Editing Transactions

Whether you're fixing a typo or reclassifying a category, Digits makes it easy to edit transactions across all sources — including manual entries, CSV imports, and bank-connected data.

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Edit a Single Transaction

1. Go to Accounting → Ledger.
2. Use filters (category, party, amount) or Command + K to find the transaction.
3. Click Edit in the header.

1. Update fields inline — such as Party or Category — or click the transaction to open full edit options.

Bulk Edit Transactions

1. Go to Accounting → Ledger.
2. Click Edit in the header.
3. Select one or more transactions by checking the checkboxes next to them. Once selected, a bulk editing bar will appear at the top of the screen.

1. Use the icons in the toolbar to apply changes across all selected transactions:

   • Category – Move transactions to the correct category
   • Department – Assign or update departments
   • Location – Assign or update locations
   • Party (Vendor / Customer) – Update the associated party
   • Comments – Add notes or questions
   • Reverse or Delete – Where supported, based on transaction source
2. Click Apply to save changes.

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Delete a Transaction

1. Go to Accounting → Ledger.
2. Open the transaction.
3. Click the trash can icon in the top-right corner.
4. Confirm the deletion.

When deletion isn’t available

Transactions that originate inside Digits, such as Digits Pay payments, can't be deleted. Schedule-generated transactions, such as depreciation and amortization entries, can't be edited or deleted individually. To modify or remove them, edit or delete the schedule that created them.

Everything else, including QuickBooks-imported transactions, bank and card feed transactions, CSV imports, and manual entries, can be deleted individually or in bulk.

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Reverse A Transaction

Use Reverse when you want to cancel out a transaction's impact on balances and reports but keep it visible in the Ledger.

1. Go to Accounting → Ledger.
2. Find and open the transaction.
3. Click the reverse icon in the top-right corner.
4. Confirm the reverse action.

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Editing Similar Transactions

When you change the category on a transaction, ✨Digits automatically checks for other transactions that may match. If it finds any, you’ll see a Review prompt.

1. Click Review to see potential matches.
2. You can apply changes to all, some, or none.

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Editing Transactions in Closed Periods

If you open a transaction from a closed period, a message appears at the bottom of the screen

To edit a transaction in a closed period:

1. Reopen the period that contains the transaction.
2. Edit the transaction.
3. Close the period again to re-lock your books.

Note: Reopening a period unlocks all transactions in that period, not just the one you're editing. Close the period again as soon as you're finished to keep your books protected.

For step-by-step instructions, see Closing & Reopening Periods

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Frequently Asked Questions

What types of transactions can I edit?

All transaction types can be edited — including connected (Plaid), QuickBooks imports, CSV uploads, and manual entries.

Transactions in a closed period cannot be edited unless you reopen the period. See Closing & Reopening Periods

What fields can I edit on a transaction?

You can edit categories, departments, locations, parties (vendors/customers), notes, and more—either individually or in bulk from the Ledger.

How does Digits identify similar transactions?

Digits looks for:

• The same starting category
• The same opposite-side (paired) category
• The same credit/debit direction
• Transactions after the most recent closed period

Note: Refunds are excluded from suggestions.

Need to fix or repeat an entry?

Use Copy to duplicate a transaction or Reverse to create an offsetting entry. This is especially useful for corrections, refunds, or reclassifications.

Why can't I delete some transactions?

Transactions that originate inside Digits — Digits Pay payments and schedule-generated entries like depreciation and amortization — can’t be deleted. Everything else — bank/card feeds, CSV imports, QuickBooks-imported transactions, and manual entries — can be deleted individually or in bulk. (Schedule-generated entries also can’t be edited individually — edit the schedule instead.)

Can I edit transactions directly from the Checklist?

Yes. When reviewing items in Checklist → Book, you can update categories, departments, and locations directly before resolving the item.

Can I edit transactions from a closed period?

Yes, but you’ll need to unlock editing for that transaction to make changes. See: Closing & Reopening Periods

How do I remove old transactions from a bank connection?

You have three options, depending on the scope:

• A few transactions: delete them individually from the Ledger (open the transaction → trash can icon), or select multiple in bulk edit mode and delete them together.
• All transactions from a connection: archive and delete the connection itself. See Archive and Delete a Connection
• Trim historical imports only: adjust the connection's start date. See Change the Start Date for a Connection

How do I remove a large number of transactions from my ledger?

It depends on where those transactions came from:

If they came from a bank connection (Plaid): Adjust the connection's start date to control how far back Digits pulls data. In the left navigation, go to Connections, click Manage next to the connection, update the Cutover Date to the date you want data to start from, and save. Digits will remove transactions before that date.

If they came from a QuickBooks migration: There's no way to selectively remove migrated transactions. You'll need to start over and choose a later migration date.

See: Starting Over in Digits

Note: There is no bulk reverse option. Reversals must be done one transaction at a time.

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Contact Digits Support

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