First, how do I get my transactions into Lunch Money?
There are several ways to add transactions:
Import transactions automatically*
Import CSV bank statements manually
Add transactions via the web interface
Use the Lunch Money developer API**
Now what can I do with these transactions?
Categorize and add as many tags as you'd like to organize your transactions. Split transactions or group multiple transactions together in a way that makes sense.
This makes tracking credit card payments, refunds, reimbursements, and friends paying you back easier.
Rules to automate your workflow
Create your own powerful transaction rules or modify our system-created rules to craft your perfect workflow. Organize your transactions in a breeze!
In a lot of other systems, I've found it too tiring to make it functional, and just gave up. But I actually got all of this year's expenses set in a couple hours.
Graeme, budgeting from 🇺🇸 and 🇨🇦