Lunch Money by Codex Solutions International

lunch money is a personal finance and budgeting app that helps users track, organize, and analyze their finances integrating with make com enables automated workflows for transaction management, reporting, and syncing financial data across other tools this is ai generated content based on official lunch money documentation the content may still contain errors—please verify important information if you have questions, contact lunch money support directly how to get support on lunch money lunch money 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=lunch%20money\&app slug=lunchmoney community\&app unique id=lunchmoney 65tvqd requirements to use the lunch money app in make, you must have an active lunch money account and a developer api access token, create your account on lunch money 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 lunch money and {{product name}} to get started, you must first create a connection between lunch money 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 obtain 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 application 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=lunch%20money\&app slug=lunchmoney community\&app unique id=lunchmoney 65tvqd create the connection in {{product name}} log in in your make account , add the lunch money 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 lunch money 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 lunch money modules after connecting to the lunch money app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a category creates a new category, allowing you to organize your items or content more efficiently create a category group creates a new category group, allowing you to organize related categories together within your system create a transaction group this module provides you with the unique id of a transaction group that has just been created, making it easy to reference or use in your next steps delete a category remove a specific category or an entire group of categories from your system this module allows you to select and permanently delete the chosen category or group, helping you keep your workspace organized and up to date get a budget summary retrieve comprehensive information about the budgets for every category that supports budgeting get a category retrieve detailed, up to date information about a specific category, including all its associated data get a transaction fetch comprehensive information about a particular transaction using its unique id get a transaction group retrieves the fully detailed parent transaction from a transaction group, giving you all the information about the main transaction that other related transactions are connected to insert a transaction add one or more transactions to your account at the same time with this module list all categories retrieve a single, alphabetically sorted list of all available categories, with any nested categories combined into one flat list list all tags retrieve a complete list of all tags that are linked to your account this module helps you view and manage every tag you’ve created or used, making it easier to organize and categorize your data make an api call executes a custom api request to the connected service using your authorized account, allowing you to access specific features or data not covered by the standard modules search a recurring items fetches a detailed list of all recurring items that are scheduled for a specific month, helping you keep track of what to expect during that period search a transaction fetches a list of all transactions that occurred within a specific date range, allowing you to easily review and analyze your transaction history for that period update a category update the details for a specific category or category group, such as its name, description, or other properties watch assets triggers whenever a new asset is added to your account, allowing you to automatically start workflows based on newly created assets watch categories triggers whenever a new category is created in your system, allowing you to automatically take action whenever a new category is added watch crypto triggers whenever a new cryptocurrency is added, allowing you to take action or automate workflows whenever a new coin appears in your system watch transactions triggers whenever a new transaction is added to your account, allowing you to automatically take action or process the transaction details in your workflow templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} lunch money resources you can have access to more resources related to this app on the following links lunch money website lunch money documentation lunch money api documentation lunch money page on make