Lunch Money is proudly Canadian! Read more on how we're designed to support how Canadians bank, budget, and save. β†’

Analytics

Analyze your spending habits and financial behavior with custom data sets and beautiful graphs.

Analytics | Lunch Money
Analytics | Lunch Money

Custom Datasets

Create personalized reports that filter or exclude specific payees, categories, notes, accounts, tags, etc.

Saved Configurations

Create once, use forever! Save your frequently used custom setups, then load them in just two clicks!

Tabular Report

View, sort, and filter your data in an easy-to-read table format that includes totals, averages, and transaction counts.

Export to CSV

With one click, download your report as a CSV spreadsheet, including totals, averages, and counts.

Graphs & Charts

Visualize your data with color-coded charts that fit your style, whether it’s a pie chart, bar graph, line chart, or a stacked bar graph!

Advanced Filtering

Focus on what matters. Set your time period and filter or exclude specific categories, accounts, tags, payee names, or recurring items.

FAQs

Are there any predefined insights available?

Don’t want to create your own reports? The Stats and Trends pages display clear patterns of your spending habits, presented in easy-to-read, color-coded graphs and visualizations. These include:

  • Top Expensive Purchases
  • New Merchants
  • Top Merchants by Total Cost
  • Top Categories by # of Transactions
  • Total Transactions this period
  • Total Expenses tracked this period
  • Savings Rate
  • Highest Expenses per month
  • ..and more!

Start mastering your finances today!

Try it free for 30 days
No credit card required to get started

Lunch Money is optimized for a laptop/computer (we're proudly web-first!)
and we offer a companion mobile app for on-the-go finances!