A practical guide to organizing collections, documenting important possessions, preserving evidence, and preparing useful records for the people who may need them next.
Current customer guide · Updated October 25, 2026
Getting started
Sign up with email and password, or use Google when that option is available. Complete the short setup, then start small: a clean first record establishes the pattern for everything that follows.
Home
Home summarizes inventory totals, recorded costs and values, precious-metal information, missing-data warnings, and recent activity. Use it as a quality check, then open the underlying Items when something looks unexpected.
Collections & Sets
A Collection groups related possessions, such as watches, family art, or U.S. coins. A Set is a checklist, album, series, or other completion goal layered over the Items in one Collection.
Assignment rules: An Item must belong to the same Collection as the Set. The same Item may support Sets in different collecting goals, but it cannot fill two requirements in the same Set.
Matching compares checklist labels with Items in the selected Collection. Exact names may be safe to preselect; punctuation, capitalization, or spacing differences can still be recognized. Item Legacy does not guess when several Items could fit. Review every suggestion before confirming.
Your Sets and their linked inventory remain inside your signed-in vault and are not published as public pages. Use clear labels, keep wishlist and estimated acquisition costs current, and review completion, missing positions, assigned value, and photos as the collection changes.
Items & evidence
Choose Add Item and select its Collection. Item Legacy uses the Collection's category automatically and immediately shows the matching fields. Choose Override category only when this Item needs a different category. Choose a Collectible template when useful, then record a clear name, quantity, acquisition source and date, purchase cost, current estimated value, condition, storage location, identifiers, notes, and relevant category details.
The same item fields are available when adding and editing. Changing a category or template keeps saved details for review; values that no longer apply are excluded from current attributes, search, and reports. A Collection storage location is offered as a suggestion, but each Item can use its own location.
Supported uploads: JPEG, PNG, and WebP photos; PDF and macro-free DOCX documents, up to 4 MB total per upload request. Avoid passwords, access codes, safe combinations, payment-card numbers, or other secrets.
Item templates
On Add Item or Edit item, choose Collectible template. A Collection can suggest a preferred template. Start with the fields shown first, then open Relevant details, Recommended Details, or Show More Collectible Details (Show More Banknote Details for banknotes). Every specialized field is optional.
When changing an existing record, review the notice and choose Use template and keep details. Previous entries, photos, documents, and value history remain attached. Inapplicable values are retained for reference. Collectible templates are separate from Set templates, which create checklists.
Everyday possessions and records that need the standard item fields.
Start with: the standard collection, name, quantity, condition, cost, value, location, and evidence fields. Add optional details only when supported by your records.
No extra specialist fields. Keep the standard identity, evidence, cost, and value details current.
Example: A camera with its purchase receipt, serial number, condition, location, and owner estimate.
Modern and historical banknotes, including regional, obsolete, and emergency issues.
Start with: Country / Issuing Territory; Denomination; Issue Year; Note Type; Grading Status; Serial Number. Add optional details only when supported by your records.
Grading Status controls grading, certification, submission, and problem-detail fields. Note Type brings relevant historical and catalog details forward.
Example: A historical banknote with issuing territory, denomination, issue year, serial transcription, and a photograph of both sides.
Coins, bullion coins, rounds, bars, and historical numismatic objects.
Start with: Item Type; Country / Issuing Territory; Denomination; Year / Historical Date; Metal / Material; Grading Status. Add optional details only when supported by your records.
Grading and authentication status control related evidence fields. Choose a calculated or declared fine-metal weight basis deliberately; gross weight and fine content are different. This template uses manual Value and does not activate automatic Melt valuation.
Example: A silver bar with maker, recorded weight, purity, assay reference, and a manually entered Value for the whole record.
Wristwatches, pocket watches, and other watches with movement, service, and packaging details.
Start with: Brand; Model; Reference Number; Watch Type; Movement Type; Production Year; Authentication Status. Add optional details only when supported by your records.
Movement type brings relevant specifications forward. Authentication and warranty choices control their related fields. A recorded water-resistance rating or warranty does not establish present performance or coverage.
Example: A mechanical wristwatch with brand, model, reference, movement, service history, box, and papers.
Jewelry with explicitly recorded metal, construction, gemstones, measurements, repairs, and appraisal context.
Start with: Jewelry Type; Maker / Brand; Explicit Metal Classification; Construction Classification; Gemstone Presence; Recorded Weight in Grams; Authentication Status. Add optional details only when supported by your records.
