STEP 1
Select Lunch Money in workflow
Pick Lunch Money app in the workflow builder [4] - just one click to select the app.
Lunch Money Integration
Personal finance app for tracking transactions, budgets, and spending across accounts. Sync Lunch Money invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Transactions arrives, automatically continue with Get a Transaction or Get a Transaction Group.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Lunch Money integration
Triggers can detect changes in Lunch Money and run actions that can create, search or modify data inside Lunch Money automatically [3] — exactly how you set them.
- 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.
How to integrate Lunch Money in automation workflow?
3 simple steps to make your Lunch Money connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Lunch Money
When prompted, authorize access to Lunch Money in WEXTL once. Lunch Money credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Lunch Money account. Approve?
STEP 3
Build a workflow
Build your workflow with Lunch Money yourself or with WEXTL® AI Builder. Connect Lunch Money to any available integrations [5], or use HTTP node to go beyond them.
Lunch Money
How Lunch Money connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Lunch Money app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Lunch Money supports.
The following table illustrates what fields Lunch Money integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Lunch Money is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Get your access token by going to the developers page in the app. |
Connect Lunch Money to popular apps on WEXTL
Enter a name of the other app you want to sync with Lunch Money below. Click on selected app to explore integration options with Lunch Money. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Lunch Money integration
Select Watch Transactions trigger from Lunch Money - this will be a starting point in your automation. Whenever event happens in Lunch Money, workflow will start [7] from Watch Transactions node.
Search for Create a Transaction Group, connect it as the next step of integration sequence. You can use filters between Watch Transactions and Create a Transaction Group, so only important data pass from Watch Transactions to the next step. WEXTL gives you full control over the process of Lunch Money automation. All parts of workflow are visible on the canvas [4].
Lunch Money on WEXTL has 10 modules for building finance automations. Explore Lunch Money documentation for more.
Video slide demonstrates how Watch Transactions and Create a Transaction Group [6] nodes are used in Lunch Money workflow.
Frequently asked questions
Common questions about automating Lunch Money in your workflows.
Lunch Money has 1 trigger, including "Watch Transactions". Triggers are start points of the workflow, and automations may start from them.
Integration has 9 actions, including "Get a Transaction", "Get a Transaction Group", and "Search Transactions", and more. Refer to our Lunch Money Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Lunch Money integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Lunch Money official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Lunch Money provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Lunch Money or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Lunch Money inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Lunch Money modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Lunch Money integration.
- Lunch Money integration source code, module specs and credentials implementation.
- Internal Lunch Money integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Lunch Money vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Lunch Money App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation