# Table of Contents - [Welcome | Knowledge Base](#welcome-knowledge-base) - [Getting Started | Knowledge Base](#getting-started-knowledge-base) - [Migrating to Budgeting v2 🆕 | Knowledge Base](#migrating-to-budgeting-v2-knowledge-base) - [Reference/Glossary | Knowledge Base](#reference-glossary-knowledge-base) - [Step 5: Miscellaneous Features | Knowledge Base](#step-5-miscellaneous-features-knowledge-base) - [Handling Syncing Issues | Knowledge Base](#handling-syncing-issues-knowledge-base) - [Migrating from Mint | Knowledge Base](#migrating-from-mint-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Budgeting 🆕 | Knowledge Base](#budgeting-knowledge-base) - [Institution-specific Issues | Knowledge Base](#institution-specific-issues-knowledge-base) - [Step 3: Navigating the Budget Page | Knowledge Base](#step-3-navigating-the-budget-page-knowledge-base) - [Step 1: Intro to Budgeting | Knowledge Base](#step-1-intro-to-budgeting-knowledge-base) - [Automatic Imports | Knowledge Base](#automatic-imports-knowledge-base) - [Trends | Knowledge Base](#trends-knowledge-base) - [Overview | Knowledge Base](#overview-knowledge-base) - [Recurring Transactions | Knowledge Base](#recurring-transactions-knowledge-base) - [Net Worth Tracker | Knowledge Base](#net-worth-tracker-knowledge-base) - [Recurring Items | Knowledge Base](#recurring-items-knowledge-base) - [CSV / PDF Importing | Knowledge Base](#csv-pdf-importing-knowledge-base) - [Stats | Knowledge Base](#stats-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Step 4: Budgeting | Knowledge Base](#step-4-budgeting-knowledge-base) - [Analyze | Knowledge Base](#analyze-knowledge-base) - [Creating Recurring Items | Knowledge Base](#creating-recurring-items-knowledge-base) - [Mobile App | Knowledge Base](#mobile-app-knowledge-base) - [Crypto | Knowledge Base](#crypto-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Transactions | Knowledge Base](#transactions-knowledge-base) - [Transaction Status | Knowledge Base](#transaction-status-knowledge-base) - [Revising Recurring Items | Knowledge Base](#revising-recurring-items-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Beta Testing Program | Knowledge Base](#beta-testing-program-knowledge-base) - [Categories | Knowledge Base](#categories-knowledge-base) - [Unlimited Budget Accounts | Knowledge Base](#unlimited-budget-accounts-knowledge-base) - [Accounts | Knowledge Base](#accounts-knowledge-base) - [Tags | Knowledge Base](#tags-knowledge-base) - [Multicurrency | Knowledge Base](#multicurrency-knowledge-base) - [Step 2: Setting up Your Budget | Knowledge Base](#step-2-setting-up-your-budget-knowledge-base) - [The Basics of Recurring | Knowledge Base](#the-basics-of-recurring-knowledge-base) - [Collaborators | Knowledge Base](#collaborators-knowledge-base) - [Budget 🆕 | Knowledge Base](#budget-knowledge-base) - [Transaction Enhancements | Knowledge Base](#transaction-enhancements-knowledge-base) - [Creating Tags | Knowledge Base](#creating-tags-knowledge-base) - [Analyzing Tags | Knowledge Base](#analyzing-tags-knowledge-base) - [Developer API | Knowledge Base](#developer-api-knowledge-base) - [Billing | Knowledge Base](#billing-knowledge-base) - [Transaction Types | Knowledge Base](#transaction-types-knowledge-base) - [Other Features | Knowledge Base](#other-features-knowledge-base) - [Managing Tags | Knowledge Base](#managing-tags-knowledge-base) - [Affiliate Program | Knowledge Base](#affiliate-program-knowledge-base) - [Rules | Knowledge Base](#rules-knowledge-base) - [Auto-Categorization | Knowledge Base](#auto-categorization-knowledge-base) - [Category Groups | Knowledge Base](#category-groups-knowledge-base) - [Category Properties | Knowledge Base](#category-properties-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Category Creation | Knowledge Base](#category-creation-knowledge-base) - [Editing Categories | Knowledge Base](#editing-categories-knowledge-base) - [Assigning Tags | Knowledge Base](#assigning-tags-knowledge-base) - [Managing Accounts | Knowledge Base](#managing-accounts-knowledge-base) - [FAQ | Knowledge Base](#faq-knowledge-base) - [Adding Accounts | Knowledge Base](#adding-accounts-knowledge-base) - [Transaction Actions | Knowledge Base](#transaction-actions-knowledge-base) --- # Welcome | Knowledge Base Welcome to the Lunch Money knowledge base! 👋![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Here, you can find detailed information on the different app features, step-by-step instructions, and answers to frequently asked questions. * * * [hashtag](https://support.lunchmoney.app/#navigating-the-knowledge-base) Navigating the Knowledge Base ----------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/#ask-or-search) Ask or Search At the top right corner of any page within this Knowledge Base, you can click on the search bar to search any keyword, or type a question: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FIDRwuH1oaL2JL0S57K44%252Fimage.png%3Falt%3Dmedia%26token%3D914ebf0f-0322-464e-aeb6-a7a34d106c6b&width=768&dpr=3&quality=100&sign=49521e11&sv=2) The search engine will scan through the Knowledge Base and summarize an answer in seconds, with references to help you find out more information. You could also search any topic or question directly the search field below: magnifying-glasscircle-xmarkarrow-right ### [hashtag](https://support.lunchmoney.app/#table-of-contents) **Table of Contents** On the left-side you will find the table of contents menu with all the Knowledge Base sections and pages. Some sections contain sub-pages, which will expand into view once clicked on: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjrOl6besi5cVZQZr9vnU%252F7ac0edf529ccc8b493bf5da37cd946ec.gif%3Falt%3Dmedia%26token%3Dd35f659d-800f-46c9-91bb-e3b70b7a38c0&width=768&dpr=3&quality=100&sign=bc91b2b1&sv=2) [hashtag](https://support.lunchmoney.app/#are-there-any-tutorial-videos) Are there any tutorial videos? ------------------------------------------------------------------------------------------------------------ If you're more of a visual learner, we share helpful "how-to" tutorials and tips on the official [Lunch Money YouTube channelarrow-up-right](https://www.youtube.com/@lunchmoneyapp) ! You check out the full collection of tutorials here: [See all Lunch Money tutorial videos ➜](https://www.youtube.com/playlist?list=PL7uAIYDX_Pk0i8p1X9Qtfh1OVfKPe8hTl) [hashtag](https://support.lunchmoney.app/#i-just-signed-up-to-lunch-money.-what-now) I just signed up to Lunch Money. What now? ------------------------------------------------------------------------------------------------------------------------------------ Congratulations on starting your 30-day trial with Lunch Money! If you are just starting out, we highly recommend checking out the [Getting Started](https://support.lunchmoney.app/getting-started) guide to get your budget account all set up! [arrow-rightGo to "Getting Started" guide](https://support.lunchmoney.app/getting-started) Last updated 23 days ago Was this helpful? --- # Getting Started | Knowledge Base Congratulations on starting your 30-day trial with Lunch Money! 🎉 In this article, we’ll take you step-by-step to get you all set up, through the onboarding process, connecting your accounts, setting up your categories and budget, and the tools available to analyze your spending! circle-info If you haven’t signed up yet, head over to [lunchmoney.apparrow-up-right](https://lunchmoney.app/) to register and follow along! Shall we begin? ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) 🫴 * * * #### [hashtag](https://support.lunchmoney.app/getting-started#jump-to) Jump to: * [**Step 1: Getting started**](https://support.lunchmoney.app/getting-started#step-1-getting-started) * [**Step 2: Add transactions**](https://support.lunchmoney.app/getting-started#step-2-add-transactions) * [**Step 3: Categorize your transactions**](https://support.lunchmoney.app/getting-started#step-3-categorize-your-transactions) * [**Step 4: Set up recurring items**](https://support.lunchmoney.app/getting-started#step-4-set-up-recurring-items) * [**Step 5: Define your budget**](https://support.lunchmoney.app/getting-started#step-5-define-your-budget) * [**Step 6: What’s next?**](https://support.lunchmoney.app/getting-started#step-6-whats-next) * [**Step 7: Getting help**](https://support.lunchmoney.app/getting-started#step-7-getting-help) * * * [hashtag](https://support.lunchmoney.app/getting-started#step-1-getting-started) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 1: Getting Started --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- The first step after you sign up to Lunch Money is to select your onboarding path. You will have the option to choose between the following: * **Start fresh -** This is the recommended option for following along with this Quick Start Guide. By going through the "Start fresh" path, you will be taken through some first steps to set up some categories and your date and currency display preferences. * **Set up demo -** This option will set up a demo budget account with pre-filled data so that you can play around with the different features before adding your personal bank accounts and transactions. Once you are done with the demo account, you can then create a new budget account to get started with your personal data. * **Import from Mint -** If you are migrating from Mint and have a CSV file containing your existing data, we recommend going with this option to import your transactions into Lunch Money. For a quick start guide on migrating from Mint, please [see here](https://support.lunchmoney.app/guides/migrating-from-mint) . * **Skip the walkthrough -** This option will skip all the basic setup steps, giving you a completely blank slate to work with. There will be no categories set up, and you’ll be set with default date and display preferences. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfyFwbl7f_nEo1OGtUPyZ0NWpPwfXiBuo-EhBZtX69W9rnM-O-BPUc5OfnLgA-V9BRctVTBT3URZWplBM-_rKKl8xyPfu4CpqkVYBEtzp11dGoHMk7QwFQMZ8T-WjlKm3ZM-Ob0_nrTR2ZnKQIC1rWGY5YY%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=af81a340&sv=2) In this guide, we'll be working off of the "Start fresh" path, meaning that after you've gone through onboarding, you’ll already have your basic categories, display and currency settings set up. On Step 3 of the onboarding process, we recommend linking at least one synced bank account: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXekltlaNXknOSy0WByN0J4E_5Ou7Llkg0OhkeK0sNB_91EGXlSWhNwiekLDz8hyhCmWC-ZpjNfWvdaYIs0kdUKkyXlByQLFv9h9-T_Vg7ckdEZxndmA21eBeNbwrAEzlnDISceySSrUYUnuzDaByYTYUT8r%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=419be04c&sv=2) [hashtag](https://support.lunchmoney.app/getting-started#step-2-add-transactions) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 2: Add transactions ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- There are various options for adding your transactions into Lunch Money. Transactions can be added manually, [imported via CSV file](https://support.lunchmoney.app/getting-started#import-transactions-via-csv) , or [automatically imported](https://support.lunchmoney.app/guides/automatic-imports) from synced bank accounts. **If you have already added an account for automatic bank syncing** and see your transactions on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page, you’re ready to start categorizing your transactions and can skip to [Step 3](https://support.lunchmoney.app/getting-started#step-3-categorize-your-transactions) of this article. **If you didn't add an account for automatic bank syncing** at the end of onboarding, you'll want to head over to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and start by adding some of your most frequently used accounts — this could be a credit card or a checking/savings account. By adding a synced bank account, your transactions will automatically sync into Lunch Money, yet you can also set up manually-managed accounts for any institutions not currently supported for automatic syncing. For manually-managed accounts, you can either [add transactions manually](https://support.lunchmoney.app/finances/transactions/transaction-actions#manual-creation) , or [import transactions in bulk with a CSV file](https://support.lunchmoney.app/getting-started#import-transactions-via-csv) . **How to add a synced bank account** 1. Open the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page 2. Click on the "Add account" button to open the 'Add Account or Asset' panel on the right-side of the screen: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXevQQ9a3ItDNQAYs_XynyREiFfWEHTA6r5AZle1KsRw9aOualO5InAAWKSg74Ac76UxaTHOWHVTz399_Y9A1_7DeSGFtSHdZWDIbYgEf7A7gkvMF-Zbk5weHK4Fp1tO_SccmrsfCBZW0QW0CpSFglv11YcQ%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=400ddaaf&sv=2) 1. Next, click on "Auto-import from my bank", select the relevant country, and click on "Continue": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdVRlonhlDf0T9ULwrvIwjzWXPPv2CmHyIqjtqXOLxQnsNMH8fnYIaV3UF0MbDNu1RBJ6-x9jVHtUGi-J2Lm7pYTag24SpX_DHJATB5Bw52YnThx3sis87voNdWUh1OUmT8mKKrQx8ITamSYewied65dOEA%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=b6f7ff74&sv=2) 1. Once the Plaid dialogue loads, click on "Get Started" and log in (or continue as guest) 2. In the search bar, type the name of your institution and select the relevant option from the list: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfo8a5fMW3WQ36FhxUBVebBDnxqsNpCTZkYmi04a5M-d3SyQdFV1VOSSGiA5yEh0HVXQJypB08CkUUueSFluNKlkRdQibyyrjmm2ncyL3nchUsSaahncsxY8x9N41bPT5hZQ952j6EFAhFTe5i59Dl79rS8%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=5e92c950&sv=2) 1. Follow the instructions on the screen to enter your credentials 2. Once your login is confirmed, check all accounts that you’d like to connect from the institution, and click on "Continue". If the connection was successful, you'll see a confirmation screen and can click on "Continue" again. 3. Next, you'll choose how you'd like to set up this new account within Lunch Money. You will set the display name, and since this is your first account, toggle the option for "No, this is a new account or I will merge it later" and click on "Start Importing": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcx1I-_z-9LVOwJo3bN3iX8RtOO0dLtI5qhpJd_sD1qBkOYIjgAoLevg3VfbkeayY7JHf9JrACBqaMvA_ISRYe9jSxH3dR8X4aNDoX-9UbMZ5wkGmflWqI_OI9FoPPazHbjT5N4np0RSPueL4uYdEvBeAk%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=b1b997cb&sv=2) Your synced accounts will be added to the table on the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and a confirmation message will appear on the bottom left of the screen: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfuDXJ4mC-HZqImekFZTTKUSXU9QUejE6BTg0GutHoTYR7V09dCxQvaFb5e5bRUUFSmKvS2LGnjRcJUOLotRsVV3-td0a3It_Z1tLTRp8Ja1R6xyzyua8d-J0mG0fdkWoIe3a2QDL5ab78Fif3el3h4YwkU%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=a4cba940&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#set-up-manually-managed-accounts-and-assets) **Set up manually-managed accounts and assets** If you use banking institutions not currently supported within Lunch Money, you can head back to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page to add them. Manually-managed account balances are updated automatically when you add, remove or update a transaction assigned to that account. Manually-managed accounts are also great for tracking cash in your wallet, assets (eg. car or real estate), gift card or loyalty account balances, and crypto-currency. