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Downloading Financials 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.

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Step 1: Open Financials

Click Financials from the left-hand navigation.

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Step 2: Choose a Report

Select a report type from the selector along the top.

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Step 3: Adjust Filters

  • Date range (YTD, Last Month, Custom, etc.)

  • Display view (Totals, Monthly Deltas, or Averages)

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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

Each report in the package is generated in its standard format—Profit & Loss, Balance Sheet, and Cash Flow as PDFs; Trial Balance as an XLSX; and Transaction List as a CSV.

Download Single Report (Per-section button)

  • Found directly above each report

  • Downloads just that specific report as a PDF or XLS

Frequently Asked Questions

Can I download more than one report at once?

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.

What format are financial exports in?

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.

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