If This, Then That
Set up rules with multiple trigger conditions and multiple actions. Automatically split transactions, add tags, send email notifications, and more!
Suggested Rules
Making a lot of the same changes? Lunch Money will suggest some useful rules to you over time.
Auto-categorization
Let Lunch Money handle the repetitive work. The system learns from your behavior and automatically categorizes future transactions based on your history.
Set the Priority
Need rules to fire in a particular order? Set your priority levels for different rules to define the order in which actions should occur.
Single-Use Rules
Have a one-off transaction that needs special treatment? Create a single-use rule that runs once, then disappears.
One Rule Rules All
Create a “master rule” that, once applied, prevents other rules from being processed.
FAQs
How do rules work in Lunch Money?
Lunch Money will automatically create rules based on how you’re using Lunch Money. You can also create your own transaction rules or modify system-created rules to automatically split transactions, notify you by email, or update fields such as payee, tags, and budget categories.
