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So I Made A Pm Tracking Spreadsheet.

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Namachieli's Avatar
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2120 Posts
 Posted 05/20/2012  12:49 am Show Profile   Bookmark this topic Add Namachieli to your friends list Get a Link to this Message Number of Subscribers
Made it for me to track my own stuff. I got rather tired of having a physical ledger, and wanted something that I could use to provide me detailed information, and act as a historical record for me.

I figured I would share, took me about 3 hours to make, so if someone finds it useful, then I'm Happy.

Only real stipulation is, you need to use Google docs. Some of the logic and formulas are specific to Google Docs. I'm sure if you're savvy enough you could translate the logic to Excel / OOO.

You can view it without an account, and if you want you can save a copy for yourself. You must be logged into a Google account though.

Enjoy!

With Dummy Data - https://docs.google.com/spreadsheet...0MF9fX3pENVE
Clean (no Data) - https://docs.google.com/spreadsheet...MaFBPTXIwb0E
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SDcoinguy's Avatar
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 Posted 05/20/2012  08:29 am  Show Profile   Bookmark this reply Add SDcoinguy to your friends list Get a Link to this Reply
i like!

any way to have the current spot values automatically update?
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Namachieli's Avatar
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 Posted 05/20/2012  11:50 am  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
They do. They are imported from coininfo.com. Its the same imported table as what is on their front page, right side.

On the data tab, find the table, and look at the formula for the cell "Metal"
Edited by Namachieli
05/20/2012 11:51 am
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Namachieli's Avatar
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 Posted 05/21/2012  4:06 pm  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
Made an update. Cleaned up a couple things, Added gain/loss info for current holdings and sales.

v0.7
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Namachieli's Avatar
United States
2120 Posts
 Posted 05/23/2012  10:52 am  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
Hmmm, doesn't seem to be much interest.
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CelticKnot's Avatar
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12845 Posts
 Posted 05/25/2012  12:59 am  Show Profile   Bookmark this reply Add CelticKnot to your friends list Get a Link to this Reply
I like it. Spreadsheets for me are personal creations; part of the fun of collecting -- you tailor your tracker/spreadsheet to your needs. As such I like to create my own, but I think yours is very serviceable. I do like the detail you include such as premiums, spot prices, etc.

How about tax and shipping, credit card fees, etc. where applicable? Do you factor that into the premium?
How about purchase method/location (APMEX, ebay, local dealer, CraigsList, etc)? I like to keep track of where I bought my booty.
And how would you handle trades/gifts? I guess you could/would zero out purchase price & premium or sold price & premium.
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Namachieli's Avatar
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 Posted 05/25/2012  01:49 am  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
well you proved the point of for myself. I dont buy online, so I didnt even think about it.

thanks for the feedback!
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silvercoinrn's Avatar
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863 Posts
 Posted 05/25/2012  01:54 am  Show Profile   Bookmark this reply Add silvercoinrn to your friends list Get a Link to this Reply
wow that is pretty cool. I think I'm gonna have to try it
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Namachieli's Avatar
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2120 Posts
 Posted 05/25/2012  02:12 am  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply

Quote:
any way to have the current spot values automatically update?


Yes, literally just added it. Kind of a work around, but I couldn't find a better way to do it.
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jbuck's Avatar
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 Posted 06/04/2012  3:44 pm  Show Profile   Bookmark this reply Add jbuck to your friends list Get a Link to this Reply
Per request, links in original topic post should always point to latest version.
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Namachieli's Avatar
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 Posted 06/04/2012  3:46 pm  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
Thanks!

BTW 0.7.2 available with Auto updating Spot prices.
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Namachieli's Avatar
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2120 Posts
 Posted 08/14/2013  11:49 am  Show Profile   Bookmark this reply Add Namachieli to your friends list Get a Link to this Reply
0.7.3

Added a Current S:G ratio indicator
Added "What If?" field that reflects across the entire summary page.
Added "location" field on the inventory pages to track if an item resides in separate physical locations.

Considering what a pain this is to "update" as I make changes, I'm considering rewriting it as a desktop or web app, that points to some external data source. Either a spreadsheet or database.

If you want to update from an older version, all you need to do is add the location column to your old version. Add the required number of rows to the new version. Copy and past the inventory lists to the appropriate tabs. Make sure the rows you add are above the hidden row. This is to make sure the formatting, data ranges, etc stay intact for subsequent rows.
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