# Close a Month (Set or Change Close Date)

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### Set a Close Date (lock a month)

1. Go to **Accounting** → **Ledger**.
2. Hover the month you want to lock and click **Manage Close**.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2F4JsRa8kFNjy0DFRpYwH6%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=837a056d-8fe5-43a7-b8f1-aca17bd7cfb9" alt="" width="563"><figcaption></figcaption></figure></div>

3. Select the **Close Date** (pick the last day of the month you’re closing), then click **Close Period**.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FBPwCXmZQQ7Bgnx7TtrFZ%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=76443340-8211-433f-97fc-076e961d315b" alt="" width="238"><figcaption></figcaption></figure></div>

5. The ledger will now show a **lock icon** to confirm the period is locked.&#x20;

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FURh05QMdCIBVISIGHpL3%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=59326d5c-0c42-4163-917d-910a889de429" alt="" width="563"><figcaption></figcaption></figure></div>

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### Reopen or change a Close Date

1. Go to **Accounting** → **Ledger**.
2. Hover the month you want to adjust and click **Manage Close**.
3. Click **Open All Perioids**, click **Open** to confirm.&#x20;
4. Confirm the period shows as **Open**.
5. The ledger will now show an **edit icon** to confirm the period is open.&#x20;

***

### Frequently Asked Questions

<details>

<summary>Does locking one month lock earlier months too?</summary>

Yes. Digits uses a cascading lock—locking a month locks that month and all prior months. The current month stays open.

</details>

<details>

<summary>How do I unlock just one month?</summary>

Use Open all periods to reopen everything, make your change, then lock again on the latest month you consider final.

</details>

<details>

<summary>Will closing a month change my reports or exports?</summary>

No. Closing prevents changes; your reports and exports will reflect stable totals for locked periods.

</details>

<details>

<summary>What does the “Editing transactions from a Closed Period” warning mean?</summary>

You’re about to change something that affects a closed month’s balances. Proceed only if you intend to update historical numbers. Otherwise, cancel or reopen the period, make changes, and close it again.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FpEPsgB6oIgfZeDIKqT9p%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=5add57d2-726a-4b7f-bb93-1b08a48a3763" alt="" width="370"><figcaption></figcaption></figure></div>

</details>

***

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