# Accounting & Ledger

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### **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="navigating-ledger">navigating-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="pay-in-pay-out">pay-in-pay-out</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="journal-entries">journal-entries</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="bank-transfers">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="splitting-transactions">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="editing-transactions">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="match-unmatch-transactions">match-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="importing-transactions">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="https://app.gitbook.com/s/Z4qK9FFbdTueEUn8Ovg4/attaching-documents">Attach Documents to Transactions</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i>  Ledger:</td><td><h4>Close a Month (Set or Change Close Date)</h4></td><td>Lock periods to protect finalized financials.</td><td></td><td></td><td><a href="close-date">close-date</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="export-ledger">export-ledger</a></td></tr></tbody></table>

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### **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="bank-rec-dashboard">bank-rec-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="ai-bank-recs">ai-bank-recs</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="manual-bank-rec">manual-bank-rec</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="https://app.gitbook.com/s/ZJRjnc8NFWHCOqIwdbuI/cutover-reconciliation">Reconciliations After Migrating from QuickBooks</a></td></tr></tbody></table>

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### **Category Manager**

<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>  Category Manager:</td><td><h4>Category Manager: Chart of Accounts</h4></td><td>Create, edit, and organize your full chart of accounts.</td><td><a href="category-manager">category-manager</a></td></tr><tr><td><i class="fa-tags">:tags:</i>  Category Manager:</td><td><h4>Import Your Chart of Accounts</h4></td><td>Upload or update categories in bulk via CSV.</td><td><a href="broken-reference">Broken link</a></td></tr></tbody></table>

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### **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="departments">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="locations">locations</a></td></tr></tbody></table>

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### **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="digits-ai">digits-ai</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="cash-vs-accrual">cash-vs-accrual</a></td></tr><tr><td><i class="fa-calculator-simple">:calculator-simple:</i>  Accounting &#x26; Ledger:</td><td><h4>Get Tax-Ready with Digits: 1099s, W-9s, &#x26; Year-End Prep</h4></td><td>Review 1099 eligibility, W-9 status, and year-end tax workflows.</td><td><a href="get-tax-ready">get-tax-ready</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="verify-opening-balances">verify-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="ledger-faqs">ledger-faqs</a></td></tr></tbody></table>

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