Transactions

Transactions are the building blocks for your Lunch Money experience! A transaction represents the movement of money, whether that's between existing accounts or from your credit card to a merchant.

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Transaction Actions

• Creating transactions

• Updating transactions

• Deleting transactions

Transaction Types

• Split transactions

• Group transactions

• Recurring transactions

Transaction Status

• Reviewed vs. unreviewed

• Automatic review settings

• Automatic transaction status updates with Rules

Transaction Enhancements

• Categories
• Tags
• Attachments

Other Features

• View Change History
• Exporting Transactions
• Filters
• Sorting (Ascending / Descending)
• Adjusting Column Width
• Show/Hide Columns
• Deduplication Tool

FAQ

• Frequently Asked Questions