# Vault Overview

***

### How to Access Vault in Digits <a href="#how-to-access-documents-in-digits-0-0" id="how-to-access-documents-in-digits-0-0"></a>

1. Click **Vault** in the left navigation menu.
2. From here, you can:
   * Click **Upload Document** (top right) to add files.
   * Use **Search**, **Filters**, **Sort**, and switch **List/Grid** views (icons in the top right).

<div align="left"><figure><img src="/files/8kisFAhewYeFhHzwP9MQ" alt="" width="563"><figcaption></figcaption></figure></div>

***

### How Documents Get into Digits <a href="#how-documents-get-into-digits-0-3" id="how-documents-get-into-digits-0-3"></a>

#### Manual uploads

* Upload PDFs, images, and other document types. Ideal for receipts, vendor contracts, or treasury reports.

#### Drag & drop

* Drag files directly into the Digits window. Files are routed to Vault and processed the same way as a manual upload.

#### Ledger attachments

* Any file attached to a transaction (e.g., a receipt or invoice) is automatically added to **Vault**.

#### Email

* You can email documents directly to the correct Digits business/client using that instance’s unique Digits email address. This is great for forwarding receipts, bills, or statements without logging in.

See: [Sending Documents to Digits by Email](/firms-documents/email-documents.md)

**Mobile app (iOS)**\
Upload documents from your phone using the Digits mobile app. Capture or upload files on the go, and they’ll sync to Digits for processing.

<a href="https://apps.apple.com/us/app/digits-accounting/id1639778571" class="button primary" data-icon="apple">Download for iOS</a>

{% hint style="info" icon="sparkles" %}
:sparkles: Digits will automatically recognize supported documents and link them to the appropriate transaction or route them to the appropriate workflow when possible.
{% endhint %}

#### Auto-fetch via Plaid (U.S. banks/cards)

* When you connect an account through **Plaid**, Digits automatically pulls official bank statements into **Vault**.
* Currently supported include (not exhaustive): *Acorns, Altruist, American Bank (TX) - Business Banking, Aspire, Atlas, Bank of America, CCBank (Business & Personal), Chariot, Chase, Citibank Online, Cogent Bank - Cogent Connection, Columbia Bank (Commercial), Crew Finance, Dama Financial by LeafLink, Dappr, Double Finance, Dupaco Credit Union, Exponent, Fifth Third Bank, First Bank of Ironharbor, Gemini Credit Card, GuideStone Financial Resources, Huntington Bank, Karat Financial, Klutch, Loop Financial (US), Mass Finance Inc., Meow, Mercury, Navy Federal Credit Union, Parker, Percapita Group, Ramp, Regions Bank, Rent App, Safra National Bank, Slash, Spruce, Square, Truist, Upgrade, U.S. Bank, and Wells Fargo.*

#### Automatic sync between Reconciliations and Vault

* Any statement uploaded in **Reconciliations** is also added to **Vault**.
* Any statement added to the **Vault** is automatically matched to a reconciliation (when possible).

***

### What Happens After a Document Lands in Vault <a href="#downloading-a-pdf-as-csv-0-5" id="downloading-a-pdf-as-csv-0-5"></a>

You can bring data into Digits by connecting accounts or uploading files. What happens next depends on **how** and **where** you upload.

Below, you’ll see **what happens to each file type** (statements, CSVs, bills, receipts, and more) based on **how it enters Digits**—including **Connections, Ledger import, Reconciliations, Vault, drag & drop, and email**.

{% hint style="success" icon="key" %}
**Hint:** Where you upload a file determines what Digits does with it.
{% endhint %}

#### Document Type: **Bank or Credit Card Statement (PDF)**

<table><thead><tr><th width="298.85791015625">How It Gets Into Digits</th><th>What Digits Does With It</th></tr></thead><tbody><tr><td><strong>Ledger → Import Bank Transactions</strong></td><td>Imports transactions into the <strong>Ledger</strong> and auto-categorizes them.</td></tr><tr><td><strong>Upload to Vault</strong></td><td>Stored in <strong>Vault</strong> (does not import transactions).</td></tr><tr><td><strong>Drag &#x26; Drop</strong></td><td>Routed and stored in <strong>Vault</strong> (does not import transactions).</td></tr><tr><td><strong>Email to Digits</strong></td><td>Stored in <strong>Vault</strong> (does not import transactions).</td></tr></tbody></table>

#### Document Type: **CSV**

<table><thead><tr><th width="292.6541748046875">How It Gets Into Digits</th><th>What Digits Does With It</th></tr></thead><tbody><tr><td><strong>Ledger → Import Bank Transactions</strong></td><td>Imports transactions into the <strong>Ledger</strong> and auto-categorizes them.</td></tr><tr><td><strong>Upload to Vault</strong></td><td>Stored in <strong>Vault</strong> (does not import transactions).</td></tr><tr><td><strong>Drag &#x26; Drop</strong></td><td>Routed and stored in <strong>Vault</strong> (does not import transactions).</td></tr><tr><td><strong>Email to Digits</strong></td><td>Stored in <strong>Vault</strong> (does not import transactions).</td></tr></tbody></table>

