> 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/firms-agentic-general-ledger/ledger.md).

# Accounting & Ledger

Manage your complete general ledger, reconciliations, categories, and tax workflows in one place for accurate, audit-ready books.

***

### **Ledger**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Navigating the Ledger</h4></td><td>Explore every client transaction with the Digits Agentic General Ledger™</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/navigating-ledger.md">Navigating the Ledger</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Pay In/ Pay Out Transactions</h4></td><td>Record income, expenses, refunds, or adjustments in Ledger.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/pay-in-pay-out.md">Pay In/ Pay Out Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Journal Entries in Digits</h4></td><td>Create and manage balanced multi-line journal entries.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/journal-entries.md">Journal Entries in Digits</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Bank Transfers</h4></td><td>Track funds between accounts with clean, matched entries.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/bank-transfers.md">Bank Transfers</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Splitting Transactions</h4></td><td>Split charges across categories for accurate reporting.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/splitting-transactions.md">Splitting Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Editing Transactions</h4></td><td>Edit or reclassify transactions across all sources.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/editing-transactions.md">Editing Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Match or Unmatch Transactions</h4></td><td>Match/unmatch transactions as needed.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/match-unmatch-transactions.md">Match or Unmatch Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Importing Transactions</h4></td><td>Upload CSVs to add bank or card transactions manually.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/importing-transactions.md">Importing Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Attach Documents to Transactions</h4></td><td>Store and link files like receipts or W-9s to entries.</td><td></td><td></td><td><a href="/firms-documents/attaching-documents.md">Attach Documents to Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Locked Periods</h4></td><td>Lock periods to protect finalized financials.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/close-date.md">Locked Periods</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i> Ledger:</td><td><h4>Exporting Data from the Ledger</h4></td><td>Export CSVs or full financial packages for reviews or audits.</td><td></td><td></td><td><a href="/firms-agentic-general-ledger/export-ledger.md">Exporting Data from the Ledger</a></td></tr></tbody></table>

***

### **Schedules**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-clock">:clock:</i>  Schedules:</td><td><h4>Schedules</h4></td><td>Automate fixed asset and prepaid schedules inside the ledger.</td><td><a href="/firms-agentic-general-ledger/schedules.md">Schedules</a></td></tr></tbody></table>

***

### **Reconciliations**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Reconciliation Dashboard</h4></td><td>Track monthly progress and finalize reconciliations fast.</td><td><a href="/firms-agentic-general-ledger/bank-rec-dashboard.md">Reconciliation Dashboard</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Using AI Bank Reconciliations in Digits</h4></td><td>Auto-match statements to the ledger with smart flags.</td><td><a href="/firms-agentic-general-ledger/ai-bank-recs.md">Using AI Bank Reconciliations in Digits</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations: </td><td><h4>Creating a Manual Reconciliation</h4></td><td>Manually build reconciliations for unmatched accounts.</td><td><a href="/firms-agentic-general-ledger/manual-bank-rec.md">Creating a Manual Reconciliation</a></td></tr><tr><td><i class="fa-scale-balanced">:scale-balanced:</i>  Reconciliations:</td><td><h4>Reconciliations After Migrating from Quickbooks</h4></td><td>Set a clean reconciliation baseline in Digits after a Quickbooks Migration</td><td><a href="/firms-getting-started/cutover-reconciliation.md">Reconciliations After Migrating from QuickBooks</a></td></tr></tbody></table>

***

### **Categories**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-tags">:tags:</i>  Categories:</td><td><h4>Categories: Chart of Accounts</h4></td><td>Create, edit, and organize your full chart of accounts.</td><td><a href="/firms-agentic-general-ledger/category-manager.md">Categories (Chart of Accounts)</a></td></tr><tr><td><i class="fa-tags">:tags:</i>  Categories:</td><td><h4>Import Your Chart of Accounts</h4></td><td>Upload or update categories in bulk via CSV.</td><td><a href="broken://spaces/ZJRjnc8NFWHCOqIwdbuI/pages/QZacLHwOjZZagMSU5lrH">Broken link</a></td></tr></tbody></table>

***

### **Dimensions**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-sitemap">:sitemap:</i>  Dimensions:</td><td><h4>Departments</h4></td><td>Track and report financial activity by department.</td><td><a href="/firms-agentic-general-ledger/departments.md">Departments</a></td></tr><tr><td><i class="fa-sitemap">:sitemap:</i>  Dimensions:</td><td><h4>Locations</h4></td><td>Track and report financial activity by location.</td><td><a href="/firms-agentic-general-ledger/locations.md">Locations</a></td></tr></tbody></table>

***

### **Troubleshooting & FAQs**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-sparkles">:sparkles:</i>  Digits AI: </td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping, so you don’t have to.</td><td><a href="/firms-agentic-general-ledger/digits-ai.md">How AI Works in Digits</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Cash vs. Accrual in Digits</h4></td><td>Learn how Digits handles cash and accrual accounting methods.</td><td><a href="/firms-agentic-general-ledger/cash-vs-accrual.md">Cash vs. Accrual in Digits</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Get Tax-Ready with Digits: W-9s, &#x26; Year-End Prep</h4></td><td>Review 1099 eligibility, W-9 status, and year-end tax workflows.</td><td><a href="/firms-agentic-general-ledger/get-tax-ready.md">Get Tax-Ready with Digits: W-9s &amp; Year-End Prep</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Troubleshooting Cash Totals: Verifying Opening Balances</h4></td><td>Fix cash total issues by reviewing and correcting opening balances.</td><td><a href="/firms-agentic-general-ledger/verify-opening-balances.md">Troubleshooting Cash Totals: Verifying Opening Balances</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Accounting &#x26; Ledger FAQs</h4></td><td>Common ledger, categories, entries, and reconciliation questions.</td><td><a href="/firms-agentic-general-ledger/ledger-faqs.md">Accounting &amp; Ledger FAQs</a></td></tr></tbody></table>

***


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