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Sample calendar
D2 Read-only sample Working

Chase Total Checking $300

Read-only sample bank offer with generated deposit, requirement, payout, and closure timing.

Next action Open

Finish bank bonus requirements

Requirements due Mar 31, 2026

Requirement handoff

Confirm deposits before clearing the bank bonus.

Use the source, requirement snapshot, weekly action, and monthly net impact before changing the offer state.

Next step

Finish bank bonus requirements

Work this action before treating the bonus as complete.

Deposit source

Payroll split

Two qualifying direct deposits totaling $2,000.

Deadline

Mar 31, 2026

Safe close Sep 30, 2026 with monthly fee $12.

Offer terms

Requirement

Two qualifying direct deposits totaling $2,000.

Receive two qualifying direct deposits totaling $2,000 within 90 days.

Deposit source

Payroll split

Keep $500 per paycheck routed until the bonus posts.

Requirement deadline

Mar 31, 2026

Payout and fees

Gross bonus

$300 cash

Annual fee

$0

Monthly fee

$12

Payout status

Waiting on payout

Cash payout remains sample-only and is not connected to a live account.

Calendar actions

Direct deposit Completed

Set up DD from Payroll split

Due Mar 17, 2026 - completed Mar 20, 2026

Requirements Open

Finish bank bonus requirements

Due Mar 31, 2026

Bonus check Open

Check if the bonus posted

Due Apr 30, 2026

Close review Open

Review whether the account can be closed

Due Sep 30, 2026

Lifecycle review

Applied

Mar 15, 2026

Opened

Mar 17, 2026

Safe close

Sep 30, 2026

Next eligible

Mar 17, 2028

Review note

Do not close until the direct deposit and bonus-posting windows are both clear.