Managing Your Customers
Detect anomalies instantly — surfaces customers posted to multiple categories so you can fix classification errors.
Double-check new customers — review new bookings so future categorizations stay consistent.
Analyze revenue over time — view customer count and revenue trends by period for variance analysis and reviews.
How to Access Customers in Digits
From your dashboard, click Customers in the left navigation menu.
Tip: Set your Time Period at the top of the page to control what you’re reviewing.
Key Insights
Total — unique customers in the selected period.
Revenue — total earnings from all customers.
New Customers — number of first-time customers in the period.
Multiple-Category — customers whose transactions hit more than one category (useful for catching misclassifications).
How do I explore the customer list?
Your main view shows each customer’s Name, Total revenue, Number of transactions, and a transactions table for the selected period. Click a customer to expand and review their individual transactions.
How to Filter and Sort Customer Data
Customer Filters
Customer Name — search for any customer.
Total Revenue — filter customers by the amount earned from them.
Customer Review — quick toggles like New Customers or Multiple Categories.
Sort options
Click any column header in the transactions table to sort (e.g., Date, Amount, Category).
Use the sort icon in the customer list header to sort customer-level data.
How to Export Customer Data
Click the menu in the top-right (next to Add Transaction).
Choose one of the following:
Download CSV: save a CSV of customer or vendor transactions to your computer.
Export CSV to Vault: save the CSV to your Vault folder for sharing or future access.
How to Make Edits to Customers
Click the Edit toggle in the header to enter edit mode.
You can:
Edit a Transaction's Party
Change a customer’s category.
Apply changes in bulk or one at a time.
Note: You can edit a transaction's Party (the customer or vendor associated with the transaction) and its Category. However, you can't rename customers or vendors. Their names, logos, and descriptions are added automatically through enrichment. If a transaction is linked to the wrong party, reassign it to the correct customer or vendor instead.
Frequently Asked Questions
Can I fix customers posted to multiple categories?
Yes. From the customer tab, use Multiple-Categories under Insights to find them, then use Edit to correct categories so reporting is consistent.
Can I see only new customers for the month?
Yes. Click the month or year in the upper-left corner, then select the time period you want to view from the dropdown.
Does the Customers tab support exports for review meetings?
Yes. Use Download CSV or Export CSV to Vault to share with your team or accountant.
Why don’t I see a customer I’m expecting?
Adjust the time period or filters, check spelling, or review transactions for that customer’s exact name/category.
Can I change transaction details in the customers area?
This page lets you reassign a transaction's Party (which customer it's booked to) and change its Category. You can't rename a customer — names, logos, and descriptions are added automatically through enrichment. For deeper edits, open the transaction in Ledger.
Why did a vendor (or customer) disappear from the list after I recategorized it?
Nothing was deleted. Whether a payee shows up under Vendors or Customers is determined by the type of category its transactions are assigned to—for example, expense-type categories place a payee in Vendors, and income/revenue-type categories place them in Customers.
When you recategorize a payee's transactions, Digits re-evaluates where that payee belongs. If the new category is a different type, the payee moves to the other list—or, in some cases, may not appear under either tab—even though its transactions remain fully intact in the ledger.
To find a "missing" payee: check the other tab (Vendors vs Customers), and confirm the category type you assigned. Its transactions are still in the ledger regardless of which list the payee appears in.
If a payee isn't showing where you expect, review the category it's coded to in the Category Manager.
Got a question or feedback? Our team is all ears—come say hello!