Purchase CSV import guide

Bring your whole stack over in one clean import.

One row per purchase. Four dependable columns to get started. Add dates, costs, dealers, and notes whenever you have them.

Download sample CSV View the format

Imports stay on your device. All examples on this page are fictional.

sample-purchases.csv
Silver
20 × 1 oz
Item
American Silver Eagle
Purchased
Jul 1, 2026
Total cost
$760.00
Source
Local Coin Shop
Ready to import✓
01

Build your file
Use Excel, Numbers, or Sheets.

02

Save as CSV
UTF-8 with commas or tabs.

03

Import in Settings
Valid rows are added immediately.

The dependable minimum

Start with four columns.

The file header technically needs Metal and Quantity. In practice, Item and Fine Oz Each make a hand-built file clear and reliable.

Minimum CSV
Metal,Item,Quantity,Fine Oz Each
Silver,Custom Silver Bar,4,10

Fine Oz Each means fine troy ounces in one item. The Weight column is only a display label. A fixed-weight catalog item can supply its own fine weight; a custom item cannot.

MetalRequiredGold, Silver, or Platinum
ItemRecommendedCatalog name or your custom name
QuantityRequiredA number greater than zero
Fine Oz EachUsually requiredFine troy ounces in one item
Purchase DateOptionalYYYY-MM-DD, M/D/YYYY, or M/D/YY
Unit Cost USDOptionalPrice paid for one item
Total Cost USDOptionalTotal paid for the entire row
Dealer Or SourceOptionalSeller or purchase source
NotesOptionalAny useful purchase details

A complete starter file

Copy it, edit it, import it.

Keep the header row, replace the fictional examples with your purchases, and add as many rows as you need.

Download CSV ↓
sample-purchases.csv
Metal,Item,Quantity,Fine Oz Each,Purchase Date,Total Cost USD,Dealer Or Source,Notes
Silver,American Silver Eagle,20,1,2026-07-01,760,Local Coin Shop,"Sealed tube"
Gold,Custom Gold Bar,2,1,2026-07-02,6800,Online Dealer,
Platinum,Custom Platinum Round,1,0.5,,,,"Cost not tracked"

Optional cost tracking

Choose the cost method that matches your records.

01

Per unit

Use Unit Cost USD. The app multiplies it by Quantity.

Quantity × Unit Cost
02

Total lot

Use Total Cost USD for the full purchase represented by the row.

One total for the row
03

Dollar over spot

Set Cost Method to Dollar Over Spot, then include spot and premium per ounce.

Qty × Oz × (Spot + Premium)
04

Percent over spot

Set Cost Method to Percent Over Spot, then include spot and premium percent.

Qty × Oz × Spot × (1 + % ÷ 100)

No usable cost data? The purchase still imports; its cost basis is simply left untracked.

Formatting rules

Spreadsheet-friendly, with a few simple rules.

  • ✓Dates: YYYY-MM-DD, M/D/YYYY, or M/D/YY. A blank or invalid date becomes the import date.
  • ✓Numbers: Use a period for decimals. Dollar signs and percent signs are accepted.
  • ✓Quoted text: Put fields with commas or line breaks in double quotes. Double any quote inside.
  • ✓Item matching: Exact catalog names match automatically; anything else becomes a custom item.
  • ✓Repeated imports: The app adds every valid row again. It does not deduplicate old imports.

Keep these handy

Download the files.

The CSV is ready to edit. The Markdown guide contains the full technical reference and every accepted header alias.

CSVSample purchase fileReady to open in Excel or Numbers MDComplete import guideFull format and behavior reference