How to export your data from Digits: ledger, financial package and chart of accounts

Three exports cover what most companies need

Digits' help page does not list the ledger CSV's column names or a file size limit. Open the file and check it has a date, account, description and amount before you rely on it.

Export the ledger and the chart of accounts in five steps

1. 1

   Step 1: In Digits, open the Ledger tab.

2. 2

   Step 2: Set the date range from your first transaction to your last month-end.

3. 3

   Step 3: Click the menu in the top-right corner and choose Download CSV.

4. 4

   Step 4: Open Categories, click ⋯ in the top-right, and choose Download CSV for the chart of accounts.

5. 5

   Step 5: Open both files and check the first and last rows match your dates.

Download the financial package once per year of history

The financial package is what lets a new tool or your CPA check the ledger against Digits' own reports. Digits caps how many months each statement shows, so longer histories need more than one download.

1. 1

   Step 1: Click Financials › Statements in the left navigation.

2. 2

   Step 2: Choose a report type, then set the date range with the selector at the top; the gear icon adjusts display options.

3. 3

   Step 3: Click Download Financial Package in the top-right.

4. 4

   Step 4: Tick Ledger, Trial Balance, Profit & Loss and Balance Sheet, plus Cash Flows, AR Aging and AP Aging if you want them, and download.

5. 5

   Step 5: Repeat for each period, using the limits below.

Check the export before you cancel

• The ledger's first row is your first transaction and its last row is your last month-end.
• Debits and credits in the trial balance are equal, and its cash balances match your bank statements at each year-end.
• Every year is covered by a balance sheet and a profit and loss.
• Receipts and documents are downloaded separately. The export pages cover the ledger, reports and chart of accounts and do not mention documents in the Vault.
• Keep the files outside Digits. You cannot view your data after access ends.

Cancel after you export, in six steps

1. 1

   Step 1: Open your organization dashboard and click Organization Settings.

2. 2

   Step 2: Click the Subscription tab.

3. 3

   Step 3: Scroll to the bottom and click Cancel Subscription.

4. 4

   Step 4: Enter a reason, which is required.

5. 5

   Step 5: Click Cancel Plan to confirm.

6. 6

   Step 6: To delete your data, email help@digits.com from your account email with your business name after you cancel.

Digits says you keep access until the end of your free trial or current billing period, and after that you can no longer view your data. Check your contract for its notice period before you choose a date.

Load the export into your next tool, or skip the export and connect Digits

Any tool that reads a general ledger with a date, account and debit and credit columns can take the ledger CSV. Accountable accepts it with the financial package for the month-end proof, and it can also read Digits directly: sign in to Digits through its read-only MCP, once per company, and the agent rebuilds the books and ties each month-end to Digits' own reports.

Digits' MCP server is read-only with 11 tools, so nothing in Digits changes during the move. See how to move your books from Digits.