# Banks & Cards Overview

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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**&#x20;
* **Total transactions for the period**
* **Party names, sources, categories, and amounts**

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

<div align="left"><figure><img src="/files/qx2Nx72MSyEJaHsCebOw" alt="" width="563"><figcaption></figcaption></figure></div>

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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](/firms-agentic-general-ledger/editing-transactions.md)

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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.

<div align="left"><figure><img src="/files/IeLhJhvcQ5SnWwHYmeIv" alt="" width="201"><figcaption></figcaption></figure></div>

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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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