Editing Entity Start and End Dates

The entity start and end dates control the range of transaction data that syncs in Kick.

Start date

The start date determines when transaction data begins syncing for all accounts on the entity. It's set during client onboarding and can be updated at any time.

To change the start date:

1. Go to the Clients tab.

2. Find the entity row and edit the Start date inline.

If the Start date column isn't visible, click the Gear icon (⚙) in the top right to expose it.

Important: Changing the start date can pull in additional historical transactions or remove transactions that fall outside the new range. Adjust with care if categorization work has already been done.

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End date

The end date determines when transaction syncing stops. Transactions after the end date will not appear in Kick.

End date can only be set at the account level.

To change the end date:

1. Go to the Accounts tab in your client's workspace

2. Hover over the account where you'd like to change the end date and click the options menu

3. Select Update end date

4. Edit the end date and click Set date to save

Note: Kick may automatically set an end date when a subscription is canceled or a plan limit is reached. If an end date appears unexpectedly, check the client's subscription status.

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Account-level overrides

Individual accounts can override the entity's start dates. Account-level dates are managed from the Accounts tab under each account's settings.