> 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/personal-to-business.md). # Personal to Business Capture business expenses that were paid from a personal account. ### The Personal entity Every Kick workspace includes a **Personal entity** - a dedicated place to connect your personal bank accounts and credit cards. This lets Kick surface personal transactions for review without them ever hitting your business books automatically. Transactions in the Personal entity don't appear on your [P\&L](/reports/profit-and-loss.md) or [Balance Sheet](/reports/balance-sheet.md) until you explicitly move them across. This keeps your business financials clean while making sure no deductible expense gets missed. *** ### Connect a personal account 1. Go to the **Accounts** tab 2. Click **Add account** 3. Connect your personal bank or credit card the same way you'd connect a business account 4. When asked, mark it as **Personal** *** ### Review and move transactions 1. On the **Transactions** tab, filter by entity → **Personal** 2. Review each transaction 3. For anything with a business purpose, select it and move it to the appropriate business entity 4. Assign the correct category Once moved, the transaction posts to your business books as an expense. The other side is recorded as a contribution from you to the business. You can move transactions in bulk - select multiple and use the bulk actions toolbar at the bottom of the screen. *** ### What stays in Personal Any transaction you don't move stays in the Personal entity and never affects your business financials. You can always come back and move it later. *** ### Why this matters Most small business owners pay for business expenses with personal cards at some point - travel, meals, subscriptions, equipment. Without the Personal entity, those expenses are easy to miss at tax time. Connecting your personal accounts to Kick gives you a systematic way to catch them all. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.kick.co/common-workflows/personal-to-business.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.