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfSyOKMuEuQMhsjRAk-ALKdkseSmHkaggJMhKwqVMctN3RkJ70AsQTqNDGhbGwrvmiYnL8EIBomOiyjeGv1Rgw2DDAGXk5PEZTpMNjsKd-26gqr4mljKcD95suOITLUZptAJJKn9WTv2Vjjep0ZWedoQ_T8%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=ac8dbf87&sv=2) Once you've added your manually managed-account, you can [manually create transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#manual-creation) on the Transactions page, or [bulk import transactions](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-csv) with a CSV file. #### [hashtag](https://support.lunchmoney.app/getting-started#import-transactions-via-csv) Import transactions via CSV CSV importing is a popular choice for getting bulk transactions into Lunch Money. This is a quick way to import historical transaction data for synced accounts, or current transaction data for manually-managed accounts. To read more about the CSV Import feature, [click here](https://support.lunchmoney.app/guides/import-via-csv) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXe4DL10LqrItauYzHcnTsYIkmqwfO6hIF35FSSvxdjfhtgn8BrH8cri0uF1edKRgRJ9cUGUuvfrUG4KL82w305xwLcXHWoUyDJlEsOPfPYb9WTMibZHpucg1GaiXeWPhvkSBHFQ7fD1SpQksvp-zs29wvE%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=e11fd934&sv=2) [hashtag](https://support.lunchmoney.app/getting-started#step-3-categorize-your-transactions) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 3: Categorize your transactions ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Categories are set up and managed on the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page, and are an essential way to organize your transactions. Categories also dictate how associated transactions will be treated throughout Lunch Money. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fa80RathF7yzcjJX59KpQ%252Fimage.png%3Falt%3Dmedia%26token%3D7ca537b0-6265-4541-953e-a7e2c92956f1&width=768&dpr=3&quality=100&sign=9d47557c&sv=2) circle-info To successfully work within Lunch Money, it’s important to understand the difference between income, expense and transfer categories. To read about category properties, [click herearrow-up-right](https://support.lunchmoney.app/setup/categories/category-properties#the-category-properties) . While you should already have your basic categories set up from the onboarding stage, we also recommend checking out the Auto-Categorization tool on the Categories page to help create and automatically assign categories to your synced transactions. To learn more about Auto-Categorization, [click herearrow-up-right](https://support.lunchmoney.app/setup/categories) . If you wish to manually categorize or simply review your categorized transactions, you can head over to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page. Categorizing manually may take some time initially but eventually, you'll barely need to do manual work to organize transactions as the system will automatically create rules to auto-categorize future similar transactions. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdhjEPinqCDYj9GO49DWjPv6hQ6Qrkeufmq_TRBgJ8KoWQ009CzbYEwUN9fZJ4616b2y1c-Wr7ygSo70RqspeUJM6Pl3pgFTCgo37T_lwh8ApKMhW17bvPhYNiG1h1tny-AuWNvp1f82yoM7k3DX1bgt8Y%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=c0c2bbfa&sv=2) circle-info If you'd like to prevent rules from being created when you update categories, you can disable this option under 'Rule preferences' on the [Settingsarrow-up-right](https://my.lunchmoney.app/settings) page. [hashtag](https://support.lunchmoney.app/getting-started#step-4-set-up-recurring-items) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 4: Set up recurring items ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Recurring Items are helpful when you want to track transactions that repeat regularly, whether they are expenses (eg. subscriptions, rent) or income (eg. monthly salary). Recurring items represent repeating income or expenses transactions, with either fixed or fluctuating amounts, that would generally occur on a regular cadence with predictable dates (eg. twice a month, every 6 months, annually, etc.). **Some examples of recurring income include:** * Monthly fixed salary * Bi-weekly salary * Monthly credit card money-back rewards **Some examples of recurring expenses include:** * Annual streaming service subscription (eg. Netflix, Spotify, etc.) * Gym membership that renews every 4 weeks * Monthly rent payments * Annual land tax payments ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXek6X9OrFzENrJcsREelr0823bckWD63uIooKcinHzyGoL7B9qAv5oo6ImQXrfaJ7yRRG8RwQ6oznNc6pynrmvdb7JcuG3hl28H3KOKkZv0Ml9gUyRhh672lhndpcq3d_1dJ2HWKuP9oxwR6LAxqd3evrb3%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=72c0ff7c&sv=2) Having Recurring Items set up helps you plan ahead, and if an expected expense or income is missed, you'll be able to see it marked as missing in the recurring item details, so that you can review and fix it if necessary. The projected spending and income defined by your Recurring Items are also important to consider when planning your budget. Rules are automatically created when a recurring item is set up. The rules will automatically link transactions to a recurring item if the cadence, amount and payee are a match. Additional rules to link transactions to recurring items can also be set up manually via the [Rulesarrow-up-right](https://my.lunchmoney.app/rules) page. #### [hashtag](https://support.lunchmoney.app/getting-started#how-to-set-up-a-recurring-item) How to set up a Recurring Item The process to set up Recurring Items is the same for Income and for Expenses, but the step below describe it with the wording specific to recurring expenses: 1. Open the [Recurringarrow-up-right](https://my.lunchmoney.app/recurring) page 2. Click on "Add New Recurring Item" to open up the 'Create Recurring Item' panel on the right side of the screen 3. Fill in the recurring item details starting with the merchant name and set the transaction category. 4. For the estimated billing date, select the day in the month when you expect the payment to generally occur 5. For the repeating cadence, select the relevant value from the list (eg. "monthly", "twice a month") or select "Custom" to set your own cadence ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcvh2W710I1QelpImmG5rKENWsIlP04VjeRznBKE46LzrlyeQeeAy9wseKwi4QDvtLRQh47Vszm8fKDLGApBryCg7EEU07umHZh4KGjNcejWAiS_aLiJNOaO90gKbJAfjX-99t3t7dgyH_rAjfGao29LrAk%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=fb2cbc04&sv=2) 1. Under "Optional Properties", you can also select an account in the "Paid from account" field. If this is set to a specific account, Lunch Money will know to look for the transaction under that specific account. