Classes
Track performance by location, department, project, or any other dimension that matters to your business.
Classes let you tag transactions with a dimension beyond just category - so you can see your P&L broken down by location, department, project, or any other segment that matters to your business. Available on the Plus plan.
What classes are for
By default, your reports show totals across your entire business. Classes let you slice those totals any way you want.
A few examples of how business owners use them:
Location - see revenue and expenses for each store, office, or market separately
Department - break out spending by team (sales, operations, marketing)
Project - track profit and cost for individual client engagements or initiatives
Property - for real estate, see income and expenses per property
Once you assign classes to transactions, every report in Kick - P&L, Balance Sheet, General Ledger - can be filtered by class.
Classes and subclasses
Classes work in two levels:
A class is the grouping (e.g., Location)
A subclass is the specific item within it (e.g., New York, Los Angeles, Chicago)
You can have as many classes and subclasses as you need. Subclasses can be reordered or moved between parent classes at any time.
How to set up classes
Go to Accounting -> Classes
Click Add class and enter a name
To add subclasses, click the + icon next to a class and enter the subclass name
Classes and subclasses can be reordered by dragging, and subclasses can be moved between parent classes at any time.
Assigning classes to transactions
One at a time: Open any transaction and select a class from the Class column dropdown.
In bulk: Select multiple transactions in the Transactions tab, then use the Actions toolbar to assign a class to all of them at once.
Automatically with Rules: Set up a Rule to assign a class based on conditions like bank description, account, counterparty, or amount. Once configured, matching transactions are classified automatically when they sync - no manual work needed.
Gusto and Ramp
If you use Gusto or Ramp, departments from those platforms sync into Kick as classes automatically. You don't need to set these up manually.
Viewing class reports
Go to any report - Profit & Loss, Balance Sheet, or General Ledger - and use the Class filter to view results for a specific class or subclass. This gives you a full financial picture for each segment of your business without maintaining separate books.
Last updated
Was this helpful?