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Category Manager (Chart of Accounts)

Think of Category Manager as your interactive chart of accounts—just smarter. It’s where you can create, edit, and organize every account your firm tracks for a client.

What Is the Category Manager?

The Category Manager (your client’s Chart of Accounts) organizes every account, category, and connection in Digits. From here, you can:

  • Create and edit categories

  • Import or bulk update accounts

  • Add subcategories for detailed reporting

  • Review which categories are linked to synced banks or tools

How to Access Category Manager

From your client’s home dashboard:

  1. Click Accounting in the left-hand menu.

  2. Select Category Manager.

Creating a New Category

  1. Click + New Category in the top right corner.

  2. Fill in the details:

    • Name

    • Parent Category (e.g., Assets, Revenue)

    • Subtype

    • Icon (optional)

    • Category Number (optional)

    • Description (optional)

  3. Click Create.

Editing or Deactivating a Category

To edit a category:

  1. Hover over any category and click the Edit icon.

  1. Make updates — rename, reassign parent, or change icons/numbers. You can also deactivate the category if it's no longer needed.

  2. Click Save when done.

Note: If the category is linked to a connected account (like a bank or app), you must first remap it to another active category before deactivating.

Adding Child Categories

To create a subcategory:

  1. Hover over the parent category.

  2. Click the Add Child icon.

You can add multiple layers of hierarchy — ideal for firms that use detailed reporting structures.

Viewing Connections

If a category is linked to a synced account (like a bank, card, or app), you’ll see a connection icon next to it.

Click the icon → View Details → click Connections to jump to the main connection page.

You can also filter by Connections to quickly see how each synced account maps to your chart of accounts.

Bulk Importing Categories

If you’re onboarding a new client, the fastest way is to import their Chart of Accounts via CSV during setup, but you can also bulk import or update it anytime.

Use bulk import when:

  • You’re restructuring categories after onboarding

  • Your client’s Chart of Accounts needs cleanup or standardization

  • You want to make large updates without editing manually

How to bulk import:

  1. From Category Manager, click the down arrow next to + New Category → Import Categories.

  1. Download the CSV template.

  2. Add your data (names, types, optional parents).

  3. Upload and click Next.

  4. Review column mappings.

  5. Click Submit to complete the upload.

See also: Import Your Chart of Accounts

Frequently Asked Questions

Can I deactivate a category that’s linked to a connection?

Only after remapping. Move the connection to another active category first, then deactivate.

What happens if I import duplicate categories?

Digits will alert you before submission and ask which to keep or merge.

Can I use the same category name more than once?

Yes — as long as it’s under a different parent category. For example, you can have a child category called “Gas” under both “Plane” and “Boat.” Digits prevents duplicates only within the same parent, not across the entire Chart of Accounts.

Need help? Contact [email protected] — we’re happy to help you keep everything clean, connected, and client-ready.