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfV6xHbqZ5BtVQTFNhJrA-ng6Acs3l1rGtHfQcckIZLHlVJ9p81qCbFpw1ivhkhs2BrwSMfNvM3-pLegwgF4K9N9U9TiQA8oHfT8quNjS9787HAori0hxvQ3i7oYurC6e8Y5tolXKZ7crQkZ2fzt9lybSc%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=551343ab&sv=2) 1. Click "next", and on the next page you will enter either a fixed amount, or a range (if the amount tends to fluctuate): ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeuJMOEuLwYB0qQIJyw9byxeqWctExqRBePP6E5RNtXwQctN4qOXX-bzJ3u1lwg_aibNiWTQTy5-RVsnyLVLT3Rv9J5v4D0F2v7-OyGry8E6LxfzDpl9g7cbcx9V69_PUj1V12ZLVm3wIN6LJuJkUVU3yw%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=570ae372&sv=2) 1. Finalize by clicking on "Create". Once set up, all recurring items will appear in the table. If you have yearly recurring items, they will only appear in the table for the month on which they are due. If you have automatically-syncing accounts connected, Lunch Money will automatically search through new transactions as they sync, based on the [Rulesarrow-up-right](https://my.lunchmoney.app/rules) that you have set up, and once a transaction matches, it will automatically be linked to the relevant Recurring Item. If a recurring transaction doesn’t link automatically, you can learn more about manual linking by [clicking here](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#manual-linking) . [hashtag](https://support.lunchmoney.app/getting-started#step-5-define-your-budget) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 5: Define your budget --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Now that you have all of your transactions categorized and recurring items set up, it's time to set up your budget. Setting up and managing the budget is done via the [Budgetarrow-up-right](https://my.lunchmoney.app/budget/2024/03) page. There's no "right" or "wrong" way to budget in Lunch Money, and you get to set it up in the way that works for you. We give you the tools, and you decide how to use them! We recommend going through the complete Budgeting Guide to configure your budget period, manage your income and rollover options, and familiarize yourself with all the features. [arrow-rightGo to Budgeting Guide](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting) Once you have the budget set up, you will be able to start analyzing your spending and control your savings! [hashtag](https://support.lunchmoney.app/getting-started#step-6-whats-next) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 6: What’s next? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- #### [hashtag](https://support.lunchmoney.app/getting-started#invite-your-partner) **Invite your partner** Do you share your expenses with a partner? Invite them to collaborate on your budget on Lunch Money! You can invite any number of collaborators from the [Settingsarrow-up-right](https://my.lunchmoney.app/settings) page and they will have full access to your Lunch Money data while each having their own individual login. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdJ8oMmxCsMwyeIhr3_iwpCuuq357fIHPbrXqaQCCt_ZhnKCBVtmorDM8cOK2CwReKsw8rqqhS1I-r5Tf0ioG840O-ZHsVRhC58dMlnU3LqCTz6FE5Cx2oej0wTDCj9MfqGkS88mzUM5QvbrMndAG4793c%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=aa8e1931&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#analyze-your-spending) **Analyze your spending** Once your transactions are organized properly, you can view your spending breakdown and budget breakdown on the [Overviewarrow-up-right](https://my.lunchmoney.app/overview) page. To switch between the spending breakdown and budget breakdown, click on the little gear icon on the right side of the box and change the "show again" option: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdb1jxONM6cdJhz732wDtQIegFl5wIGEulLFRAjs-XNneRqeXrUGvbF5TmQEEagvPgBtMGOa0tQx7jNIdc3WrBXmQLOkrA58LrmH1ZEa1KA0WoIXtjf9bs-6XIZ7K58YT01pueYHwS4mTL59lph7D8mEMw%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=52d99bab&sv=2) You can also get quick insights from the [Net Wortharrow-up-right](https://my.lunchmoney.app/net-worth) , [Statsarrow-up-right](https://my.lunchmoney.app/stats) and [Trendsarrow-up-right](https://my.lunchmoney.app/trends) pages. For a more curated view of your data, you can head over to the [Analyzearrow-up-right](https://my.lunchmoney.app/analyze) page. The Query Tool will give you a detailed view of your income and expense data. You can also switch between the different graphs and charts and compare datasets. Understanding your spending habits and trends will help you figure out what your goals are, where you may need to cut down to save, or where you might have mis-organized transactions that need your attention. #### [hashtag](https://support.lunchmoney.app/getting-started#create-another-budget-account) **Create another budget account** In Lunch Money, you can create unlimited budget accounts per subscription. If you’d like to create a new budget to manage separately from your first budget, you can certainly do so! To set up a new budget account, click on the circle next to the "Logout" button to open the 'Switch Accounts' menu. Then, click on "Create new budget account": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcNEglTiruOnmGaCDf5bdQfARdKjetW2SuDPTYFD5l3C8LRY6E3ok0uGnBGylq1RR5opOIszdZDaeh13WbLzMkJV_fsb5XPb6H9M1g3yIdAsCos7TjHDYdwMrgY0KunNs_zwMEp3dwjjlHwNSo_nIYqsAUk%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=9bdde9e4&sv=2) You will then enter a budget account name, and can toggle whether you’d like to copy the categories and tags from the current budget or not. To confirm, click on "Create new budget". You will then be presented with the onboarding menu ([see Step 1](https://support.lunchmoney.app/getting-started#step-1-getting-started) ) and can choose between starting fresh, setting up a demo, importing your data from CSV, or starting with a blank slate. [hashtag](https://support.lunchmoney.app/getting-started#step-7-getting-help) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjkyGoHm4vS0vQt3UXvy1%252Fimage.png%3Falt%3Dmedia%26token%3Dcb5e7d31-17c9-4f04-86d2-908897977590&width=41&dpr=3&quality=100&sign=ed80e959&sv=2) Step 7: Getting help --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you run into any questions, would like to share feedback, or report an issue that you are experiencing, you can use the in-app support menu located at the top of the page anywhere within Lunch Money: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcvVHfxvuXRFm1eqoipyECfSN_M94rGjznqK1jMKGe4m-8W7YunHl41wci2KVcllR8OTx_eTGgXREwCrKYwIqgxF5bHJco-tPl7N2BoiyWTorX5-qovZgYzdmn3NpSlyVTg7okZtvLtW-5RnUvd_rjt1b6S%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=12c427b6&sv=2) You will then see the following menu options: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeWJi8nKIqvY0YPeXO3H2OA6ixaVieaFZKF5sSZE5MM8eUgZ8F2Z-wtfLwwqaoepmNZ59hSo1wo0OG3SQB-DwuYKkEtJ8wqEqCHXtMknVg17pxAI53nVOgfW9ju9IiK7G4yFEr55gPllCThzFBQT_hkD4z-%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=a23f0e12&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#submit-a-bug-or-feedback) Submit a bug or feedback Select "**Submit a bug or feedback"** to report an issue or to share feedback for specific Lunch Money features. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfMjx9hbZApKQCYk-zxucDOWgkrm2Mjr4vm9_DUaw4kFyv5cdNrfz4wp0rZSFgSUxUGvLraAiQmVmIwWYoHcMcjWFnTdHPQOO2jX8InzhnC5PjJQuk9zCx2NlSlgRqtsgEe6FsfytPbK4_xOydDV8xh2btS%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=aec06fa&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#open-a-bank-syncing-support-ticket) Open a bank syncing support ticket Select "**Open bank syncing support ticket**" to report an issue with your synced bank accounts or synced transaction data. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXciqP7sbiPE04odO8ciDDvl0Y9-kByHU0-4InR7gKNwzoQvH025X7J9JUfNbMzCche6tjdZlDoePoo_brSqkK_EQD2XaOBbzNuC-3SJaH3wQVr7ZSnEQISW2Tq3cu3-vlEBF9oh4EaFeU5S9X0wBQFcogh6%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=63727db0&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#view-and-submit-feature-requests) View and submit feature requests Select "**View and submit feature requests**" to open the Feedback Board, where you can report bugs or create feature requests for public voting. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXe3dgBfoSGWNUAcnp6tNyGWnw8r75L5qgMc87d4nxM1HBWFCxvlfHZkjvktAJ7FN_VdY4HCt-7uKCEtxv2jtnatu89lBGkvPp4REGHzYOnXsEjG74mRlky-r7AzJlKkZNxI8s-gJ5YF2-Me8lyl8p61A3A%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=d8563384&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#visit-our-knowledge-base) Visit our knowledge base Select "**Visit our knowledge base**" to quickly access this knowledge base. This is the recommended place to look for information when you have general questions and are looking for a quick answer or step-by-step instructions on how to do certain actions! On the left-side you will find the menu where you can find more information on the different pages and features within Lunch Money. On the top right corner, you can click on the search bar to search a keyword, or type out questions: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeDXfFx85LzRiRdSMFw-byyj0TLtOJnnGZjYngvw0U6P0bSS9n3cfZxdPdrNWZje0cvywpY6M5Y_6DMOpfCrKohophwQRyQkohP_4Dq2zBoH5Ifr0DYNgkQdyhsNwRj9yszqQ492YlLimxTx6-8s4ufS-wu%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=5d386cce&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#join-our-discord-community) Join our Discord community Select "**Join our Discord community**" to visit Lunch Money’s Discord server. There, you will be able to ask questions and get answers from other Lunch Money users. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXej-O0XZLUHbdXtfWrJ1JdGnXRuMMX2PMRGM_9pAIX8wD-d53jVqhH7TsydyvLbD2aaj_Y4rNN9o8WHfYRuYk-T0Ga0pzZFU__iSsTIttXpPWWi1QfzcmY_UZUsHPsXJllITT_9h0y_1nFsCHHQGSlADJ9o%3Fkey%3DsTMs6N4OfsM4fUgod3Ua5g&width=768&dpr=3&quality=100&sign=d562ccda&sv=2) #### [hashtag](https://support.lunchmoney.app/getting-started#email-support-lunchmoney.app) Email [\[email protected\]](https://support.lunchmoney.app/cdn-cgi/l/email-protection) Select "**Email [\[email protected\]](https://support.lunchmoney.app/cdn-cgi/l/email-protection) **" to send a direct message to our Support Team via the default emailing software installed on your computer, or copy the email address and manually compose a new message in your preferred email service. Last updated 1 month ago Was this helpful? * [Step 1: Getting Started](https://support.lunchmoney.app/getting-started#step-1-getting-started) * [Step 2: Add transactions](https://support.lunchmoney.app/getting-started#step-2-add-transactions) * [Step 3: Categorize your transactions](https://support.lunchmoney.app/getting-started#step-3-categorize-your-transactions) * [Step 4: Set up recurring items](https://support.lunchmoney.app/getting-started#step-4-set-up-recurring-items) * [Step 5: Define your budget](https://support.lunchmoney.app/getting-started#step-5-define-your-budget) * [Step 6: What’s next?](https://support.lunchmoney.app/getting-started#step-6-whats-next) * [Step 7: Getting help](https://support.lunchmoney.app/getting-started#step-7-getting-help) Was this helpful? --- # Migrating to Budgeting v2 🆕 | Knowledge Base After months of feedback, testing, and refinement, we’re excited to share that the new Lunch Money budgeting feature is officially here! 🎉 The new budgeting system brings powerful flexibility while maintaining the simplicity you love. Here's a quick overview of what's new and what's changed: #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#whats-new) **What's new** * 🗓️ [**Custom budgeting periods**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-do-i-configure-my-custom-budgeting-period) : Break free from monthly budgets! Set cycles that match your life, whether that's weekly, bi-weekly, or the 1st and 15th of each month. * 🛼 [**Smart rollover options**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) : Take control of what happens to extra funds or overspending in each category. * 📥 [**General pool**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) : All income now flows to one central pool that you distribute to your categories, making it easier to see and manage your total available funds. #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#whats-changed) **What's changed** * 📋 [**Streamlined interface**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) : Historical spending data (last 3 periods) now appears on hover over the Activity number, keeping your budget view clean and focused. * ⭐ [**"Budget suggestions" are now "budget presets"**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) : Same helpful functionality, clearer name. Your existing suggestions will transfer automatically. * 🗃️ [**Category group budgeting**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) : Set budgets and rollover options at the category group level. circle-check **Automatic Migration:** Your existing budgets and most settings are automatically migrated, but category group budgets and income rollovers may need a quick manual update. Please review the migration information below to ensure a smooth transition. * * * If you were a beta tester and previously tried the new budgeting feature, please review the information below to ensure a smooth transition for your category group budgets and income rollovers settings: ### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#category-group-budgeting) 1️⃣ Category Group Budgeting If you had category-group level budgets in v1 that weren't carried over to v2, you'll need to manually enable category group budgeting for those category groups. #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#how-to-enable-category-group-budgeting) **How to Enable Category Group Budgeting** 1. Navigate to the [Budgetarrow-up-right](https://my.lunchmoney.app/budget) page 2. Click the arrow (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FF2hpwa2Xsyb1m7Vbh0EH%252Fimage.png%3Falt%3Dmedia%26token%3Da0090dc4-679d-492c-8ffe-f74ce8561949&width=37&dpr=3&quality=100&sign=39f1d421&sv=2)) on the far-right of the category group row 3. In the right-side panel, toggle on "**Enable Category Group Budgeting**": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FARSJ2pDAZad8M62hpJEO%252F61db3c83e657ff2800c705127ce04b16.gif%3Falt%3Dmedia%26token%3D6e65155c-d316-427f-885c-4b3491d15ae1&width=768&dpr=3&quality=100&sign=f1f412c3&sv=2) #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#when-category-group-budgeting-is-disabled) **When category group budgeting is disabled:** * Budgets and rollover options can only be set at the subcategory level #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#when-category-group-budgeting-is-enabled) **When category group budgeting is enabled:** * You can set budgets at both the category group level AND the subcategory level * Rollover options are only available at the category group level ### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#income-rollover-options) 2️⃣ Income Rollover Options In Budgeting v2, all income flows towards the general pool by default. If you previously had individual rollover options configured for individual income categories, you'll need to enable general pool rollover settings to maintain similar functionality. #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#how-to-enable-income-rollover) How to Enable Income Rollover 1. Navigate to the [Budgetarrow-up-right](https://my.lunchmoney.app/budget) page and click on ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) 2. Under "General Pool Rollover Setting", toggle on "**Roll over 'Left to Budget' and 'Overbudgeted' amounts**": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FQbEJWnVeeBViWM4mAKNo%252F164cae531b9ceac88c6e5afa2919814b.gif%3Falt%3Dmedia%26token%3Da5feb174-1018-4d13-adaa-8bb2f8a6ea5e&width=768&dpr=3&quality=100&sign=286195b2&sv=2) After enabling the rollover options, you'll need to configure: 1. **Reset Balance To:** Set your desired starting balance (e.g., 0) 2. **Starting On:** Choose your rollover start date (e.g., 2025-7-1) Once configured, click "**Start rolling over**" to activate the feature. