# BFMR integration
Source: https://docs.churningtracker.com/bfmr

Sync BFMR deals and orders directly into Churning Tracker.

The BuyForMeRetail (BFMR) integration pulls live deals and your placed BFMR orders into Churning Tracker so you can plan, place, and reconcile from one place.

<Frame>
  <img alt="BFMR deals list" />
</Frame>

## Connect BFMR

1. Go to **Integrations** → **BFMR**.
2. Click **Connect BFMR**.
3. Sign in to your BFMR account and authorize Churning Tracker.

Once connected, deals start syncing automatically.

## Deals

Open **BFMR** → **Deals** to browse active BFMR deals.

Each deal shows:

* Product title and image
* Retailer
* Buy price (what you pay) and sell price (BFMR pays you)
* Per-unit profit
* Quantity limit
* Insurance add-on availability

**Filters and search**

* Filter by retailer
* Filter by profit threshold
* Search by product name or model

<Tip>
  Sort by profit and quantity to surface the deals worth your time. Low-profit deals on small quantities usually aren't worth the operational overhead unless you're hitting MSR.
</Tip>

## Tracker

The **BFMR** → **Tracker** page shows your placed BFMR orders alongside the deal they came from.

<Frame>
  <img alt="BFMR tracker showing placed orders vs deal terms" />
</Frame>

You'll see:

* Order number, date, retailer
* Quantity ordered vs deal quantity limit
* Expected payout from BFMR
* Insurance add-on if applied
* Reconciliation status against the actual payout received

## Reconciliation

When BFMR pays out, the integration matches the deposit to the line items it covers. Mismatches (short pay, missing items, insurance disputes) get flagged so you can follow up.

Reconciled payouts feed straight into your [Payouts](/payouts) page — no separate manual entry needed.

## Disconnect

To revoke access, open **Integrations** → **BFMR** and click **Disconnect**. Synced deals and orders stay in your account, but new ones stop syncing.

## Common questions

<AccordionGroup>
  <Accordion title="Can I place a BFMR order directly from Churning Tracker?">
    No. You still place the order on BFMR. Churning Tracker syncs the order in once it's placed.
  </Accordion>

  <Accordion title="Will the integration see deals before they go public?">
    No — only deals visible to your BFMR account sync over. Public timing applies.
  </Accordion>

  <Accordion title="What about insurance add-ons?">
    If you opt into BFMR insurance on a deal, the tracker reflects it and includes it in payout reconciliation.
  </Accordion>
</AccordionGroup>


# Chrome extension
Source: https://docs.churningtracker.com/chrome-extension

Capture order details at checkout instead of copy-pasting from confirmation pages.

The Churning Tracker Chrome extension reads order details directly from supported retailer pages and sends them into your account in one click.

<Frame>
  <img alt="Chrome extension popup on a Best Buy checkout page" />
</Frame>

## Install

1. Open the [Chrome Web Store listing](https://app.churningtracker.com).
2. Click **Add to Chrome**.
3. Pin the extension to your toolbar for easy access.

## Connect to your account

1. Click the extension icon.
2. Click **Sign in**.
3. Authorize the browser session against your Churning Tracker account.

Once connected, the icon turns green on supported pages.

## Supported sites

* **Best Buy** — order confirmation and order history pages
* **Rakuten** — captures cashback orders

More retailers are added regularly. If a retailer you use isn't supported, let us know at [support@churningtracker.com](mailto:support@churningtracker.com).

## How it works

<Steps>
  <Step title="Place your order">
    Shop and check out normally. No need to do anything during the purchase.
  </Step>

  <Step title="Open the order confirmation">
    On the confirmation or order details page, click the extension icon.
  </Step>

  <Step title="Review captured data">
    The popup shows the parsed retailer, order number, line items, totals, and tracking (if available).
  </Step>

  <Step title="Pick the order context">
    Choose the order type, retailer account, account owner, credit card, and buying group (if applicable).

    <Frame>
      <img alt="Extension order context selector" />
    </Frame>
  </Step>

  <Step title="Send to Churning Tracker">
    Click **Save**. The order appears in your **Orders** list, fully populated with line items.
  </Step>
</Steps>

## Tips

* **Pre-pick the context** on the popup before opening lots of order pages — your last selection sticks so repeat orders auto-fill.
* **Use the order history page** to backfill recent orders you forgot to capture at checkout.
* **Stack with email automation** — if both fire on the same order, duplicates are caught by retailer + order number.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Extension icon is gray on a checkout page">
    The site isn't yet supported, or the page hasn't fully loaded. Refresh and wait a few seconds.
  </Accordion>

  <Accordion title="Captured data is missing line items">
    Some retailers load line items lazily. Scroll the page to fully render the order before clicking the extension.
  </Accordion>

  <Accordion title="Sign-in keeps failing">
    Clear cookies for the app domain and sign in again. If that fails, email support.
  </Accordion>
</AccordionGroup>


# r/churningmarketplace integration
Source: https://docs.churningtracker.com/churningmarketplace

Browse listings and get alerted when something you want goes up for sale.

