Universal Importer | Kick Docs
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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.
Import Transactions is available on paid plans (Basic and above).
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:
| Import Transactions | Reconcile |
|---|---|
| Purpose | Bring in missing transactions |
| File types | PDF, CSV, image |
| When to use | No live bank connection, or backfilling history |
Troubleshooting
Password-protected PDF: Remove the password before uploading.
Transactions don't match statement balance: Edit the transaction amounts or the opening and closing balances in the review spreadsheet.
Statement period is locked: Go to Settings → Locks and unlock the period first.
File won't upload: Check that the file is a PDF, CSV, or image and under 20 MB.
Transactions landing in the wrong period: Check the statement dates and your bookkeeping start date.