Lunch Money

lunch money is a personal finance management platform offering a restful api to manage transactions, budgeting, assets, and more integrating with make com enables users to automate financial workflows, sync data, and build custom finance solutions efficiently 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 start by installing the app from the make integration page click the install button and 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 bearer token 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 app locate your access token on the developers page copy the access token for use in your application 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 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 by adding a single category to your system create a category group creates a new category group, allowing you to organize related categories together for better management create a transaction group this module creates a new transaction group and provides you with the unique id of that group delete a category remove an entire category or a group of categories from your system, helping you keep your workspace organized and clutter free get a budget summary retrieve comprehensive information about the budgets assigned to every category that supports budgeting get a category retrieve comprehensive information about a specific category, including all related details and attributes 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 key information about that main transaction insert a transaction add one or more new transactions to your account in a single step list all categories retrieve a single, alphabetically sorted list of all categories, with any subcategories included as part of the main list list all tags retrieve a complete list of all tags linked to your account, helping you easily manage and organize your tagged items make an api call executes a custom api request to the selected service using your authorized account, allowing you to access specific endpoints or features not covered by standard modules search a recurring items fetches a detailed list of all recurring items scheduled for a specific month, helping you see what to expect during that period 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 update a category update the details for a specific category or category group, allowing you to modify properties such as the name, description, or other relevant information watch assets triggers when a new asset is added to your account, allowing you to automatically start workflows whenever fresh assets are uploaded or created watch categories triggers whenever a new category is created, allowing you to take action automatically whenever a category is added to your system watch crypto triggers whenever a new cryptocurrency is added, allowing you to take action automatically whenever a new coin appears 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