# Reconciliation Dashboard

***

### How to Access Reconciliations

1. In the left navigation, click **Accounting**.
2. Select **Reconciliations.**

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2F1bJxbkb0svYyYUyWpIhy%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Reconciliations.png?alt=media&#x26;token=d3c33c24-6aec-492c-ad1c-a9c303fe3032" alt="" width="563"><figcaption></figcaption></figure></div>

### 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.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2Fkn3bwmHXu45jq5wGPa9O%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Reconciliations.png?alt=media&#x26;token=88cd50ee-5486-4b86-a374-e4012c66205b" alt="" width="563"><figcaption></figcaption></figure></div>

***

### 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)

<table data-header-hidden><thead><tr><th width="199.4190673828125">Element</th><th>Description</th></tr></thead><tbody><tr><td><strong>Account Name + Number</strong></td><td>The name and last four digits of the account (e.g., <em>Mercury Checking 1231</em>).</td></tr><tr><td><strong>Timeline</strong></td><td>Displays each month in sequence. Filled or colored icons indicate reconciliation activity for that period.</td></tr><tr><td><strong>Month Status Icons</strong></td><td><p>• <strong>Empty circle</strong> – No reconciliation created</p><p>• <strong>Circle with Pencil</strong> – Manually created draft<br>• <strong>Green/black sparkle icon</strong> - AI-created draft<br>• <strong>Yellow Exclamation icon</strong> –  Reopened (manually or automatically due to a balance mismatch)  </p><p>• <strong>Green Checkmark</strong> – AI drafted and/or finalized reconciliation<br>• <strong>Purple checkmark</strong> – Finalized manually started reconciliation<br>• <strong>No icon</strong> – Reconciliation spans multiple months</p></td></tr><tr><td><strong>Action Button (right-hand side)</strong></td><td><p>Shows the current action available for that period:</p><p>• Add Statement — Upload or start a new reconciliation.</p><p>• Finalize — Reconciliation is ready to finalize.</p><p>• Finalize Again — Re-finalize if changes were made.</p></td></tr></tbody></table>

✨ 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.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FuGRjUVnX8toay5dEmFKq%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Reconciliations.png?alt=media&#x26;token=96f3e1fe-39b8-4941-9502-c4240a4acc6e" alt="" width="563"><figcaption></figcaption></figure></div>

***

### Download Reconciliations

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

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FnfiHY57l8IOP4kbWUN33%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Reconciliations.png?alt=media&#x26;token=c5d7b91b-6bef-46ef-a6fb-c5e35d8e8943" alt="" width="563"><figcaption></figcaption></figure></div>

***

### Key Actions

* **Add Statemen**t → Upload a statement and Digits will automatically begin reconciling — no manual setup needed. See [Using AI Bank Reconciliations in Digits](https://help.digits.com/firms-agentic-general-ledger/ai-bank-recs) for details.
* **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**.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2F12LfTpWsv7z7aUbUG8Vl%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Reconciliations.png?alt=media&#x26;token=23b8cdb4-e642-4464-ab72-80d4dae48282" alt="" width="286"><figcaption></figcaption></figure></div>

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.

***

### Frequently Asked Questions

<details>

<summary>Why is a previously finalized month showing a yellow exclamation icon?</summary>

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.

</details>

<details>

<summary>Can I change the order of accounts on the dashboard?</summary>

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

</details>

<details>

<summary>Can I filter by reconciliation status?</summary>

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

</details>

<details>

<summary>What does “Finalize Again” mean?</summary>

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

</details>

<details>

<summary>Can I hover over a stacked set of dots?</summary>

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.

</details>

***

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