> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-insights-and-reporting/download-financials.md).

# Downloading Financial Statements in Digits

Need to share your client’s financials outside of Digits? No problem. Whether you're prepping for a board meeting, audit, or tax filing, exporting the data you need is fast and flexible.

***

{% stepper %}
{% step %}

### Step 1: Open Statements

Click **Financials** → **Statements** from the left-hand navigation.
{% endstep %}

{% step %}

### Step 2: Choose a Report

Select a report type from the selector along the top. 

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2F3SIcNebNYCzSFckj54PO%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=3ac6c22c-b796-4223-8504-e68336dd199c" alt="" width="383"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Step 3: Adjust Filters

* **Date range** — set it at the top left (YTD, Last Month, Custom, etc.). It applies to the report you're viewing.

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2F0ALjIzLtgobMvYZJiilO%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=8cb4a043-95c2-4104-8997-2d7d5a55c58e" alt="" width="375"><figcaption></figcaption></figure></div>

* **Report options** — click **Options** (the gear icon) on the report to adjust how it displays. Options vary by report.

<figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2FcBMveB5QbGEyYfWXmYrK%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=e08c3a32-84ad-4db3-8319-d41eca3749e1" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Step 4: Export Options

**Download Financial Package** (Top-right button)

* Choose multiple reports to export together. Available reports include:
  * **Ledger** — A list of your transactions categorized by account
  * **Trial Balance** — Ledger accounts with focus on debit and credit balances
  * **Profit & Loss** — Breakdown of revenue, costs, and expenses incurred
  * **Balance Sheet** — Breakdown of assets, liabilities, and shareholder equity
  * **Cash Flows** — Breakdown of cash and cash equivalents entering or leaving
  * **AR Aging** — Outstanding customer invoices grouped by how overdue they are
  * **AP Aging** — Unpaid vendor bills grouped by how overdue they are

{% hint style="info" icon="lightbulb-on" %}
Each report in the package is generated in its standard format—Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging as PDFs; Trial Balance as an XLSX file; and Transaction List as a CSV file.
{% endhint %}

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2Fufi4yD8Mlyr3X2MPTOQu%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=70a4bc42-8c9b-4598-bbb4-c609fbdddd0d" alt="" width="308"><figcaption></figcaption></figure></div>

{% hint style="info" icon="calendar-days" %}
You can also change the time period right in the download window — just click the dates at the top.
{% endhint %}

**Download Single Report (Per-section button)**

* Found directly above each report
* Downloads just that specific report as a PDF or XLS

<div align="left"><figure><img src="https://3494946449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQp6kVxx1FJYsPtDHusNl%2Fuploads%2FTUmZxEGAhlu5tUw1TJZo%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Financials.png?alt=media&amp;token=4ff65227-d54f-4115-86d5-1b8a798e86b8" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Frequently Asked Questions

<details>

<summary>Can I download more than one report at once?</summary>

Yes. Use **Download Financial Package** (top-right). You can select multiple reports, and Digits exports each in its standard format—Profit & Loss, Balance Sheet, and Cash Flow as PDFs, the Trial Balance as XLSX, and the Transaction List as CSV.

</details>

<details>

<summary>What format are financial statements exported in?</summary>

It depends on the report and how you export it. Individual reports (Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and AP Aging) can be downloaded as PDFs or XLS files. The Financial Package includes the Profit & Loss, Balance Sheet, and Cash Flow as PDFs; the Trial Balance as an XLSX; and the Transaction List as a CSV.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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