Gemstone, construction, and weight-scope choices guide relevant details. Recorded jewelry weight is not automatically fine-metal weight; the template does not calculate Melt or infer purity from a hallmark.
Example: A ring with recorded weight, hallmarks, stone observations, resizing history, and a dated appraisal document.
Non-card sports objects such as jerseys, balls, equipment, tickets, and programs.
Start with: Collectible Type; Sport; Subject / Player; Team / Organization; Year / Season / Era; Signature Presence (owner recorded); Item Authentication Status (owner recorded). Add optional details only when supported by your records.
Signature, condition grading, authentication, use claims, and photo matching are separate evidence paths. A subject is not automatically a signer, and one evidence status does not establish the others.
Example: A signed baseball with independently recorded autograph evidence and provenance; game-use remains unknown unless separately recorded.
Sports cards, non-sports cards, and trading-card games.
Start with: Year; Manufacturer / Brand; Set / Series; Card Number; Player / Subject; Sport / Game; Condition Graded. Add optional details only when supported by your records.
Graded and autograph choices bring their related fields forward. A card number identifies its issue; a serial or certification number identifies a particular recorded object or holder.
Example: A card with year, brand, set, subject, card number, variant, and literal grading-label details.
Historical objects and relics with uncertain dating, attribution, materials, research, and conservation history.
Start with: Object / Artifact Type; Period / Era; Date / Dating Description; Recorded Culture / Civilization; Recorded Country / Region of Origin; Primary Material. Add optional details only when supported by your records.
Keep uncertainty explicit. A period, culture, discovery context, assessment, or ownership history is an owner-recorded claim. Precise findspots, coordinates, contacts, and private references belong in the designated private fields.
Example: A recorded metal buckle with an approximate period, stated dating basis, dimensions, and public research citations.
Original art, editions, reproductions, sculpture, and other artworks.
Start with: Artwork Type; Artist / Creator Attribution; Medium / Technique; Support / Material; Creation Date / Dating Description; Original / Reproduction / Edition Status. Add optional details only when supported by your records.
Artwork type and edition status bring relevant details forward. Attribution qualifiers, signatures, edition statements, and assessment records do not independently establish authenticity. Keep image, sheet, and framed dimensions distinct.
Example: A print with recorded artist attribution, medium, support, sheet and image dimensions, edition notation, and condition observations.
Individual books, rare copies, and multi-volume book sets.
Start with: Author / Principal Contributor; Publisher; Publication Date / Dating Description; Edition Statement; Printing / Impression Statement; Binding / Format; Language. Add optional details only when supported by your records.
Jacket and signature status control related fields; set details record expected and present volumes without calculating completeness or extending Value. ISBN is an edition reference, not a physical-copy identity. Comics retain their existing workflow.
Example: A two-volume set with literal edition and printing statements, volumes present, jacket status, and bookseller documentation.
Individual golf clubs, matched sets and mixed sets.
Start with: Brand / Manufacturer; Model / Series; Club Type; Club Designation / Number; Handedness; Stated / Marked Loft (degrees). Add optional details only when supported by your records.
Club count is separate from inventory Quantity. Adapter markings never calculate effective loft or performance; fitting, signature and provenance entries remain owner-recorded. Value is the manual total for the whole record, including incomplete sets. Private serials and purchase/build references stay protected.
Example: A mixed set with literal club designations and shaft flex, separately recorded marked/measured loft and an explicitly stated club count.
Specialist templates from Coins & Bullion through Books & Rare Books use manually recorded Value for the whole recorded quantity. General Item and Paper Currency keep their existing item-value behavior. Review the value basis shown before adopting an older record with quantity greater than one. An entered grade, assessment, provenance, or authentication status records your information; Item Legacy does not verify it.
Signed-in template field referenceItem numbers & QR labels
Items receive an account-local number automatically, shown as #1, #2, and so on in lists, Collection views, mobile cards, and item details. A new item receives the next number after your current highest number. Ordinary edits keep it unchanged. A deletion may allow reuse, and another account can have the same number. The item's UUID remains its identity.
Open a saved Item and choose Print Label. Downloading the label PDF requires Collector or higher. Choose one of the four current formats:
For multiple labels, go to All Items and open Print labels to show the selection controls. Select individual items, this page, or all matching items. You can also enter item numbers such as 1, 13, 10, 22, 40. Selections stay selected across pages; changing search, filters, or sort clears them. Check the selected count, then choose Print labels inside the open panel to show the label options. Choose the label contents and size, then generate print sheets.
