> 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/transaction-management.md).

# Transaction Management

<details>

<summary><strong>Export Uncategorized Transactions for Review</strong></summary>

**The Script**

```bash
#!/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

</details>

<details>

<summary><strong>Bulk Update Transactions from Spreadsheet</strong></summary>

**The Script**

```bash
#!/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

</details>

<details>

<summary><strong>Find Duplicate Transactions</strong></summary>

**The Script**

```bash
#!/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
```

</details>


---

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