--- title: Lunch Money by Codex Solutions International slug: lunchmoney-65tvqd description: How to integrate Lunch Money with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_lunchmoney-community.png docTags: createdAt: 2025-10-31T15:26:34.549Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/lunchmoney-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | Lunch Money is a web-based personal finance platform for tracking expenses, managing budgets, and analyzing financial health. Integrating it with Make.com enables automated workflows for financial data, streamlining budgeting and reporting processes for users. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://lunchmoney.app/features/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 key, [create your account on Lunch Money.](https://lunchmoney.app/) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/lunchmoney-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Lunch Money and Make To get started, you must first create a connection between Lunch Money and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Login to your Lunch Money account using your credentials. ::: :::WorkflowBlockItem Navigate to the developers page within the Lunch Money app. ::: :::WorkflowBlockItem Locate your access token on the developers page. ::: :::WorkflowBlockItem Copy the access token for use as your Bearer Token. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Lunch Money module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Lunch Money modules After connecting to the Lunch Money app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Category Creates a new category by adding it to your system. ::: :::ExpandableHeading ### Create a Category Group Creates a new category group, allowing you to organize related categories together for better management. ::: :::ExpandableHeading ### Create a Transaction Group This module provides you with the ID of the transaction group that has just been created, making it easy to reference or use in your next steps. ::: :::ExpandableHeading ### Delete a Category Remove an entire category or a group of categories from your system, helping you keep your workspace organized and up to date. ::: :::ExpandableHeading ### Get a Budget Summary Retrieve comprehensive information about the budgets assigned to every category that supports budgeting. ::: :::ExpandableHeading ### Get a Category Retrieve comprehensive, up-to-date information about a specific category, including all its details. ::: :::ExpandableHeading ### Get a Transaction Fetch comprehensive information about a particular transaction using its unique ID. ::: :::ExpandableHeading ### Get a Transaction Group Retrieves detailed information about the main (parent) transaction within a transaction group, including all related data. ::: :::ExpandableHeading ### Insert a Transaction Add one or more new transactions to your account in a single step. ::: :::ExpandableHeading ### List all Categories Retrieve a single, alphabetically sorted list of all available categories. ::: :::ExpandableHeading ### List all Tags Retrieve a complete list of all tags that are linked to your account, helping you easily view and manage your existing tags. ::: :::ExpandableHeading ### Make an API Call Allows you to make a custom API request to the service using your authorized account, giving you the flexibility to access features or endpoints not covered by the standard modules. ::: :::ExpandableHeading ### Search a Recurring Items Fetches a detailed list of all recurring items that are scheduled or expected for a specific month you choose. ::: :::ExpandableHeading ### Search a Transaction Fetches a list of all transactions that occurred within the specific date range you choose, allowing you to review and analyze transaction details for that period. ::: :::ExpandableHeading ### Update a Category Update the details for a specific category or category group, such as its name, description, or other properties. ::: :::ExpandableHeading ### Watch Assets Triggers whenever a new asset is added, allowing you to automatically start workflows or actions in response to the creation of a new asset. ::: :::ExpandableHeading ### Watch Categories Triggers whenever a new category is created, allowing you to automatically respond or take action whenever a fresh category is added to your system. ::: :::ExpandableHeading ### Watch Crypto Triggers whenever a new cryptocurrency is added, allowing you to automatically respond or take action whenever a new crypto appears. ::: :::ExpandableHeading ### Watch Transactions Triggers whenever a new transaction is added, allowing you to automatically start workflows each time a new transaction appears in your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Lunch Money resources You can have access to more resources related to this app on the following links : - [Lunch Money website](https://lunchmoney.app/) - [Lunch Money documentation](https://support.lunchmoney.app/) - [Lunch Money API documentation](https://lunchmoney.dev/#getting-started) - [Lunch Money page on make](https://www.make.com/en/integrations/lunchmoney-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::