> 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/classes.md).

# Classes

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

1. Go to **Accounting** -> **Classes**
2. Click **Add class** and enter a name
3. To add subclasses, click the **+** icon next to a class and enter the subclass name

{% embed url="<https://www.loom.com/share/f86c848798384181a292c6ba2cef5b00>" %}

Classes and subclasses can be reordered by dragging, and subclasses can be moved between parent classes at any time.

{% embed url="<https://www.loom.com/share/ec351504da0e4c9c8c483a1af86b182c>" %}

***

### 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.

{% embed url="<https://www.loom.com/share/f7a07523719a453988e7634dae06ee0e>" %}

**Automatically with Rules:** Set up a [Rule](/common-workflows/rules.md) 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.

{% embed url="<https://www.loom.com/share/7aa8829097734b2c9b22a23a0c7162e8>" %}

***

### Gusto and Ramp

If you use [Gusto](/integrations/gusto.md) or [Ramp](/integrations/ramp.md), 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](/reports/profit-and-loss.md), 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.


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