# Delete or Remove Transactions in Digits *** ### Delete or Remove transactions in Digits In Digits, not all transactions can be deleted individually. How you remove or adjust transactions depends on how they were created. :white\_check\_mark: Manually entered transactions :white\_check\_mark: Transactions imported via bank statement or CSV :white\_check\_mark: Entire connections (which removes all transactions from that connection) :white\_check\_mark: Individual or bulk transactions from synced connections, including QuickBooks, Plaid, Stripe, Ramp, and more :no\_entry\_sign: Transactions that come from Digits itself (Digits Pay) cannot be deleted **Other ways to edit or remove transactions:** * **Re-categorize** the transaction * **Reverse** it to preserve the audit trail * **Remove** the connection or account *** ### Delete Individual Synced Transactions You can delete individual synced transactions from Plaid, Stripe, and QuickBooks Online connections directly from the Ledger — no need to remove the entire connection. 1. Go to **Accounting → Ledger**. 2. Open the transaction, or select multiple using bulk edit. 3. **Click** the **trash can** icon and **confirm**. ### Remove Transactions Before a Certain Date Transactions that come from Digits itself (Digits Pay) cannot be deleted. Everything else can be deleted, including synced transactions. See: [Editing Transactions](/firms-agentic-general-ledger/editing-transactions.md) Other options to remove transactions include: * Adjust the connection start date to limit how much history is imported (*recommended*). See: [Change the Start Date for a Connection](/firms-connections/start-date.md) * Delete and reconnect the account or connection with a new start date. See: [Archive and Delete a Connection](/firms-connections/remove-connections.md) *** ### Remove Transactions by Deleting a Connection or Account To remove **all** transactions from a bank, card, or other account, archive and delete the connection. To remove just a few synced transactions, delete them individually from the Ledger (see *Delete Individual Synced Transactions* above). Deleting a connection permanently removes all transactions imported from that account and will impact balances, reports, and reconciliations. See: [Archive and Delete a Connection](/firms-connections/remove-connections.md) {% hint style="info" %} For bank and card connections, you can delete a single account within a connection to remove only that account’s transactions. Other connections (such as Ramp, Stripe, or payroll providers) must be deleted entirely. {% endhint %} *** ### Frequently Asked Questions
Can I delete all transactions at once? Yes and no. * To remove all imported transactions from a single account or connection, [delete the related bank connection](/firms-connections/remove-connections.md). * Individual synced transactions from Plaid, Stripe, and QBO can also be deleted one at a time or in bulk from the Ledger — useful when you only need to remove a handful of entries rather than wiping the whole connection. * Manual transactions must be deleted individually or in bulk. See: [Editing Transactions](/firms-agentic-general-ledger/editing-transactions.md)
Should I just start over? Starting over is a full reset and is not required for most cleanup tasks. Only use it if you need to redo your entire setup, such as correcting a QuickBooks cutover date. See: [Starting Over in Digits](/firms-connections/starting-over.md)
How do I remove or separate personal transactions from business transactions? The right approach depends on **where the personal transactions are coming from**. Follow the path below that matches your situation. #### Scenario 1: Personal and business transactions are mixed in the **same bank account** If your client uses **one account** for both personal and business spending: * You can delete synced transactions, but they will continue to sync **What you should do instead** * Create a **Personal Expenses** category (or similar). See: [Category Manager (Chart of Accounts)](/firms-agentic-general-ledger/category-manager.md) * Re-categorize personal transactions into that category. * Exclude that category from business reports, if needed. *** #### Scenario 2: Personal and business accounts were shared under one bank login Many banks (like Chase) allow multiple accounts under one login. If all were shared during connection, Digits will import all of them—personal included. **Step 1: Confirm what accounts were shared** * Check whether both personal and business accounts were selected during the bank connection. * If yes, Digits is behaving correctly by importing them. **Step 2: Update account sharing at the bank** Some banks **require changes on their own website** (not in Digits). * Log in to your client's bank directly(or have them log in) * Update third-party access (via Plaid) * Deselect personal accounts * Save changes **Step 3: Remove/Re-add the connection** * Deletes all transactions imported from that account * Reconnect the bank * Only business transactions will sync back in **Related:** [Linking Only Business Accounts with Chase on Digits](/firms-connections/linking-specific-chase-accounts.md) [Wells Fargo: Remove Unwanted Accounts and Their Transactions](/firms-connections/wells-fargo-remove-transactions.md)
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