> 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/transactions.md).

# Transactions

### The Transactions tab

The Transactions tab is where all your financial activity lives. Every transaction from your connected bank accounts, credit cards, and integrations flows in automatically. Kick categorizes them as they sync - once categorized, they post to your reports in real time.

***

### What you'll see

Each transaction shows the date, description, account it came from, amount, and category. You can customize which columns are visible using the **Views** icon (⚙) in the top right.

Use **Add filter** to narrow the list by date, category, account, amount, or other attributes.

***

### Reviewing a transaction

Click any transaction to open the details panel. From here you can:

* **Change the category** - if Kick got it wrong, update it and optionally apply the same change to similar transactions going forward
* **Add a memo** - add a note for your records or for your accountant
* **Attach a receipt** - upload or match a document to the transaction
* **Move to a different entity** - if you have [multiple businesses](/setting-up/multi-entity.md) and a transaction landed in the wrong one
* **Split the transaction** - if a single charge needs to be divided across multiple categories or entities

→ [Categorization](/common-workflows/categorization.md)\
→ [Splits](/common-workflows/splits.md)

***

### Bulk actions

Select multiple transactions by clicking with **Shift** held. The bulk actions toolbar appears at the bottom of the screen - you can update category, add a memo, move to an entity, or create a [task](/working-with-your-team/tasks.md) for your accountant to review.

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### Add a manual transaction

If you need to record something that didn't come through a connected account - like a cash payment - you can add it manually.

1. Click the **(+)** icon in the top right, or press **⌘K**
2. Click **Add transaction**
3. Enter the date, description, amount, and entity
4. Click **Save**

***

### Uncategorized transactions

When Kick's confidence is low on a transaction, it leaves it uncategorized for you to review. Uncategorized transactions are flagged in the tab so they're easy to find. Reviewing them regularly keeps your reports accurate.


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