Rules

The best way for Kick to learn from any categorization changes you make is to create a Rule.

Rules ensure that Kick will accurately categorize future transactions for you, further personalizing your bookkeeping experience.

How to Create a Rule

There are two ways to create Rules in Kick.

Automatically Create Rules

On the transactions page, once you modify a transaction’s category, Kick will make suggestion on Rules to create in your workspace to further automate your bookkeeping.

You can click “Create” and the Rule will be automatically created.
You can click “Review” to modify the Rule’s Conditions or Actions.

Manually Create a Rule

Alternatively, you can manually create Rules on the Rules page.

Go to Rules page Click on your name in the top left corner. The find “Rules” under Workspace.
Add Rule Click “Add Rule” in the top right corner.