Accounting

Think of Category Manager as your interactive chart of accounts—just smarter.
It’s where you can create, edit, and organize every account your firm tracks for clients.

How to Access Category Manager

1. From the client’s home dashboard, click Accounting in the left nav menu, then Category Manager. 

Creating a New Category

1. Click + New Category in the top right corner.
2. Fill in the details:
   1. Name
   2. Parent Category (e.g., Assets, Revenue)
   3. Subtype 
   4. Icon (optional)
   5. Category Number (optional.)
   6. Click Create.

Editing or Deactivating a Category

To make changes:

Hover over any category and click the Pencil icon.

From here, you can:

• Rename the category
• Update the parent
• Change the icon or number
• Deactivate the category if it's no longer needed

Adding Child Accounts

To nest a sub-account under a parent:

Hover over the account and click the ➕ Add Child icon.

You can go multiple layers deep—ideal for firms that use detailed hierarchies.

Viewing Connections

If a category is linked to a synced account (like a bank, credit card, or tool), a connection icon appears beside it.

Click the icon → view details → click Connections to jump to the main connection page.

Importing Categories (for Faster Setup)

Want to upload categories in bulk?

1. From Category Manager, click the arrow next to + New Category and select Import Categories.
2. Download the CSV template.
3. Add your data: names, types, optional parents.
4. Upload your file, click Next, review the preview, then hit Submit.

Not sure how to structure a client’s chart of accounts? Or need help fixing an import? Reach out to Digits Support—we’re here to help you keep everything clean and client-ready.