Accounting

Category Manager is where you set up and organize the different categories your business uses to track income, expenses, assets, and more. It functions as your chart of accounts—think of it like a smart filing system for your finances, whether you're a seasoned bookkeeper or just getting started.

How to Access Category Manager

1. Head to my.digits.com and login
2. In the left navigation menu click Accounting, then Category Manager

Creating a New Category

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

Want to organize categories into subcategories?

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

You can create multiple layers—perfect for tracking things in more detail.

Viewing Connections

If a category is linked to a connected account (like your bank, credit card, or another tool), you’ll see a connection icon next to 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. Fill it out with your categories, types, and optional parent accounts
4. Upload your file, click Next, review the preview, then hit Submit.

Need help organizing your chart of accounts or fixing an import? Contact Digits Support—we’ll help you get it sorted.