{"id":688,"date":"2026-01-12T11:47:43","date_gmt":"2026-01-12T10:47:43","guid":{"rendered":"https:\/\/gold-portfolio.com\/?post_type=docs&p=688"},"modified":"2026-01-28T12:21:59","modified_gmt":"2026-01-28T11:21:59","slug":"csv-export","status":"publish","type":"docs","link":"https:\/\/gold-portfolio.com\/en\/dokumentation\/csv-export\/","title":{"rendered":"CSV export"},"content":{"rendered":"

<\/p>\n

CSV exports are ideal for Excel, Google Sheets or the tax consultant.<\/p>\n

CSV export options<\/h2>\n

Export transactions<\/h3>\n
    \n
  1. Go to \u201eExport\u201c<\/strong><\/li>\n
  2. Choose \u201eCSV (transactions)\u201c<\/strong><\/li>\n
  3. Optional: Restrict time period<\/li>\n
  4. Click on \u201eStart export\u201c<\/strong><\/li>\n<\/ol>\n

    Included columns:<\/strong><\/p>\n

    Date | Type | Metal | Weight | Unit | Price\/unit | Total price | Currency | Product | Storage location | Notes\r\n<\/pre>\n
    Export inventory<\/h3>\n
      \n
    1. Go to \u201eExport\u201c<\/strong><\/li>\n
    2. Choose \u201eCSV (Inventory)\u201c<\/strong><\/li>\n
    3. Click on \u201eStart export\u201c<\/strong><\/li>\n<\/ol>\n
      Included columns:<\/strong><\/p>\n
      Metal | Weight (g) | Quantity | \u00d8 Purchase Price | Current Value | Profit\/Loss | Performance (%)\r\n<\/pre>\n
      Intended use<\/h2>\n\n\n\n\n\n\n
      Export type<\/th>\nIdeal for<\/th>\n<\/tr>\n<\/thead>\n
      Transactions<\/strong><\/td>\nTax consultant, speculation period check, documentation<\/td>\n<\/tr>\n
      Inventory<\/strong><\/td>\nProof of insurance, statement of assets, quick reports<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
      Open in Excel<\/h2>\n
        \n
      1. Open Excel<\/li>\n
      2. File \u2192 Open<\/strong><\/li>\n
      3. Select the CSV file<\/li>\n
      4. For import options: Separator = semicolon (;)<\/strong><\/li>\n
      5. Encoding: UTF-8<\/strong><\/li>\n<\/ol>\n
        Open in Google Sheets<\/h2>\n
          \n
        1. Open Google Drive<\/li>\n
        2. Upload the CSV file<\/li>\n
        3. Double-click to open in Sheets<\/li>\n
        4. Done - Google recognizes the format automatically<\/li>\n<\/ol>\n
          \ud83d\udca1 Tip for tax consultants:<\/strong>
          \nThe transaction export contains all the information for calculating the speculation period. In Germany, precious metal sales are tax-free after a holding period of 1 year.<\/div>","protected":false},"excerpt":{"rendered":"
          CSV-Exporte sind ideal f\u00fcr Excel, Google Sheets oder den Steuerberater. CSV Export Optionen Transaktionen exportieren Gehe zu „Export“ W\u00e4hle „CSV (Transaktionen)“ Optional: Zeitraum einschr\u00e4nken Klicke auf „Export starten“ Enthaltene Spalten: Datum | Typ | Metall | Gewicht | Einheit | Preis\/Einheit | Gesamtpreis | W\u00e4hrung | Produkt | Lagerort | Notizen Inventar exportieren Gehe zu […]<\/p>\n","protected":false},"featured_media":847,"parent":0,"menu_order":14,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"docs_category":[14],"class_list":["post-688","docs","type-docs","status-publish","has-post-thumbnail","hentry","docs_category-export-import","pmpro-has-access"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs\/688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/comments?post=688"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/media\/847"}],"wp:attachment":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/media?parent=688"}],"wp:term":[{"taxonomy":"docs_category","embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs_category?post=688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}