> 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/export-ledger.md).

# 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.&#x20;

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2F3A4JzTHz72UshqXzo5Bn%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&amp;token=63ad79a7-5899-44b4-8033-6edcdcd46000" alt="" width="375"><figcaption></figcaption></figure></div>

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

<details>

<summary>Can I export my Chart of Accounts?</summary>

Yes. You can export it from **Categories** (not from the ledger export menu):

1. Open **Categories**.
2. Click the **⋯ menu** in the top-right.
3. 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.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.digits.com/business-agentic-general-ledger/export-ledger.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
