> 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/bank-rec-dashboard.md).

# Reconciliation Dashboard

***

### How to Access Reconciliations

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

<div align="left"><figure><img src="/files/RWMqjsEBLh9tAhnxx6Gr" 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="/files/PmzNf6hbjRF9JeAmc504" 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="/files/b7iWsfyxXdsxuR1Cxf9Z" 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="/files/hhn27ErcDmly4Cwf6Cbz" alt="" width="563"><figcaption></figcaption></figure></div>

***

### Key Actions

* **Add Statemen**t → Upload a statement and :sparkles: Digits will automatically begin reconciling — no manual setup needed.&#x20;
* **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="/files/fVS8ciQjFS79PyDnr4xO" 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.

{% hint style="info" icon="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**.
{% endhint %}

***

### 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>

<details>

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

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.

</details>

<details>

<summary>Why does Digits say "Resolve prior period" when I try to reconcile?</summary>

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.

</details>

<details>

<summary>Why doesn't my bank or credit card account appear in Reconciliations?</summary>

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.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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