> 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/common-workflows.md).

# common workflows

- [Transactions](https://docs.kick.co/common-workflows/transactions.md): View and manage all the financial activity flowing through your connected accounts.
- [Categorization](https://docs.kick.co/common-workflows/categorization.md): Kick automatically categorizes your transactions and learns from your changes
- [Personal to Business](https://docs.kick.co/common-workflows/personal-to-business.md): Capture business expenses that were paid from a personal account.
- [Reconciliation](https://docs.kick.co/common-workflows/reconciliation.md): Confirm that your Kick transactions match your official bank statements, period by period.
- [Journal Entries](https://docs.kick.co/common-workflows/journal-entries.md): Understand what journal entries are, when they're created, and how to view them in your books.
- [Transfers](https://docs.kick.co/common-workflows/transfers.md): Make sure money moving between your accounts is recorded correctly and doesn't skew your reports.
- [Splits](https://docs.kick.co/common-workflows/splits.md): Break a single transaction into multiple line items when a charge covers more than one category or business.
- [Rules](https://docs.kick.co/common-workflows/rules.md): Automate how Kick handles recurring transactions so you spend less time on manual categorization.
- [Classes](https://docs.kick.co/common-workflows/classes.md): Track performance by location, department, project, or any other dimension that matters to your business.
- [Counterparties](https://docs.kick.co/common-workflows/counterparties.md): Vendors and customers in Kick - how they work and how to manage them.
- [Loans](https://docs.kick.co/common-workflows/loans.md): How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe.
- [Payroll](https://docs.kick.co/common-workflows/payroll.md): How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto.
- [Memos](https://docs.kick.co/common-workflows/memos.md): Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness.
- [Documents](https://docs.kick.co/common-workflows/documents.md): How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more.
- [Invoicing](https://docs.kick.co/common-workflows/invoicing.md): Create and send invoices to your customers directly from Kick. Coming soon.
- [Bill Pay](https://docs.kick.co/common-workflows/bill-pay.md): View and manage your bills in Kick, with real-time sync from Ramp.


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