Transactions
View, categorize, and manage all synced transactions across your client's entities from a single tab.
The Transactions tab
The Transactions tab is the central workspace for reviewing and categorizing your client's financial data. All transactions from connected accounts, direct integrations, and imported files flow into this tab automatically.
When transactions sync, Kick's categorization model categorizes approximately 97% on first pass. Uncategorized transactions appear when the model's confidence is low. Once categorized, transactions post to the General Ledger in real time.
Columns
Customize which columns are visible using the Views icon (⚙) in the top right. The following columns are available:
Date — The transaction date as reported by the bank or integration
Description — The transaction description displayed in Kick
Account — The connected financial account the transaction came from
Subaccount — The subaccount within the connected account, when applicable
Amount — The transaction amount
Entity — The entity the transaction is assigned to
Bank description — The raw, unmodified description from the bank feed
Cash ledger — The account the transaction posts to on the Cash ledger
Accrual ledger — The account the transaction posts to on the Accrual ledger
Counterparty — The vendor or customer associated with the transaction
Memo — Free-text field for adding context to a transaction
Receipt — Whether a receipt has been uploaded or matched
Reconciliation status — Whether the transaction has been reconciled against a bank statement. → Reconciliation
Class — Class and subclass assignments for departmental or location-based tracking. → Classes
Matched transfer — Whether the transaction has been matched to a corresponding transaction on another account. When money moves between two accounts (e.g., a withdrawal from checking and a deposit into savings), both sides should be matched so the movement is recorded as a transfer rather than counted as separate income and expense. → Transfers
Drag column borders to resize columns.
Filters
Click Filter in the top left to narrow the transaction list. You can filter by Date, Category, Account, Class, Amount, Rules, Similar to, Counterparty, Memo, Receipts, Split, Reconciliation, Match, General ledger, Accrual ledger (when accrual is enabled), Ledger type, Locked, Status, and 1099 (Included or Excluded).
General ledger filters on the same account shown in the Cash ledger column, so the filter chip and the column use different names for it. Ledger type filters by account class: Assets, Liabilities, Equity, Income, or Expenses.
You can save specific column and filter combinations as custom views for quick access.
→ Views
Edit a transaction
Select a transaction to open the details panel. From here you can update:
Category — The client-facing label used for cash flow reporting
Cash ledger — The account the transaction posts to on the Cash ledger
Manually changing the ledger account overrides the default category-to-account mapping
Accrual ledger — The account the transaction posts to on the Accrual ledger
Counterparty — The vendor or customer associated with the transaction
Entity — Move the transaction to a different entity
Memo — Add context to the transaction
Receipt — Upload or match a receipt to the transaction
Match — Match the transaction to a corresponding transfer on another account
Other fields that cannot be edited in details can be edited in-line by exposing the relevant column on the Transactions tab via Views.
The details panel ⋯ menu also includes Copy transaction link and, on business transactions, View journal entry. Personal transactions do not post to the general ledger, so the option is hidden on them.
When no rows are selected, keyboard shortcuts act on the focused row: c (category), m (memo), e (entity), g (cash ledger).
Bulk actions
Select multiple transactions to act on them at once. You can select transactions by clicking with Shift held.
When rows are selected, a footer shows N selected and Select all. Click Actions (⌘K) to open a command menu with bulk updates, including:
Set category, counterparty, class, memo, or entity
Set cash ledger or accrual ledger
Remove counterparty, classes, or memo
Unmatch all or Unsplit all
Create task or Reconcile Gusto
Copy URL
Create task attaches the selected transactions to a task you can assign to a team member or client, and the task inherits the column layout from your current Transactions view. Copy URL generates a direct link to the selected transactions for sharing outside of Kick.
Many actions have single-key shortcuts in the menu (C, V, L, G, E, M, T, and others).
→ Tasks
Create a one-off transaction
If you need to record a transaction that didn't come through a connected account or import — such as a cash payment or an off-platform exchange — you can create one manually.
Click the (+) icon in the top right, or press cmd + k on your keyboard
Click Add transaction
Enter the transaction details: date, description, amount, and entity
Click Save
The transaction appears on the Transactions tab, where it can be edited or deleted, and posts to the Cash on Hand account on the Balance Sheet.
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