Starting Over in Digits: Removing Transactions, Connections, and Company Data

Sometimes you need a clean reset—maybe the wrong bank was connected, personal accounts were included, or you started setup with the wrong info.

This article explains what you can and can’t delete in Digits, plus the cleanest ways to start fresh without creating more cleanup later.

Using One Account for Both Business and Personal

If personal and business transactions are mixed together, it usually means too many accounts were shared during the bank connection.

Before you delete anything, do this in order:

Some banks let you access multiple accounts (personal + business) under one login. If you shared them all, Digits will import them all.

⚠️ If you only delete transactions, they’ll likely come back.

Some banks require you to change which accounts are shared on the bank’s website before reconnecting.

Once sharing is corrected, you can:

📌 Tip: Starting over works best after you’ve corrected account sharing. Otherwise, the same personal accounts may keep syncing back in.

Multiple Accounts for Business and Personal Transactions

Linking Only Your Chase Business Accounts to Digits

Wells Fargo: Remove Unwanted Accounts and Their Transactions

Which Transactions Can be Deleted (and Which Can't)

Can I delete all transactions at once?

What to do with personal transactions in a Mixed Account

Option 1: Remove a Connection (and all its transactions)

Best if you connected the wrong bank/card or imported the wrong accounts.

Steps:

⚠️ This removes all transactions from that connection and affects balances, reports, and reconciliations.

📌 If you only want to stop future imports, use Pause instead.

Option 2: Create a New Company

Best if setup is brand new and you want a totally clean restart.

This is a good fit if: