# Use Case Library #### How to Use This Library Each use case includes: * **The complete script** you can copy and run * **How to customize** it for your needs * **What it outputs** so you know what to expect All scripts assume you've already [installed and authenticated Kick CLI](/ai/developer-tools/cli/install-the-kick-cli.md). *** ### Workflow Scripts by Use Case


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*** #### Quick Command Reference

List workspaces

bash ```bash kick workspaces list ```

Set active workspace

bash ```bash kick workspace set "Client Name" ```

List entities in workspace

bash ```bash kick entities list ```

Show recent transactions

bash ```bash kick transactions list --limit=20 ```

Filter by date range

bash ```bash kick transactions list --from="2026-01-01" --to="2026-01-31" ```

Filter by amount

bash ```bash kick transactions list --min-amount=5000 ```

Export to CSV

bash ```bash kick transactions list --format=csv > transactions.csv ```

Profit & Loss

bash ```bash kick reports pl --entity="ACME Corp" --period="2026-01" ```

Balance Sheet

bash ```bash kick reports trial-balance --entity="ACME Corp" --period="2026-Q1" ```

Trial Balance

bash ```bash kick reports trial-balance --entity="ACME Corp" --period="2026-Q1" ```

Export to JSON

bash ```bash kick reports pl --entity="ACME Corp" --period="2026-01" --format=json > pl-jan.json ```

List existing rules

bash ```bash kick rules list ```

Create a categorization rule

bash ```bash kick rules create \ --name="AWS Cloud Expenses" \ --condition="description contains 'AWS'" \ --action="set-category:Cloud Infrastructure" ```

Test a rule before creating

bash ```bash kick rules test \ --condition="description contains 'AWS'" \ --preview=10 ```

Delete a rule

bash ```bash kick rules delete --id=rule_abc123 ```

Update transactions from CSV

bash ```bash kick transactions update --file=updates.csv ```

Bulk categorize

bash ```bash kick transactions categorize \ --filter="counterparty=Amazon" \ --category="Office Supplies" ```

Preview before executing

bash ```bash kick transactions categorize \ --filter="counterparty=Amazon" \ --category="Office Supplies" \ --dry-run ```

*** **Have a workflow you'd like to automate?** Share it with us and we'll add it to this library at --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.kick.co/ai/kick-cli/cli-use-case-library.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.