Custom products aren't fixed in stone. You can rename them, adjust their fields, or delete them entirely — all from the My Custom Items tab on the Catalog page.
There's no separate "deactivate" or "archive" state in the app; if you want a custom product out of your records, deletion is the mechanism, and there's one rule that protects you from doing it accidentally: you can't delete a custom product while transactions exist against it.
This article covers both halves of that — editing a custom product safely, and the delete flow with its built-in guardrail.
Where to edit or delete
Both actions live on the same screen. Click Catalog in the left nav and switch to the My Custom Items tab. Each custom product appears as a row with two action icons at the right:
Pencil icon: Opens the edit modal.
Trash icon: Opens the delete confirmation.
The edit modal looks identical to the New Custom Item modal you used to create the product. Every field is pre-filled with the current value, and the same Standard / Junk Silver toggle controls which fields are visible.
Editing a custom product
Not every field is equally safe to edit after you've recorded transactions against the product. The principle is simple: changing a field that drives the valuation math will recalculate the math for every inventory item tied to that product — historical items included.
Sometimes that's what you want (correcting a typo at setup), and sometimes it isn't (your records aren't supposed to shift retroactively just because you noticed a more precise purity figure later).
Safe to edit anytime
These changes don't touch the valuation math, so they're fine to change at any point:
Product Name: Update freely. The new name takes effect everywhere immediately — in the product picker, on Holdings rows, on CSV exports.
Notes: Free-text, account-private, no math impact.
Purity: Purity is display metadata on Gold Silver Ledger custom products — it appears on the catalog row and the inventory items but doesn't multiply into the melt calculation. Adjusting it is a cosmetic update.
Edit with care once items exist
These fields drive the valuation math, so changing them after you've recorded transactions will recalculate the current value of every item tied to the product:
Weight (troy oz) on a Standard product. Changes the melt value of every inventory item tied to the product. If the original weight was simply wrong (you typed 1 instead of 10), edit and move on. If you're tempted to "correct" a small rounding figure mid-history, consider whether you actually want your past Holdings totals to shift.
Face Value / Unit or Silver Multiplier on a Junk Silver product. Same logic — these are the inputs to the melt formula for fractional silver, so a change ripples through every item.
Form (Coin / Bar / Round / Junk). Changes which Holdings filters the item appears under. Doesn't affect valuation directly, but might surprise you if you'd been finding items by form.
Effectively locked once items exist
These are structural to how the inventory is valued, and changing them would silently corrupt cost basis on every existing item:
Metal. Switching the metal would shift the spot price reference (gold spot vs. silver spot vs. platinum spot), which means every historical valuation against the product would re-anchor to a different metal's price. Not something the form should let you do casually, and not something to do at all if items exist.
Calculation Method (Standard ↔ Junk Silver). The two methods use entirely different field sets and entirely different math. Items recorded under one method can't be re-valued under the other without re-recording every transaction.
If you genuinely need to change the metal or the calculation method on a product that already has items recorded, the supported path is to deactivate (delete) the original after disposing of those items, then create a fresh custom product with the correct setup.
A note on naming after the fact
The single most common edit is just renaming. If your original "Custom Gold Bar" needs to become "Asahi Refining Gold Bar 1 oz" once you remember what you actually bought, this is the place.
The new name flows through to the product picker, Holdings, Transactions, exports, and Annual Report (Premium) immediately.
Deleting a custom product
Click the trash icon on the row of the custom product you want to remove. A confirmation appears before anything is removed.
The delete-protection rule
You can't delete a custom product while transactions exist against it. The app will tell you so directly and prompt you to delete the underlying transactions first.
The reason is simple: every transaction line in your ledger has to point at some product, and orphaning a transaction line by deleting its product would break the cost basis and the historical record for those items.
The order of operations to remove a custom product that's currently in use:
Go to the Transactions page.
Find every transaction that references the custom product. The product name on the transaction row is searchable.
Delete those transactions (which also removes the inventory items they created — see Deleting a buy transaction).
Return to Catalog → My Custom Items.
Click the trash icon on the now-unreferenced custom product.
When you don't actually need to delete
A few situations where deletion isn't the right move:
You want a different name. Use edit; deletion is overkill.
You're done buying this product but still hold items. Keep the custom product. It costs nothing to leave in place, and your held items need to stay attached to it.
The product changed slightly (the refiner switched alloys, the size got tweaked). Treat it as a different product: keep the old custom for your existing items, and create a new custom for new purchases.
Where to go next
Creating a custom product: The broader form walkthrough.
Setting purity, weight, and calculation method: The conceptual treatment of the math-driving fields.
Custom junk-silver-style products: For the Junk Silver calc method.
Deleting a buy transaction: The prerequisite step when removing a custom product that has items recorded against it.
Editing a transaction after the fact: For when the right fix is at the transaction level rather than the product level.