Deleting Transactions

Manage transactions that should not be included in business financials.

Transactions you created manually or imported from files can be deleted. Transactions from connected bank accounts and integrations cannot be deleted directly, but can be removed if needed during Reconciliation.

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When you can delete a transaction

Delete is available for:

• Manual transactions — Transactions you entered directly in Kick

• Imported transactions — Transactions created from CSV or PDF statement imports

• Gusto reconciliation lines — Only the specific lines with "Reconciliation transaction" in the bank description (e.g., "Reconciliation transaction for Net Pay"). These are adjustment entries Gusto creates to true up payroll clearing accounts, not actual bank activity.

• Stale pending transactions — Pending transactions with a date more than one week in the past. These are typically transactions the bank never finalized or that were replaced by a cleared version.

To delete a transaction:

1. Select the transaction to open the details panel

2. Click the options menu (⋯)

3. Select Delete

4. Confirm the deletion

A brief Undo option appears after deletion. Once dismissed, the transaction is permanently removed.

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When delete is blocked

Delete is not available when:

Condition	Why
Connected account transaction	Transactions from Plaid, Stripe, Mercury, Ramp, and other live syncs mirror the bank — they can't be deleted individually
Locked period	The transaction falls within a locked bookkeeping period
Reconciled transaction	The transaction is part of a completed reconciliation

If a transaction is locked or reconciled, you'll need to unlock the period or undo the reconciliation before deletion becomes available.

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Handling bank-synced transactions

Transactions from connected accounts can't be deleted because they reflect actual bank activity. If you need to adjust how a synced transaction appears in your books, use one of these approaches instead:

• Recategorize — Update the category or GL account to change how the transaction posts

• Split — Break the transaction into multiple line items with different categories, classes, or entities

• Match as transfer — Pair it with a corresponding transaction on another account so the movement is recorded as a transfer rather than income or expense

• Categorize as Personal — Categorize transactions that shouldn't affect the business books (e.g., personal expenses on a business card) as Personal. This category maps to Owner Draws or Distributions on the Balance Sheet.

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Removing imported transactions in bulk

To undo an entire import rather than deleting transactions one by one, remove the source document. This deletes the file and all transactions created from it.

From Account settings:

1. Go to the account's settings and find the imported files section

2. Click the trash icon on the file you want to remove

3. Confirm — this removes the document and its transactions in one step

Removing imported transactions cannot be undone.