# Navigating the Ledger

The **Digits Agentic General Ledger™** is your firm’s authoritative source of truth for every financial activity that touches the books. 

Every entry, whether manual, imported, or automated, flows through this tab. It’s where you investigate anomalies, resolve client questions, and maintain complete auditability with full visibility into your client's data.

Whether you're reviewing client activity, troubleshooting discrepancies, or closing the month, the Digits Agentic General Ledger™ is the foundation of accurate, real-time accounting.

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### How to Access the Ledger

1. In the left navigation, click **Accounting**.
2. Select **Ledger**.

You’ll land on a complete, filterable view of your financial activity.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FA932xj0jK5ISNXLJpJWs%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=a1071348-aef1-418c-9ae5-fbcde986f191" alt="" width="563"><figcaption></figcaption></figure></div>

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### Viewing by Category

The **Category** view organizes data by chart of accounts, making it easy to review balances, reconcile activity, and validate categorization.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FlTKwNt9CyqF8lFTOU4hT%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=8b60e620-505e-4200-9619-040b8a54115e" alt="" width="563"><figcaption></figcaption></figure></div>

#### **How it works**

* The left sidebar displays your **account hierarchy**, grouped by account type.
* Accounts appear **numerically by account number**, or alphabetically if no number exists.
* Only accounts with activity or a non-zero balance are shown for the selected period.

#### **Navigation Tips**

* **Hover** over a category to reveal a checkbox and filter to that category only.
* **Click** any category name to jump directly to its section in the Ledger.
* **Transaction counts** appear on the right side of each category.
  * Parent accounts include totals from all nested sub-accounts.

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### Filters

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* Party
* Amount
* Source
* Matched Status
* Department
* Location
* Transaction Type
  {% endcolumn %}
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### Reviewing Past Transactions

Use the date selector at the top of the Ledger to shift across months, quarters, or years.

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2FVFg2QBYxHEKDaGlPVEZs%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Ledger.png?alt=media&#x26;token=b7f4f629-0379-4fd4-91b2-4ee46fef5efb" alt="" width="115"><figcaption></figcaption></figure></div>

#### **How to change the date**

1. Click the date range (e.g., *June 2025*).
2. Choose from presets like **Last 3 Months**, **Year to Date**, or any past period.
3. Select **Custom Range** to define your own start and end dates.

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### Frequently Asked Questions

<details>

<summary>Does the Ledger show pending transactions or only posted transactions?</summary>

The Ledger shows posted transactions only. Pending transactions from your bank are not displayed in the Ledger.

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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