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 or Balance Sheet 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.

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