Digits Navigation & Shortcuts
Find anything and get anywhere quickly. Use the global Search, follow breadcrumbs, and work faster with keyboard shortcuts.
Left Navigation Menu (Sidebar) (On-screen Navigation)
Top of menu
Checklist
Review uncategorized transactions, approve bills, resolve comments, and more The badge indicates the number of items that need action
Home Section
Click to expand Home
Dashboards
Your Overview dashboard and any custom dashboards you've created, with tiles for metrics, statements, and lists. Switch between dashboards at the top of the page
Expenses
Spending over time, broken down by category or by vendor. Select any row to drill into the underlying transactions
Revenue
Income over time, broken down by category or by customer
Cost of Revenue
Cost of goods/revenue over time, broken down by category or by supplier. This view appears once your books have cost-of-revenue activity
Financials
Click to expand Financials
Statements
View your core financial statements: Profit & Loss, Balance Sheet, Cash Flow, and AR/AP Aging. Filter by time period and drill into any line to see the underlying transactions
Custom Reports
Build and schedule branded custom reports
Middle of menu
Banks & Cards
View connected bank and card transactions
Vendors
Review vendor spend
Customers
Review your customers and the payments they've made to you; manage customer records and AR.
Bills & Invoices Section
Click to expand Bills and Invoices
Bills
Manage bills/accounts payable
(Kanban view: In Review, Pending Approval, Awaiting Payment, Scheduled & Paid)
Invoices
Create and track customer invoices
Products & Services
Your catalog of products and services for invoicing: names, prices, and active/inactive status. Items here are available to add as line items when creating invoices
Accounting Section
Click to expand Accounting
Ledger
Full transaction history - your source of truth for all entries
Reconciliations
Track and complete monthly bank reconciliations
Schedules
Automated depreciation and amortization for fixed assets and prepaid expenses. Digits generates the journal entries across each schedule's life and flags new schedule candidates for review
Categories
Your Chart of Accounts - create/edit categories
Departments
Track activity by department
Locations
Track activity by location
Bottom of menu
Vault
Store receipts, W9s, statements
Connections
Manage bank/app connections (Plaid, Stripe, Ramp, etc.)
Help Center
Access help documentation
Digits (Shift + /)
Opens keyboard shortcuts menu
Ask Digits
Bottom or right side of screen
Ask Digits
Type questions about your data (e.g., "How much did we spend on Gusto last month?")
+ (Plus) button
Quick actions: Add Transaction, Create Invoice, Upload Bill, Run Report, Start Reconciliation, Upload Document
Calendar/ Bell Icon
Open your Checklist (badge shows count of items needing attention)
Search
Find vendors, amounts, categories, or transactions
Ledger Toolbar
View (eye)
Read only mode
Edit (pencil)
Enter edit mode to select and modify transactions
Opposing Arrows
Expand view to full screen
Date picker
Choose the date(s) that are shown in the ledger
+ Add Transaction
Add a new transaction manually
Down Arrow (next to + Add Transaction)
Click to open dropdown. Select import bank transactions or import journal entries
Search bar
Search for transactions by date, keyword, amount, etc.
Collapse/Expand
Collapse or expand transaction detail
Filter
Narrow transactions by party, amount, source, status, etc.
Transaction Viewing/Editing
Click to open a transaction
View (eye)
Read only mode
Edit (pencil)
Enter edit mode to select and modify transactions
Trash can
Delete transaction (grayed out if from connected source)
Reverse arrow
Create an offsetting entry for transactions that can't be deleted
Copy
Duplicate this transaction
(Bulk) Edit Toolbar
Only appears at the top of the screen when one or more transactions are selected
Party dropdown
Change party for selected transactions
Category dropdown
Change category for selected transactions
Move to (folder with arrow)
Move tranactions to a different account dropdown
Comment (speech bubble)
Add comments to selected transactions
Department (building)
Assign/update department
Location (pin)
Assign/update location
Match (stack)
Merge two transactions into one (prevents duplicates)
Unmatch (lifting stack)
Separate previously matched transactions
Delete (trash can)
Delete a transaction (grayed out = can't delete; use Reverse instead)
Total
Total of selected transactions
X icon
Cancel and close toolbar
Apply to
Complete action for displayed number of selected transactions
New Transactions Types
Available when you click + Add Transaction from the ledger
Journal
Multi-line adjusting entries between accounts
Pay In
Record income, deposits, refunds received
Pay Out
Record expenses, payments made
Transfer
Move money between connected accounts
Commenting/Audit Panel
Appears when you click into a transaction
Comment bubble
Comments - View/add comments and tag team members
Lightbulb
Insights about the transaction
Clock
Activity Log - See history of changes
Keyboard Shortcuts
Press Shift + / anywhere in the app to open Keyboard Shortcuts.
Or click the shortcuts icon in the bottom-left corner of the app.
Global
Show Keyboard Shortcuts
Shift + /
Shift + /
Global
Open Ask Digits
⌘ or Shift + K
Ctrl + K
Global
Open Ask Digits
⌘ or Shift + + F
Ctrl + Shift + F
Ledger
Open Filters
F
F
Ledger
Scroll up / down
↑ / ↓
↑ / ↓
Ledger
Scroll up ×10 / down ×10
Page Up / Page Down
Page Up / Page Down
Ledger
Open selection
Enter
Enter
Ledger
Maximize / Minimize View
M
M
Ledger
Edit Mode
E
E
Ledger
View Mode
V
V
Ledger
Expand all rows
[
[
Ledger
Collapse all rows
]
]
Ledger
New Transaction
N
N
Status Indicators
Checklist Badge
Green badge with number
Number of items needing your attention
Reconciliation Status Dots
Empty circle
Not started
Yellow circle
In progress/needs attention
Green checkmark
Completed
Bill Statuses (Kanban Columns)
In Review
Uploaded, needs review
Pending Approval
Waiting for approval
Awaiting Payment
Approved, ready to pay
Scheduled & Paid
Complete
How do I open Search from anywhere?
Click the Search bar at the top of any page.
Or press ⌘ + K (Mac) / Ctrl + K (Windows/Linux) to open Global Search.
Type a vendor, amount, category, memo, or month (e.g., “Uber”, “42.50”, “Meals”, “May 2025”), then press Enter to open the top result.
Power tip — Do math in amount fields
Click into an Amount field (e.g., in Ledger).
Type a simple expression (e.g., 10.80+10), then press Enter.
The field resolves to the calculated result, and the page totals update.
What works: + (add), - (subtract), * (multiply), / (divide), decimals.
