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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

  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.

Tip: Changes made in the Ledger instantly reflect across reports, reconciliations, and connected views — keeping your client’s books fully synchronized.

Bulk Editing Transactions

  1. Go to Accounting → Ledger.

  2. Click Edit in the header.

  3. Use the checkboxes next to one or more transactions to select them. Once selected, a bulk editing bar will appear at the top of the screen.

  1. Click Move to update the category.

  1. Click Apply to save changes.

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.

  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.

  1. Confirm that you’d like to enable editing.

  1. Make your changes, then click Save.

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.

Can I delete or reverse transactions?

  • 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.

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.

Need help? Contact support at [email protected]