Backup to CSV

Perfect — here’s a user-friendly blog post guide tailored for your app, Precious Metals Manager, that explains how users can export their data to CSV format without diving into the code.

📤 How to Export Your Precious Metals Data to CSV

Managing your collection of bullion, coins, and sales data in Precious Metals Manager is easy — and so is exporting it! Whether you’re backing up your records, sharing them with an accountant, or analyzing them in Excel, exporting to CSV format is just a few taps away.

Here’s a step-by-step guide on how to export your data to a CSV file.

✅ What Is a CSV File?

A CSV (Comma-Separated Values) file is a simple and widely supported file format that stores tabular data. You can open it in:

  • Microsoft Excel
  • Apple Numbers
  • Google Sheets
  • Any text editor

🧭 What Data Gets Exported?

When you export to CSV, the app includes:

  • Transaction date
  • Type of transaction (Purchase or Sale)
  • Seller information
  • Order and invoice details
  • Item quantity and ID
  • Bullion name, type, and metal
  • Mint, purity, wear, and metal content
  • Unit price, tax rate, and spot price
  • Notes and assay status

Each row in the CSV represents a specific transaction involving a bullion item.

🛠 How to Export Your Data

Follow these steps inside the app:

  1. Go to Settings Tap the settings button on the “Tools” tab or on the sidebar if you are using the app from an iPad or Mac.

  2. Scroll to the “Backup” section This is where you’ll find all import/export options.

  3. Tap “Export Data to CSV Look for the option labeled “Export data to CSV.

  4. Select the location where the CSV file will be saved.

📁 What the CSV File Looks Like

The exported CSV has clearly labeled columns such as:

date,transaction_type,seller,seller_type,recipient,invoice,...

Each value is enclosed in quotes if needed (e.g. if it contains commas or line breaks), so it’s compatible with all spreadsheet apps.

Example row:

"01/01/2023","SALE","","","Baz","","10","","1","8B0B4D...","10 grams bar",...

🔐 Is My Data Secure?

Yes. The app processes your data locally and only shares it when you export or send the file. You’re always in control.

🧰 Bonus Tip: Use CSVs for Analysis

You can use the exported file to:

  • Track investment performance
  • Build custom dashboards
  • Share data with tax professionals
  • Backup your collection

🎉 You’re Ready to Export!

Exporting your data is a powerful way to stay organized and informed about your precious metals portfolio. Whether you’re a casual collector or a serious investor, CSV export makes your data more portable and useful.

Have questions or feedback? Reach out via the app’s Send feedback section!