Ctrlk
Why Digits?ProductAccountantsResourcesPricingSign In
For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

1

Step 1: Open Statements

Click Financials → Statements from the left-hand navigation.

2

Step 2: Choose a Report

Select a report type from the selector along the top.

3

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.

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

4

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

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.

calendar-days

You can also change the time period right in the download window — just click the dates at the top.

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 statements exported 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.

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support