Transactions

View, categorize, and manage all synced transactions across your client's entities from a single tab.

The Transactions tab

The Transactions tab is the central workspace for reviewing and categorizing your client's financial data. All transactions from connected accounts, direct integrations, and imported files flow into this tab automatically.

When transactions sync, Kick's categorization model categorizes approximately 97% on first pass. Uncategorized transactions appear when the model's confidence is low. Once categorized, transactions post to the General Ledger in real time.

→ Categories vs General Ledger

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Columns

Customize which columns are visible using the Views icon (⚙) in the top right. The following columns are available:

• Date — The transaction date as reported by the bank or integration

• Description — The transaction description displayed in Kick

• Account — The connected financial account the transaction came from

• Amount — The transaction amount

• Entity — The entity the transaction is assigned to

• Action — Quick-action buttons for common operations on the transaction

• Bank description — The raw, unmodified description from the bank feed

• General Ledger — The chart of accounts entry the transaction posts to. Each category maps to a general ledger account by default, but you can override this per transaction or systematically using rules.

• Counterparty — The vendor or customer associated with the transaction

• Memo — Free-text field for adding context to a transaction

• Receipt — Whether a receipt has been uploaded or matched

• Reconciliation status — Whether the transaction has been reconciled against a bank statement. → Reconciliation

• Class — Class and subclass assignments for departmental or location-based tracking. → Classes

• Matched transfer — Whether the transaction has been matched to a corresponding transaction on another account. When money moves between two accounts (e.g., a withdrawal from checking and a deposit into savings), both sides should be matched so the movement is recorded as a transfer rather than counted as separate income and expense. → Transfers

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Filters

Click Add filter in the top left to narrow the transaction list. You can filter by Date, Category, Account, Amount, Rules, Counterparty, Memo, Receipts, Split, Reconciliation, Match, General Ledger, Locked, and Status.

You can save specific column and filter combinations as custom views for quick access.

→ Views

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Edit a transaction

Select a transaction to open the details panel. From here you can update:

• Category — The client-facing label used for cash flow reporting. → Categorization

• General ledger account — The chart of accounts entry. Manually changing the general ledger account overrides the default category-to-account mapping. → Categories vs General Ledger

• Counterparty — The vendor or customer associated with the transaction

• Entity — Move the transaction to a different entity

• Memo — Add context to the transaction

• Receipt — Upload or match a receipt to the transaction

• Match — Match the transaction to a corresponding transfer on another account

Other fields that cannot be edited in details can be edited in-line by exposing the relevant column on the Transactions tab via Views.

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Bulk actions

Select multiple transactions to act on them at once. You can select transactions by clicking with Shift held.

The Bulk Actions toolbar appears at the bottom of the screen. Available actions:

• Update category

• Update general ledger

• Update class

• Update counterparty

• Move to entity

• Add memo

Additional actions are available from the options menu (⋯) in the toolbar:

• Create task — Attach the selected transactions to a task and assign to a team member or client. The task inherits the column layout from your current Transactions view.

• Copy URL — Generate a direct link to the selected transaction(s) for sharing outside of Kick.

→ Tasks

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Create a one-off transaction

If you need to record a transaction that didn't come through a connected account or import — such as a cash payment or an off-platform exchange — you can create one manually.

1. Click the (+) icon in the top right, or press cmd + k on your keyboard

2. Click Add transaction

3. Enter the transaction details: date, description, amount, and entity

4. Click Save

The transaction appears on the Transactions tab, where it can be edited or deleted, and posts to the Cash on Hand account on the Balance Sheet.