Use Print collection label or Print set label on its detail page to label a box, tray, binder, or album. Choose the saved name, optional description, size, and copies; set labels can also include the parent collection and album number. Their QR opens the collection or set itself. The separate Print item labels action prints the collection's items; Print item labels on a set prints its assigned items, with selection controls.
Individual and bulk item labels can optionally include collection and set names. These lines are off by default. If an item belongs to several sets, the individual label page lets you choose all assigned sets or one specific set. Printing from a set uses that set as context. Empty fields are omitted; smaller stickers may need fewer fields or a larger size. Printed names are a snapshot, while the QR keeps the same UUID destination.
For Spartan Industrial S001 pre-cut 1 × 1 inch sheets, select 1-inch sticker, then choose Spartan Industrial S001 under Paper layout. This template holds 63 labels on US Letter paper. The 80-label cut-to-size grid does not align with S001. S001 PDFs print only the label artwork; no cutting lines, headings or ruler are added. A single-label PDF uses the first sticker at the top left. Check alignment on plain paper against an unused sheet before printing on the labels.
If the ruler measures incorrectly, disable scaling and repeat the test. If scanning is unreliable, preserve the white border, improve lighting and print contrast, or try the larger sticker. Other pre-cut sheet templates and thermal-printer presets are not supported. Choose a label placement that will not damage the object.
Review current label contents, bulk printing, collection and set labels, exact sizes and private QR access. Watch the 1:08 demonstration.
Narrated with a local synthetic voice. Demonstrated with fictional inventory in an isolated local Item Legacy app. On-screen QR codes point to that local demo, rather than a production item link. Current application screenshots illustrate the updated workflows; clicks are not recorded in those regions.
With Collector or higher, open an item and choose Print Label. You can include Item number, Item name / title, Short description, Collection name, and Set name(s); the private QR is always included. For an item assigned to several sets, choose all assigned set names or one saved assignment. Choose a one-inch square, two-inch square, or cardstock size. Review the preview and reduce the fields or increase the size if they do not fit. For several items, select them in All Items or use Add by item numbers, then choose Print labels. Save every PDF part before clearing ready PDFs. The sheets use US Letter paper cut to size. Collections have their own labels, starting with the collection name. Set labels can include the name, description, parent collection, and reference or catalog number, with one to 400 copies. Set item labels include assigned items, excluding empty requirements and suggested matches. Printing leaves your records and item numbers unchanged. Each QR opens its existing private page and still requires access. Print at 100 percent, check the 50-millimeter ruler, then test and scan one label while signed in.
Choose, preview and print private QR labels for items, selected items, collections and sets, with optional label text and current printing instructions.
Narrated with a local synthetic voice. Demonstrated with fictional inventory in an isolated local Item Legacy app. On-screen QR codes point to that local demo, rather than a production item link. Current application screenshots illustrate the updated workflows; clicks are not recorded in those regions.
Print labels for one item, selected items, a collection, or a set. Print Label is available with Collector or higher. Each QR opens an existing private record and still requires sign-in and access. For one item, open its saved page and choose Print Label. Start with the existing item number and private QR, then choose the information that helps you identify the item. Label contents has five choices: Item number, Item name / title, Short description, Collection name, and Set name(s). The QR is always included. Empty fields are omitted, and unavailable choices are disabled. These choices leave your saved item unchanged. When one item belongs to more than one set, turn on Set name(s). Set names to print lets you include All assigned sets or choose one saved assignment. Check that the names shown are the ones you want on this label. Choose 1-inch sticker for a 25.4-millimeter square, 2-inch sticker for a 50.8-millimeter square, or Cardstock for 88.9 by 50.8 millimeters. A larger size gives text more room. Review the preview after each change. The preview is enlarged for detail. Long text may be shortened, and a notice can flag characters that cannot be printed. If the selected fields do not fit, choose fewer fields or a larger label. Review the result before downloading. Choose Download PDF to save the individual label, or Open PDF to review it. This export places one label on a Letter page, with cut marks and a calibration ruler outside the label. To print several item labels, open All Items. Select individual items, use Select this page, or use Select all for the current results. The all-items choice follows your current search and filters across every results page. Selections stay selected as you change pages. Changing the search, filters, or sort clears the selection, so make those choices