How do I add transactions to Lunch Money?
There are several ways to add transactions,
all covered in detail here.
* Automatic bank imports currently supports most US/Canada banks only.
Import transactions automatically*
Import CSV bank statements manually
Add transactions via the web interface
Support for UK, Netherlands, France, Spain and Ireland currently in beta.
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?
- Select your transaction.
- Select how you’d like to split it.
Set the category and other transaction details for each split portion.
When friends pays you back for a meal, group their payments to even out
- Group refunds and reimbursements for cleaner budget tracking.
How do I group transactions?
- Select the transactions you’d like to group.
- Edit group transaction details before saving changes.
- Sort transactions into budget categories.
See how much you spend in certain categories, like Entertainment and
How do I categorize transactions?
On the Categories page, create as many categories and category groups as
On the Transactions page, update a transaction's category in-line.
- Track travel expenses that span multiple budget categories.
- Tag miscellaneous expenses for sorting.
How do I tag transactions?
- On the Tags page, create as many tags as you want.
Select your transaction on the Transactions page and apply the tag
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
Attach a file
You can also attach files to your transactions, unlike financial apps
Organize transactions for accurate
Analytics, and gain insights via
Stats and Trends.
I just spent 45 minutes categorizing transactions and can I just say —
Wow. This is finally the budgeter/analyzer I’ve always wanted!
Derek R., budgeting from USA