Connecting your bank and credit card accounts to Digits helps keep your books up to date—automatically.
How to Connect a Your Bank
- Head to my.digits.com and log in.
- In the left-hand menu, click Connections.
- Go to the All Connections tab to find any unlinked accounts.
- Click Connect next to Banks and Cards
- Search for the bank and log in securely through Plaid.
- Select the accounts you want Digits to access.
What Happens After Connection?
Once your accounts are connected, Digits gets to work right away:
- Imports up to 24 months of historical transaction data
- Ingests key transaction fields:
- Date
- Amount
- Description (including party info, where available)
- Digits AI analyzes each transaction to auto-categorize and assign parties
- Starts a frequent sync to keep everything current automatically
Can’t Connect a Bank? Use CSV Import
If your bank isn’t supported, you can upload your transactions manually.
- Export a CSV export from your bank
- Go to Ledger > All Transactions
- Click the dropdown next to New Transaction > Import Bank Transactions
- Download and fill in the CSV template
- Upload the file and map the fields
- Select the correct bank or card category and click Next
For more help: Managing Transactions in Digits
Updating Your Bank Connections in Digits
To add or update accounts, simply reconnect your bank through the Connections page and follow the prompts.
⚠️ Be careful during this step:
- Keep all accounts checked that you want to remain connected.
- Unchecking an account listed under My Connections will disconnect it from Digits and stop syncing data.
Also see: Linking Only Business Accounts with Chase on Digits
Troubleshooting & Reconnecting Banks
If data looks stale or incomplete:
- Reconnect the bank from the Connections page (follow the steps above)
- Ensure all accounts meant to sync are still selected during the Plaid flow
FAQs
Need help? Contact Digits Support—we’re here if you need anything.