Universal Importer

Kick connects to most banks automatically via Plaid - but when a live connection isn't available, you can import transactions manually by uploading bank statements or CSV files. This is also useful for backfilling historical data beyond what Plaid provides.

{% hint style="info" %} Import Transactions is available on paid plans (Basic and above). {% endhint %}

How to open Import Transactions

• Press ⌘K → select Import Transactions
• Or from the Accounts tab → click ⋯ on any account → Import transactions

The importer opens as a full-screen overlay.

Supported file types

• PDF bank statements
• CSV transaction exports
• JPG / PNG (image scans of statements)
• Maximum file size: 20 MB per file

Excel (.xlsx) and Word files are not supported.

How it works

1. Upload your files

Drag and drop your statement files, or click Upload statement. You can upload multiple files at once. Kick processes each file automatically - extraction typically takes a few minutes.

2. Review the account details

Once processed, Kick extracts the bank name, account number, statement period, and opening and closing balances. Review each field and correct anything that looks off. Link the statement to an existing account in Kick, or let Kick create a new one.

3. Review transactions

Click Review to open the transaction spreadsheet. Kick extracts each transaction's date, description, and amount. You can edit any row directly. Kick validates that the transactions reconcile to the statement's opening and closing balances - if they don't, it flags the discrepancy for you to resolve.

4. Import

When the statement shows Ready to import, click Import documents. Transactions flow into the Transactions tab and go through Kick's automatic categorization - the same as any transaction from a live connection.

What happens after import

Imported transactions appear on your Transactions tab and are categorized automatically. They're treated the same as transactions from a connected bank - you can edit categories, add memos, attach receipts, and create rules.

Import vs. Reconcile

These are different workflows:

→ Reconciliation

Troubleshooting