What actions can I run in Lunch Money?

9 actions are available, including "Get a Transaction", "Get a Transaction Group", and "Search Transactions", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Lunch Money Integrations

Personal finance app for tracking transactions, budgets, and spending across accounts. Sync Lunch Money invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch TransactionsTriggers when a new transaction has been made.
Get a TransactionRetrieves a single transaction.
Get a Transaction GroupRetrieves a single transaction group.
Search TransactionsSearches for transactions by specified criteria.
Create a Transaction GroupCreates a transaction group.
Delete a Transaction GroupDeletes a transaction group.
Insert a TransactionInserts one or multiple transactions.
Make an API CallPerforms an arbitrary authorized API call.
Unsplit TransactionsUnsplits specified transactions.
Update a TransactionUpdates an existing transaction.

When to use Lunch Money

Common scenarios where Lunch Money automation saves time and reduces manual work.

Use Lunch Money's "Watch Transactions" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get a Transaction Group" in Lunch Money as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Get a Transaction Group" from Lunch Money in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Lunch Money to WEXTL®

Field	Type	Help
API KeyRequired	password	Get your access token by going to the developers page in the app.

Use in workflow automation

Start from Lunch Money’s Watch Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Transaction Group as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for finance work, and every run records what went in and what came back.

Lunch Money workflow on the canvas: Watch Transactions then Create a Transaction Group

Frequently asked questions

Common questions about automating Lunch Money in your workflows.

Lunch Money has 1 trigger, including "Watch Transactions". Use them to start workflows the moment Lunch Money events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Get your access token by going to the developers page in the app.

Use in workflow automation

Start from Lunch Money’s Watch Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Transaction Group as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for finance work, and every run records what went in and what came back.

Lunch Money Integrations

When to use Lunch Money

How to connect

Use in workflow automation

Frequently asked questions

Lunch Money Integrations

When to use Lunch Money

How to connect

Connect Lunch Money to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Lunch Money to any app in workflows

Connect Lunch Money to any app in workflows

Connect Lunch Money to any app in workflows

Lunch Money Integrations

Lunch Money triggers and actions

When to use Lunch Money

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Lunch Money support?

What actions can I run in Lunch Money?

Do I need to write code to automate this?

Is the integration secure?

Lunch Money Integrations

Lunch Money triggers and actions

When to use Lunch Money

How to connect

Connect Lunch Money to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Lunch Money support?

What actions can I run in Lunch Money?

Do I need to write code to automate this?

Is the integration secure?

Connect Lunch Money to any app in workflows

Connect Lunch Money to any app in workflows

Connect Lunch Money to any app in workflows