> 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 Financials in Digits

***

{% stepper %}
{% step %}

### Step 1: Open Financials

Click **Financials** 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="/files/WnZtgI4CYavrE9xopFuF" alt="" width="383"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Step 3: Adjust Filters

* **Date range** (YTD, Last Month, Custom, etc.)
* **Display view** (Totals, Monthly Deltas, or Averages)
  {% 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

{% hint style="info" icon="lightbulb-on" %}
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.
{% endhint %}

<div align="left"><figure><img src="/files/RyQiQcs9I7oAGpbrHNbr" alt="" width="278"><figcaption></figcaption></figure></div>

**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="/files/Bhwmpq6Yyp750MO7vsu5" alt="" width="563"><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 exports 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>
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***


---

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