How Connections Work
A connection is the link between Digits and an external financial account or service. It allows Digits to automatically import and keep your financial data up to date.
Types of Connections
Bank and Card Connections (via Plaid)
These connect directly to financial institutions like Chase or Bank of America.
Each login creates one connection, which can include multiple accounts, such as checking, savings, or credit cards.
App Connections
These connect to tools like Gusto (payroll), Stripe (payments), Ramp (cards), or Bill.com.
They use each app’s own authorization flow and may behave differently from bank connections.
Connections vs. Accounts
A connection and an account are not the same:
A connection is the top-level link to an institution or service (for example, Chase)
An account is an individual account within that connection (for example, a checking account or credit card)
A single connection can include multiple accounts.
Tip: If you only need to remove or manage one account, you don’t need to remove the entire connection.
How Data Flows In
When you create a connection, you choose a start date. Digits imports transactions from that date forward and continues syncing automatically.
For bank and card connections, you may occasionally need to re-authorize through your bank. This is expected and helps keep the connection active.
Connection Statuses
Connected
Syncing normally
Connecting
Initial setup or just re-authenticated (may take a few minutes)
Initial Sync In Progress
Waiting for the bank or service to finish adding accounts
Paused
Connection has been manually disabled and is not syncing
Disconnected
Your bank requires you to log in again to resume syncing
Re-authentication required
A specific re-authorization is needed (distinct from fully disconnected)
Setup Incomplete
Category mappings or activation steps need to be finished
Awaiting accountant
Setup is pending your accountant finalizing the connection
Delayed Syncing
Sync is behind. Digits is working on catching it up
Archived
Permanently disconnected; no new data will import
QuickBooks is Not a Connection
QuickBooks works differently from other connections in Digits.
When you connect QuickBooks during setup, Digits imports your historical data up to a selected cutover date. This is a one-time import, not an ongoing sync.
After setup is complete, QuickBooks is no longer connected.
See:Migrate Data from QuickBooks Online (QBO)
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