# Importing Transactions

***

{% hint style="info" icon="lightbulb-on" %}
**Note:** To trigger categorization, transactions must be added to the Ledger (for example, by importing a bank statement). Uploading files to Vault or Reconciliations does not categorize them. See [digits-ai](https://help.digits.com/firms-agentic-general-ledger/digits-ai "mention")for more information.
{% endhint %}

### Import Transactions from Bank Statements

1. Go to **Accounting → Ledger.**
2. Click the dropdown next to **+ Add Transaction → Import Bank Transactions**.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FF6qs7cAPGCB9SgP8MiR5%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=38092c67-972e-4b99-9ba9-16db960e3d3a" alt=""><figcaption></figcaption></figure></div>

3. Browse to select a file, or drag and drop a bank statement (PDF, PNG, JPG, and JPEG).&#x20;
4. Click **Import Statement**.&#x20;
5. :sparkles: Once uploaded, transactions are automatically categorized and assigned to the correct parties.

***

### **How to Import Transactions via CSV**

1. **Download a CSV file** from your client’s bank or provider.
2. Go to **Accounting → Ledger.**
3. Click the dropdown next to **+ Add Transaction → Import Bank Transactions**.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FF6qs7cAPGCB9SgP8MiR5%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=38092c67-972e-4b99-9ba9-16db960e3d3a" alt=""><figcaption></figcaption></figure></div>

4. Download the **CSV import template** in the pop-up window.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FoPXAi7TRSPwOmZzXzXmj%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=3a2db5ec-2837-4c4c-b016-95141bf253b8" alt="" width="256"><figcaption></figcaption></figure></div>

5. Fill in the template with the transaction information.
6. Upload the completed file and map each column to the correct Digits fields.
   * For bank transactions, select the appropriate **Bank** or **Credit Card** category.
7. Click **Next** to review and complete the import.
8. :sparkles: Once uploaded, transactions are automatically categorized and assigned to the correct parties.

***

{% hint style="info" %}

#### **Important Notes About Imports:**&#x20;

* **Account visibility:**\
  Don’t see an account? Make sure it’s set as a **Bank** or **Credit Card** subtype in **Category Manager** — that’s how Digits identifies eligible accounts.
* **Journal Entries:**\
  Need to import journal entries instead? See Journal Entries in Digits.
* **Processing Time:**\
  Imports typically finish within **1–10 minutes,** depending on file size. If processing takes longer than 30 minutes, contact **Digits Support**.
* **Editing & Deleting:**\
  Imported transactions can be fully **edited** or **deleted** as needed.
* **Cutover Dates:**\
  If your client migrated from QuickBooks Online (QBO), CSV imports are only allowed **after** the cutover date. Transactions before that date are managed by the QBO sync.
  {% endhint %}

***

### Frequently Asked Questions

<details>

<summary>Do I need a CSV import if my client uses a major bank?</summary>

Usually not. If your client’s bank connects through Plaid, transactions sync automatically. But CSV imports are still useful for historical data or unsupported accounts.

</details>

<details>

<summary>How can I export transactions from my client’s bank?</summary>

If you need to download a CSV file manually, check the bank’s export options. Here are direct guides for popular institutions:

* [Bank of America](https://info.bankofamerica.com/en/digital-banking#paperless-statements-faqs)
* [Bench](https://help.bench.co/article/financial-reports)
* [Chase Bank](https://www.chase.com/content/dam/chaseonline/en/legacy/content/secure/sso/document/cco_account_activity_quick_reference-lores.pdf)
* [Silicon Valley Bank](https://svbtravelandexpense.zendesk.com/hc/en-us/articles/16786397639437-How-can-I-export-my-expense-data-CSV-and-PDF)

For other banks, search your client’s online banking portal for **“Export CSV”** or **“Download Transactions.”**

</details>

<details>

<summary>What types of data can I import with CSV?</summary>

You can import transaction data, including date, amount, description, and party. Balances and statements are managed automatically by connected banks.

</details>

<details>

<summary>Why is my CSV import not showing up?</summary>

Ensure your CSV matches the template format exactly. Missing headers, blank rows, or incorrect account subtypes may cause the import to fail.

</details>

<details>

<summary>How long does it take to process an import?</summary>

Usually within 1–10 minutes, depending on file size. Larger imports may take longer.

</details>

<details>

<summary>Why aren't my transactions showing up after I uploaded a bank statement?</summary>

If you uploaded your file to Vault, it was saved for reference only. Vault does not import transactions into the Ledger.

To import transactions, go to **Accounting → Ledger**, then open the dropdown next to **Add Transaction**. From there, drag and drop your statement or upload a CSV file.

</details>

<details>

<summary>Should I import a statement if the account is already connected?</summary>

Generally, no. If an account is connected and transactions are already flowing into Digits, importing the same statement can create duplicates or confusing matching/unmatching.

Only import a statement when you’re:

* filling missing history (the connection didn’t pull far enough back)
* validating a period during reconciliation
* working with an account that can’t connect reliably (common with certain banks or card programs)

This scenario often comes up with:

* bank connections via Plaid (Chase, Wells Fargo, credit unions)
* processor statements for PayPal, Square, Stripe
* card programs where statements are available, but the feed is incomplete

</details>

***

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