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Categorizing transactions


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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.


Overview


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

Split transactions

FAQs

How Are Transactions Categorized in Kick?


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.


ā†’ Recategorize, edit and move transactions

ā† Data & Integrations