Productivity
LunchMoney by Maxmel Tech
15 min
lunch money is a personal finance management app offering budgeting, transaction tracking, analytics, multicurrency support, and automation tools integrating with make com enables users to automate financial workflows and streamline data management across multiple platforms 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 lunchmoney 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 an api access token, create your account on lunchmoney app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 api key (bearer token) api key (bearer token) instructions you need to retrieve your access token log in to your lunch money account using your credentials navigate to the developers page in the lunch money app locate and retrieve 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}} log in in your make account , 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 connect an application 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 permanently removes a selected transaction group from your account get a transaction fetches detailed information about a specific 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, authorized api request to the service, enabling you to access features or data not covered by the standard modules search transactions finds transactions that match the criteria you set, helping you quickly locate specific transactions based on your chosen filters unsplit transactions this module allows you to merge previously split transactions back into a single transaction, helping you keep your financial records organized and accurate update a transaction allows you to modify the details of an existing transaction, so you can keep your records accurate and up to date watch transactions triggers whenever a new transaction is recorded in your account, allowing you to automatically respond or take action whenever a financial activity occurs templates you can look for more templates in make's template gallery , 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 lunchmoney website lunchmoney documentation lunchmoney api documentation lunchmoney page on make