<Note>
  **Paid feature** — Marketplace listings and alerts require the **Enthusiast** plan or higher.
</Note>

The **Marketplace** section pulls live listings from r/churningmarketplace into Churning Tracker so you can search, filter, and set alerts without scrolling Reddit.

<Frame>
  <img alt="Marketplace listings browser" />
</Frame>

## Listings

Open **Marketplace** → **Listings** to browse the catalog. Each listing shows:

* Title and listing type (selling, buying, trading)
* Item category (gift cards, miles/points, buying group access, etc.)
* Posted timestamp
* Link back to the original Reddit post

**Search and filter**

* Search by keyword
* Filter by listing type
* Filter by item category
* Sort by recency

The page shows a **last synced** timestamp so you know how fresh the data is. Listings refresh on a schedule throughout the day.

## Alerts

Alerts notify you when a new listing matches criteria you care about — no more refreshing Reddit hoping to be the first to comment.

<Frame>
  <img alt="Marketplace alerts list" />
</Frame>

### Create an alert

1. Go to **Marketplace** → **Alerts** → **New alert**.
2. Pick the listing type (selling / buying / trading).
3. Add keywords or item categories to match on.
4. Save.

### How alerts fire

When a new listing comes in and matches one of your alerts, you get an email. The alert row shows:

* Times triggered
* Last triggered at
* Status (active / paused)

You can edit, pause, or delete alerts anytime.

<Tip>
  Start with broad alerts (e.g., "selling — gift cards") to see how often they fire, then tighten the keywords to cut noise.
</Tip>

## Common alert ideas

* **Gift card buyers** — listings selling gift cards at a discount you'd resell
* **Buying group access** — new BG invites being offered
* **Specific stores** — alerts on "Best Buy" or "Apple" listings
* **Points sales** — listings selling MR / UR points at favorable rates


# Credit cards & account owners
Source: https://docs.churningtracker.com/credit-cards

Track every card, SUB, and annual fee — tied to the people who own them.

Cards and the people who own them are the foundation of churning. Every order ties back to a card, and every card ties back to an account owner.

## Account owners

Account owners are the people whose orders and cards you track — yourself, P2, family, etc.

<Frame>
  <img alt="Account owner detail view" />
</Frame>

### Add an account owner

1. Go to **Account owners** → **New owner**.
2. Enter a name and optional notes.
3. Save.

You can edit or delete owners later, but only after reassigning their cards and orders.

<Tip>
  Use short names. They appear in lots of dropdowns and tables.
</Tip>

## Credit cards

The **Credit cards** page is your card portfolio. Overview stats at the top show total cards, active vs inactive, and total annual fees.

<Frame>
  <img alt="Credit cards list" />
</Frame>

### Add a card

Open **Credit cards** → **New card**. Fields:

**Identity**

* Issuer (Chase, Amex, Citi, Capital One, Barclays, etc.)
* Network (Visa, Mastercard, Amex, Discover)
* Product name (e.g., "Sapphire Preferred")
* Last 4
* Account owner

**Dates**

* Open date
* Close date (optional)

**Financials**

* Annual fee
* Credit limit

**Sign-up bonus**

* SUB amount (points or cash)
* Minimum spend requirement
* Spend-by date
* Status (in-progress, met, expired)

**Earning rates**

* Categories and multipliers (e.g., 3x dining, 5x travel)

### Card statuses

* **Active** — open and being used
* **Inactive** — open but not in active rotation
* **Closed** — closed out (keep for history)
* **Product changed** — converted to a different product

## Tying it together

Here's how cards connect to the rest of the system:

```
Account owner → owns → Credit card → used for → Order
                                                  ↓
                                             earns points
                                                  ↓
                                        Point balance (see /points)
```

See [Points](/points) for tracking point balances and valuations.


# CSV exports
Source: https://docs.churningtracker.com/csv-exports

Export clean records for accounting, taxes, or backups.

Every table in Churning Tracker can export to CSV. Exports respect your current filters, search, and date range — so you can grab exactly the slice you need.

<Frame>
  <img alt="Export CSV button on the orders table" />
</Frame>

## How to export

1. Open any list view (Orders, Payouts, Shipments, Cards, Items, Point balances, etc.).
2. Apply any filters or search.
3. Click **Export CSV** in the top right.
4. The file downloads immediately.

The filename includes the table name and current date for easy organization.

## What gets exported

The exported CSV matches your **visible columns**. If you've hidden columns via the column customizer, they're excluded from the export.

<Tip>
  Show all columns before exporting if you want the full dataset. Hide columns for a focused export (e.g., just tax-relevant fields).
</Tip>

## Available exports

| Page                   | Export contents                                                      |
| ---------------------- | -------------------------------------------------------------------- |
| **Orders**             | One row per order with totals, status, account owner, card, retailer |
| **Orders → Items tab** | One row per line item (great for resale margin analysis)             |
| **Payouts**            | Payouts with linked line item references                             |
| **Shipments**          | Tracking numbers, carriers, statuses, last scan                      |
| **Credit cards**       | Card portfolio with SUB and annual fee details                       |
| **Point balances**     | Current balances per program and owner                               |
| **Reporting**          | Each chart can be exported as underlying data                        |

## Common export use cases

<CardGroup>
  <Card title="Tax prep" icon="receipt">
    Export orders for the calendar year, then filter to the order types your accountant needs.
  </Card>

