Lunch Money

Finance & Accounting

Seamlessly manage your personal finance workflows by integrating Lunch Money into your automations. Automatically sync transactions via API, apply rules to categorize spending, handle recurring expenses, and update net worth or budgeting workflows—all without manual effort.

Total Modules (20)

Trigger

Watch Assets

Triggers when a new asset added

Trigger

Watch Categories

Triggers when a new category added.

Trigger

Watch Crypto

Triggers when a new crypto added.

Trigger

Watch Transactions

Triggers when a new transaction added.

Action

Create a Category

Creates a single category.

Action

Create a Category Group

Creates a single category group.

Action

Create a Transaction Group

Returns the ID of the newly created transaction group.

Action

Delete a Category

Delete a single category or category group.

Action

Get a Budget Summary

Get full details on the budgets for all budget-able categories.

Action

Get a Category

Get hydrated details on a single category.

Action

Get a Transaction

Retrieve details about a specific transaction by ID.

Action

Get a Transaction Group

Returns the hydrated parent transaction of a transaction group.

Action

Insert a Transaction

Insert one or more transactions at once.

Action

Update a Category

Update the properties for a single category or category group.

Search

Get a Budget Summary

Get full details on the budgets for all budget-able categories.

Search

List all Categories

Get a flattened list of all categories in alphabetical order.

Search

List all Tags

Get a list of all tags associated with the user's account.

Search

Search a Recurring Items

Retrieve a list of recurring items to expect for a specified month.

Search

Search a Transaction

Retrieve all transactions between a date range.

Universal

Make an API Call

Performs an arbitrary authorized API call.

Triggers Modules (04)

Trigger

Watch Assets

Triggers when a new asset added

Trigger

Watch Categories

Triggers when a new category added.

Trigger

Watch Crypto

Triggers when a new crypto added.

Trigger

Watch Transactions

Triggers when a new transaction added.

Action Modules (10)

Action

Create a Category

Creates a single category.

Action

Create a Category Group

Creates a single category group.

Action

Create a Transaction Group

Returns the ID of the newly created transaction group.

Action

Delete a Category

Delete a single category or category group.

Action

Get a Budget Summary

Get full details on the budgets for all budget-able categories.

Action

Get a Category

Get hydrated details on a single category.

Action

Get a Transaction

Retrieve details about a specific transaction by ID.

Action

Get a Transaction Group

Returns the hydrated parent transaction of a transaction group.

Action

Insert a Transaction

Insert one or more transactions at once.

Action

Update a Category

Update the properties for a single category or category group.

Universal Modules (01)

Universal

Make an API Call

Performs an arbitrary authorized API call.

Missing a module? Request it here

 

Note: We do not provide API keys or platform credentials for any add-ons or third-party services.
How To Install

Follow our step-by-step instructions to set up this integration within your Make.com environment.

If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away

SignUp at Make.com

After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.

To install the application in your Make organization, please click the button below

Install App

To complete the configuration process, please follow these steps:

Watch the setup walkthrough

Click the button below to view the detailed guide on YouTube.

Watch Video on YouTube

Enter all required credentials and configuration fields (if applicable)

Start using your newly installed app and automate your workflows with confidence

Available Category Type

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