Transactions | Kick Docs
For the complete documentation index, see llms.txt. This page is also available as Markdown.
The Transactions tab
The Transactions tab is where all your financial activity lives. Every transaction from your connected bank accounts, credit cards, and integrations flows in automatically. Kick categorizes them as they sync - once categorized, they post to your reports in real time.
What you'll see
Each transaction shows the date, description, account it came from, amount, and category. You can customize which columns are visible using the Views icon (⚙) in the top right.
Use Add filter to narrow the list by date, category, account, amount, or other attributes.
Reviewing a transaction
Click any transaction to open the details panel. From here you can:
Change the category - if Kick got it wrong, update it and optionally apply the same change to similar transactions going forward
Add a memo - add a note for your records or for your accountant
Attach a receipt - upload or match a document to the transaction
Move to a different entity - if you have multiple businesses and a transaction landed in the wrong one
Split the transaction - if a single charge needs to be divided across multiple categories or entities
→ Categorization → Splits
Bulk actions
Select multiple transactions by clicking with Shift held. The bulk actions toolbar appears at the bottom of the screen - you can update category, add a memo, move to an entity, or create a task for your accountant to review.
Add a manual transaction
If you need to record something that didn't come through a connected account - like a cash payment - you can add it manually.
- Click the (+) icon in the top right, or press ⌘K
- Click Add transaction
- Enter the date, description, amount, and entity
- Click Save
Uncategorized transactions
When Kick's confidence is low on a transaction, it leaves it uncategorized for you to review. Uncategorized transactions are flagged in the tab so they're easy to find. Reviewing them regularly keeps your reports accurate.