Classes
Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business.
Track income and expenses by location, department, property, project, product, funds, or any other dimension using classes and subclasses.
Classes are available on the Plus plan and above. You can create an unlimited number of classes and subclasses.
Creating classes and subclasses
A class is the grouping type (e.g., Location, Department, Property). Subclasses are the labels you assign underneath it (e.g., Los Angeles and San Diego under a Location class).
Subclasses can be nested up to five levels deep, so you can build hierarchies like Region → Country → City when you need more detail.
To create a class:
Go to Accounting → Classes
Click Add class
Enter the class name and click Create
To add a subclass:
Find the class you want to add a subclass to
Click the + icon on that row
Enter the subclass name and click Create
You can also choose a Parent class directly in the create form to place a class anywhere in the hierarchy.
Managing your classes
Rename – Open the row's menu and choose Rename.
Delete – Open the row's menu and choose Delete. Deleting a class also deletes its subclasses and unassigns them from any transactions, so you'll be asked to confirm first.
Reorder – Drag classes and subclasses using the drag handle to change their order within the same parent.
Class names must be unique among siblings (classes under the same parent). You can reuse the same name in different branches — for example, a Sales subclass can exist under both a North America class and an EMEA class.
Class and subclass examples
Location: Los Angeles, San Diego
Department: Marketing, Sales
Property: Oak Street, Cove Way
Project: Design, Development, Launch
Product: Product 1, Product 2
Assigning classes to transactions
You can assign classes to a transaction from the Transactions tab:
Reveal the Class column using Views
Click the dropdown in this column for any transaction
Select the classes that apply
You can also set a class from the transaction details drawer using the Class field.
To assign classes in bulk:
Select multiple transactions
Click Actions (⌘K) and choose Set class
Select the relevant class or subclass
Click Apply
To clear class assignments in bulk, select the transactions and choose Remove classes from the same Actions menu.
Assigning classes to splits
When you split a transaction, each split line can have its own class assignments. Set the class on each split line so different portions of a transaction can be tracked under different classes.
Classes on other records
Classes aren't just for bank transactions. You can also assign them per line item on:
Journal entries – Use the Class column when adding journal entry lines.
Invoices – Set a Class on each invoice line item.
Bills – Set a Class on each bill line item.
Products & services (catalog items) – Assign a default class to an item so it's applied automatically to invoice lines that use it.
Automating class assignment
Create a rule to automatically assign classes based on conditions like bank description, account, counterparty, or amount.
Go to Rules
Click Add rule
Set your conditions
Under actions, select Set class
Choose the class and subclass to assign
Rules run automatically when new transactions sync, so once configured, matching transactions are classified without manual intervention.
This is especially useful when you need consistent class assignment across high-volume transaction types — like tagging all transactions from a specific account to a particular location or department.
You can also use Class as a rule condition — for example, to apply additional actions to transactions already assigned to a given class. Selecting a parent class in a condition automatically includes all of its subclasses.
See Rules for more on setting up automation.
Classes from integrations
You don't always have to create classes by hand. Kick can bring them in from connected tools:
Gusto and Ramp – Departments from Gusto and Ramp automatically sync as subclasses under an auto-created Department class. No extra setup needed.
QuickBooks Online – When migrating from QuickBooks Online, you can choose to import your existing classes. In the migration step titled What would you like to migrate?, enable the Classes option to bring over your class and location tags from QuickBooks, preserving their nesting.
Reporting by class
Classes make it easy to see performance broken out by any dimension you track.
Filter by class. In Accounting reports — including Profit & Loss, Balance Sheet, General Ledger, Trial Balance, and Expenses by vendor — use the Class filter to narrow results. Filter modes include:
Any selected class – show records matching any of the selected classes
Every selected class – show records matching all selected classes
Exclude selected class – hide records with the selected classes
No classes – show only records with no class assigned
Break reports into columns by class. On Profit & Loss, Balance Sheet, and Cash Flow Statement, use the columns option to view By class, which splits the report into a column for each class (and its nested subclasses). This lets you compare locations, departments, or projects side by side.
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