Universal Importer

Upload bank statements or CSVs to bring in transactions when a live bank connection isn't available.

Kick connects to most banks automatically via Plaid - but when a live connection isn't available, you can import transactions manually by uploading bank statements or CSV files. This is also useful for backfilling historical data beyond what Plaid provides.

Import Transactions is available on paid plans (Basic and above).

---

How to open Import Transactions

• Press ⌘K → select Import Transactions

• Or from the Accounts tab → click ⋯ on any account → Import transactions

The importer opens as a full-screen overlay.

---

Supported file types

• PDF bank statements

• CSV transaction exports

• JPG / PNG (image scans of statements)

• Maximum file size: 20 MB per file

Excel (.xlsx) and Word files are not supported.

---

How it works

1. Upload your files

Drag and drop your statement files, or click Upload statement. You can upload multiple files at once. Kick processes each file automatically - extraction typically takes a few minutes.

2. Review the account details

Once processed, Kick extracts the bank name, account number, statement period, and opening and closing balances. Review each field and correct anything that looks off. Link the statement to an existing account in Kick, or let Kick create a new one.

3. Review transactions

Click Review to open the transaction spreadsheet. Kick extracts each transaction's date, description, and amount. You can edit any row directly. Kick validates that the transactions reconcile to the statement's opening and closing balances - if they don't, it flags the discrepancy for you to resolve.

4. Import

When the statement shows Ready to import, click Import documents. Transactions flow into the Transactions tab and go through Kick's automatic categorization - the same as any transaction from a live connection.

---

What happens after import

Imported transactions appear on your Transactions tab and are categorized automatically. They're treated the same as transactions from a connected bank - you can edit categories, add memos, attach receipts, and create rules.

---

Import vs. Reconcile

These are different workflows:

	Import Transactions	Reconcile
Purpose	Bring in missing transactions	Confirm your books match bank statements - needed only for connected accounts
File types	PDF, CSV, image	PDF only
When to use	No live bank connection, or backfilling history	Closing a period for any connected account

→ Reconciliation

---

Troubleshooting

Password-protected PDF

Remove the password before uploading.

Transactions don't match statement balance

Edit the transaction amounts or the opening and closing balances in the review spreadsheet.

Statement period is locked

Go to Settings → Locks and unlock the period first.

File won't upload

Check that the file is a PDF, CSV, or image and under 20 MB.

Transactions landing in the wrong period

Check the statement dates and your bookkeeping start date.