Categorizing
Sort your income and expenses with customizable categories. Whether it’s groceries, rent, or side hustle income, Lunch Money helps you track what matters most to you.
Tagging
Use personalized tags to organize and track transactions. Perfect for gaining deeper insights on specific events, vacations, or projects that span multiple categories.
Grouping & Splitting
Split big expenses (like a Costco shop or a combined dinner tab) into multiple categories. Group refunds, reimbursements, and transfers for cleaner budget tracking.
Review Status
Keep your finances clean by filtering for synced transactions with “unreviewed” status and verifying the data.
Search & Filter
Search like a power user. Use the quick filter, or the advanced filtering system to put together a complex search query, to find exactly what you’re looking for.
Attach Files
Upload and store important documents for safekeeping, such as receipts, paychecks, and booking confirmations.
FAQs
How do I add transactions to Lunch Money?
There are several ways to add transactions, all covered in detail here:
- Import transactions automatically from a synced bank account
- Manually import CSV or PDF bank statements
- Add transactions via the web or mobile interface
- Use the Lunch Money developer API
Can I track recurring transactions?
Yes! You can set up recurring items to track recurring transactions and view projected income and expenses for better budgeting. You can also use rules to automatically link the recurring transactions with the respective recurring items.
