Entities

An entity in Kick represents a business or financial structure that files it’s own tax return or Schedule C and therefore requires its own bookkeeping records. This could be:

A single business (LLC, S-Corp, Partnership, Sole Proprietorship, etc.).
A separate financial entity for investment properties, trusts, or projects.

Each entity has its own transactions, reports, and accounts, so your financial data remains accurate and organized.

Add a New Entity

There are several ways to add a new entity in Kick.

From the Accounts Tab
From the “+” Button
Using CMD+K

Switch Between Entities

Easily toggle between entities on the Transactions page and while reviewing your Cash Flow Insights and Financial Reports.

Transactions Page

On the Transactions page, you can toggle between Entities easily by using the Entity filter in the top right of the Transactions screen.