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F8P0qI5ki6utzgVF1SNRA%252Fimage.png%3Falt%3Dmedia%26token%3D1245acbc-f284-49f7-b5e6-255daab94080&width=768&dpr=3&quality=100&sign=ff8939c0&sv=2) #### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#understanding-the-change) Understanding the Change * **Before (v1):** Individual rollover options for each income category * **Now (v2):** A single rollover setting for the general pool, which includes all income ### [hashtag](https://support.lunchmoney.app/migrating-to-budgeting-v2#have-any-questions) 3️⃣ Have any questions? If you run into any questions, feel free to send us an email at [**\[email protected\]**envelope](https://support.lunchmoney.app/cdn-cgi/l/email-protection#ee9d9b9e9e819c9aae829b808d868381808b97c08f9e9e) You can also click on "**Help**" at the top of the page next to the logout button, and send an in-app ticket with the "**Submit a bug or feedback**" option. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FOsr34EhNH8yQLElexrww%252Fimage.png%3Falt%3Dmedia%26token%3D93cc5646-e2aa-40ec-ab95-e82173275b98&width=768&dpr=3&quality=100&sign=e21e1f56&sv=2) Last updated 3 months ago Was this helpful? * [1️⃣ Category Group Budgeting](https://support.lunchmoney.app/migrating-to-budgeting-v2#category-group-budgeting) * [2️⃣ Income Rollover Options](https://support.lunchmoney.app/migrating-to-budgeting-v2#income-rollover-options) * [3️⃣ Have any questions?](https://support.lunchmoney.app/migrating-to-budgeting-v2#have-any-questions) Was this helpful? --- # Reference/Glossary | Knowledge Base Term Definition Budget page Where you budget within the Lunch Money app, accessible via the navigation bar under “Finances”. Budget Settings The configuration pop-up where you set up core budgeting options like your budget period, income settings, general pool rollovers, and other preferences. Access it from the top right of the Budget page. General Pool Your total money available to budget. Includes current period's income, and rollovers from previous periods ([if you have rollovers enabledarrow-up-right](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) ). Budgeting period The time frame for your budget (usually monthly). All income and expenses reset at the end of each period. Income Settings Options that control how your budgetable income is calculated: using budgeted amounts (Expected), actual income received, or the larger of the two. Income category Categories for money coming in (salary, freelance income, etc.). All income flows into your general pool. Expense category Categories for spending (Rent, Groceries, etc.). You assign budgeted amounts to these each period. Budgeted (amount) The amount you plan to spend in a category this period. Activity What you actually spent (or received) so far this period. Available The balance in a category showing how much you can still spend. Includes your budgeted amount, minus what you've spent (activity), plus any rollovers. Expected Income you anticipate receiving this period (shown in income categories). Available to Budget The total money in your general pool ready to be assigned to categories. Includes income, rollovers, and adjustments minus what you've already budgeted. Left to Budget The amount in your general pool that hasn't been assigned to categories yet. Shows as positive (green) when you have money to assign. Overbudgeted When you've assigned more money to categories than you have available. Shows as negative (red) in your Left to Budget amount. Net Total Available The sum of all Available amounts across your categories plus any unbudgeted money. Represents the minimum liquid cash you need to cover your entire budget. For zero-based budgeters, this should match your actual bank balances. Rollover A feature that carries Available balances between periods - whether positive (savings) or negative (overspending). Rollover option The setting for each category that controls how Available balances are handled at period end: do nothing, rollover to same category, or rollover to general pool. Balance adjustment A way to manually set new Available balances for categories or your general pool, starting from a specific date. Useful for corrections or fresh starts. Budget presets Settings that automatically fill in budget amounts each period based on your chosen method (fixed amount, previous spending, etc.). Last updated 5 months ago Was this helpful? Was this helpful? --- # Step 5: Miscellaneous Features | Knowledge Base circle-check You're on Step 5 of Lunch Money's Budgeting Guide! **Jump to:** * [**Historical Spend**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) * [**Settings View**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#settings-view) * [**Hide categories with no activity and no budget**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) * [**Budget Notes**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-notes) * [**Budget Breakdown (Overview page)**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-breakdown-overview-page) * [**Monthly Summary (Transactions Page)**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#monthly-summary-transactions-page) * * * Congratulations! You've learned the fundamentals of budgeting in Lunch Money - from [setting up your budget periods](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) and categories to [managing rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) and [making adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) . As you continue your budgeting journey, you might find these additional features helpful. They're not essential for getting started, but they can make your budgeting experience even smoother and more tailored to your needs. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) Historical Spend ------------------------------------------------------------------------------------------------------------------------------- Want to see your spending patterns? The Activity column gives you two ways to dive into your transaction history: * **Quick view**: Click the magnifying glass icon to see all transactions for the current period. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdlSrOsNAQya9zVCA2pw9r5NimOqLC_Qw63XbxyRHkiV1GuCeQFiMJnXbrL4q_3WIuczM-wQRsNhtrlVbysOERzfweFPENiyaP43UbKfP6TeTPHZmlHxby65geM5JshOXB94nLq%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=14942510&sv=2) * **Historical trends**: Hover over the Activity amount to see the 'Historical Activity' tooltip. This shows: * Past spending for this category * Percentage changes between periods * Quick access to historical period's transactions (click the magnifying glass) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdbPTXx2JhOk33Xvae8bzEg2lc9VYkAFN-ojR-I6y-71EiUKcfaSU3WlIUozIm97D6brvxRw3yM99y8kAfTMTVHkyvzKn9PvGrB7amBKk5Z5CT04Hf6eaQ2c_t9_Qu4DBhzeN0b%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=fe2cfc9b&sv=2) Use these trends to make smarter budgeting decisions - if you spent $290 on food last period but only $150 the period before, you'll know what's realistic for your current budget. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#settings-view) Settings View ------------------------------------------------------------------------------------------------------------------------- Need a quick overview of all your budget settings? Switch to Settings View to see your budget presets and rollover configurations at a glance - no need to check each category individually. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf_sLD22GLhaverQGwqm9pR79fv2AM-y6Hw6D2_tTYdnyYGi3m8AxIorSqtUriUC1glndH-jB3u4LjvKdVe9gxVpKjG2Ta0zsbBspM-YicJSMFrFBQ9j6t1Pu9OI6wzhBpKn6YIgA%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=6061e827&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) Hide categories with no activity and no budget ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Too many categories cluttering your view? Use the toggle in ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) to hide empty categories and focus on what matters. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FuFM1xw0KGoAGM8I27VUF%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e5e2f9-d3ec-4ee8-bfe3-bf8c465f8fac&width=768&dpr=3&quality=100&sign=33cdb4dc&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-notes) Budget Notes ----------------------------------------------------------------------------------------------------------------------- Notes can be added at the category level each period, to add additional context and personal reminders for your budgets. Whether it's explaining a one-off expense, tracking seasonal patterns, or clarifying adjustments, this makes it easier to understand past budgets, plan smarter for the future, and stay aligned when collaborating with others. You will find the Notes field on the right-side panel when editing categories on the Budget page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F42NYWX30w14S10EGIQf4%252F8b83df91d5cba1e15bd4ccb707e5fe6c.gif%3Falt%3Dmedia%26token%3D85cfffa9-3fc9-4699-90a2-b1e8f0fc5fa1&width=768&dpr=3&quality=100&sign=733c9b5a&sv=2) Once you add a note, you can view it by hovering on the note icon next to the category name: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FpIS9ICZ93kZECvtyUQ4N%252Fbudget%2520notes.png%3Falt%3Dmedia%26token%3D60383c12-d6c6-4254-8aac-92ab5df7a2a4&width=768&dpr=3&quality=100&sign=5fc6b87c&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-breakdown-overview-page) Budget Breakdown (Overview page) ------------------------------------------------------------------------------------------------------------------------------------------------------------- Want to see where every dollar goes? The Budget Breakdown on the Overview page shows your spending across all categories in a visual format. Click the cog icon (top right, above the income bar) to customize what you see: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcf3Xh5ZxeaghbMyvZrR5jhMQhQs3lcz-zOCkw7fB2o2r_jo9u1SZXygzfONbHugoaaIjTpLV1Ob80BgVMRcukAYW9Gy5zzElCtZ8neLW2n17_AxTnw8H4rqWo_O03QyQLVOqeX3A%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=c9a58228&sv=2) circle-exclamation Seeing "View not aligned with budgeting period" in the Budget Breakdown? [Learn why](https://support.lunchmoney.app/guides/budgeting/faq#why-do-i-see-view-not-aligned-with-budgeting-period-in-the-budget-breakdown) . [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#monthly-summary-transactions-page) Monthly Summary (Transactions Page) ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Track your budget progress at a glance! The Monthly Summary on the Transactions page shows how much of your budget you've used with progress bars and percentages for each category. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FIrNhRC1DJvikLQtGps1u%252Fimage.png%3Falt%3Dmedia%26token%3D5943de9b-a5b2-4727-824f-6242aded2e2a&width=768&dpr=3&quality=100&sign=c1d9f8b3&sv=2) Green means you're under budget, red means you're over. The percentages show exactly how much you've spent compared to what you budgeted. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#youre-all-set) You're all set! 🎉 ------------------------------------------------------------------------------------------------------------------------------ You've mastered budgeting with Lunch Money! If you have any questions or would like to learn more, check out the links below. 👇 [arrow-rightGo to FAQs](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) [arrow-rightGo to Reference/Glossary](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) Last updated 1 month ago Was this helpful? * [Historical Spend](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) * [Settings View](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#settings-view) * [Hide categories with no activity and no budget](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) * [Budget Notes](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-notes) * [Budget Breakdown (Overview page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-breakdown-overview-page) * [Monthly Summary (Transactions Page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#monthly-summary-transactions-page) * [You're all set! 🎉](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#youre-all-set) Was this helpful? --- # Handling Syncing Issues | Knowledge Base #### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#jump-to) Jump to: * [How does bank syncing work?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-bank-syncing-work) * [How do I know I have the latest data available from Plaid?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-know-i-have-the-latest-data-available-from-plaid) * [How can I check the connection status of institution?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-can-i-check-the-connection-status-of-an-institution) * [How does Lunch Money handle bank syncing issues?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-lunch-money-handle-bank-syncing-issues) * [How do I create a bank syncing support ticket?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-create-a-bank-syncing-support-ticket) * [How do I safely disconnect and reconnect my bank connection?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-safely-disconnect-and-reconnect-my-bank-connection) * [Can I manually import transactions in the meantime?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) * [How do I open an in-app bank syncing support ticket?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-open-an-in-app-bank-syncing-support-ticket) * * * [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-bank-syncing-work) How does bank syncing work? ------------------------------------------------------------------------------------------------------------------------------------------------------ Before we get into troubleshooting syncing issues, it's important to understand exactly how bank syncing in Lunch Money works. We use a third-party service called Plaid to retrieve bank data from numerous institutions. Plaid can be thought of as the middleman, taking data from institutions in various countries and normalizing the data to a common format. From there, Plaid shares this cleaned-up data with Lunch Money and other personal financial apps. At times, Plaid works directly with the institution and is able to integrate with them directly. At other times, Plaid employs other methods to retrieve your data without a working relationship with the institution. **In all cases, Plaid receives data from the institution, and passes it down to Lunch Money.