# Editing Transactions *** ### 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.
4. 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.
4. 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 5. Click **Apply** to save changes. *** ### 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 come from Digits itself (Digits Pay) cannot be deleted. Everything else can be deleted, including synced transactions. *** ### Reverse A Transaction Some transactions can’t be deleted because they’re tied to a connected source. In those cases, you can **reverse** the transaction instead. 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.
*** ### Editing Similar Transactions When you change the **category** on a transaction, :sparkles: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. *** ### 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 it: 1. Click the **Menu** in the header.
2. Confirm that you’d like to enable editing.
*** ### 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.
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 {% hint style="warning" %} **Note:** Refunds are excluded from suggestions. {% endhint %}
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 come from Digits itself (Digits Pay) cannot be deleted. Everything else can be deleted, including synced transactions.
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: [Close a Month (Set or change Close Date)](/business-agentic-general-ledger/close-date.md)
How do I remove old transactions from a bank connection? You can delete individual transactions from a connected source, or you can adjust the connection's cutover date to control how far back Digits pulls data. Go to **Connections → Manage** next to the connection, update the **Cutover Date**, and save. Digits will remove transactions before that date. See: [Starting Over in Digits](/business-connections/starting-over.md)for more details.
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](/business-connections/starting-over.md) **Note:** There is no bulk reverse option. Reversals must be done one transaction at a time.
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