Move your records out of a spreadsheet

Prepare the file

Make sure every purchase is on its own row with the metal, weight, purchase price and date. Remove blank rows and totals, and use one unit for weight throughout.

• One purchase per row
• Weight in grams or ounces, not mixed
• Total price including shipping and fees
• A real date for every row

Import it

Use the import option in BullionKeeper. Dealer order exports from APMEX, JM Bullion and Kitco can be imported directly, and other files can be mapped by column.

Check the totals

After the import, compare the total weight and total cost for each metal with your original sheet. A difference usually means a row was skipped or a unit was misread, and is easy to fix before it spreads.

Add what the sheet lacked

Add photos, serial numbers and storage locations to the pieces that matter most. This is the information a spreadsheet rarely holds.

Questions