Lunch Money Integrations

Name: Zapier
Availability: InStock

Beta

Accounting

Put Lunch Money to work with AI and enterprise-grade automation

Automate smarter with Lunch Money and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

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Gmail

Email, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Start Date
- End Date
- Filter by Manual Account
- Filter by Plaid Account
- Is Group Parent
- Include Group Children
Trigger
Polling
Try It
- Name
  Required
- Institution Name
- Display Name
- Type
  Required
- Subtype
- Balance
  Required
- Balance As Of
- Currency
- Status
- Closed On
- External Id
- Custom Metadata
- Exclude From Transactions
Action
Write
- Name
  Required
- Description
- Text Color
- Background Color
- Archived
Action
Write
- Id
  Required
- Delete Items
- Delete Balance History
Action
Write
- Id
  Required
Action
Write

Get All Manual Accounts
Retrieve a list of all manually-managed accounts associated with the user's account.
Action
Write
- Start Date
- End Date
- Include Suggested
Action
Write

- Start Date
- End Date
- Created Since
- Updated Since
- Manual Account Id
- Plaid Account Id
- Recurring Id
- Category Id
- Tag Id
- Is Group Parent
- Status
- Is Pending
- Include Pending
- Include Metadata
- Include Split Parents
- Include Group Children
- Include Children
- Include Files
- Limit
- Offset
Action
Write
- Id
  Required
Action
Write
Get Current User
Get details about the user associated with the supplied authorization token.
Action
Write
- Id
  Required
- Start Date
- End Date
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Name
- Description
- Is Income
- Exclude From Budget
- Exclude From Totals
- Archived
- Group Id
- Child Category 1
- Child Category 2
- Child Category 3
Action
Write
- Id
  Required
- Name
- Description
- Archived
Action
Write

- Name
  Required
- Description
- Is Income
- Exclude From Budget
- Exclude From Totals
- Is Group
- Group Id
- Archived
- Child Category 1
- Child Category 2
- Child Category 3
Action
Write
- Date
  Required
- Amount
  Required
- Currency
- Payee
- Original Name
- Category Id
- Notes
- Manual Account Id
- Plaid Account Id
- Recurring Id
- Status
- External Id
- Custom Metadata
- Tag 1
- Tag 2
- Tag 3
- Apply Rules
- Skip Duplicates
- Skip Balance Update
Action
Write
- Id
  Required
- Force
Action
Write
- Id
  Required
- Force
Action
Write
- Format
- Is Group
Action
Write
Get All Accounts Synced via Plaid
Retrieve a list of all synced accounts associated with the user's account.
Action
Write
Get All Tags
Retrieve a list of all tags associated with the user's account.
Action
Write
- Start Date
  Required
- End Date
  Required
- Include Exclude From Budgets
- Include Occurrences
- Include Past Budget Dates
- Include Totals
- Include Rollover Pool
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Start Date
- End Date
Action
Write
- Id
  Required
- Name
- Institution Name
- Display Name
- Type
- Subtype
- Balance
- Currency
- Balance As Of
- Status
- Closed On
- External Id
- Custom Metadata
- Exclude From Transactions
- To Base
- Created By Name
Action
Write
- Id
  Required
- Update Balance
- Date
- Amount
- Currency
- Recurring Id
- Payee
- Original Name
- Category Id
- Notes
- Manual Account Id
- Plaid Account Id
- External Id
- Custom Metadata
- Status
- Is Pending
- Is Split Parent
- Is Group Parent
- New Tag 1
- New Tag 2
- New Tag 3
- Additional Tag 1
- Additional Tag 2
- Additional Tag 3
Action
Write

Lunch Money Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Lunch Money

Lunch Money is a personal finance app to track, organize, and analyze your money in one place.

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Related categories

Accounting

Lunch Money Integrations

Put Lunch Money to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Supported triggers and actions

Lunch Money Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Lunch Money Integrations

Popular Lunch Money Integrations

Lunch Money Integrations

Put Lunch Money to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Lunch Money Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Lunch Money Integrations

Popular Lunch Money Integrations

Connect Your App Accounts to Zapier