> 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/category-manager.md). # Categories (Chart of Accounts) *** ### 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 *** ### How to Access Categories From your client’s home dashboard: 1. Click **Accounting** in the left-hand menu. 2. Select **Categories.** *** ### 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.
2. Make updates — rename, reassign parent, or change icons/numbers. You can also deactivate the category if it's no longer needed. 3. Click **Save** when done. {% hint style="warning" %} **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. {% endhint %} *** ### 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. {% hint style="info" %} You can also filter by **Connections** to quickly see how each synced account maps to your chart of accounts. {% endhint %} *** ### 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.**
2. Download the CSV template. 3. Add your data (names, types, optional parents). 4. Upload and click **Next.** 5. Review column mappings. 6. Click **Submit** to complete the upload. See also [Import Your Chart of Accounts](/firms-agentic-general-ledger/import-coa.md) *** ### 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**.
{% hint style="success" %} The export matches the import template, so you can make changes in a spreadsheet and import them back into Digits without any reformatting. {% endhint %} *** ### 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.
NumberCategory
10000Assets
11000Bank Accounts
11500Asset Clearing
11510Invoice Clearing
11520Digits - Invoice Clearing
12000Accounts Receivable
12010Accounts Receivable - Gross
12020Allowance for Doubtful Accounts
12500Accrued Revenue
13000Prepaid Expenses
13010Prepaid Benefits
13020Prepaid Rent
13030Prepaid Insurance
13040Other Prepaid Expenses
13500Inventory
13510Raw Materials
13520Work in Progress
13530Finished Goods
14000Investments
14500Shareholder Loans
15000Other Current Assets
15010Security Deposits
15020Current Tax Assets
15030Other Current Assets
15999Uncategorized Assets
16000Fixed Assets
16100Computer Assets
16150Accumulated Depreciation - Computer Assets
16200Furniture & Fixtures
16250Accumulated Depreciation - Furniture & Fixtures
16300Other Fixed Assets
16350Accumulated Depreciation - Other Fixed Assets
17000Intangible Assets
17100Domain Names
17150Accumulated Amortization - Domain Names
17200Patents & Trademarks
17250Accumulated Amortization - Patents & Trademarks
17300Research & Development
17350Accumulated Amortization - Research & Development
17400Leasehold Improvements
17450Accumulated Amortization - Leasehold Improvements
17500Other Intangible Assets
17550Accumulated Amortization - Other Intangible Assets
18000Goodwill
19999Other Long-term Assets
20000Liabilities
21000Accounts Payable
22000Credit Cards
23000Liability Clearing
23100Employee Reimbursements Clearing
23200Payroll Clearing
23300Bill Pay Clearing
23400Digits - Bill Pay Clearing
24000Accrued Expenses
24500Deferred Revenue
25000Other Current Liabilities
25010Benefits Payable
25020Income Taxes Payable
25030Sales Tax Payable
25040Payroll Tax Payable
25050Payroll Deductions Liability
25060Uncategorized Liabilities
25500Short-term Debt
26000Convertible Notes
26100Convertible Notes - Principal
26200Convertible Notes - Accrued Interest
27000Long-term Debt
28000Other Long-term Liabilities
30000Equity
31000Common Stock
32000Preferred Stock
33000SAFE
34000Owner's Equity
34100Owner's Contributions
34200Owner's Draws
35000Treasury Stock
36000Additional Paid In Capital
37000Other Comprehensive Income
38000Retained Earnings
39999Uncategorized Equity
40000Revenue
41000Sales Revenue
42000Subscription Revenue
43000Transaction Revenue
44000Partner Revenue
45000Refunds and Discounts
49999Uncategorized Income
50000Cost of Revenue
51000Cost of Labor
52000Cost of Goods
53000Payment Processing Fees
54000Hosting Fees
55000Other Cost of Revenue
60000Operating Expenses
61000Payroll Expenses
61100Salaries
61200Bonuses
61300Commissions
61400Employee Benefits
61410Health Insurance
61420Retirement Contributions
61500Employer Payroll Taxes
61600Payroll Processing Fees
61700Recruiting Costs
61800Other Employee Costs
62000Travel & Entertainment
62100Airfare
62200Ground Transportation
62300Lodging
62400Meals
62500Entertainment
62600Other Travel & Entertainment
63000Professional Fees
63100Consultants and Contractors
63200Legal
63300Tax & Accounting
63400Other Professional Fees
64000Sales and Marketing
64100Advertising
64200Conference and Trade Shows
64300Promotional Items and Gifts
64400Other Sales & Marketing
65000Business Applications & Software
66000Facilities
66100Rent
66200Utilities
66300Repairs and Maintenance
66400Other Facilities Expenses
67000Supplies & Materials
67100Computers Expense
67200Office Supplies
67300Other Supplies & Materials
68000General Operations
68100Memberships & Dues
68200Insurance
68300Bank Fees
68400Other General Operations
69000Bad Debt Expense
69999Uncategorized Expense
80000Other Income
81000Interest and Dividends
82000Credit Card Rewards
83000Other Miscellaneous Income
90000Other Expenses
91000Depreciation & Amortization
91100Fixed Assets Depreciation
91200Intangibles Amortization
93000Interest Expense
94000Taxes
95000Other 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](/firms-bills-and-invoices/products-and-services-catalog.md) is designed to speed up invoicing by saving reusable items—it isn't an inventory management system.
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