first. Check the selected count before opening Print labels. You can also use Add by item numbers. Enter saved positive numbers separated by commas or spaces, then choose Add items. Each entry accepts up to 400 distinct numbers, and the total selection can reach 10,000 items. In All Items, added numbers can be outside your current filters. Open Print labels and choose the label contents and size for the selection. Empty item fields are left off. Set name(s) includes every set assigned to each item in an All Items batch. Each selected item prints once, in selection order. Choose Generate print sheets. Large selections are divided into PDF parts with up to 400 labels each. The page can hold eight ready PDFs at a time. Save every ready part before using Clear saved PDFs, then generate the remaining parts. The preview shows the first sheet; open each PDF to review every sheet. The sheet layouts use US Letter paper: 80 one-inch labels, 20 two-inch labels, or 10 cardstock labels on a full sheet. Use full-sheet adhesive or cardstock and cut on the guides. These layouts are not aligned to pre-cut label templates. For a collection box, shelf, or folder, open the collection and choose Print collection label. Collection name is selected by default, with the private QR included. Add Short description if it is recorded, choose a size, and review the label. A collection label links to the collection itself. For separate labels for the items inside, choose Print item labels. All Items opens with that collection selected; review the filters, choose the items, and prepare their individual item labels. On a saved set, choose Print set label. Start with Set name and the private QR. When recorded, you can add Short description, Parent collection name, and Reference / catalog number. Choose from one to 400 whole-number copies of the same set label, then Generate print sheets. For the set’s individual items, use Print assigned item labels. The list follows checklist order and includes assigned items. Empty requirements and suggested matches are excluded. Select all assigned items to use that order, or make your own selection. Each selected item prints once, with its own private item link. Only items assigned to this set can be added by item number. Refresh the page after new assignments; label preparation checks that chosen items still belong to the set. For group labels, changing the size, contents, or copies clears generated PDFs. Open the new PDF and check every sheet. Item, collection, and set labels each open their own existing private page. Scanning still requires sign-in and access. Printing leaves your item numbers unchanged. Those numbers belong to your account and may be reused after deletion. Renaming a collection or set keeps its QR destination; deleting it makes that destination unavailable. Print at Actual Size or 100 percent and turn Fit to Page off. Check the 50-millimeter ruler, then test one label and scan it while signed in before printing more. Check the text, cut guides, and destination on your own equipment. Confirm that the scan opens the intended saved record before printing a larger batch.
Find and review
All Items supports search, filters, sorting, and pagination. Search by familiar item text, narrow by Collection, and choose Item template for relevant specialist filters. More template filters reveal additional choices. Only currently applicable saved facts match; retained history does not become a current attribute. Clear filters when you want the full inventory again.
Values
Purchase price is what you recorded paying. Value is the Item's saved estimate or automatic bullion value. Current collector value is the separate amount you enter for a coin or bullion Item. Melt estimates metal content using the recorded details and saved USD spot price.
For eligible legacy USD coin and bullion Items using the existing category workflow, automatic Value uses the higher of calculated Melt and your entered collector value. Leave collector value blank to follow Melt directly. Your collector entry stays unchanged even when Melt is higher.
For example, if Melt is $60 and your collector value is $75, Value is $75. If Melt rises to $80, Value becomes $80; your collector value remains $75.
Coins & Bullion v1 Value covers the full record, including its quantity. For a USD record, leave Value blank to use Melt automatically and keep it updated whenever Melt changes. Enter a Value to preserve that exact amount, including zero or an amount below Melt. Clearing an entered Value restores automatic mode. With valid recorded metal content and your saved USD spot price, automatic Melt is total fine-metal troy ounces × price. Quantity is included once, and declared fine weight is not multiplied by fineness again. Saving relevant edits or choosing Recalculate all melt values updates Melt and automatic Value together; manual Value stays unchanged. Missing or invalid content or prices leave Melt and automatic Value unavailable. USD Melt does not become Value in another currency. Jewelry weight, watch materials, and historical objects do not become eligible bullion merely because metal details were recorded.
Older saved Values remain protected unless you choose automatic valuation or deliberately change the collector value. Leave the option unselected and the collector amount unchanged to preserve the older Value. The option requires USD and enough valid metal details to calculate Melt; values in other currencies remain separate from USD Melt.
