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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

  1. 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 Spend — 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 the Customer List

  1. Click the menu in the top-right (next to New Transaction).

Choose one of the following:

  • Download CSV — save a CSV of customer transactions to your computer.

  • Export CSV to Documents — save the CSV to your Documents folder for sharing or future access.

How to Make Edits to Customers

  1. Click the Edit toggle in the header to enter edit mode.

  2. You can:

    • Edit a customer’s name.

    • Change a customer’s category.

    • Apply changes in bulk or one at a time.

Note: In this view, transaction edits are limited to party name and category only.

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?

No. Click the Month/Year in the top left and select a time period from the dropdown.

Does the Customers tab support exports for review meetings?

Yes. Use Download CSV or Export CSV to Documents to share with your team or clients.

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 here?

This page lets you edit the customer name and category. For deeper edits, open the transaction in Ledger.

Need help? Contact us at [email protected] — we’re happy to help you get the most from your customer insights.