> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/ai/cli/cli-use-case-library/reconciliation-and-cleanup.md).

# Reconciliation and Cleanup

<details>

<summary><strong>Daily uncategorized transaction alert</strong> (read)</summary>

To get a Slack message when transactions still lack a category, count uncategorized rows and post a summary.

**The Script**

```bash
#!/bin/bash
# daily-uncategorized-alert.sh

WORKSPACE_ID="<workspace-id>"
WEBHOOK_URL="https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK"
SINCE="$(date -v-30d +%Y-%m-%d 2>/dev/null || date -d '30 days ago' +%Y-%m-%d)"

rows=$(kick --workspace "$WORKSPACE_ID" transactions find \
  --since "$SINCE" \
  --fields id,date,category \
  --output json \
  | jq '[.[] | select(.category == null or .category == "")]')

count=$(echo "$rows" | jq 'length')

if [ "$count" -gt 0 ]; then
  oldest=$(echo "$rows" | jq -r 'sort_by(.date) | .[0].date')
  message="*$count uncategorized transactions in the last 30 days*\nOldest: $oldest\n<https://app.kick.co/transactions|Review in Kick>"

  curl -X POST "$WEBHOOK_URL" \
    -H 'Content-Type: application/json' \
    -d "{\"text\":\"$message\"}"

  echo "Alert sent: $count uncategorized transactions"
else
  echo "No uncategorized transactions in range"
fi
```

**How to Customize**

* Change `SINCE` to match your firm's review window
* Add a threshold: only alert when `count` exceeds 10
* Schedule with cron to run each morning

**What It Outputs**

```
Alert sent: 23 uncategorized transactions
```

</details>

<details>

<summary><strong>Find transactions missing a memo</strong> (read)</summary>

To export transactions that still need a memo before close, filter JSON output client-side.

**The Script**

```bash
#!/bin/bash
# find-missing-memos.sh

WORKSPACE_ID="<workspace-id>"
SINCE="2026-01-01"
UNTIL="2026-01-31"
OUTPUT_FILE="missing-memos.csv"

echo "date,amount,counterparty,id" > "$OUTPUT_FILE"

kick --workspace "$WORKSPACE_ID" transactions find \
  --since "$SINCE" \
  --until "$UNTIL" \
  --fields id,date,amount,counterparty,memo \
  --output json | \
jq -r '.[] | select(.memo == null or .memo == "") | [.date, .amount, .counterparty, .id] | @csv' >> "$OUTPUT_FILE"

count=$(tail -n +2 "$OUTPUT_FILE" | wc -l | tr -d ' ')

echo "Found $count transactions without a memo"
echo "Exported to $OUTPUT_FILE"
```

**How to Customize**

* Also require a category: `select((.memo == null or .memo == "") or (.category == null or .category == ""))`
* Add `--limit` and page with `--cursor` when the workspace has many rows

**What It Outputs**

```
Found 15 transactions without a memo
Exported to missing-memos.csv
```

</details>

<details>

<summary><strong>Review recent category changes</strong> (read)</summary>

To see what changed on transactions before you adjust anything else, list recent activity filtered to category updates.

**The Script**

```bash
#!/bin/bash
# review-category-activity.sh

WORKSPACE_ID="<workspace-id>"

kick --workspace "$WORKSPACE_ID" activity list \
  --resource-type transaction \
  --changed-fields categoryId \
  --limit 25 \
  --output json | jq .
```

**How to Customize**

* Add `--entity-ids` when you only care about one entity
* Pipe to a file for audit records: `> category-activity-$(date +%Y%m%d).json`

**What It Outputs**

* JSON activity rows showing recent transaction category changes

</details>


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