> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/business-agentic-general-ledger/ledger.md).

# Accounting & Ledger

Manage your complete general ledger, reconciliations, categories, and tax workflows in one place for accurate, audit-ready books.

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### **Ledger**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Navigating the Ledger</h4></td><td>Explore every business transaction with the Digits Agentic General Ledger™.</td><td></td><td></td><td><a href="/pages/eO8ouKpOGLFYj6XStWVo">/pages/eO8ouKpOGLFYj6XStWVo</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Pay In/ Pay Out Transactions</h4></td><td>Record income, expenses, refunds, or adjustments in Ledger.</td><td></td><td></td><td><a href="/pages/NHuXBFbNlf45drsg52zH">/pages/NHuXBFbNlf45drsg52zH</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Journal Entries in Digits</h4></td><td>Create and manage balanced multi-line journal entries.</td><td></td><td></td><td><a href="/pages/KPMOXzzzpV9tud8yoXBb">/pages/KPMOXzzzpV9tud8yoXBb</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Bank Transfers</h4></td><td>Track funds between accounts with clean, matched entries.</td><td></td><td></td><td><a href="/pages/eFYkVki6F0ZygOfal989">/pages/eFYkVki6F0ZygOfal989</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Splitting Transactions</h4></td><td>Split charges across categories for accurate reporting.</td><td></td><td></td><td><a href="/pages/W2YjY95dFHinDBVv8Su7">/pages/W2YjY95dFHinDBVv8Su7</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Editing Transactions</h4></td><td>Edit or reclassify transactions across all sources.</td><td></td><td></td><td><a href="/pages/YgddFqESttvNmU58oPrh">/pages/YgddFqESttvNmU58oPrh</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Match or Unmatch Transactions</h4></td><td>Match/unmatch transactions as needed.</td><td></td><td></td><td><a href="/pages/G0QTlv3atmcWEge0b6PA">/pages/G0QTlv3atmcWEge0b6PA</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Importing Transactions</h4></td><td>Upload CSVs to add bank or card transactions manually.</td><td></td><td></td><td><a href="/pages/GRimIc0xx7ZI1HfkSHH9">/pages/GRimIc0xx7ZI1HfkSHH9</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Attach Documents to Transactions</h4></td><td>Store and link files like receipts or W-9s to entries.</td><td></td><td></td><td><a href="/spaces/4D7zST8CXrD3qmMyLUUn/pages/n9nRHA7BxrB0NFbUsvKo">/spaces/4D7zST8CXrD3qmMyLUUn/pages/n9nRHA7BxrB0NFbUsvKo</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Closing &#x26; Reopening Periods</h4></td><td>Lock periods to protect finalized financials.</td><td></td><td></td><td><a href="/pages/JnGfGK7A0hMdoBbc2I0b">/pages/JnGfGK7A0hMdoBbc2I0b</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i> Ledger:</td><td><h4>Exporting Data from the Ledger</h4></td><td>Export CSVs or full financial packages for reviews or audits.</td><td></td><td></td><td><a href="/pages/1aM9gxzQRnphDH267JoQ">/pages/1aM9gxzQRnphDH267JoQ</a></td></tr></tbody></table>

***

### **Reconciliations**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Reconciliation Dashboard</h4></td><td>Track monthly progress and finalize reconciliations fast.</td><td><a href="/pages/Wht5EgOLkMOHuwxcpiAW">/pages/Wht5EgOLkMOHuwxcpiAW</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Using AI Bank Reconciliations in Digits</h4></td><td>Auto-match statements to the ledger with smart flags.</td><td><a href="/pages/lnPV5CLCrVbrlRtvKdcn">/pages/lnPV5CLCrVbrlRtvKdcn</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Creating a Manual Reconciliation</h4></td><td>Manually build reconciliations for unmatched accounts.</td><td><a href="/pages/3pfR8kH0O8Gktcy5tcit">/pages/3pfR8kH0O8Gktcy5tcit</a></td></tr></tbody></table>

***

### **Categories**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-tags">:tags:</i>  Categories:</td><td><h4>Categories: Chart of Accounts</h4></td><td>Create, edit, and organize your full chart of accounts.</td><td><a href="/pages/uzhUfWmyLValiZcwQaQl">/pages/uzhUfWmyLValiZcwQaQl</a></td></tr><tr><td><i class="fa-tags">:tags:</i>  Categories:</td><td><h4>Import Your Chart of Accounts</h4></td><td>Upload or update categories in bulk via CSV.</td><td><a href="/pages/m8dOKbe6qzZlNSHiVa3r">/pages/m8dOKbe6qzZlNSHiVa3r</a></td></tr></tbody></table>

***

### **Dimensions**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-sitemap">:sitemap:</i>  Dimensions:</td><td><h4>Departments</h4></td><td>Track and report financial activity by department.</td><td><a href="/pages/LZARmUGLztPPBTc06nLw">/pages/LZARmUGLztPPBTc06nLw</a></td></tr><tr><td><i class="fa-sitemap">:sitemap:</i>  Dimensions:</td><td><h4>Locations</h4></td><td>Track and report financial activity by location.</td><td><a href="/pages/6YW0q6I0arxT34zpY7Fg">/pages/6YW0q6I0arxT34zpY7Fg</a></td></tr></tbody></table>

***

### Schedules

<table data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-clock">:clock:</i>  Schedules:</td><td><h4>Schedules</h4></td><td>Automate fixed asset and prepaid schedules inside the ledger.</td></tr></tbody></table>

***

### **Troubleshooting & FAQs**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-sparkles">:sparkles:</i>  Digits AI: </td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping, so you don't have to.</td><td><a href="/pages/o4Fn2IeLj8UpfsYW0bST">/pages/o4Fn2IeLj8UpfsYW0bST</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Cash vs. Accrual in Digits</h4></td><td>Learn how Digits handles cash and accrual accounting methods.</td><td><a href="/pages/8O0lH0TdL6BfPapnhDzT">/pages/8O0lH0TdL6BfPapnhDzT</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Get Tax-Ready with Digits: 1099s, W-9s, &#x26; Year-End Prep</h4></td><td>Review 1099 eligibility, W-9 status, and year-end tax workflows.</td><td><a href="/pages/lIhVCOg3QGoWQlKCelBr">/pages/lIhVCOg3QGoWQlKCelBr</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Troubleshooting Cash Totals: Verifying Opening Balances</h4></td><td>Fix cash total issues by reviewing and correcting opening balances.</td><td><a href="/pages/H9AmnLgPuZgaDsjYZWqr">/pages/H9AmnLgPuZgaDsjYZWqr</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Accounting &#x26; Ledger FAQs</h4></td><td>Common ledger, categories, entries, and reconciliation questions.</td><td><a href="/pages/WZWyOjs7POioD8m1SKkL">/pages/WZWyOjs7POioD8m1SKkL</a></td></tr></tbody></table>

***


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