> 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/editing-transactions.md).

# 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.

<div align="left"><figure><img src="/files/kU2U4rfMjUG4J9DLwxOp" alt="" width="375"><figcaption></figcaption></figure></div>

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.&#x20;

<div align="left"><figure><img src="/files/7Vq8oQR0aaCqaTzmpCez" alt="" width="563"><figcaption></figcaption></figure></div>

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

1. Go to **Accounting** → **Ledger**.
2. Open the transaction.
3. Click the **trash can icon** in the top-right corner.
4. Confirm the deletion.

<div align="left"><figure><img src="/files/dlmQBQMDWYPXsXvGuYB6" alt="" width="563"><figcaption></figcaption></figure></div>

#### When deletion isn’t available

Transactions that originate inside Digits, such as Digits Pay payments, can't be deleted. Schedule-generated transactions, such as depreciation and amortization entries, can't be edited or deleted individually. To modify or remove them, edit or delete the schedule that created them.&#x20;

Everything else, including QuickBooks-imported transactions, bank and card feed transactions, CSV imports, and manual entries, can be deleted individually or in bulk.

***

### Reverse A Transaction

Use Reverse when you want to cancel out a transaction's impact on balances and reports but keep it visible in the Ledger.

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.&#x20;

<figure><img src="/files/Kt89qQJCwB6qLYeYpIYC" alt=""><figcaption></figcaption></figure>

***

### 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

<div align="left"><figure><img src="/files/sYUxR7DNvCJLBg5Z6Uyz" alt="" width="431"><figcaption></figcaption></figure></div>

To edit a transaction in a closed period:

1. Reopen the period that contains the transaction.
2. Edit the transaction.
3. Close the period again to re-lock your books.

{% hint style="warning" %}
**Note:** Reopening a period unlocks all transactions in that period, not just the one you're editing. Close the period again as soon as you're finished to keep your books protected.
{% endhint %}

For step-by-step instructions, see [Closing & Reopening Periods](/firms-agentic-general-ledger/close-date.md)

***

### Frequently Asked Questions

<details>

<summary>What types of transactions can I edit?</summary>

All transaction types can be edited — including connected (Plaid), QuickBooks imports, CSV uploads, and manual entries.

Transactions in a closed period cannot be edited unless you reopen the period. See [Closing & Reopening Periods](/firms-agentic-general-ledger/close-date.md)

</details>

<details>

<summary>What fields can I edit on a transaction?</summary>

You can edit categories, departments, locations, parties (vendors/customers), notes, and more—either individually or in bulk from the Ledger.

</details>

<details>

<summary>How does Digits identify similar transactions? </summary>

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 %}

</details>

<details>

<summary>Need to fix or repeat an entry?</summary>

Use **Copy** to duplicate a transaction or **Reverse** to create an offsetting entry. This is especially useful for corrections, refunds, or reclassifications.

</details>

<details>

<summary>Why can't I delete some transactions? </summary>

Transactions that originate inside Digits — Digits Pay payments and schedule-generated entries like depreciation and amortization — can’t be deleted. Everything else — bank/card feeds, CSV imports, QuickBooks-imported transactions, and manual entries — can be deleted individually or in bulk. (Schedule-generated entries also can’t be edited individually — edit the schedule instead.)

</details>

<details>

<summary>Can I edit transactions directly from the Checklist? </summary>

Yes. When reviewing items in Checklist → Book, you can update categories, departments, and locations directly before resolving the item.

</details>

<details>

<summary>Can I edit transactions from a closed period?</summary>

Yes, but you’ll need to unlock editing for that transaction to make changes. See: [Closing & Reopening Periods](/firms-agentic-general-ledger/close-date.md)

</details>

<details>

<summary>How do I remove old transactions from a bank connection?</summary>

You have three options, depending on the scope:

* **A few transactions:** delete them individually from the Ledger (open the transaction → trash can icon), or select multiple in bulk edit mode and delete them together.
* **All transactions from a connection:** archive and delete the connection itself. See [Archive and Delete a Connection](/firms-connections/remove-connections.md)
* **Trim historical imports only:** adjust the connection's start date. See [Starting Over in Digits](/firms-connections/starting-over.md)

</details>

<details>

<summary>How do I handle duplicate transactions in Digits?</summary>

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

</details>

***

{% columns %}
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Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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