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Learn how to review and adjust automatically categorized transactions to keep your reports accurate. This section will help you verify, update, and split transactions so your financial data stays organized and tax-ready.
Categorization helps organize your financial transactions by assigning each one to a specific expense or income type.
Kick automatically categorizes most of your transactionsĀ based on patterns, vendor details, and past entries to save you time.
Recategorize, edit and move transactions
Kick automatically categorizes transactions usingĀ AI, bank data, and user-defined rulesĀ to reduce manual work. However, some transactions may require user input to ensure they are categorized correctly.