Step 3: Personalize your account

Learn how to personalize your Kick account to streamline your workflow from day one.

Kick automatically categorizes your transactions, but you can manually change a category if needed. Making this modification is simple and intuitive.

Give it a try:

View your transactions by clicking on the Transactions tab in the Sidebar.
Change a transaction category in-line by clicking on the current category to bring up the full list. Or, click into the transaction line to bring up more details - here you can change the category, or even assign this transaction to a different entity.

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.

Give it a try:

As you change a transaction’s category, Kick will make suggestion on Rules to create in your workspace to further automate your bookkeeping. .