About this integration
Personal finance app for tracking transactions, budgets, and spending across accounts. This integration exposes its full API as workflow modules.
The integration includes 1 trigger, 3 search modules and 6 actions. Connections use basic authentication.
How to connect
The credential form asks for API Key.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 it in workflow automation
Start with Watch Transactions, then add Create a Transaction Group.
The canvas below runs Watch Transactions into Create a Transaction Group — watch the video, then drop a node onto the canvas.
Select the Watch Transactions trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Transaction Group as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 7 ready-made modules for finance work — each run logs its inputs and outputs for debugging.
Lunch Money workflow on the canvas: Watch Transactions then Create a Transaction Group
Triggers, searches and actions
Browse every Lunch Money module field below: 1 trigger, 3 searchs, and 6 actions you can drop onto the canvas.
Triggers
This integration includes 1 trigger — start a workflow the moment something changes in the app.
- Watch Transactions
Searches
Use any of 3 search modules to retrieve records without leaving the workflow canvas.
- Get a Transaction
- Get a Transaction Group
- Search Transactions
Actions
This integration includes 6 action modules — create, update, or delete records as part of any workflow.
- Create a Transaction Group
- Delete a Transaction Group
- Insert a Transaction
- Make an API Call
- Unsplit Transactions
Explore the fields available for each Lunch Money trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | number |
Date | text |
Amount | text |
Currency | text |
To Base | number |
Payee | text |
Category ID | number |
Category Name | text |
Category Group ID | number |
Category Group Name | text |
Is Income | boolean |
Exclude From Budget | boolean |
Exclude From Totals | boolean |
Created at | date |
Updated at | date |
Status | text |
Is Pending | boolean |
Notes | text |
Original Name | text |
Recurring ID | text |
Searches
| Field | Type |
|---|---|
Transaction IDRequired | choice |
Debit as Negative | boolean |
| Field | Type |
|---|---|
ID | number |
Date | text |
Amount | text |
Currency | text |
To Base | number |
Payee | text |
Category ID | number |
Category Name | text |
Category Group ID | number |
Category Group Name | text |
Is Income | boolean |
Exclude From Budget | boolean |
Exclude From Totals | boolean |
Created at | date |
Updated at | date |
Status | text |
Is Pending | boolean |
Notes | text |
Original Name | text |
Recurring ID | text |
| Field | Type |
|---|---|
Transaction IDRequired | choice |
| Field | Type |
|---|---|
ID | number |
Date | text |
Amount | text |
Currency | text |
To Base | number |
Payee | text |
Category ID | number |
Category Name | text |
Category Group ID | number |
Category Group Name | text |
Is Income | boolean |
Exclude From Budget | boolean |
Exclude From Totals | boolean |
Created At | date |
Updated At | date |
Status | text |
Is Pending | boolean |
Notes | text |
Original Name | text |
Recurring ID | text |
| Field | Type |
|---|---|
Debit as Negative | boolean |
Pending | boolean |
Tag ID | choice |
Recurring ID | choice |
Plaid Account ID | choice |
Category ID | choice |
Asset ID | choice |
Is Group | boolean |
Status | text |
Start Date | date |
End Date | date |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Date | text |
Amount | text |
Currency | text |
To Base | number |
Payee | text |
Category ID | number |
Category Name | text |
Category Group ID | number |
Category Group Name | text |
Is Income | boolean |
Exclude From Budget | boolean |
Exclude From Totals | boolean |
Created at | date |
Updated at | date |
Status | text |
Is Pending | boolean |
Notes | text |
Original Name | text |
Recurring ID | text |
Actions
| Field | Type |
|---|---|
DateRequired | date |
PayeeRequired | text |
TransactionsRequired | choice |
Category ID | choice |
Notes | text |
Tags | choice |
| Field | Type |
|---|---|
Transaction Group ID | number |
| Field | Type |
|---|---|
Transaction IDRequired | choice |
| Field | Type |
|---|---|
Transactions | array |
Transaction ID | number |
| Field | Type |
|---|---|
TransactionsRequired | array |
Apply Rules | boolean |
Skip Duplicates | boolean |
Check for Recurring | boolean |
Debit as Negative | boolean |
Skip Balance Update | boolean |
| Field | Type |
|---|---|
Ids | array |
Transaction ID | number |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Parent IDsRequired | choice |
Remove Parents | boolean |
| Field | Type |
|---|---|
Transaction IDs | array |
Transaction ID | number |
| Field | Type |
|---|---|
Transaction IDRequired | choice |
Split | array |
Transaction | object |
Transaction ID | choice |
Date | date |
Amount | number |
Category ID | choice |
Payee | text |
Currency | text |
Asset ID | choice |
Plaid Account ID | choice |
Recurring ID | choice |
Notes | text |
Debit as Negative | boolean |
Skip Balance Update | boolean |
| Field | Type |
|---|---|
Updated | boolean |
Split | array |