#### Document Type: **Bills**

<table><thead><tr><th width="290.6192626953125">How It Gets Into Digits</th><th>What Digits Does With It</th></tr></thead><tbody><tr><td><strong>Upload to Vault</strong></td><td>Automatically creates a bill for review and approval.</td></tr><tr><td><strong>Drag &#x26; Drop</strong></td><td>Routed to Vault. Creates a bill for review.</td></tr><tr><td><strong>Email to Digits</strong></td><td>Lands in Vault. Creates a bill for review.</td></tr></tbody></table>

#### Document Type: **Check image**

<table><thead><tr><th width="287.586669921875">How It Gets Into Digits</th><th>What Digits Does With It</th></tr></thead><tbody><tr><td><strong>Upload to Vault</strong></td><td>Automatically attaches to the matching check transaction in your <strong>Ledger</strong>, if one is found.</td></tr><tr><td><strong>Drag &#x26; Drop</strong></td><td>Routed to Vault. Attaches to a matching check transaction (if found).</td></tr><tr><td><strong>Email to Digits</strong></td><td>Lands in Vault. Attaches to a matching check transaction (if found).</td></tr></tbody></table>

#### Document Type: **Receipts**

| How It Gets Into Digits | What Digits Does With It                                             |
| ----------------------- | -------------------------------------------------------------------- |
| **Upload to Vault**     | Automatically attaches to a matching transaction for easy reference. |
| **Drag & Drop**         | Routed to Vault. Attaches to a matching transaction (if found).      |
| **Email to Digits**     | Lands in Vault. Attaches to a matching transaction (if found).       |

#### Document Type<mark style="color:$primary;">**:**</mark> **Other files (Word, Excel, general PDFs)**

| How It Gets Into Digits | What Digits Does With It                                            |
| ----------------------- | ------------------------------------------------------------------- |
| **Upload to Vault**     | Stored in **Vault** for organization and reference only.            |
| **Drag & Drop**         | Routed and stored in **Vault** for organization and reference only. |
| **Email to Digits**     | Routed and stored in **Vault** for organization and reference only. |

***

### Downloading a PDF as CSV <a href="#downloading-a-pdf-as-csv-0-5" id="downloading-a-pdf-as-csv-0-5"></a>

1. Open **Vault**.
2. Click the menu next to a document (or open the document detail page).
3. If supported, click **Download CSV** to export.

{% hint style="info" %}
**Note:** Only certain PDFs (like compatible bank statements) can be converted. Unsupported or very large/long files may not show the option.
{% endhint %}

***

### Viewing Linked Transactions <a href="#viewing-linked-transactions-0-8" id="viewing-linked-transactions-0-8"></a>

When you click a document, a file info panel appears on the right. If linked to a transaction(s), you’ll see a **Linked Transactions** section showing:

* Transaction date
* Transaction amount

Clicking the transaction takes you directly to its details page in the Ledger.

<div align="left"><figure><img src="/files/DblLZ9mWn15mI5ncsJZo" alt="" width="563"><figcaption></figcaption></figure></div>

***

### Frequently Asked Questions

<details>

<summary>How long does it take to convert a PDF to CSV?</summary>

It depends on size and complexity. Short statements (1–2 pages) usually convert in \~60 seconds; longer or more complex PDFs can take up to 10 minutes.

</details>

<details>

<summary>Will Digits automatically attach receipts to the right transaction?</summary>

Yes. You can upload, drag & drop, or email receipts, and Digits will automatically attach them to the right transaction when it can (based on details like vendor, date, and amount).

If Digits can’t confidently match a receipt, it will still store it in Vault so you can attach it manually later.

</details>

<details>

<summary>Are there limits on PDF conversion?</summary>

Yes. PDFs over \~15 pages may not convert successfully (fix coming soon). Large files (\~7MB+) or highly formatted statements may time out or return incomplete results.

</details>

<details>

<summary>Can I upload documents that aren’t tied to transactions?</summary>

Yes. Upload contracts, treasury reports, receipts, and more directly into Vault.

</details>

<details>

<summary>Can I delete or replace a document?</summary>

Yes. Use the **Trash** icon in the file info panel.&#x20;

* If you delete a document from the **Vault,** it will also be removed from any linked transactions.
* If you delete a document from the **transaction details**, you'll get the choice to either:
  * Unlink it (keep it in the Vault), or
  * Delete it entirely

</details>

<details>

<summary>Why don’t I see Download CSV?</summary>

Only certain PDFs (e.g., supported bank statements) can convert. If the file is too long, too large, or unsupported, the option won’t appear.

</details>

<details>

<summary>Do documents automatically link to transactions or reconciliations?</summary>

* If you attach a file during transaction create/edit, it will show as linked in **Vault**.
* Statements uploaded in **Reconciliations** appear in **Vault**, and statements uploaded in **Vault** are auto-matched to a reconciliation when possible.

</details>

<details>

<summary>Why don't I see check images for my transactions?</summary>

Most banks don't provide check images through their API, so Digits can't automatically pull them in for most accounts. A small number of institutions (such as Mercury) may provide richer data that includes check images, but this is the exception rather than the norm.&#x20;

To get check images into Digits, you can upload them manually or email them to your Digits email address. When Digits receives a check image, it will automatically try to match it to the corresponding check transaction in your Ledger. If it can't find a confident match, the image will be stored in Vault so you can attach it to the right transaction manually.&#x20;

[Attach Documents to Transactions](/firms-documents/attaching-documents.md)

[Sending Documents to Digits by Email](/firms-documents/email-documents.md)

</details>

***

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{% endcolumn %}

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***


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