Transaction Management

Export Uncategorized Transactions for Review

The Script

#!/bin/bash
# export-uncategorized.sh

MONTH_START="2026-01-01"
MONTH_END="2026-01-31"
OUTPUT_FILE="uncategorized-$(date +%Y%m%d).csv"

kick transactions list \
  --from="$MONTH_START" \
  --to="$MONTH_END" \
  --filter="category=null" \
  --format=csv \
  > "$OUTPUT_FILE"

count=$(wc -l < "$OUTPUT_FILE")
count=$((count - 1))

echo "Exported $count uncategorized transactions to $OUTPUT_FILE"

if [ $count -gt 0 ]; then
  echo "⚠️  Review and categorize these transactions before closing the month"
fi

How to Customize

• Add additional filters: --filter="category=null AND amount>1000"

• Change date range to current month

• Export to JSON instead of CSV

What It Outputs

• CSV file with all uncategorized transactions

• Console message showing count

Bulk Update Transactions from Spreadsheet

The Script

#!/bin/bash
# bulk-update-transactions.sh

INPUT_FILE="transaction-updates.csv"

if [ ! -f "$INPUT_FILE" ]; then
  echo "Error: $INPUT_FILE not found"
  exit 1
fi

echo "Previewing changes..."
kick transactions update --file="$INPUT_FILE" --dry-run

read -p "Apply these changes? (y/n) " -n 1 -r
echo

if [[ $REPLY =~ ^[Yy]$ ]]; then
  kick transactions update --file="$INPUT_FILE"
  echo "✓ Transactions updated"
else
  echo "Update cancelled"
fi

How to Customize

• Remove confirmation prompt for automation

• Add logging to track changes

• Send Slack notification after update

What It Outputs

• Preview of changes before applying

• Confirmation of successful updates

Find Duplicate Transactions

The Script

#!/bin/bash
# find-duplicates.sh

FROM_DATE="2026-01-01"
TO_DATE="2026-01-31"

echo "Finding potential duplicates..."

kick transactions list \
  --from="$FROM_DATE" \
  --to="$TO_DATE" \
  --format=json | \
jq -r '
  group_by([.date, .amount, .counterparty]) |
  map(select(length > 1)) |
  .[] |
  "Potential duplicates:\n" +
  (map("  ID: \(.id) | \(.date) | \(.amount) | \(.counterparty)") | join("\n")) +
  "\n"
'

How to Customize

• Adjust grouping criteria

• Export duplicates to CSV for review

• Auto-flag duplicates with a tag

What It Outputs

Potential duplicates:
  ID: txn_123 | 2026-01-15 | 500.00 | Amazon
  ID: txn_456 | 2026-01-15 | 500.00 | Amazon