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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Reconciliation Dashboard

The Reconciliation Dashboard gives you a quick view of your client’s progress each month — including what’s started, what’s pending, and which reconciliations are finalized.

How to Access Reconciliations

  1. In the left navigation, click Accounting.

  2. Select Reconciliations.

Reconciliation Overview

At the top of the screen, you’ll see summary tiles for:

  • No Activity

  • Not Started

  • Drafts

  • Finalized

Use the ← / → arrows beside the month name to navigate between periods. The summary tiles update automatically, and you can click any tile to filter the list based on status.

Account List

Below the summary cards, you’ll see a list of all accounts organized by category:

  • Assets (e.g., Bank Accounts, Checking, Savings)

  • Liabilities (e.g., Credit Cards, Ramp Card, Mercury Card)

Account Name + Number

The name and last four digits of the account (e.g., Mercury Checking 1231).

Timeline

Displays each month in sequence. Filled or colored icons indicate reconciliation activity for that period.

Month Status Icons

• Empty circle – No reconciliation created

• Circle with Pencil – Manually created draft • Green/black sparkle icon - AI-created draft • Yellow Exclamation icon – Reopened (manually or automatically due to a balance mismatch)

• Green Checkmark – AI drafted and/or finalized reconciliation • Purple checkmark – Finalized manually started reconciliation • No icon – Reconciliation spans multiple months

Action Button (right-hand side)

Shows the current action available for that period:

• Add Statement — Upload or start a new reconciliation.

• Finalize — Reconciliation is ready to finalize.

• Finalize Again — Re-finalize if changes were made.

✨ Digits will automatically reopen a reconciliation (and any following months) if the statement balance no longer matches the ledger balance.

Sorting the Reconciliation List

Click the Sort icon in the top-right corner of the Reconciliations dashboard to open sorting options.

You can sort accounts by category name, category number, category subtype, or last reconciliation to quickly find what you need.

Download Reconciliations

To download a reconciliation, click the menu in the top right of the page, then select Download PDF.

Key Actions

  • Add Statement → Upload a statement and ✨ Digits will automatically begin reconciling — no manual setup needed.

  • Finalize Again → Reopen a previously finalized month if adjustments are needed.

  • New Reconciliation → Start a manual reconciliation for an account with no activity.

Hover for Quick Insights

Hover over any month icon on an account timeline to see a quick activity summary — such as when a statement was uploaded or when an auto-reconciliation started.

If multiple reconciliations occurred in the same month, dots will stack vertically to represent each event. Hover over the stack to view the full list.

calendar-days

Can't find a reconciliation? Check the month containing the statement's end date. Even if a statement starts in one month and ends in the next, it appears under the month where the statement ends. For example, a May 4–June 4 statement is shown under June.

Frequently Asked Questions

Why is a previously finalized month showing a yellow exclamation icon?

Digits automatically reopens a reconciliation (and any subsequent months) if transactions have been edited in a way that affects the reconciliation.

Once you’ve reviewed and re-finalized the period, the icon will return to a checkmark.

Can I change the order of accounts on the dashboard?

Yes. Click the Sort icon in the top-right corner to organize by name, type, or reconciliation status.

Can I filter by reconciliation status?

Yes. Click any of the summary tiles (No Activity, Not Started, Drafts, Finalized) to filter the account list by that status.

What does “Finalize Again” mean?

“Finalize Again” appears when a previously finalized month has been reopened — for example, if a balance changed or transactions were edited after finalization.

Can I hover over a stacked set of dots?

Yes! Stacked dots represent multiple reconciliation events for the same month (e.g., a statement upload and an auto-reconciliation start). Hover to see a summary of all related actions.

Why can't I find my reconciliation for a statement that spans two months?

Reconciliations are organized by the statement end date, not the start date.

For example, a statement covering May 4–June 4 appears under June, because the statement ends in June.

If you're looking for a reconciliation, check the month containing the statement's end date. You can also open the reconciliation or uploaded statement to confirm the full statement period.

Why does Digits say "Resolve prior period" when I try to reconcile?

Reconciliations must be finalized in order, oldest first. This message means an earlier period still has an open (unfinalized) reconciliation, so you can't finalize — or keep editing — the current one until that earlier period is done. It also appears if a period you'd already finalized was reopened.

Why doesn't my bank or credit card account appear in Reconciliations?

Only bank and credit card categories with the correct subtype appear in Reconciliations.

In Category Manager, make sure the account is set up with the appropriate subtype:

  • Bank accounts should use a Bank subtype.

  • Credit card accounts should use the Credit Cards subtype under Liabilities.

For example, if a Ramp, Brex, or American Express card is categorized as Other Current Liabilities instead of Credit Cards, it won't appear in Reconciliations.

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

Contact Digits Support