Sources

When establishing a connection to Digits, an integration may provide access to data from multiple accounts. For example, a bank connection may need to sync checking and savings accounts.

Use Sync Sources for every distinct stream of data within a connection. For example, sync a separate source for each credit card at an issuer, each bank account at a bank, each virtual card issued by an expense management platform, or distinct accounts for bills and invoices from a bill-pay provider.

Establishing separate sources allows for different bookkeeping configurations. Continuing the example, a checking account is best mapped to a different category in the chart of accounts than a savings account.

Each source provides a unique set of Category Labels, allowing for independent control of AI Categorization hints and category mappings.

Users can configure historical import limits for each source, allowing imported data to be reflected in the ledger only after a certain date. This control is a unique benefit of Digits' source architecture: data written via the API remains intact within the source, allowing users to reconfigure historical import settings as necessary.