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Digits Connections: Banks & Cards via Plaid

Connect your business bank and credit card accounts to Digits for real-time updates, smart categorization, and syncing with over 12,000+ U.S. financial institutions.

How to Connect Your Bank

  1. In the left-hand menu, click Connections.

  2. Click All Connections.

  3. Click Connect next to Banks and Cards.

  4. Search for the bank and log in securely through Plaid.

  5. Select the accounts you want Digits to access.

Tip: If you manage multiple accounts, log in to Plaid as a Guest to avoid linking the wrong ones.

What Happens After Connection

Once your accounts are connected, Digits automatically gets to work:

  • Imports up to 24 months of historical transactions.

  • Captures key transaction fields:

    • Date

    • Amount

    • Description (including party info, where available)

  • ✨ Categorizes transactions automatically and assigns parties intelligently.

  • Starts a frequent sync to keep data continuously up to date.

Can’t Connect Your Bank? Use CSV Import

If your bank isn’t supported, you can upload your transactions manually.

  1. Export a CSV file from your bank.

  2. Go to Ledger → All Transactions.

  3. Click the dropdown next to New Transaction → Import Bank Transactions.

  4. Download and fill out the CSV template.

  5. Upload the file and map the fields.

  6. Select the correct bank or card category, then click Next.

See also: Importing Transactions

Manage Your Bank Connection

Important: Before You Remove a Connection

Deleting a connection permanently removes all related transactions from Digits. This can affect reconciliations, balances, and financial reports — so review carefully before proceeding.

If you just want to stop syncing temporarily, consider pausing or archiving instead.

You can pause, archive, or delete a connection any time from your Connections tab.

  1. Log in to your Digits dashboard.

  2. In the left-hand menu, click Connections.

  3. Select the My Connections tab.

  4. Click Manage next to the connection you want to update.

See: Pause, Archive, or Delete a Connection

Automatic Statement Fetching via Plaid

Digits can automatically fetch your official bank statements (where supported) — no manual uploads needed. Statements appear in your Documents tab for easy access during audits or reviews.

Currently supported banks include: Wells Fargo, Bank of America, U.S. Bank, Citibank Online, Navy Federal Credit Union, Regions Bank, Fifth Third Bank, Huntington Bank, Truist, Acorns, Mercury, Meow, Slash, Chariot, Parker, Klutch, Spruce, Double Finance, Mass Finance Inc., GuideStone Financial Resources, Dappr, Crew Finance, Percapita Group, Cogent Bank (Personal & Business), Atlas, Safra National Bank, American Bank (TX), and CCBank (Business & Personal).

Troubleshooting & Reconnecting Banks

If data looks stale or incomplete:

  • Reconnect the bank from the Connections page (using the same steps above).

  • Ensure all accounts meant to sync are still selected during the Plaid flow.

Frequently Asked Questions

Does Digits support international banks?

Not yet—Digits currently supports U.S.-based bank accounts and USD only. If you’re trying to connect a non-U.S. bank or work in another currency, you won’t see those options in Digits just yet.

Does Digits have a plan for global expansion?

International support—including non-U.S. banks and non-U.S. currency functionality—is in the works. It’s a big lift, but it's on our radar as part of Digits' long-term expansion.

Why can’t I connect a treasury or investment account?

Treasury and investment accounts fall under a category that Digits doesn’t support—yet.

In the meantime, you can still stay organized by uploading treasury statements to the Documents tab or tracking balances manually using a journal entry

See: Journal Entries in Digits

What if my bank requires MFA/2FA?

Some banks require multi-factor authentication each time Plaid connects. If this causes sync issues:

  1. Temporarily disable MFA/2FA in the bank’s settings, then reconnect through Digits

What if I connected the wrong bank account, or want to remove one later?

You can pause, archive, or delete the existing connection and then add the new one—no need to start from scratch.

See: How to Pause, Archive, or Delete a Connection in Digits

Need help? Contact Digits Support at [email protected]. We’re happy to help troubleshoot or walk you through the process.