# Knowledge Base ## Knowledge Base - [Welcome](https://support.lunchmoney.app/master.md) - [Getting Started](https://support.lunchmoney.app/getting-started.md): Need a little hand? Follow along to get your budget account all set up in no-time! - [Migrating to Budgeting v2 🆕](https://support.lunchmoney.app/migrating-to-budgeting-v2.md) - [FAQ](https://support.lunchmoney.app/faq.md) - [Automatic Imports](https://support.lunchmoney.app/guides/automatic-imports.md): We support automatic imports from your bank via a third-party service, Plaid. Currently, this feature is available to most US and Canadian-based banks, as well as a number of EU-based banks. - [Handling Syncing Issues](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues.md) - [Institution-specific Issues](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues.md) - [Budgeting 🆕](https://support.lunchmoney.app/guides/budgeting.md) - [Step 1: Intro to Budgeting](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting.md) - [Step 2: Setting up Your Budget](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget.md) - [Step 3: Navigating the Budget Page](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page.md) - [Step 4: Budgeting](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting.md) - [Step 5: Miscellaneous Features](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features.md) - [FAQ](https://support.lunchmoney.app/guides/budgeting/faq.md) - [Reference/Glossary](https://support.lunchmoney.app/guides/budgeting/reference-glossary.md) - [CSV / PDF Importing](https://support.lunchmoney.app/guides/import-via-csv.md): With almost 40% of our users based outside of US/Canada, CSV and PDF importing has been a popular choice for getting bulk transactions into Lunch Money. - [Migrating from Mint](https://support.lunchmoney.app/guides/migrating-from-mint.md): Lunch Money makes it easy to migrate your existing data from Mint (or any other app/bank providing CSV exports) and continue tracking your personal finance. - [Migrating from YNAB](https://support.lunchmoney.app/guides/migrating-from-ynab.md): Lunch Money makes it easy to migrate your existing data from YNAB (or any other app/bank providing CSV exports) and continue tracking your personal finance. - [Overview](https://support.lunchmoney.app/home/overview.md): The Overview page is where you'll land every time you log into Lunch Money. You'll be able to see a list of your accounts, a summary of your spending this period as well as a breakdown by category. - [Net Worth Tracker](https://support.lunchmoney.app/home/net-worth.md): Calculate your net worth and see the changes in your assets clearly over time. - [Stats](https://support.lunchmoney.app/home/stats.md): The Stats page highlights interesting transactions and merchants for a period of time. This is a great way to get insights into your spending and identify new spending habits. - [Trends](https://support.lunchmoney.app/home/trends.md): The Trends page shows you insights and charts into how your spending and earnings change over time. - [Transactions](https://support.lunchmoney.app/finances/transactions.md) - [Transaction Actions](https://support.lunchmoney.app/finances/transactions/transaction-actions.md) - [Transaction Types](https://support.lunchmoney.app/finances/transactions/transaction-types.md) - [Transaction Status](https://support.lunchmoney.app/finances/transactions/transaction-status.md) - [Transaction Enhancements](https://support.lunchmoney.app/finances/transactions/transaction-enhancements.md) - [Other Features](https://support.lunchmoney.app/finances/transactions/other-features.md) - [FAQ](https://support.lunchmoney.app/finances/transactions/transactions.md) - [Budget 🆕](https://support.lunchmoney.app/finances/budget.md) - [Recurring Items](https://support.lunchmoney.app/finances/recurring-items.md) - [The Basics of Recurring](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring.md) - [Creating Recurring Items](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items.md) - [Revising Recurring Items](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items.md) - [Recurring Transactions](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions.md) - [FAQ](https://support.lunchmoney.app/finances/recurring-items/faq.md) - [Analyze](https://support.lunchmoney.app/finances/analyze.md) - [Accounts](https://support.lunchmoney.app/setup/accounts.md) - [Adding Accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts.md) - [Managing Accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts.md) - [FAQ](https://support.lunchmoney.app/setup/accounts/faq.md) - [Crypto](https://support.lunchmoney.app/setup/crypto.md) - [Tags](https://support.lunchmoney.app/setup/tags.md) - [Creating Tags](https://support.lunchmoney.app/setup/tags/creating-tags.md) - [Managing Tags](https://support.lunchmoney.app/setup/tags/managing-tags.md) - [Assigning Tags](https://support.lunchmoney.app/setup/tags/assigning-tags.md) - [Analyzing Tags](https://support.lunchmoney.app/setup/tags/analyzing-tags.md) - [FAQ](https://support.lunchmoney.app/setup/tags/faq.md) - [Categories](https://support.lunchmoney.app/setup/categories.md) - [Category Properties](https://support.lunchmoney.app/setup/categories/category-properties.md) - [Category Creation](https://support.lunchmoney.app/setup/categories/category-creation.md) - [Auto-Categorization](https://support.lunchmoney.app/setup/categories/auto-categorization.md) - [Category Groups](https://support.lunchmoney.app/setup/categories/category-groups.md) - [Editing Categories](https://support.lunchmoney.app/setup/categories/editing-categories.md) - [FAQ](https://support.lunchmoney.app/setup/categories/faq.md) - [Rules](https://support.lunchmoney.app/setup/rules.md) - [Collaborators](https://support.lunchmoney.app/settings/collaborators.md) - [Multicurrency](https://support.lunchmoney.app/settings/multicurrency.md) - [Billing](https://support.lunchmoney.app/settings/payment-methods.md) - [Mobile App](https://support.lunchmoney.app/miscellaneous/mobile-app.md) - [Unlimited Budget Accounts](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts.md) - [Beta Testing Program](https://support.lunchmoney.app/miscellaneous/beta-testing-program.md) - [Developer API](https://support.lunchmoney.app/miscellaneous/developer-api.md) - [Affiliate Program](https://support.lunchmoney.app/miscellaneous/affiliate-program.md) --- # Agent Instructions This documentation is published with GitBook. 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