  <Card title="Spreadsheet backup" icon="floppy-disk">
    Export everything quarterly as an off-site backup of your records.
  </Card>

  <Card title="Margin analysis" icon="calculator">
    Export the Items tab and run pivot tables on per-product profit.
  </Card>

  <Card title="Reconciliation" icon="check-double">
    Export payouts and cross-check against your bank deposits.
  </Card>
</CardGroup>

## Format notes

* Dates export as ISO format (YYYY-MM-DD)
* Money fields export as plain numbers (no `$` sign)
* Multi-value fields (e.g., multiple tracking numbers) use comma-separated values inside the cell
* UTF-8 encoding so non-ASCII characters import cleanly into Excel and Sheets


# CSV imports
Source: https://docs.churningtracker.com/csv-imports

Bulk migrate orders from your spreadsheet with reusable column mappings.

CSV import is the fastest way to get a year of spreadsheet history into Churning Tracker. Map your columns once, save the mapping, and reuse it for every future import. Learn how Churning Tracker compares to [manual spreadsheet tracking](https://churningtracker.com/#spreadsheet-comparison) on the product site.

<Frame>
  <img alt="CSV import upload screen" />
</Frame>

## The 4-step workflow

Go to **Orders** → **Import** to start.

<Steps>
  <Step title="Upload">
    Drag in your CSV file. Churning Tracker auto-detects the header row and previews the first few rows.
  </Step>

  <Step title="Map columns">
    Match each column in your CSV to a Churning Tracker field. The system suggests mappings based on column names.

    Save the mapping with a name (e.g., "My old spreadsheet") to reuse on future imports.
  </Step>

  <Step title="Validate">
    Every row is checked for required fields, valid dates, and known retailers. Errors show inline so you can fix them in the CSV and re-upload.
  </Step>

  <Step title="Import">
    Confirm the row count and run the import. Orders and line items are created in batch.
  </Step>
</Steps>

## Field mappings

Below is the full list of fields you can map. Required fields must be present for the import to run.

### Order fields

| Field            | Required    | Notes                                                        |
| ---------------- | ----------- | ------------------------------------------------------------ |
| Order type       | Yes         | `buying_group`, `cashback`, or `gift_card`                   |
| Retailer         | Yes         | Matched by name; unknown retailers prompt you to create them |
| Order date       | Yes         | Most date formats supported (YYYY-MM-DD, MM/DD/YYYY, etc.)   |
| Order number     | Yes         | The store's order/confirmation number                        |
| Account owner    | Recommended | Matched by name; defaults to the importing user if blank     |
| Credit card      | Recommended | Matched by issuer + last 4                                   |
| Retailer account | Optional    | Matched by label under the retailer                          |
| Buying group     | Conditional | Required when order type is `buying_group`                   |
| Order status     | Optional    | Defaults to `pending`                                        |
| Notes            | Optional    | Free text                                                    |

### Line item fields

Repeat one row per line item, or use a single row per order with comma-separated lists.

| Field       | Required | Notes                         |
| ----------- | -------- | ----------------------------- |
| Description | Yes      | Product description           |
| Model / SKU | Optional | Useful for resale matching    |
| Quantity    | Yes      | Defaults to 1 if blank        |
| Unit price  | Yes      | Numeric, no `$` sign required |

### Order total fields

| Field            | Required | Notes                                    |
| ---------------- | -------- | ---------------------------------------- |
| Subtotal         | Auto     | Calculated from line items               |
| Shipping         | Optional | Numeric                                  |
| Taxes            | Optional | Numeric                                  |
| Discounts / fees | Optional | Negative values reduce the total         |
| Order total      | Optional | Used as a check against calculated total |

### Shipping & tracking

| Field           | Required | Notes                                   |
| --------------- | -------- | --------------------------------------- |
| Tracking number | Optional | Multiple numbers can be comma-separated |
| Carrier         | Optional | Auto-detected if blank                  |

## Saved mappings

Once a mapping is saved, the next import picks it automatically when the column headers match. You can also pick a saved mapping manually from the dropdown.

<Frame>
  <img alt="CSV column mapping screen with saved mappings dropdown" />
</Frame>

## Validation errors

Common issues you'll see in the validation step:

* **Unknown retailer** — fix the spelling or add the retailer first
* **Invalid date format** — reformat in your CSV
* **Missing required field** — fill in or map a different column
* **Duplicate order number** — Churning Tracker won't import an order with the same number twice for the same retailer

<Tip>
  Fix errors in your source CSV, not in the UI. That way you can re-import the corrected file cleanly if anything else needs to change.
</Tip>

## After import

* Orders appear in the **Orders** list immediately
* Shipment tracking starts on any tracking numbers included
* Payouts are **not** imported — see [CSV imports for payouts](#payouts-import) below or log them manually

## Other imports

Beyond orders, you can also import:

* **Credit cards** — from the **Credit cards** page
* **Point balances** — from **Points** → **Balances**
* **Account owners** — from the **Account owners** page

Each follows the same 4-step workflow with its own field set.


# Email automation
Source: https://docs.churningtracker.com/email-automation

Connect Gmail to auto-create orders from confirmation emails.

