal, the old fashioned way. Whenever I talk to FF or RCI, I write the name and date and what I'm looking for on a new page, also # of points involvedand # of points left if I book. If I book a trip, this becomes my most important info, cause I add airline info, confirmation #'s car rental, and ony other important numberss. If I don't book, I put a big X on the page. When confirmations come, or airline e-mail itineraries or any other paper goes into a page protector for a 3-ring binder. These are sorted in order by date of travel. I also keep any non t/s trips in my journal

I tried a spreadsheet, but since we have different use years, it became too complicated. My system is really dorky, but it works for me.

[Beaglemom3 Senior Member Find all posts View Profile Close Beaglemom3]

Oh, over-achievers the bunch of you !!!

They are tracked in my pointed little head.

[jmatias Member Find all posts View Profile Close jmatias]

I also use the old folder per unit method and keep handwritten notes.

I'm one of those that is on top of all my business records but when it comes to home things I use the 'ole paper and pen

But I like the sample file by djyamyam and will work on setting up excel files. I think this will also help DH, since right now I do all the TS planning so in case he needs some info it will be easy to find in excel.

Also, on several occasions, TS ressies had to be made while on a TS vacation so having all the info in an excel file will help.

Thanks,
Jen

[zdxlc9p6 Senior Member Find all posts View Profile Close zdxlc9p6]

I have 5 HGVC resorts with points to monitor, as well as one regular week ownership in Cancun. I also exchange with SFX mainly, so I have to monitor bonus weeks too. I use Excel to track when I have converted a HGVC to points and add them to my balance, and then deduct them with a note when I have reserved a unit. I also track what I have deposited with SFX and any bonus weeks, along with the corresponding price.

I tried to upload a sample, but don't think I'm smart enough. If someone wants to PM, I will email a copy.

[Ann-Marie Senior Member Find all posts View Profile Close Ann-Marie]

I use old fashioned loose leaf paper. I haave one sheet for each unit I own. I keep track of when I paid MF, requested exchanges, when they expire, and the resort that i went to. I have much more trouble keeping track of my calender and trying to fit in all my vacation needs!!

[zdxlc9p6 Senior Member Find all posts View Profile Close zdxlc9p6]

I figured out how to attach; make the file small enough! If anyone has questions, feel free to PM.

[brucecz Moderator Find all posts View Profile Close brucecz]

A dart board.

Bruce

[jericap Super Moderator Find all posts View Profile Close jericap]

I have to start an excel worksheet...I now am using 3 different exchange companies and have now hit a wall with bonus weeks and AC's. I need to do something quickly. I have looked at the excels attached and will probably modify for myself...thanks all!

[GrayFal Silver Contributor and supermoderator Find all posts View Profile Close GrayFal]

Here's a sample spreadsheet that I use for ours. I'm sure I've posted in a couple years ago. (I've changed some info for confidentiality but left some others so you can see what it looks like with some data)

I've got a tab for each resort we own (for sample purposes, I've only put two tabs). It has all the resort contact info as well as the resort ID for the big two exchange companies. It has our purchase info, closing costs, MF info., etc.

The second part has what week has been booked and for which year, check-in dates, when booked, etc. In the last column, there is a drop down menu of all the different potential uses, banked with which exchange company, exchanged with which exchange company, personal use, rented, etc.

I've formatted it to fit all on one page so I print it out and keep it in the folder for each unit we own, along with the deed information.

The thing I haven't been able to solve just yet is how to adapt it for the various points programs. I can show the weeks I've booked using points, but it doesn't keep track of how many points I've got left.

Overall, it works for me. Feel free to download and modify it to your heart's content.

Just got a chance to look at this sample and this will work great for me as I own all weeks.
But here is the 'dummy' part....how do I get or how do I make a tab for each resort????
I guess I need a tutorial on how to use excel SORRY - but I REALLY want to use your example.
Could you walk me thru it?????

[jericap Super Moderator Find all posts View Profile Close jericap]

When you have the excel workbook open, click insert at the top of the window....you will see "file, edit, view, insert. Click on worksheet...it will insert a worksheet at that time. You could also double click on the tab at the bottom and name each tab also...if you need more help, let me know, I can call you and walk you through the whole process

[djyamyam Senior Member Find all posts View Profile Close djyamyam]

Just got a chance to look at this sample and this will work great for me as I own all weeks.
But here is the 'dummy' part....how do I get or how do I make a tab for each resort????
I guess I need a tutorial on how to use excel SORRY - but I REALLY want to use your example.
Could you walk me thru it?????

Jericap has covered most of it. I do change the tab descriptions at the bottom to the actual resort name. To copy the layout to each new worksheet, click on the blank cell above "Row 1" and "Column A". It should highlight the entire worksheet. Then go to each new worksheet you've created and paste. Edit to add in each new resort's info and you're all set.

If you have additional questions, ask away.