For the complete documentation index, see llms.txt. This page is also available as Markdown.
Exporting Data from the Ledger
The Ledger gives you flexible export options so you can review your data, share it with your accountant, or prep for audits and lenders.
Export Options
From the Ledger tab, click the menu in the top-right corner.
You’ll see three options:
Download CSV - Export a .csv file of the transactions in the ledger for the selected date range.
Export CSV to Vault - Send the filtered CSV directly to the Vault in Digits.
Download Financial Package - Export a full financial package that includes:
Ledger
Trial Balance
Profit & Loss
Balance Sheet
Cash Flow
AR Aging
AP Aging
Frequently Asked Questions
Can I export my Chart of Accounts?
Yes. You can export it from Categories (not from the ledger export menu):
Open Categories.
Click the ⋯ menu in the top-right.
Choose Download CSV to save it to your computer, or Export CSV to Vault to save it to your Vault.
The file uses the same format as Digits' Chart of Accounts import template, so you can make changes in a spreadsheet and import them back into Digits without reformatting.
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