<Note>
  **Paid feature** — Email automation requires the **Enthusiast** plan or higher.
</Note>

Email automation parses order confirmation emails directly from your inbox and turns them into Churning Tracker orders — no copy-paste, no extension needed.

<Frame>
  <img alt="Email automation page with connected Gmail account" />
</Frame>

## Connect Gmail

1. Go to **Email automation** → **Connect Gmail**.
2. Sign in with the Google account that receives your order emails.
3. Grant read-only access to your inbox.
4. Pick which retailers to parse from this account.

You can connect multiple Gmail accounts — useful if your P2's orders go to a different inbox.

<Tip>
  Connect a dedicated email for churning if you have one. It keeps parsing fast and avoids noise from non-order emails.
</Tip>

## Supported retailers

Out-of-the-box parsing supports order confirmation emails from common churning retailers. The connection settings page lists every supported retailer with a toggle to enable/disable parsing per retailer.

If a retailer you use isn't supported, email [support@churningtracker.com](mailto:support@churningtracker.com) and ask — new parsers are added regularly.

## What gets parsed

For each supported confirmation email, the parser pulls:

* Order number
* Order date
* Retailer (from sender / template)
* Line items (description, quantity, unit price)
* Subtotal, shipping, taxes, total
* Tracking number (if included or in a later shipping email)

## How orders show up

New parsed orders land in your **Orders** list with the source tagged as `email`. By default they're created in `pending` status and ready for you to:

* Confirm the retailer account and credit card
* Pick the order type (buying group, cashback, gift card)
* Assign to a buying group if applicable

<Frame>
  <img alt="Parsed order with email source tag" />
</Frame>

## Connection status

The **Email automation** page shows each connected account with:

* **Status** — connected / disconnected / re-auth needed
* **Enabled retailers** — count of retailers being parsed
* **Last sync** — when the inbox was last checked

If a connection drops (Google revoked, password changed), reconnect by clicking **Reconnect** on the account row.

## Privacy

* Access is **read-only** — Churning Tracker can never send email from your account
* Only emails matching supported retailer senders are parsed
* You can disconnect any account at any time, which immediately revokes access

## Combining with the Chrome extension

You can use email automation **and** the [Chrome extension](/chrome-extension) at the same time. If the same order is captured by both, Churning Tracker deduplicates by retailer + order number so you don't get duplicates.


# Welcome to Churning Tracker
Source: https://docs.churningtracker.com/index

Replace your churning spreadsheets with a single operations dashboard.

<Frame>
  <img alt="Churning Tracker dashboard" />
</Frame>

Churning Tracker is a free drop-in replacement for the spreadsheets you use to track buying group orders, cashback, gift card resale, shipments, cards, and points. It is built for both new churners and high-volume operators.

New here? Visit [churningtracker.com](https://churningtracker.com) for product features, pricing, and how Churning Tracker compares to manual spreadsheet tracking.

## What you can do

* Track orders across **buying groups**, **cashback portals**, and **gift card resale** in one place.
* Reconcile payouts down to the **line item** so misses get caught early.
* Auto-sync **shipment** events from carriers.
* Keep **cards**, **annual fees**, and **points balances** tied to the orders that earned them.
* Auto-import orders with the **Chrome extension** and **email automation**.
* Watch **r/churningmarketplace** for deals and get alerted on listings you want.

## Jump to the basics

<Columns>
  <Card title="Quick start" icon="rocket" href="/quickstart">
    Set up your account, owners, retailers, and first order in under 10 minutes.
  </Card>

  <Card title="Track orders" icon="cart-shopping" href="/orders">
    Log buying group, cashback, and gift card orders with line items.
  </Card>

  <Card title="Match payouts" icon="dollar-sign" href="/payouts">
    Link payouts to line items so margin reporting stays accurate.
  </Card>

  <Card title="Auto-import with the extension" icon="puzzle-piece" href="/chrome-extension">
    Capture orders at checkout instead of copy-pasting from confirmation pages.
  </Card>
</Columns>

## Popular features

<Columns>
  <Card title="Reporting" icon="chart-line" href="/reporting">
    Profitability, point valuations, and charts for any date range.
  </Card>

  <Card title="Credit cards" icon="credit-card" href="/credit-cards">
    Track cards, SUBs, annual fees, and account owners.
  </Card>

  <Card title="Point balances" icon="coins" href="/points">
    Log balances per program and set per-point valuations.
  </Card>

  <Card title="CSV imports" icon="file-import" href="/csv-imports">
    Migrate your spreadsheet with reusable column mappings.
  </Card>

  <Card title="BFMR integration" icon="link" href="/bfmr">
    Sync BFMR deals and orders into your tracker.
  </Card>
</Columns>

## Need help?

Email [support@churningtracker.com](mailto:support@churningtracker.com) or open the app at [app.churningtracker.com](https://app.churningtracker.com).


# Manual entry
Source: https://docs.churningtracker.com/manual-entry

Type orders, cards, and balances in directly when other methods don't fit.

Manual entry is the simplest way to get data into Churning Tracker. Use it for one-off orders, retailers that aren't supported by the extension yet, or anything weird enough that auto-capture would miss details.

