Banks & Cards Overview

Review and manage transactions from your connected bank and card accounts in a clear, account-level view.

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Viewing Your Accounts

All connected financial accounts appear on the left sidebar:

• Bank Accounts — checking, savings, or operating accounts

• Credit Cards — individual cards with transaction totals for the period

Click any account to see its transactions for the selected date range.

You’ll see:

• Account balance

• Total transactions for the period

• Party names, sources, categories, and amounts

Use the search bar to quickly filter vendors, amounts, and line items.

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Reviewing Transactions

Digits displays each transaction in a structured row that includes:

• Date

• Party (e.g., Stripe, Gusto, vendor names)

• Source (bank feed details)

• Category (proposed or previously selected)

• Amount

• Running balance

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Editing & Updating Transactions

While Banks & Cards shows the raw transaction list, you can still:

• Edit a category

• Update the party name

• Add notes

• View supporting bank details

• Filter by type, date, or keyword

See also: Editing Transactions

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Switching the Date Range

Use the date selector at the top to switch between:

• Monthly views

• Quarterly views

• Yearly views

• Custom ranges

The transaction list updates instantly.

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Use Banks & Cards when you want to:

• Review raw bank feed data

• Confirm incoming transactions

• Check balances and activity

• Catch unusual charges

• Validate the period’s feed completeness

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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