When You Might Need to Adjust a Category

While Kick automates most categorization, some transactions require user context to categorize correctly. This includes:

Mixed-Purpose Transactions - A purchase that includes both business and personal expenses or should be split to reflect more than one single category.
New or Uncommon Transactions – If Kick hasn’t seen a similar transaction before, it may require manual categorization.
Loan Payments – These may need to be split between principal, interest, or other accounts.
Uncategorized Transactions - If Kick doesn’t have enough data to assign a category, you’ll need to manually select the right one.

How to Review & Change Your Categorized Transactions

Even though your transactions are automatically categorized in Kick, it’s important to review them to ensure accuracy.

A quick review helps prevent errors, maximize tax deductions, and keep your reports reliable.

Review & Recategorize Single Transactions

Here’s how to review and change a categorized transactions:

Go to the Transactions Tab
Scan for Inaccuracies
Edit if Needed

When a transaction is marked as "Uncategorized," it means Kick couldn’t automatically determine the correct category. Reviewing and categorizing these transactions ensures your financial reports stay accurate.

Find “Uncategorized” transactions