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CardTrack Video Tutorials & Walkthroughs

Master your points, cards, and itineraries. Watch short, step-by-step guides on how to use CardTrack's private, manual-entry workspace to replace your spreadsheets

Statement Reconciliation.mp4
How to Reconcile Purchases and Payments

Learn how to match your logged transactions and credit card payments directly against your official monthly statements. This walkthrough shows you how to systematically audit your credit card portfolio to ensure your tracked balances perfectly match reality—all without ever needing to link your bank passwords.

Complete Trip Planning Tutorial.mp4
How to Use the Unique
Trip Planner

Discover how to connect your points-and-miles strategy directly to your actual vacations. This guide walks you through mapping out complex multi-stop flight segments, hotel award nights, and calculating points vs. cash redemption values right inside your centralized CardTrack workspace.

Adding a new card.mp4
How to Add a New Card to your Profile

Learn how to seamlessly onboard a new credit card into your centralized CardTrack workspace. This step-by-step walkthrough shows you how to securely input your card details, log initial card perks, and establish your core tracking baseline—keeping your entire multi-bank portfolio perfectly organized right from day one.

Coming Soon

Managing expenses/payments

Adding personal notes

Creating custom reminders

The Reports page:  What do I do with it?

The Settings menu:  What can I personalize?
 
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