Add cash transactions manually
How to Manually Add Cash Transactions
There may be times when a transaction doesn’t come through your connected accounts — like paying for something in cash. You can still record it manually in Kick to keep your books complete.
Add a transaction
From the “+” Button
Navigate to the ➕ button in the top right corner of your account. “Add Transaction” should be one of the top actions, if not search for “Add Transaction.”
Select Cash Account
In the Account dropdown, select the appropriate Cash Account for the entity. If one doesn’t already exist, Kick will automatically create and add it to your list of accounts once you enter the cash transaction — no need to create it ahead of time.
Fill in Transaction Details:
Select Account: Assign to the right business entity
Date: Set the actual date of the cash transaction.
Category: Choose the appropriate category (e.g., Office Supplies, Meals).
Amount: Enter the transaction total.
Description: Add context to help remember or justify the expense.
Click Save
Once all fields are filled, hit Save to add the transaction to your books.
To delete the transaction
Go to Transactions
Navigate to the Transactions tab from the left-hand sidebar.
Locate the Transaction
Use filters or the search bar to find the transaction you want to remove.
Click to Open the Transaction
Click anywhere on the transaction row to open its detail view.
Click “Delete”
At the bottom of the transaction detail window, click the Delete button. You’ll be asked to confirm — click Yes to permanently delete the transaction.
NOTE: Only manually added cash transactions can be deleted. Transactions directly pulled from your financial accounts cannot be deleted.
Tip:
You can edit or split the transaction later if needed — for example, if part of it was personal or covers multiple categories.