Categories (Chart of Accounts)

Think of Categories 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.

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What are categories in Digits?

Categories (your client’s Chart of Accounts) organize 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

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How to Access Categories

From your client’s home dashboard:

1. Click Accounting in the left-hand menu.
2. Select Categories.

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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.

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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.

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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.

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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.

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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 Categories, 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

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How to Export Your Chart of Accounts from Categories

1. In the left navigation menu, go to Accounting → Categories.
2. Click the menu in the top right corner, next to New Category.
3. Select either Download CSV or Export CSV to Vault.

The export matches the import template, so you can make changes in a spreadsheet and import them back into Digits without any reformatting.

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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.

Why isn't a category showing up when I create a transaction?

If a category doesn't appear when creating a journal entry or transaction, it may not exist in your Chart of Accounts yet. If you're using a custom Chart of Accounts, add any missing categories manually in Categories under the correct parent. If you're using the Digits template Chart of Accounts, some categories may be inactive by default — check the inactive list and enable them. Once a category is active, it's available everywhere in the Ledger.

Do you have a list of the complete gifted COA?

Yes! Below is the full list. Keep in mind that while this is the full list, Digits will only show categories that have been used for a transaction.

Number	Category
10000	Assets
11000	Bank Accounts
11500	Asset Clearing
11510	Invoice Clearing
11520	Digits - Invoice Clearing
12000	Accounts Receivable
12010	Accounts Receivable - Gross
12020	Allowance for Doubtful Accounts
12500	Accrued Revenue
13000	Prepaid Expenses
13010	Prepaid Benefits
13020	Prepaid Rent
13030	Prepaid Insurance
13040	Other Prepaid Expenses
13500	Inventory
13510	Raw Materials
13520	Work in Progress
13530	Finished Goods
14000	Investments
14500	Shareholder Loans
15000	Other Current Assets
15010	Security Deposits
15020	Current Tax Assets
15030	Other Current Assets
15999	Uncategorized Assets
16000	Fixed Assets
16100	Computer Assets
16150	Accumulated Depreciation - Computer Assets
16200	Furniture & Fixtures
16250	Accumulated Depreciation - Furniture & Fixtures
16300	Other Fixed Assets
16350	Accumulated Depreciation - Other Fixed Assets
17000	Intangible Assets
17100	Domain Names
17150	Accumulated Amortization - Domain Names
17200	Patents & Trademarks
17250	Accumulated Amortization - Patents & Trademarks
17300	Research & Development
17350	Accumulated Amortization - Research & Development
17400	Leasehold Improvements
17450	Accumulated Amortization - Leasehold Improvements
17500	Other Intangible Assets
17550	Accumulated Amortization - Other Intangible Assets
18000	Goodwill
19999	Other Long-term Assets
20000	Liabilities
21000	Accounts Payable
22000	Credit Cards
23000	Liability Clearing
23100	Employee Reimbursements Clearing
23200	Payroll Clearing
23300	Bill Pay Clearing
23400	Digits - Bill Pay Clearing
24000	Accrued Expenses
24500	Deferred Revenue
25000	Other Current Liabilities
25010	Benefits Payable
25020	Income Taxes Payable
25030	Sales Tax Payable
25040	Payroll Tax Payable
25050	Payroll Deductions Liability
25060	Uncategorized Liabilities
25500	Short-term Debt
26000	Convertible Notes
26100	Convertible Notes - Principal
26200	Convertible Notes - Accrued Interest
27000	Long-term Debt
28000	Other Long-term Liabilities
30000	Equity
31000	Common Stock
32000	Preferred Stock
33000	SAFE
34000	Owner's Equity
34100	Owner's Contributions
34200	Owner's Draws
35000	Treasury Stock
36000	Additional Paid In Capital
37000	Other Comprehensive Income
38000	Retained Earnings
39999	Uncategorized Equity
40000	Revenue
41000	Sales Revenue
42000	Subscription Revenue
43000	Transaction Revenue
44000	Partner Revenue
45000	Refunds and Discounts
49999	Uncategorized Income
50000	Cost of Revenue
51000	Cost of Labor
52000	Cost of Goods
53000	Payment Processing Fees
54000	Hosting Fees
55000	Other Cost of Revenue
60000	Operating Expenses
61000	Payroll Expenses
61100	Salaries
61200	Bonuses
61300	Commissions
61400	Employee Benefits
61410	Health Insurance
61420	Retirement Contributions
61500	Employer Payroll Taxes
61600	Payroll Processing Fees
61700	Recruiting Costs
61800	Other Employee Costs
62000	Travel & Entertainment
62100	Airfare
62200	Ground Transportation
62300	Lodging
62400	Meals
62500	Entertainment
62600	Other Travel & Entertainment
63000	Professional Fees
63100	Consultants and Contractors
63200	Legal
63300	Tax & Accounting
63400	Other Professional Fees
64000	Sales and Marketing
64100	Advertising
64200	Conference and Trade Shows
64300	Promotional Items and Gifts
64400	Other Sales & Marketing
65000	Business Applications & Software
66000	Facilities
66100	Rent
66200	Utilities
66300	Repairs and Maintenance
66400	Other Facilities Expenses
67000	Supplies & Materials
67100	Computers Expense
67200	Office Supplies
67300	Other Supplies & Materials
68000	General Operations
68100	Memberships & Dues
68200	Insurance
68300	Bank Fees
68400	Other General Operations
69000	Bad Debt Expense
69999	Uncategorized Expense
80000	Other Income
81000	Interest and Dividends
82000	Credit Card Rewards
83000	Other Miscellaneous Income
90000	Other Expenses
91000	Depreciation & Amortization
91100	Fixed Assets Depreciation
91200	Intangibles Amortization
93000	Interest Expense
94000	Taxes
95000	Other Miscellaneous Expenses

