Gold Silver Ledger

Transactions

A field-by-field walkthrough of the Record Purchase form in Gold Silver Ledger. Covers Transaction Details, Items Purchased, the 20-line cap, how quantities interact with plan limits, and submitting.

How to record a purchase

How to use the built-in catalog on the Record Purchase form in Gold Silver Ledger. Opening the dropdown, searching and filtering, what each row shows, picking the right variant of…

Choosing a product from the catalog

How to pick one of your custom products when recording a purchase in Gold Silver Ledger. Where custom items show up in the Product dropdown, how the selection flow matches…

Using one of your custom products in a transaction

How to enter the premium you paid on the Record Purchase form. The form takes per-unit premium above melt, not the total price. Includes the formula, worked examples across metals…

Entering the premium you paid

How to enter shipping and handling on the Record Purchase form in Gold Silver Ledger. Shipping is allocated across line items proportionally so the per-item cost basis reflects the true…

Adding shipping and handling costs

How to use the three optional recordkeeping fields on the Record Purchase form in Gold Silver Ledger: Dealer / Source, Name, and Notes. What each is for, the dealer dropdown…

Adding a dealer, name, or notes to a transaction

How to record multi-line purchases in Gold Silver Ledger. Adding more line items, mixing metals freely on the same order, the 20-line cap, how shipping is allocated across lines, and…

Buying multiple products in one transaction

How Gold Silver Ledger uses two different spot prices: the recorded spot from your purchase moment, and the live spot that updates continuously. Recorded spot drives cost basis and premium;…

Recorded spot vs. live spot: what each one does

Buying

A field-by-field walkthrough of the Record Sale form in Gold Silver Ledger. Covers Step 1 (picking specific items from your holdings), Step 2 (sale date, dealer, and per-item sale prices),…

How to record a sale

Why the Record Sale form makes you tick the exact coins and bars you sold, instead of entering a quantity. Covers Specific Identification cost basis, how our item-level inventory model…

Selecting which specific items you sold

What happens when you sell some-but-not-all of the items from a single buy transaction. Covers how partial sales work in Gold Silver Ledger, why items from the same buy share…

Selling part of a position

What happens to items in your inventory after you record a sale. Covers the HELD-to-SOLD status change, the Held / Sold / All tabs on Holdings, how sold items are…

What happens to sold items in your inventory

How Gold Silver Ledger handles a sale recorded at less than its cost basis. The form works identically to a sale at a gain. Covers where realized losses appear in…

Recording a sale at a loss

Selling

An overview of Bulk Import — using a CSV to record historical purchases in batch. Covers when it's the right tool, how product matching works, how price, premium, and spot…

Bulk import overview

The column-by-column reference for the Bulk Import template. Covers every header in order, required vs. optional fields, the two product-matching paths, date format, USD-only pricing, dealer handling, and where each…

Preparing your CSV

A walkthrough of the upload and preview step in Bulk Import. Covers the drop zone, the preview table, the Status column, the Replace and Clear controls, and what happens when…

Uploading and reviewing your CSV

How to read the Invalid badge in the Bulk Import preview and clear the validator's flags. Covers date format, missing price, product matching, field length limits, the missing-headers error, and…

Fixing common CSV errors

How Bulk Import interacts with your plan's transaction and inventory item limits. Covers what each row counts toward, where the cap check runs in the import flow, what the error…

Bulk upload and your transaction limit

Upload bullion inventory and orders from a spreadsheet

Bulk upload from CSV

What you can change on a saved transaction and what you can't. Covers the pencil-icon entry point on the History page, the Edit Purchase form, the Edit Sale form, and…

Editing a transaction after the fact

How to delete a purchase from your ledger using the trash icon on the Transactions page, and why this also removes every inventory item the purchase created. Covers when delete…

Deleting a buy transaction

How to delete a sale from your ledger using the trash icon on the Transactions page, and how the items return to your holdings when you do. Covers the confirmation…

Deleting a sell transaction

Common entry mistakes mapped to the right recovery tool. A scenario-by-scenario guide for when to edit a transaction, when to delete and re-record it, and when to delete it outright.

Undoing a mistake

How to edit and delete purchase and sales records

Editing & deleting transactions

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