Accounts

In Lunch Money, you can add and keep track of any account or asset, whether it's a bank account, a loyalty card, a physical wallet, crypto, real estate or a vehicle! Accounts are added and managed via the Accounts page, whether synced or manually-managed.

Synced bank accounts are added via the Plaid's Link flow and will allow for automatic syncing of transactions and balances, while manually-managed accounts and assets are added using the manual creation form within Lunch Money and will require manual transaction entry.

It’s important to take into consideration whether an account is synced or manually-managed, as some actions and settings for synced accounts are not available for manually-managed accounts, and vice-versa.

Managing accounts or assets in multiple currencies?

Make sure to add those currencies under ‘Supported Currencies’ via the Settings page, to ensure that those are available as an option when editing transaction amounts and account balances.

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Adding Accounts

• How to add synced bank accounts

• How to add manually-managed assets or accounts

• How to link a cryptocurrency wallet for automatic syncing

• How to set up manually-managed crypto assets

Managing Accounts

• Updating account details

• Merging accounts

• Removing accounts

FAQ

• Frequently Asked Questions