Open Settings → Spot Prices, enter prices per troy ounce and the as-of date, and choose Save spot prices. Then choose Recalculate all melt values. Eligible legacy automatic USD Values follow Melt up or down, with the collector amount as their minimum. For versioned Coins & Bullion USD records, a blank Value follows updated Melt; an entered Value, including zero, stays unchanged. Purchase cost and collector entries stay unchanged.
Saving a spot price alone does not update existing Items. Prices do not update automatically. Melt is informational and is not a dealer quote; it excludes collectible premiums, condition, fees, spreads, taxes, and transaction costs.
Open Portfolio from desktop navigation or More on mobile. Collector and higher can review eligible Coins & Bullion records already in their inventory. Holdings means records currently present in Item Legacy; this view does not track sales or disposals. Gold, Silver, Platinum, and Palladium require explicit, applicable metal details. Banknotes, other templates, and retained inactive fields are excluded.
Choose a currency, search, or filter by metal and Collection. Overview cards, allocation, metal summaries, holdings, CSV, and print use every matching record, including holdings beyond the visible table page. Item records and total pieces are separate. Recorded portfolio Value uses the same effective Value as inventory totals, once per record. A blank USD Coins & Bullion v1 Value follows Melt; entered amounts remain manual. Purchase cost is the recorded amount, also counted once. Missing amounts remain unavailable, with a known subtotal and coverage.
Unrealized change compares only holdings with known Value and acquisition cost in the selected currency. Change is comparable Value minus comparable cost; its percentage divides by comparable cost. An explicitly recorded zero cost counts as known but cannot produce a percentage when the comparable cost subtotal is zero. No exchange rate is assumed.
For Pro, Estate, and administrator accounts, valid fine-metal content in troy oz is multiplied by the matching Saved spot prices to show an indicative melt estimate in the price currency. Prices are manual and their as-of dates are separate from the portfolio generation time. Unknown weights, unsupported composition, or missing prices leave the estimate unavailable. The portfolio uses the same automatic-or-manual Value rule as inventory and does not change saved values, costs, collector estimates, provenance, or template choices.
Export CSV includes the complete filtered holdings and its calculation context. Print / Save PDF includes the same summary and holdings. Existing export and report allowances apply. This is a private owner edition; review names and other included text before sharing a saved copy. Use a shareable Quick Report or Dossier when identifier masking is required.
The Portfolio chart shows actual daily observations of your precious-metal holdings. Choose 1M, 3M, 6M, 1Y, or All, then use the shared Collection, Metal, and Currency filters. Historical selections use the collection membership, metal, and currency saved at each observation. Collections that no longer have current holdings remain available when history exists. Table search and sort apply only to current holdings.
Recorded Portfolio Value is the default. Its optional acquisition-cost comparison uses the known saved cost subtotal and shows coverage. Metal Value at Saved Spot Prices is a separate indicative melt basis for accounts with saved-price access; choose its quote currency separately when it differs from the holdings currency. Original quote dates stay visible. No currency conversion is assumed.
Hover or tap a point, use the observation selector with arrow keys, or open the accessible history data table to see the actual UTC observation time, value, basis, collection scope, and coverage. Straight segments join consecutive known observations. Missing days and unavailable values remain gaps. One observation appears as a point, and an unchanged value remains a horizontal line.
Change in holdings value compares the first available value with the latest captured value in the selected period. Percentage is available only when the starting value is greater than zero. Changes reflect additions, removals, quantity edits, recorded valuations, and saved-price changes. These figures describe holdings value. History begins with the first successful complete capture; earlier item-value entries do not reconstruct historical portfolio membership.
When enabled, daily capture is scheduled for 05:17 UTC and works independently of Cloud Backup and page visits. It stores the actual capture time. A missed day stays missing; today's inventory is not used to fill it. Opening or filtering the page is read-only. Later item edits, collection moves, item deletion, and price changes preserve completed observations. Account erasure removes portfolio history under the account-deletion policy.
CSV and Print / Save PDF include the selected historical series, its scope, currency, basis, observation dates, and coverage alongside the filtered current holdings. These remain private owner editions. Empty history means no successful observation is available yet; a successfully captured empty portfolio is a genuine zero.
Follow read value and cost correctly, save the item, maintain the record. Watch the 0:55 demonstration.
Narrated with a local synthetic voice. Demonstrated with fictional inventory in an isolated local Item Legacy app. On-screen QR codes point to that local demo, rather than a production item link. Current application screenshots illustrate the updated workflows; clicks are not recorded in those regions.