Why can't I change a category's type (e.g., from Liabilities to Expenses)?

Digits restricts which category types can be reassigned to one another. The allowed moves are:

• Income ↔ Other Income
• Expenses ↔ Other Expenses ↔ Cost of Goods Sold

All other type changes — for example, moving a category from Liabilities to Expenses — are not permitted.

Can I change a category's type (for example, from Asset to Liability)?

No. A category's type (Asset, Liability, Equity, Income, or Expense) is set when the category is created and can't be changed later. When you edit a category, you can update its name, parent, subtype, number, icon, and description — but not its type. This commonly comes up after importing a chart of accounts (for example, a credit card that imported as an Asset but should be a Liability). To move an account to a different type, create a replacement of the correct type and move its activity over:

1. Create a new category with the correct type. In Category Manager, add a new category and choose a parent that's under the correct type(e.g., a Liability parent for a credit card). The new category takes its parent's type.
2. Move the transactions. In the transaction list, select the transactions booked to the old category and useMove toto reassign them to the new category. You can move up to200 transactions at a time, so large accounts may take a few passes.
3. Deactivate the old category. Open the old category and click Deactivate Category.

How do I set up an accumulated depreciation account?

Digits doesn't have a dedicated Accumulated Depreciation subtype. Because child categories inherit the subtype of their parent account, create your accumulated depreciation category under the appropriate fixed asset account using the Fixed Asset subtype.

You can name the category Accumulated Depreciation so it appears correctly in your chart of accounts. The Fixed Asset subtype is used only behind the scenes to support the account structure.

Can I change a category's type (for example, from Asset to Liability)?

No. A category's type (Asset, Liability, Equity, Income, or Expense) is set when the category is created and can't be changed later. When you edit a category, you can update its name, parent, subtype, number, icon, and description — but not its type. This commonly comes up after importing a chart of accounts (for example, a credit card that imported as an Asset but should be a Liability). To move an account to a different type, create a replacement of the correct type and move its activity over:

1. Create a new category with the correct type. In Category Manager, add a new category and choose a parent that's under the correct type(e.g., a Liability parent for a credit card). The new category takes its parent's type.
2. Move the transactions. In the transaction list, select the transactions booked to the old category and use Move to reassign them to the new category. You can move up to200 transactions at a time, so large accounts may take a few passes.
3. Deactivate the old category. Open the old category and click Deactivate Category.

Can I export my Chart of Accounts?

Yes. You can export it from Categories (not from the ledger export menu):

1. Open Categories.
2. Click the ⋯ menu in the top-right.
3. Choose Download CSV to save it to your computer, or Export CSV to Vault to save it to your Vault.

The file uses the same format as Digits' Chart of Accounts import template, so you can make changes in a spreadsheet and import them back into Digits without reformatting.

Does Digits track inventory items?

Not yet. Digits helps you account for inventory, but it doesn't track item-level quantities or stock on hand.

Use your Inventory, Raw Materials, Work in Progress, and Finished Goods categories to record inventory purchases and adjustments. The Products & Services Catalog is designed to speed up invoicing by saving reusable items—it isn't an inventory management system.

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Contact Digits Support

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