Kick Changelog

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A memo is a free-text note attached to a transaction. It's the simplest way to add context to a charge - who you met with, what a purchase was for, or anything else that isn't obvious from the merchant name or amount alone.

When to use a memo

Memos are especially useful for:

• Meals and entertainment - note who you met and the business purpose (the IRS requires this for the deduction to hold up)
• Unusual or one-off purchases - explain what it was for so your accountant doesn't have to ask
• Ambiguous vendors - a vendor name like "Amazon" could be office supplies, software, or personal. A memo clarifies it
• Transactions your accountant flagged - if they opened a Task asking about a charge, a memo on the transaction itself is the clearest way to answer

Add a memo to a single transaction

1. Open any transaction by clicking on it
2. Click the Memo field
3. Type your note and save

Adding a Memo

Adding a Memo

Add memos in bulk

If you need to add the same note to multiple transactions at once:

1. Select the transactions in the Transactions tab
2. Open the Actions toolbar
3. Choose Add memo and enter your note

Adding memos in bulk

Adding memos in bulk

Memos and your accountant

Memos are visible to everyone with access to your workspace. Your accountant sees them when reviewing transactions, which means fewer back-and-forth questions and a faster close process. If you're preparing for tax season, going through transactions with missing context and adding memos is one of the highest-value things you can do before handing off to your accountant.