2. Personalization

Getting started

Who is Kick for?

What’s included?

What’s next?

Onboarding and Setup

1. Welcome!

2. Personalization

3. Real-time P&L

4. Receipt matching

5. Deadlines

6. Billing

FAQs

How to use Kick

Reporting

Your Account

Getting started (v1)

Getting Started

Setup

Extra page templates

Setup

Blocks

Documentation

Design System

As a Kick user, your transactions get categorized automatically - welcome to bookkeeping on autopilot! If you change or modify a transaction’s category (on your Activity tab), we’ll learn from your changes. This helps our AI-powered software learn how to accurately categorize future transactions for you, further personalizing your bookkeeping experience. Give it a try! 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.