Value is an estimate recorded for the item; Cost records what was paid. They answer different questions. Read the currency shown with each amount. New entries use USD; existing or imported records can show another currency. Review quantity and the active template’s value basis before comparing totals. A recorded estimate is not an independent appraisal or a guaranteed selling price. Enter a clear item name, check the collection and quantity, and add the details you know. Keep Purchase cost separate from Current estimated value, or Estimated total record value for an active template that uses record-total value. Read the valuation guidance for the active template. Save, then reopen the record to confirm the values you entered. Return to the same saved item when you learn more. Update sourced details and review the saved result. Use the current Customer Guide for instructions and available plans. Begin with what you know, and keep a record you can maintain.
Recorded estimates are owner information, rather than independent appraisals or guaranteed selling prices. Read the current value guidance.
Follow read value and cost correctly, save the item, distinguish bullion valuation methods and related collection tasks.
Narrated with a local synthetic voice. Demonstrated with fictional inventory in an isolated local Item Legacy app. On-screen QR codes point to that local demo, rather than a production item link. Current application screenshots illustrate the updated workflows; clicks are not recorded in those regions.
English captions available in the player controls.
Read transcriptThe demonstration shows the report preview and print control; the native Save as PDF result was not captured.
Value is an estimate recorded for the item; Cost records what was paid. They answer different questions. Read the currency shown with each amount. New entries use USD; existing or imported records can show another currency. Review quantity and the active template’s value basis before comparing totals. A recorded estimate is not an independent appraisal or a guaranteed selling price. Enter a clear item name, check the collection and quantity, and add the details you know. Keep Purchase cost separate from Current estimated value, or Estimated total record value for an active template that uses record-total value. Read the valuation guidance for the active template. Save, then reopen the record to confirm the values you entered. Coins & Bullion version one uses a manually recorded total Value for the full quantity. Its metal details do not calculate automatic Melt. Automatic bullion valuation belongs to eligible legacy USD coin and metal records. For one of those records, review its metal details, choose Use automatic bullion valuation in Edit item, and save. To update existing eligible legacy records after changing prices, save the spot prices, then choose Recalculate all melt values. Saving prices alone does not recalculate them. Open Reports and select a report available to your account. In Report Studio, choose records by name and saved Item number. The same account-local reference appears in Dossier registers and item details. Review the scope, the active template’s value basis, and every photograph before sharing. Record-total Value already includes the full recorded quantity; do not multiply it again. Check the preview, acknowledge the current photo set when required, then choose Generate / Print PDF. Check the saved PDF itself. Return to the same saved item when you learn more. Update sourced details and review the saved result. Use the current Customer Guide for instructions and available plans. Begin with what you know, and keep a record you can maintain.
Reports, Dossiers & data
Reports turn your Item records into useful views for holdings, costs, metals, storage, insurance readiness, estate organization, and missing information. When Report Studio is available for your account, it can compose selected records into a print-quality document called an Item Legacy Dossier. The options you see depend on your plan and the features available to your account.
Purpose-built recipes may include Collection Portfolio, Item Dossier, Insurance Schedule, Valuation Record, Estate & Legacy Dossier, Provenance Record, and Acquisition & Disposition Record. Studio-format counterparts for existing reports may also appear.
Choose the purpose and scope
Select a recipe and purpose, then choose Collections or individual Items, an as-of date, and a featured Item when the recipe uses one.
Set presentation and privacy
Set the title, optional subtitle, edition, and privacy classification. Choose whether to include values and whether to mask sensitive identifiers and locations. Shareable Dossiers always mask those fields.
Review before sharing
Include or exclude photos, review every included photo at full size, resolve preflight issues, and inspect the complete page preview before printing or saving a PDF.
Choose records by name and saved Item #. Dossier registers and details carry that account-local reference; a missing or invalid number shows Item number unavailable. Privacy checks can mask a number when it would reveal a private reference. Reports use currently applicable template facts, including supported provenance and care notes. Read the value disclosure: specialist record-total Value already includes quantity, and currencies are not converted.
Read the evidence labels carefully. Item Legacy organizes information you enter and supporting records; it does not independently authenticate Items, certify provenance, or provide a professional appraisal. Describe a fact as verified only when you can identify the supporting source.
Masking applies to structured fields; Item Legacy does not automatically blur or redact sensitive information visible inside a photo. Review every included photo before sharing a Dossier.
