How do you track your active/past trades and traders

Discussion in 'Trade Talk' started by factory, Nov 3, 2015.

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  1. factory

    factory Initiate (0) Jun 25, 2010 Georgia

    I'm looking at building a spreadsheet for upcoming, in progress and completed trades. It would cover what I have going on but also track what has been sent to me.

    I would also have a tab for my traders to track their likes, dislikes, things they may have mentioned they are interested in obtaining and things they may have of interest for me on a future trade. I often get these tidbits in text or email conversations.

    To be honest I should've been doing this all along...

    How do you track these? Do you have a spreadsheet or some other template? Are you willing to share it?
     
    #1 factory, Nov 3, 2015
  2. Bimmers

    Bimmers Crusader (492) Sep 6, 2014 Texas
    Trader

    I use Microsoft one note. It's free and cloud based. I can open it on any device and I can search trades.

    I keep track of pending, shipped, and closed trades / purchases. It's been easy and a great resource.
     
    #2 Bimmers, Nov 3, 2015
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  3. LambicPentameter

    LambicPentameter Initiate (0) Aug 29, 2012 Nebraska

    I have a spreadsheet, but it's pretty bare-bones. More to help me keep track of what I'm sending in an open/pending trade situation. But it also serves as a record of what I've sent in the past as extras, whatnot for my RTPs.

    As far as knowing likes/dislikes/etc--I only have a couple people to keep track of that are regulars in that regard, so it's easy enough. My main fear is sending something that I've sent before, but as noted, I track that.
     
    #3 LambicPentameter, Nov 3, 2015
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  4. factory

    factory Initiate (0) Jun 25, 2010 Georgia

    I like the OneNote idea. Had not thought of it. It's a note per trader, with all the details. Good stuff.
     
    #4 factory, Nov 4, 2015
  5. Bimmers

    Bimmers Crusader (492) Sep 6, 2014 Texas
    Trader

    I keep notes of all things pretty much ... It also lets me reference back to the person if I want to set up another trade. I also note if the trade was done through BA, FaceBook, in person, etc. It's a habit now and pretty much mindless once you've done a few dozen times :slight_smile:

    Here's a screen with some info removed, but you should get the idea.

    http://postimg.org/image/up2x5so3b/
     
    #5 Bimmers, Nov 4, 2015
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