## When to use manual entry

<CardGroup>
  <Card title="Small batches" icon="hand">
    Logging just a few orders that won't trigger an alert or extension capture.
  </Card>

  <Card title="Unsupported retailers" icon="store-slash">
    Stores the [Chrome extension](/chrome-extension) and [email automation](/email-automation) don't cover yet.
  </Card>

  <Card title="Edge-case orders" icon="circle-question">
    Returns, partial refunds, split shipments, or anything that needs manual review.
  </Card>

  <Card title="Catching up" icon="clock-rotate-left">
    Filling in a few historical orders without setting up a full CSV import.
  </Card>
</CardGroup>

<Tip>
  Migrating from a spreadsheet? Skip manual entry — use [CSV imports](/csv-imports) for anything more than a handful of rows.
</Tip>

## What you can enter manually

Every entity in Churning Tracker has a manual form.

| Entity               | Where to enter                              | Reference                                         |
| -------------------- | ------------------------------------------- | ------------------------------------------------- |
| **Order**            | Orders → New order                          | [Orders](/orders)                                 |
| **Payout**           | Payouts → New payout                        | [Payouts](/payouts)                               |
| **Credit card**      | Credit cards → New card                     | [Credit cards](/credit-cards#credit-cards)        |
| **Account owner**    | Account owners → New owner                  | [Account owners](/credit-cards#account-owners)    |
| **Point balance**    | Points → Balances → New balance             | [Point balances](/points#point-balances)          |
| **Retailer**         | Retailers → New retailer                    | [Retailers](/retailers)                           |
| **Retailer account** | Retailer detail page → New retailer account | [Retailer accounts](/retailers#retailer-accounts) |

## New order, step by step

The order form is the one you'll use most. The full field reference is on the [Orders](/orders#create-an-order) page; here are the entry tips that matter most.

<Steps>
  <Step title="Pick the order type">
    Buying group, cashback, or gift card resale. The type controls which fields and payout logic apply.
  </Step>

  <Step title="Set retailer + retailer account">
    Pick the retailer first; the retailer account dropdown filters to that store. Pre-create retailer accounts for any login you use more than once.
  </Step>

  <Step title="Pick account owner + card">
    These default to the most-recent values, which speeds up repeat entries.
  </Step>

  <Step title="Add line items">
    One row per product. Use **Add line** to add more rows. Quantity defaults to 1.
  </Step>

  <Step title="Save">
    The order lands in your **Orders** list immediately. Tracking, payouts, and shipment status can be added later.
  </Step>
</Steps>

<Frame>
  <img alt="New order form filled in manually" />
</Frame>

## Speed tips

* **Duplicate** an existing order from the orders list instead of starting blank — fastest way to log repeat purchases.
* **Defaults stick** — your last-used account owner, card, and order type pre-fill on the next entry.
* **Tab through the form** — every field is keyboard-accessible, no need to mouse around.
* **Skip optional fields** — only required fields need values to save. You can fill in tracking, status, and notes later.

## What's next

<CardGroup>
  <Card title="CSV imports" icon="file-import" href="/csv-imports">
    Bulk-import existing spreadsheet history.
  </Card>

  <Card title="Chrome extension" icon="puzzle-piece" href="/chrome-extension">
    Capture orders at checkout instead of typing them.
  </Card>

  <Card title="Email automation" icon="envelope" href="/email-automation">
    Auto-parse confirmation emails from your inbox.
  </Card>

  <Card title="Match a payout" icon="dollar-sign" href="/payouts">
    Reconcile your first payout to its line items.
  </Card>
</CardGroup>


# Orders
Source: https://docs.churningtracker.com/orders

Log every buying group, cashback, and gift card order with line items.

Orders are the foundation of Churning Tracker. Every shipment, payout, and report links back to an order and its line items.

<Frame>
  <img alt="Orders list view" />
</Frame>

## Order types

Pick the type that matches how the order makes you money. The type controls which fields show up and how payouts are matched.

<CardGroup>
  <Card title="Buying group" icon="people-group">
    Orders resold through a buying group (BG). Payouts come from the BG after shipment.
  </Card>

  <Card title="Cashback" icon="receipt">
    Portal orders (Rakuten, TopCashback, etc.). Payout is the portal rebate.
  </Card>

  <Card title="Gift card resale" icon="gift">
    Gift cards bought to resell on secondary markets. Payout is the resale amount.
  </Card>
</CardGroup>

## Create an order

Go to **Orders** → **New order** and fill in the form.

**Required fields**

* Order type
* Retailer (and retailer account if you have multiple logins)
* Account owner
* Credit card
* Order date
* Order number

**Line items**

Add one row per product. Each line has:

* Description (required)
* Model / SKU (optional)
* Quantity
* Unit price
* Auto-calculated line subtotal

**Totals**

* Shipping
* Taxes
* Discounts / fees

**Optional fields**

* Buying group (for BG orders)
* Tracking numbers and carrier
* Order status
* Notes

<Frame>
  <img alt="New order line items section" />
</Frame>

## Order list

The **Orders** page is a sortable, filterable table of every order you've logged.

