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👋  Welcome to Kick!

Kick 101

Start Guide📍

Data & Integrations

Categorizing transactions

Personalization

Financial Reports & Insights

Managing your account

Taxes & Accounting

Support

Contact sales

Refer & Earn

Partner Program

Security and Privacy

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Custom Categories


You can create Custom Categories as sub-categories to personalize Kick and better reflect your business operations. This will also help improve financial insights and keeps reports more relevant to you.

One of the most common ways our users create Custom Categories is to create sub-categories to track various income streams.

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How to Add Custom Sub-Categories


There are two ways to create Custom Categories in Kick.

  1. The Transactions Page
  2. In Settings

Transactions Page


You can create a new sub-category directly from a Transaction.

  1. Locate a Transaction
  2. Find the Main Category
  3. Manage Categories
  4. Create the Sub-Category

Settings Page