# Editing Transactions
***
### Edit a Single Transaction
1. Go to **Accounting → Ledger**.
2. Use filters (category, party, amount) or **Command + K** to find the transaction.
3. Click **Edit** in the header.
4. Update fields inline — such as **Party** or **Category** — or click the transaction to open full edit options.
### Bulk Edit Transactions
1. Go to **Accounting → Ledger.**
2. Click **Edit** in the header.
3. Select one or more transactions by checking the checkboxes next to them. Once selected, a bulk editing bar will appear at the top of the screen.
4. Use the icons in the toolbar to apply changes across all selected transactions:
* **Category** – Move transactions to the correct category
* **Department** – Assign or update departments
* **Location** – Assign or update locations
* **Party (Vendor / Customer)** – Update the associated party
* **Comments** – Add notes or questions
* **Reverse or Delete** – Where supported, based on transaction source
5. Click **Apply** to save changes.
***
### Delete a Transaction
**Manual or CSV-imported transactions**: Can be fully deleted if entered by mistake.
**Connected (Plaid), QuickBooks, or Digits Pay transactions**: Can’t be deleted, but can be reversed to maintain your audit trail.
**To delete:**
1. Go to **Accounting → Ledger**.
2. Open the transaction.
3. Click the **trash can icon** in the top-right corner.
4. Confirm the deletion.
#### When deletion isn’t available
Transactions that come from Digits itself (Digits Pay) cannot be deleted. Everything else can be deleted, including synced transactions.
***
### Reverse A Transaction
Some transactions can’t be deleted because they’re tied to a connected source. In those cases, you can **reverse** the transaction instead.
1. Go to **Accounting → Ledger**.
2. Find and open the transaction.
3. Click the **reverse icon** in the top-right corner.
4. Confirm the reverse action.
***
### Editing Similar Transactions
When you change the **category** on a transaction, :sparkles:Digits automatically checks for other transactions that may match. If it finds any, you’ll see a **Review** prompt.
1. Click **Review** to see potential matches.
2. You can apply changes to all, some, or none.
***
### Editing Transactions in Closed Periods
If you open a transaction from a closed period, a message appears at the bottom of the screen
To edit it:
1. Click the **Menu** in the header.
2. Confirm that you’d like to enable editing.
***
### Frequently Asked Questions
What types of transactions can I edit?
All transaction types can be edited — including connected (Plaid), QuickBooks imports, CSV uploads, and manual entries.
What fields can I edit on a transaction?
You can edit categories, departments, locations, parties (vendors/customers), notes, and more—either individually or in bulk from the Ledger.
How does Digits identify similar transactions?
Digits looks for:
* The same starting category
* The same opposite-side (paired) category
* The same credit/debit direction
* Transactions after the most recent closed period
{% hint style="warning" %}
**Note:** Refunds are excluded from suggestions.
{% endhint %}
Need to fix or repeat an entry?
Use **Copy** to duplicate a transaction or **Reverse** to create an offsetting entry. This is especially useful for corrections, refunds, or reclassifications.
Why can't I delete some transactions?
Transactions that come from Digits itself (Digits Pay) cannot be deleted. Everything else can be deleted, including synced transactions.
Can I edit transactions directly from the Checklist?
Yes. When reviewing items in Checklist **→** Book, you can update categories, departments, and locations directly before resolving the item.
Can I edit transactions from a closed period?
Yes, but you’ll need to unlock editing for that transaction to make changes. See: [close-date](https://help.digits.com/firms-agentic-general-ledger/close-date "mention")
How do I remove old transactions from a bank connection?
You can delete individual or bulk transactions, or you can adjust the connection's cutover date to control how far back Digits pulls data. Go to **Connections → Manage** next to the connection, update the **Cutover Date**, and save. Digits will remove transactions before that date. See: [Starting Over in Digits](https://app.gitbook.com/s/3grvmtIwqJ3mUcVMLFRp/starting-over "mention")for more details.
How do I handle duplicate transactions in Digits?
Duplicates can show up when the same transaction is pulled from multiple sources (for example, both sides of a transfer, overlapping connections, or historical overlap).\
In the Ledger, you can:
* **match/merge** duplicates, or
* **exclude** the extra one
***
{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}
{% column width="33.33333333333334%" valign="middle" %}
{% endcolumn %}
{% endcolumns %}
***
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://help.digits.com/firms-agentic-general-ledger/editing-transactions.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
