Deleting Transactions

Transactions you created manually or imported from files can be deleted. Transactions from connected bank accounts and integrations cannot be deleted directly, but can be removed if needed during Reconciliation.

When you can delete a transaction

Delete is available for:

• Manual transactions — Transactions you entered directly in Kick
• Imported transactions — Transactions created from CSV or PDF statement imports
• Gusto reconciliation lines — Only the specific lines with "Reconciliation transaction" in the bank description (e.g., "Reconciliation transaction for Net Pay"). These are adjustment entries Gusto creates to true up payroll clearing accounts, not actual bank activity.
• Stale pending transactions — Pending transactions with a date more than one week in the past. These are typically transactions the bank never finalized or that were replaced by a cleared version.

To delete a transaction:

1. Select the transaction to open the details panel
2. Click the options menu (⋯)
3. Select Delete
4. Confirm the deletion

A brief Undo option appears after deletion. Once dismissed, the transaction is permanently removed.

When delete is blocked

Delete is not available when:

Handling bank-synced transactions

Transactions from connected accounts can't be deleted because they reflect actual bank activity. If you need to adjust how a synced transaction appears in your books, use one of these approaches instead:

• Recategorize — Update the category or GL account to change how the transaction posts
• Split — Break the transaction into multiple line items with different categories, classes, or entities
• Match as transfer — Pair it with a corresponding transaction on another account so the movement is recorded as a transfer rather than income or expense
• Categorize as Personal — Categorize transactions that shouldn't affect the business books (e.g., personal expenses on a business card) as Personal. This category maps to Owner Draws or Distributions on the Balance Sheet.

Removing imported transactions in bulk

To undo an entire import rather than deleting transactions one by one, remove the source document. This deletes the file and all transactions created from it.

From Account settings:

1. Go to the account's settings and find the imported files section
2. Click the trash icon on the file you want to remove
3. Confirm — this removes the document and its transactions in one step

Removing imported transactions cannot be undone.

Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the ask query parameter, and the optional goal query parameter:

GET https://docs.kick.co/accountants/bookkeeping-workflows/transactions/deleting-transactions.md?ask=<question>&goal=<endgoal>