> 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-insights-and-reporting/business-insights-reportings/download-financials.md).

# Downloading Financial Statements in Digits

Need to share your numbers outside of Digits? No problem. Whether it’s for your tax prep, a lender, or a quick check-in with your bookkeeper, exporting is fast and easy.

***

{% stepper %}
{% step %}

### Step 1: Open Statements

Click **Financials** → **Statements** from the left-hand navigation.
{% endstep %}

{% step %}

### Step 2: Choose a Report

Select a report type from the selector along the top.

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2F3SIcNebNYCzSFckj54PO%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=3ac6c22c-b796-4223-8504-e68336dd199c" alt="" width="383"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Step 3: Adjust Filters

* **Date range** — set it at the top left (YTD, Last Month, Custom, etc.). It applies to the report you're viewing.

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2F0ALjIzLtgobMvYZJiilO%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=8cb4a043-95c2-4104-8997-2d7d5a55c58e" alt="" width="375"><figcaption></figcaption></figure></div>

* **Report options** — click **Options** (the gear icon) on the report to adjust how it displays. Options vary by report.

<figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2FcBMveB5QbGEyYfWXmYrK%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=e08c3a32-84ad-4db3-8319-d41eca3749e1" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Step 4: Export Options

**Download Financial Package** (Top-right button)

* Choose multiple reports to export together. Available reports include:
  * **General Ledger** — A detailed list of transactions grouped by category with ending balances
  * **Trial Balance** — Ledger accounts with focus on debit and credit balances
  * **Profit & Loss** — Breakdown of revenue, costs, and expenses incurred
  * **Balance Sheet** — Breakdown of assets, liabilities, and shareholder equity
  * **Cash Flows** — Breakdown of cash and cash equivalents entering or leaving
  * **AR Aging** — Outstanding customer invoices grouped by how overdue they are
  * **AP Aging** — Unpaid vendor bills grouped by how overdue they are

{% hint style="info" icon="lightbulb-on" %}
Choose a **File format** at the top of the window:

* **PDF (default):** Downloads your selected financial reports as PDFs, including the Profit & Loss, Balance Sheet, Cash Flows, AR/AP Aging, and Trial Balance. The General Ledger comes in two versions:
  * **Condensed:** A compact view of your ledger.
  * **Full:** A detailed view with all the columns available in the Excel export.
* **Excel:** Downloads every selected report as an Excel file. The General Ledger is grouped by category and includes ending balances.

**Good to know:** If your General Ledger is too large to export as a PDF, Digits automatically includes the Excel version instead, so you still get the complete report. When your export contains multiple files, Digits bundles them into a single ZIP file.
{% endhint %}

{% hint style="info" icon="calendar-days" %}
You can also change the time period right in the download window — just click the dates at the top.
{% endhint %}

**Download Single Report (Per-section button)**

* Found directly above each report
* Downloads just that specific report as a PDF or XLS

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2FTUmZxEGAhlu5tUw1TJZo%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=4ff65227-d54f-4115-86d5-1b8a798e86b8" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Frequently Asked Questions

<details>

<summary>Can I download more than one report at once?</summary>

Yes. Use **Download Financial Package** (top-right). You can select multiple reports and choose PDF (the default) or Excel as the file format. When more than one file is produced, they download together in a ZIP file.

</details>

<details>

<summary>What format are financial exports in?</summary>

You can export financial reports as PDF, Excel, or CSV, depending on what you're downloading:

* **Individual reports:** Download the Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and AP Aging as PDF or Excel (XLS) files.
* **Financial Package:** Choose **PDF** (default) or **Excel**. PDF exports include two versions of the General Ledger: **Condensed** (a compact view) and **Full** (all columns). Excel exports include every selected report as an Excel file, including the General Ledger and Trial Balance. If the General Ledger is too large for a PDF, Digits automatically includes an Excel version instead.
* **Ledger transactions:** To export a transaction list as a CSV, go to **Accounting → Ledger** and select **Download CSV** from the action menu.

**Good to know:** Excel exports follow the negative-number format selected under **Settings → Accounting** (minus signs or parentheses). Values remain numeric, so you can still use them in formulas and calculations.

</details>

<details>

<summary>Can I get a statement from Ask Digits?</summary>

Yes. Ask Digits for a Profit & Loss, Balance Sheet, or Cash Flow statement (for example, 'Show me my P\&L for Q3 compared to Q2'), and it returns the full statement with a two-period comparison and a difference column, plus a spreadsheet download. For the full export options above, use **Financials → Statements**.

</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 %}

***


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