Credit Card Expiry Dates

brijazz

I'm trying to figure out how to enter credit card expiry dates as MM/YY (without entering a day number), and then ideally setting up notifications that alert me when we're within 30 days of that month.

Any suggestions?

J. Craig Williams

By 30 days, you mean 30 days from first of that month?

Assumption: Your column name is [Exp Date]

Create a [Reminder Date] column (Date type)

=IFERROR(DATE(VALUE(RIGHT([Task Name]@row, 2)), VALUE(LEFT([Task Name]@row, 2)), 1), "missing or malformed exp date") - 30

This will return the date you are looking for and 

"missing or malformed exp date"

if the expiration date is not entered, is not MM/YY (no leading zeros expected), or if MM is not 1-12.

Build your Alert off that date.

I hope this helps.

Craig

 

brijazz

Thanks, Craig 

J. Craig Williams

Glad it helped.

Craig

brijazz

Well, there is one odd wrinkle... the formula is resulting in dates for 1918, not 2018 (check out the screenshot)!

The two columns I have are:

CC Expiry (text/number) - I enter this as four digits to represent MMYY

CC Reminder Date (date) - the formula here is =IF([CC Expiry]1 <> "", (IFERROR(DATE(VALUE(RIGHT([CC Expiry]@row, 2)), VALUE(LEFT([CC Expiry]@row, 2)), 1), "missing") - 1))

Thoughts?

 

J. Craig Williams

Sorry about that. Try this

=IF([CC Expiry]@row<> "", (IFERROR(DATE(VALUE("20"+RIGHT([CC Expiry]@row, 2)), VALUE(LEFT([CC Expiry]@row, 2)), 1), "missing") - 1))

The "20"+... will force the date to be in this century.

Craig

brijazz

Success, thanks