Reporting

Getting started

Who is Kick for?

Onboarding and Setup

FAQs

Getting started (v1)

Extra page templates

My reports don’t look how I’d expect. What can I do?

The first place to look is your outstanding Action Items. Reports will update dynamically once actions are resolved. Still need help? Reach out to [email protected] and we’ll take a closer look.

How quickly do my transactions get categorized?

Within 24 hours of connecting your accounts, you’ll get your P&L for last month and the current month. You can expect your current year-to-date categorization to be complete in 1 week (and usually sooner).

Keep in mind that for transactions requiring manual review, users on a Pro plan jump to the front of the queue, so those transactions get priority attention.

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My reports don’t look how I expect. What can I do?

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How quickly do my transactions get categorized?

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