Dossiers expand to fit the selected recipe and available records, so page count varies. The as-of date applies to dated facts; names, descriptions, and other details use what is saved when you create the Dossier. The edition number labels the generated output, but Item Legacy does not keep a permanent saved copy. Keep the PDF in a secure location you control when you need a dated copy.
Import & Export
From All Items, choose Import & Export. Use the starter CSV with fictional example rows or the supported-column list, keep item_name and collection_name, and test a few rows. Missing Collections can be created from the file. Review the result before importing more; importing the same rows twice can create duplicates.
Use Custom Export to narrow a file with the controls shown on the page. Save dated copies outside the app after important additions or corrections.
Backup & Data
Open Settings → Backup & Data to review status, storage, history, and restore-request access. Pro and Estate include 1 GB of Cloud Backup; eligible accounts can add it separately. Check the latest completed snapshot: paid access or Awaiting first backup does not establish that a snapshot exists.
When offered for an eligible completed snapshot, Request restore creates a request for review and verification. It does not immediately overwrite your vault. Native snapshots preserve populated item numbers; older snapshots without numbers may receive new assignments. A restored number must be positive and must not conflict with another current item in the account. Review records and test label links after a restore.
Keep independent CSV copies and original media. Inspect backup warnings and snapshot expiry dates, and contact support if the page shows Attention needed.
Plans & settings
Billing & Pricing shows your current plan, usage, subscription status, and renewal information. Paid checkout and payment management use a secure billing portal. Confirm the final price and billing interval shown at checkout.
2 collections · 25 items
50 photos · 10 documents · 3 reports and 3 CSV exports
Unlimited collections · 500 items
1,000 photos · 100 documents · 25 reports and 25 CSV exports
Unlimited collections and items
10,000 photos · 1,000 documents · unlimited reports and exports
Unlimited collections and items
Unlimited photos, documents, reports, and exports
Plan availability and checkout configuration can change. Billing & Pricing and the secure checkout page are the current purchase source of truth.
Compare current plans and limits on the Pricing page.
Mobile, privacy & security
Item Legacy is responsive and can be added to your Home Screen on supported phones and tablets. On a later mobile visit, a dashboard reminder can show you how. Close it, choose a seven-day reminder, or turn reminders off for that browser. You can always reopen the instructions in Settings. The mobile bottom bar keeps Home, Collections, Items, and Add Item close at hand. Choose More for Documents and the same grouped navigation as desktop. Expand Reports for Insights and Portfolio, Settings for Spot Prices and Billing & Pricing, or Help & Support for Articles, Media, Terms of Service, and Privacy Policy. Open All Items and choose Import & Export to transfer inventory data.
On your phone or tablet, open Item Legacy in Safari or Chrome. If you are using a browser inside another app, open the page in your regular browser first.
Use an internet connection to access and update your vault.
Common workflows
Use these short routines as starting points, then adapt them to the kind of collection you maintain.
FAQ & support
No. Item Legacy organizes information you enter and provides helpful calculations. For certified values or decisions involving insurance, taxes, law, or an estate, consult a qualified professional.
No. A Set is a checklist layered over a Collection. Removing a Set or one of its positions does not remove the linked Item.
Make sure the file is fully downloaded to your device. Photos can be JPEG, PNG, or WebP; documents can be PDF or macro-free DOCX. Each upload request can contain up to 4 MB total.
Check the source Item for missing quantity, cost, estimated value, location, evidence, or relevant metal details. The Missing Data report is the fastest place to start.
Item Legacy can be installed as a web app on supported devices, but editing and uploads require a reliable internet connection.
Yes. Use Import & Export to download portable CSV records, including an archive of specialist fields. CSV does not contain the photo or document files and is not a complete account restore. Keep original media and periodic copies securely.
Your displayed # number is local to your account and stays the same during ordinary edits. Deletion may allow reuse. The item UUID remains its identity, and QR links use that UUID.
No. Scanning opens the existing private item page. Sign-in and ownership are still required. Print Label downloads require Collector or higher.
No. Collectible templates add optional details to an item. Set templates are reusable checklists that reference items without duplicating them.
The Item may have been deleted, or it may not be available to the account currently signed in. Return to All Items and confirm that you are using the expected account. For privacy, Item Legacy does not distinguish between a missing record and one outside your account.
Signed-in customers can search Help & Support or submit a question, bug report, or feature request. You can also email Vellstead for account, billing, privacy, or legal questions. Never include passwords, card numbers, safe combinations, or access tokens.
