Lunch Money and Salesflare
How to connect Lunch Money
- Via Zapier — 28 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When new Account in Salesflare, create a Manual Account in Lunch Money.
About Lunch Money
Lunch Money is a personal finance app to track, organize, and analyze your money in one place.
Lunch Money operations on Zapier
Triggers (1)
Start a workflow when this happens
- Poll for Unreviewed Transactions — Triggers when unreviewed transactions are found.
Actions (27)
Things Salesflare can make it do
- Create a Manual Account — Creates a new manually-managed account
- Create a New Category or Category Group — Creates a new category with the given name. If the `is_group` attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.
- Create a New Tag — Creates a new tag with the given name
- Create a New Transaction — Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.
- Delete a Category or Category Group — Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.
Show 22 more actions
- Delete a Manual Account — Deletes a manually-managed account.
- Delete a Tag — Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.
- Delete a Transaction — Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.
- Get All Accounts Synced via Plaid — Retrieve a list of all synced accounts associated with the user's account.
- Get All Categories — Retrieve a list of all categories associated with the user's account
- Get All Manual Accounts — Retrieve a list of all manually-managed accounts associated with the user's account.
- Get All Recurring Items — Get info about the recurring items for a specified time frame
- Get All Tags — Retrieve a list of all tags associated with the user's account.
- Get All Transactions — Retrieve a list of all transactions associated with a user's account. <br>If called with no parameters, this endpoint will return the most recent transactions up to `limit` number of transactions.
- Get Current User — Get details about the user associated with the supplied authorization token.
- Get Summary — Returns a summary of the budget activity for the specified date range
- Get a Single Account That Is Synced via Plaid — Retrieves the details of the Plaid account with the specified ID.
- Get a Single Category — Retrieve details of a specific category or category group by its ID
- Get a Single Manual Account — Retrieves the details of the manually-managed account with the specified ID.
- Get a Single Recurring Item — Retrieves the details of the recurring transaction with the specified ID.
- Get a Single Tag — Retrieves the details of the tag with the specified ID.
- Get a Single Transaction — Retrieves the details of the transaction with the specified ID.
- Trigger Fetch From Plaid — Triggers a fetch for the latest data from all synced Plaid accounts. This will queue a background job to fetch the data. Please use sparingly! Will fail if called more than once every minute.
- Update an Existing Category or Category Group — Updates the properties of an existing category or category group. You may only update the child categories for a category group.
- Update an Existing Manual Account — Updates the properties of an existing manually-managed account.
- Update an Existing Tag — Updates the properties of an existing tag.
- Update an Existing Transaction — Updates the properties of an existing transaction. Will fail if the transaction is grouped or split, or if it belongs to a Plaid account that is not configured to allow transaction modifications.
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