Editing Transactions
Whether you're fixing a typo or reclassifying a category, Digits makes it easy to edit transactions across all sources — including manual entries, CSV imports, and bank-connected data.
Edit a Single Transaction
Go to Accounting → Ledger.
Use filters (category, party, amount) or Command + K to find the transaction.
Click Edit in the header.
Update fields inline — such as Party or Category — or click the transaction to open full edit options.
Bulk Edit Transactions
Go to Accounting → Ledger.
Click Edit in the header.
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.
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
Click Apply to save changes.
Delete a Transaction
Go to Accounting → Ledger.
Open the transaction.
Click the trash can icon in the top-right corner.
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.
Go to Accounting → Ledger.
Find and open the transaction.
Click the reverse icon in the top-right corner.
Confirm the reverse action.
Editing Similar Transactions
When you change the category on a transaction, ✨Digits automatically checks for other transactions that may match. If it finds any, you’ll see a Review prompt.
Click Review to see potential matches.
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:
Click the Menu in the header.
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
Note: Refunds are excluded from suggestions.
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 a Month (Set or Change Close Date)
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 Digitsfor 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
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