**Common actions**

* **Filter** by buying group, status, retailer, account owner, or date range
* **Sort** by any column
* **Search** by order number or item description
* **Duplicate** an order to reuse details for repeat purchases
* **Export CSV** for the current filter (see [CSV exports](/csv-exports))
* **Customize columns** to show only what you care about

<Tip>
  Save a frequently-used filter combination — it sticks across visits so your default view shows what matters most.
</Tip>

## Order statuses

Statuses help you track what stage each order is at. Update as the order progresses:

* **Pending** — placed, not yet shipped
* **Shipped** — tracking number attached
* **Delivered** — carrier confirmed delivery
* **Received** — buying group / portal confirmed receipt
* **Paid** — payout received
* **Cancelled** — order was cancelled

## Line items

Line items power line-level payout reconciliation. Each item on an order can be:

* Linked to a specific payout
* Reported on individually in the **Items** tab
* Exported separately in CSV exports

This lets you see margin on a per-product basis instead of per-order averages.

## Tips for high-volume operators

* Use the [Chrome extension](/chrome-extension) on supported sites to skip manual entry.
* Set up [email automation](/email-automation) to auto-create orders from confirmation emails.
* Use [CSV import](/csv-imports) for one-off bulk migrations from your spreadsheet.
* Save reusable retailer accounts to keep multi-login workflows clean.


# Payouts
Source: https://docs.churningtracker.com/payouts

Match every payout to its line items so misses get caught before they hurt margin.

Payouts are the income side of every order. Linking each payout to specific line items gives you a clean audit trail and accurate margin reporting.

<Frame>
  <img alt="Payouts list view" />
</Frame>

## Payout tabs

The **Payouts** page splits into two tabs:

* **Buying groups** — payouts from BGs like BFMR, MaxOut, Cerebrum, etc.
* **Gift card resale** — payouts from gift card resale platforms

Cashback "payouts" appear directly on cashback orders themselves and don't need separate payout records.

## Log a payout

Go to **Payouts** → **New payout**:

1. Pick the buying group or resale platform.
2. Enter the payout amount, date, and payment method.
3. Link the line items this payout covers.
4. Save.

<Frame>
  <img alt="New payout form with line item linking" />
</Frame>

## Line-item linking

This is the feature that replaces VLOOKUPs and hidden spreadsheet errors.

When you log a payout, you select the specific **line items** it covers — not just an order. The system:

* Marks each linked item as paid
* Flags items still waiting on payout
* Pulls payout totals into [reporting](/reporting) profit calculations

<Tip>
  If a BG pays for part of an order now and the rest later, link only the paid items on the first payout. The remaining items stay flagged as unpaid until the second payout comes in.
</Tip>

## Audit unpaid items

To find line items still waiting on a payout:

1. Open the **Orders** page or the **Items** tab.
2. Filter for status not equal to **Paid**.
3. Cross-check shipment dates — anything delivered more than \~30 days ago without a payout is worth following up on.

## Payout statuses

* **Pending** — payout expected but not received
* **Paid** — payout received and linked
* **Disputed** — buying group claims an issue with the order

## Common questions

<AccordionGroup>
  <Accordion title="What if a BG sends a single payment for multiple orders?">
    Create one payout record and link line items across all the orders it covers. The total should match the deposit.
  </Accordion>

  <Accordion title="What if a payout is for less than I expected?">
    Log it for the actual amount received and link only the items that were paid. Leave the rest unpaid so they show up in your unpaid-items audit.
  </Accordion>

  <Accordion title="Can I bulk-link multiple line items at once?">
    Yes — the linking panel lets you multi-select items from the same order or filter across orders by retailer or date range.
  </Accordion>
</AccordionGroup>


# Point balances & valuations
Source: https://docs.churningtracker.com/points

Track point balances per program and set per-point valuations for accurate reporting.

The **Points** section tracks how many points you hold across every program and what each point is worth — both feed directly into [reporting](/reporting) and profit calculations.

## Point balances

Open **Points** → **Balances** to see how many points you currently hold per program and account owner.

<Frame>
  <img alt="Point balances table" />
</Frame>

### Add or update a balance

1. Go to **Points** → **Balances** → **New balance** (or edit an existing row).
2. Pick the program and account owner.
3. Enter the current balance and the date you checked.
4. Save.

The overview at the top flags **outdated balances** (last checked more than 30 days ago) so you know which to refresh.

### Common programs

Pre-populated programs include:

* Chase Ultimate Rewards
* Amex Membership Rewards
* Citi ThankYou
* Capital One Miles
* Major airline programs (United, Delta, American, Southwest, etc.)
* Major hotel programs (Hyatt, Marriott, Hilton, IHG, etc.)

You can add custom programs from the same page.

<Tip>
  Bookmark each program's balance page in your browser and refresh balances on a monthly cadence so reporting stays accurate.
</Tip>

## Point valuations

Valuations turn point balances into dollar values. They power the **Total earnings** and **SUB earnings** numbers in [reporting](/reporting).

