Transaction Utilities

How do I add transactions to Lunch Money?

Import transactions automatically*

Import CSV bank statements manually

Add transactions via the web interface

Use the Lunch Money developer API

What can I do with these transactions?

You can split transactions or group multiple transactions as you see fit.

Categorize and add as many tags in a way that makes sense to you, to organize your transactions.

Quickly search and filter your transactions to find exactly what you're looking for.

Split your transactions

• Big expenses can be split into multiple categories, like an Amazon purchase into Home, Personal Care, etc.
• Split a dinner bill in half, one half in the Restaurants category, and one in the Gifts category for treating a friend.

How do I split transactions?

1. Select your transaction.
2. Select how you’d like to split it.
3. Set the category and other transaction details for each split portion.

Group transactions

• When friends pays you back for a meal, group their payments to even out your bill.
• Group refunds and reimbursements for cleaner budget tracking.

How do I group transactions?

1. Select the transactions you’d like to group.
2. Edit group transaction details before saving changes.

Categorize transactions

• Sort transactions into budget categories.
• See how much you spend in certain categories, like Entertainment and Food.

How do I categorize transactions?

1. On the Categories page, create as many categories and category groups as you'd like.
2. On the Transactions page, update a transaction's category in-line.

Tag transactions

• Track travel expenses that span multiple budget categories.
• Tag miscellaneous expenses for sorting.

How do I tag transactions?

1. On the Tags page, create as many tags as you want.
2. Select your transaction on the Transactions page and apply the tag in-line.

Search and filter transactions

Looking for a particular transaction? Our advanced filter system allows you to put together a complex query to find exactly what you're looking for.

Attach a file

You can also attach files to your transactions, unlike financial apps Mint or YNAB.

Organize transactions for accurate Budgeting, Analytics, and gain insights via Stats and Trends.