Productivity
LunchMoney by Maxmel Tech
15 min
lunch money is a modern personal finance and budgeting app that helps users track spending, analyze finances, and manage budgets integrating with make com enables automated workflows for financial data, streamlining expense tracking and improving overall financial organization for users this is ai generated content based on official lunchmoney documentation the content may still contain errors—please verify important information if you have questions, contact https //lunchmoney dev/#getting started directly how to get support on lunchmoney lunchmoney is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lunchmoney\&app slug=lunchmoney community\&app unique id=lunch money x91gj5 requirements to use the lunchmoney app in make, you must have an active lunch money account and a developer api key, https //lunchmoney app app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lunchmoney community/ click the install button follow the on screen instructions to complete the setup connect lunchmoney and {{product name}} to get started, you must first create a connection between lunchmoney and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token authentication bearer token authentication instructions you need to retrieve your access token from the lunch money app login to your lunch money account using your credentials navigate to the developers page within the lunch money app locate your access token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lunchmoney\&app slug=lunchmoney community\&app unique id=lunch money x91gj5 create the connection in {{product name}} https //www make com/en/register , add the lunchmoney module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lunchmoney or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page lunchmoney modules after connecting to the lunchmoney app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a transaction group creates a new transaction group, allowing you to organize multiple related transactions together for easier management and tracking delete a transaction group removes a selected transaction group from your account, permanently deleting all its associated transactions get a transaction fetches detailed information about a specific transaction, allowing you to view all relevant data for that individual transaction get a transaction group fetches detailed information about a specific transaction group insert a transaction adds one or more new transactions to your account, allowing you to record financial activities efficiently make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or endpoints not covered by the standard modules search transactions finds transactions that match the criteria you set, helping you quickly locate specific payments or activity based on your chosen filters unsplit transactions this module allows you to merge previously split transactions back into a single transaction, making it easier to manage and review your financial records update a transaction updates the details of an existing transaction, allowing you to modify information such as the amount, date, or description as needed watch transactions triggers whenever a new transaction is recorded in your account, allowing you to automatically take action whenever a purchase, payment, or other financial activity occurs templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} lunchmoney resources you can have access to more resources related to this app on the following links https //lunchmoney app https //support lunchmoney app/ https //lunchmoney dev/#getting started https //www make com/en/integrations/lunchmoney community