<Frame>
  <img alt="Point valuations table" />
</Frame>

### Set a valuation

1. Open **Points** → **Valuations**.
2. Pick a program.
3. Enter the value in cents per point.
4. Save.

**Example**: setting Amex MR to 1.8 cents/point means a 100,000-point SUB shows as \$1,800 in earnings.

<Tip>
  Use conservative valuations — the redemption value you'd actually use, not the maximum theoretical. Profit reporting will reflect what you'd really get.
</Tip>

## Where balances and valuations show up

| Surface                        | What it uses                         |
| ------------------------------ | ------------------------------------ |
| **Reporting → Total earnings** | balance changes × valuation          |
| **Reporting → SUB earnings**   | card SUB amount × valuation          |
| **Credit cards**               | shows current balance per card owner |
| **CSV exports**                | point balance and valuation columns  |

See [Cards & account owners](/credit-cards) for the related side of the system.


# Quick start
Source: https://docs.churningtracker.com/quickstart

Go from signup to first tracked order in about 10 minutes.

This guide walks you through the smallest setup that gets a real order tracked and ready for reconciliation.

<Tip>
  **Already have a spreadsheet?** Skip the manual entry and bulk-import your existing orders with [CSV imports](/csv-imports), or see how [Churning Tracker replaces spreadsheets](https://churningtracker.com/#spreadsheet-comparison) on the product site.
</Tip>

<Steps>
  <Step title="Create your account">
    Sign up at [app.churningtracker.com](https://app.churningtracker.com). The free plan covers every workflow in these docs.

    <Frame>
      <img alt="Churning Tracker signup screen" />
    </Frame>
  </Step>

  <Step title="Add your account owners">
    Account owners represent the people whose cards and orders you track (you, your spouse, P2, etc.). You can always add more later.

    Go to **Account owners** → **New owner**, enter a name, and save.

    <Frame>
      <img alt="Account owners list" />
    </Frame>

    <Tip>
      Most churners start with just themselves, then add P2 and family members as they expand.
    </Tip>
  </Step>

  <Step title="Add a credit card">
    Open **Credit cards** → **New card**. Enter the issuer, last 4, account owner, open date, annual fee, and SUB details.

    <Frame>
      <img alt="New credit card form" />
    </Frame>
  </Step>

  <Step title="Add or pick a retailer">
    Retailers come pre-populated for common stores (Best Buy, Amazon, Target, etc.). Add custom ones from **Retailers** → **New retailer**.

    If you use multiple logins at the same store, add a **retailer account** for each login under the retailer's detail page.
  </Step>

  <Step title="Log your first order">
    Go to **Orders** → **New order**. Pick the order type (buying group, cashback, or gift card resale), retailer, account owner, and card. Add your line items with unit price and quantity.

    <Frame>
      <img alt="New order form" />
    </Frame>

    Save the order. It will now appear on the orders list, ready for shipment tracking and payout matching.
  </Step>

  <Step title="(Optional) Install the Chrome extension">
    Skip manual entry for supported sites by installing the [Chrome extension](/chrome-extension). It auto-captures order details at checkout.
  </Step>
</Steps>

## What's next

<Columns>
  <Card title="Migrate from a spreadsheet" icon="file-import" href="/csv-imports">
    Bulk import existing orders with reusable column mappings.
  </Card>

  <Card title="Match your first payout" icon="dollar-sign" href="/payouts">
    Link a payout to its line items to verify margin.
  </Card>

  <Card title="Set up email automation" icon="envelope" href="/email-automation">
    Connect Gmail to auto-parse order confirmation emails.
  </Card>

  <Card title="View reporting" icon="chart-line" href="/reporting">
    See your spend, earnings, and profitability over time.
  </Card>
</Columns>


# Reporting, profitability & point valuations
Source: https://docs.churningtracker.com/reporting

See your spend, earnings, and margin across any date range.

The **Reporting** tab on the orders dashboard turns your raw order, payout, and shipment data into the numbers that matter: how much you spent, how much you made, and what your points are worth.

<Frame>
  <img alt="Reporting dashboard with charts" />
</Frame>

## Date range

Every report respects the date range picker at the top of the page. Pick a preset (last 30 days, MTD, YTD) or a custom range.

## Headline metrics

The top of the page shows:

* **Total spend** — sum of order totals in the range
* **Total earnings** — payouts + cashback + estimated points value
* **Net profit** — earnings minus spend minus fees
* **SUB earnings** — sign-up bonus value earned (based on point valuations)

## Charts

<CardGroup>
  <Card title="Spending over time" icon="chart-line">
    Daily / weekly / monthly spend trend.
  </Card>

  <Card title="Orders by status" icon="chart-column">
    How many orders are pending, shipped, paid, etc.
  </Card>

  <Card title="Payouts received" icon="dollar-sign">
    Payout amounts grouped by buying group or platform.
  </Card>

  <Card title="Card earnings" icon="credit-card">
    Cashback and points earned per card.
  </Card>

  <Card title="Top retailers by spend" icon="store">
    Where your money is going.
  </Card>

  <Card title="Orders by buying group" icon="people-group">
    Volume distribution across BGs.
  </Card>
</CardGroup>

## Profitability

Profitability is calculated per order and per line item:

**Order profit** = payouts + cashback + points value − order total − fees

The calculation accounts for:

* Payouts linked to line items
* Cashback portal earnings
* Points earned (valued using your point valuations — see below)
* Shipping, taxes, discounts, and fees

A line item without a linked payout shows as **unpaid** and reduces reported profit until you reconcile it.

