Lunch Money
App · Accounting & Finance · 5 actions
Track personal finances with Lunch Money: list and add transactions, read your categories and manually managed account balances, and pull budgeted-versus-spent figures by month.
Actions
| Action | What it does |
|---|---|
| Get budgets | Get what was budgeted and what was actually spent per category over a date range, one figure per month. |
| Insert a transaction | Add one transaction to Lunch Money and get back the id it was given. |
| List accounts | List the manually managed accounts and their balances. |
| List categories | List every spending and income category, with the ids needed to file or filter transactions. |
| List transactions | List transactions from Lunch Money, optionally narrowed to a date range, a category, an account, or a cleared status. |
Get budgets
Get what was budgeted and what was actually spent per category over a date range, one figure per month.
Inputs
- Start date
start_datetextRequired - The first month to include. Must be the first of a month, as YYYY-MM-01.
- End date
end_datetextRequired - The last date to include, as YYYY-MM-DD.
Outputs
budgetslist- One entry per category.
countnumber- How many categories were returned.
Example output
{
"budgets": [
{
"archived": false,
"category_group_name": "Food & Drink",
"category_id": 83,
"category_name": "Coffee Shops",
"exclude_from_budget": false,
"exclude_from_totals": false,
"group_id": 12,
"is_group": false,
"is_income": false,
"months": [
{
"budget_currency": "usd",
"budgeted": 60.0,
"is_automated": false,
"month": "2024-01-01",
"num_transactions": 9,
"spent": 41.25
}
]
}
],
"count": 1
}Insert a transaction
Add one transaction to Lunch Money and get back the id it was given. Use a negative amount for money spent and a positive amount for money received.
Inputs
- Date
datetextRequired - The transaction date, as YYYY-MM-DD.
- Amount
amounttextRequired - The amount, for example -12.50 for money spent or 1500 for money received.
- Payee
payeetext - Optional. Who the money went to or came from.
- Category ID
category_idnumber - Optional. Which category to file this under. List categories to find the id.
- Account ID
asset_idnumber - Optional. Which manually managed account this belongs to. List accounts to find the id.
- Currency
currencytext - Optional. Lowercase ISO currency code, for example usd. Defaults to your Lunch Money primary currency.
- Notes
notestext - Optional. A free-text note on the transaction.
- Status
statustext - Optional. Whether the transaction is settled. Lunch Money defaults to uncleared.One of:
cleared,uncleared. - Apply rules
apply_rulestrue/false - Optional. Run your Lunch Money rules against the new transaction. Off by default.Default:
false.
Outputs
transaction_idnumber- The id Lunch Money gave the new transaction. Null if it was skipped as a duplicate.
Example output
{
"transaction_id": 602
}List accounts
List the manually managed accounts and their balances. These are the accounts you keep up to date yourself, not the ones synced from a bank.
Inputs
None.
Outputs
assetslist- Manually managed accounts.
countnumber- How many accounts were returned.
Example output
{
"assets": [
{
"balance": "8200.0000",
"balance_as_of": "2024-01-14T00:00:00.000Z",
"closed_on": null,
"created_at": "2023-02-01T12:00:00.000Z",
"currency": "usd",
"display_name": "Emergency Fund",
"exclude_transactions": false,
"id": 118,
"institution_name": "Ally Bank",
"name": "Emergency Fund",
"subtype_name": "savings",
"type_name": "cash"
}
],
"count": 1
}List categories
List every spending and income category, with the ids needed to file or filter transactions.
Inputs
None.
Outputs
categorieslist- Every category in the account.
countnumber- How many categories were returned.
Example output
{
"categories": [
{
"archived": false,
"created_at": "2023-06-14T09:03:00.000Z",
"description": "Caf\u00e9s and coffee runs",
"exclude_from_budget": false,
"exclude_from_totals": false,
"group_id": 12,
"id": 83,
"is_group": false,
"is_income": false,
"name": "Coffee Shops",
"order": 3,
"updated_at": "2024-01-02T18:22:11.000Z"
}
],
"count": 1
}List transactions
List transactions from Lunch Money, optionally narrowed to a date range, a category, an account, or a cleared status.
Inputs
- Start date
start_datetext - Optional. Earliest transaction date to include, as YYYY-MM-DD.
- End date
end_datetext - Optional. Latest transaction date to include, as YYYY-MM-DD.
- Category ID
category_idnumber - Optional. Only transactions in this category. List categories to find the id.
- Account ID
asset_idnumber - Optional. Only transactions in this manually managed account. List accounts to find the id.
- Status
statustext - Optional. Only transactions in this state.One of:
cleared,uncleared,pending. - Limit
limitnumber - Optional. How many transactions to return, up to 1000. Lunch Money defaults to 1000.
- Offset
offsetnumber - Optional. Skip this many transactions, for paging.
Outputs
countnumber- How many transactions were returned.
has_moretrue/false- Whether more transactions match past this page. Raise the offset to fetch them.
transactionslist- The matching transactions.
Example output
{
"count": 1,
"has_more": false,
"transactions": [
{
"account_display_name": "Everyday Checking",
"amount": "-4.75",
"asset_id": null,
"asset_name": null,
"category_id": 83,
"category_name": "Coffee Shops",
"currency": "usd",
"date": "2024-01-15",
"exclude_from_budget": false,
"exclude_from_totals": false,
"external_id": null,
"group_id": null,
"id": 602,
"institution_name": "Wells Fargo",
"is_group": false,
"is_income": false,
"is_pending": false,
"notes": "Morning flat white",
"original_name": "BLUE BOTTLE COFFEE #12",
"parent_id": null,
"payee": "Blue Bottle Coffee",
"plaid_account_id": 41,
"plaid_account_name": "Everyday Checking",
"recurring_id": null,
"status": "cleared",
"tags": [
{
"id": 7,
"name": "treat"
}
]
}
]
}