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
Manual or imported transactions (via bank statement or csv): 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:
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
If the trash can icon is greyed out, the transaction can’t be deleted. This usually means it’s connected to an external source, such as:
A connected bank (Plaid)
QuickBooks
Digits Pay
In these cases, you’ll want to reverse the transaction instead.
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 from connected sources (like banks, QuickBooks, or Digits Pay) can’t be deleted to preserve your audit trail. These can be reversed instead
Can I edit transactions directly from the inbox?
Yes. When reviewing Inbox items, 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)
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