<Tip>
  If a number looks off, drill into the order to see which line items don't have a payout linked yet. That's almost always the cause.
</Tip>

## Point valuations

Point valuations turn point earnings into a dollar value so reporting can include them.

Go to **Points** → **Valuations** to set a value (cents per point) for each program:

* Chase Ultimate Rewards
* Amex Membership Rewards
* Citi ThankYou
* Capital One Miles
* Airlines and hotel programs
* Any custom program you add

<Frame>
  <img alt="Point valuations table" />
</Frame>

**Example**: setting Amex MR to 1.8 cents/point means a 100,000-point SUB shows as \$1,800 in earnings.

<Tip>
  Use conservative valuations (the redemption value you'd actually use, not the maximum theoretical) so profit reporting reflects what you'd really get.
</Tip>

## Exporting reports

Every chart and table on the reporting page supports CSV export for the current date range. See [CSV exports](/csv-exports) for details.


# Retailers & retailer accounts
Source: https://docs.churningtracker.com/retailers

Track activity across multiple stores and multiple logins per store.

Retailers are the stores you buy from. Retailer accounts represent individual logins within a store — useful when you run more than one Best Buy or Amazon account.

## Retailers

The **Retailers** page lists every store available when creating an order. Common retailers are pre-populated. You can also add custom ones.

<Frame>
  <img alt="Retailers list" />
</Frame>

### Add a custom retailer

1. Go to **Retailers** → **New retailer**.
2. Enter the retailer name and optional website.
3. Save.

Custom retailers get a badge so you can tell them apart from the built-in list.

## Retailer accounts

A retailer account is a specific login at a retailer. If you run three Best Buy accounts (your main, P2, and a parent), add three retailer accounts under Best Buy.

<Frame>
  <img alt="Retailer accounts under a retailer" />
</Frame>

### Why retailer accounts matter

* **Order limits** — each retailer account counts orders separately
* **Account health** — track which logins are getting flagged or shut down
* **Reporting** — see spend and earnings per login, not just per retailer
* **Multi-owner setups** — link a retailer account to a specific account owner

### Add a retailer account

1. Open the retailer's detail page.
2. Click **New retailer account**.
3. Enter a label (e.g., "Best Buy — me", "Best Buy — P2"), associated account owner, and notes (e.g., "elite plus member").
4. Save.

When creating an order, you'll pick the retailer first, then the specific retailer account.

<Tip>
  Use a consistent naming pattern like "Retailer — Owner" so the dropdown stays scannable as you add accounts.
</Tip>

## Account owners vs retailer accounts

These are easy to confuse:

|            | **Account owner**                  | **Retailer account**               |
| ---------- | ---------------------------------- | ---------------------------------- |
| Represents | A person (you, P2, family)         | A login at a specific store        |
| Lives at   | **Account owners** page            | Under a retailer's detail page     |
| Used for   | Cards, orders, reporting by person | Multi-login orders at one retailer |

A single account owner can have many retailer accounts — for example, you might own logins at Best Buy, Amazon, and Target.

See [Credit cards & account owners](/credit-cards#account-owners) for more on account owners.


# Shipments
Source: https://docs.churningtracker.com/shipments

Auto-sync carrier events so your order table reflects delivered and delayed shipments.

<Note>
  **Paid feature** — Automatic shipment tracking requires the **Enthusiast** plan or higher.
</Note>

The **Shipments** page is a single view of every tracking number attached to your orders. Statuses update automatically so you don't have to copy-paste from carrier sites.

<Frame>
  <img alt="Shipments table" />
</Frame>

## How tracking works

When you add a tracking number to an order, Churning Tracker:

1. Detects the carrier automatically (UPS, FedEx, USPS, DHL, etc.).
2. Pulls the latest scan event on a schedule.
3. Updates the shipment status and the parent order status.

You don't need to refresh manually.

## Shipment statuses

* **Pending** — tracking number added, no scans yet
* **In transit** — picked up by carrier
* **Out for delivery** — last-mile in progress
* **Delivered** — carrier confirmed delivery
* **Exception** — return, damaged, or address issue
* **Lost** — no scans for an extended period

## Add a tracking number

You can attach tracking numbers in three ways:

* **On the order form** — paste a tracking number when creating or editing an order
* **Email automation** — auto-pulled from shipping confirmation emails (see [Email automation](/email-automation))
* **Bulk via CSV** — include tracking columns in your [CSV import](/csv-imports)

<Tip>
  If an order has multiple boxes, paste all tracking numbers separated by commas. Each one tracks independently.
</Tip>

## Filter and audit shipments

The **Shipments** page supports:

* Filter by carrier, status, retailer, or date range
* Search by tracking number or order number
* Sort by ship date or last update

Common audits:

* **Stuck shipments** — filter for **In transit** with last update > 7 days ago
* **Undelivered orders past payout window** — filter for not **Delivered** with order date > 30 days ago
* **Exceptions** — handle returns and re-ships before they impact payouts

<Frame>
  <img alt="Shipment filters" />
</Frame>