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Close a Month (Set or change Close Date)

Closing a month prevents edits, imports, and automations from changing past periods. Use this when you’ve finished reconciling and want clean, final numbers.

Set a Close Date (lock a month)

  1. Go to Accounting → Ledger.

  2. Hover the month you want to lock and click Manage Close.

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

  1. The ledger will now show a lock icon to confirm the period is locked.

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.

  4. Confirm the period shows as Open.

  5. The ledger will now show an edit icon to confirm the period is open.

Frequently Asked Questions

Does locking one month lock earlier months too?

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

How do I unlock just one month?

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

Will closing a month change my reports or exports?

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

What does the “Editing transactions from a Closed Period” warning mean?

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.

Need help? Contact us at [email protected]