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Downloading Financials 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.

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Step 1: Open Financials

Click Financials from the left-hand navigation.

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Step 2: Choose a Report

Select a report type from the selector along the top.

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Step 3: Adjust Filters

  • Date range (YTD, Last Month, Custom, etc.)

  • Display view (Totals, Monthly Deltas, or Averages)

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Step 4: Export Options

Download Financial Package (Top-right button)

  • Choose multiple reports to export together. Available reports include:

    • Ledger — A list of your transactions categorized by account

    • 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

Note: Digits will generate a single Excel file per report.

Download Single Report (Per-section button)

  • Found directly above each report

  • Downloads just that specific view in Excel format (.xlsx)

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Frequently Asked Questions

chevron-rightCan I download more than one report at once?hashtag

Yes. Use Download Financial Package (top-right). You can select multiple reports, and Digits will export each one as its own Excel sheet.

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All Financials exports download as Excel (.xlsx) files—ideal for workpapers, audits, and analysis.

Got a question or feedback? Our team is all ears—come say hello!

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