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

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Point balances

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

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The overview at the top flags outdated balances (last checked more than 30 days ago) so you know which to refresh.

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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.
Bookmark each program’s balance page in your browser and refresh balances on a monthly cadence so reporting stays accurate.

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Point valuations

Valuations turn point balances into dollar values. They power the Total earnings and SUB earnings numbers in reporting.
Point valuations table

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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.
Use conservative valuations — the redemption value you’d actually use, not the maximum theoretical. Profit reporting will reflect what you’d really get.

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Where balances and valuations show up

See Cards & account owners for the related side of the system.