** Being downstream from this process, Lunch Money has very little control or means to fix syncing issues. Such issues can arise from (but not limited to): * a broken connection between Plaid and your bank, perhaps from a back-end update made by your bank * limitations imposed by your bank * issues or downtime experienced by Plaid [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-know-i-have-the-latest-data-available-from-plaid) How do I know I have the latest data available from Plaid? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Look for the following timestamps under 'Status': 1. Lunch Money's last successful import - This is the last time we were able to successfully import new data into your Lunch Money account from Plaid. 2. Plaid's last successful fetch - This is the last time Plaid is reporting they received latest updates from your bank. 3. Lunch Money's last successful fetch - This is the last time Lunch Money received latest updates from Plaid. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FD2onlyzcmFW8UYBrpMzv%252FScreen%2520Shot%25202024-02-02%2520at%252010.39.28%2520AM.png%3Falt%3Dmedia%26token%3D7b59eac4-3003-4476-85b6-80967bba44ed&width=768&dpr=3&quality=100&sign=2c1bee18&sv=2) Hitting the **Trigger Refresh for this Account** button basically resets the last successful fetch timestamp of 19 hours ago to just a few seconds ago. This lets you know that our systems are operational and getting the latest from Plaid, but Plaid doesn't have the latest from your bank. We don't have a way to tell Plaid to go to your bank since that's dictated by however their integration is done. Being downstream from this syncing process means all we can do is report problems upstream. This is why we tell users to create bank syncing support tickets, since the more of these we open for a particular problem, the more that Plaid will notice user impact and prioritize accordingly! [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-can-i-check-the-connection-status-of-an-institution) How can I check the connection status of an institution? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- You can easily check the connection status of any institution in our app by using the **/status** command on Discord. To join the Discord server, [click herearrow-up-right](http://lunchmoney.app/discord) . The **/status** command will call up our faithful Lenny to show you how many successful or relinked connections have occurred with that institution in the last 30 days. This can help you determine whether an issue you are experiencing is specific to your account or if it’s a more widespread problem. This can also give you an idea of which institutions are currently supported within Lunch Money. To try it out, head over to [Discord arrow-up-right](https://lunchmoney.app/discord) and type **/status** + **institution name** in the message bar anywhere on discord (eg. in the "General" channel): ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fix961DuaInHERrLoMq40%252Fabb51cb137ab395d45c1a88bedf53b33.gif%3Falt%3Dmedia%26token%3Dc0c15ecd-ceea-4e89-9825-aba69eeca4fb&width=768&dpr=3&quality=100&sign=cf90fb73&sv=2) circle-info If another institution with a similar name exists, and you end up receiving the status for a different institution than intended, check the small text at the bottom. Sometimes Lenny will suggest other similar institutions and their institution numbers, eg. "TD Canada Trust - WebBroker (ins\_133003)". You can then repeat the /status command with the specific institution number, eg. "/status ins\_133003" [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-lunch-money-handle-bank-syncing-issues) How does Lunch Money handle bank syncing issues? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Unfortunately, the only thing we can do, being downstream from this process between your bank and Plaid, is bringing up syncing issues to Plaid to aid them in prioritizing issues based on user impact. When you create a bank syncing support ticket, we relay the same information to Plaid. While an immediate or even short-term solution may not always be available, it's important to make your voice heard that this is an issue that is affecting you. Our awesome customer support reps will reach out directly to Plaid on your behalf and keep you posted whenever Plaid responds. [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-create-a-bank-syncing-support-ticket) How do I create a bank syncing support ticket? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you have already connected the account in question: 1. Go to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the account in question 2. Scroll down to where it says "I need help with this account" If you have not been able to connect the account in question: 1. Create a general bank syncing support ticket by clicking on 'Help' at the top right corner of the app 2. Select 'Open bank syncing support ticket' 3. Choose 'I am having trouble with a new connection'. [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-safely-disconnect-and-reconnect-my-bank-connection) How do I safely disconnect and reconnect my bank connection? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ We sometimes find that a new bank connection can get fresh data while an existing data stays stuck. You may find it helpful to attempt to create a new connection to your bank. Here's how we recommend doing it: 1. Note the date of the last transaction that was imported from your current connection. This will come in handy later on to prevent duplicates. 2. Go to the Accounts page and click on 'Add Account' and select 'Auto-import from my bank'. 3. Follow the instructions to link to your bank. 4. When prompted, deselect 'Import all historical transactions' and input the date from Step 1. to prevent importing duplicate transactions. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#did-you-get-new-transactions) Did you get new transactions? **If so, congratulations!** You can now merge together your old connection to your new one. To do so, you first need to convert your old connection to be a manually-managed account as opposed to a synced account. 1. Select any account within the old connection from the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. 2. Scroll down to select 'Remove or troubleshoot this account' 3. Select the option to convert to a manually-managed account and keep all data. Once the manually-managed account is created, you can then merge it with the synced account. Note that your connection may have yielded multiple accounts, like 2 credit cards and 1 savings account. At this stage, you will be matching them 1-to-1 with the newly created manually-managed accounts. 1. Select a newly-created manually-managed account. 2. Scroll down and select 'Merge with synced account'. This will now merge your transactions from the previous transaction, which were moved to a manually-managed account, into your newly-created synced account. **If you didn't get new transactions,** you should delete the newer connection and [create a bank syncing ticket](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-create-a-bank-syncing-support-ticket) . [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) Can I manually import transactions in the meantime? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ If your synced bank account has an active connection but new transactions stopped syncing, it is best to [create a bank syncing ticket](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-create-a-bank-syncing-support-ticket) first to understand the cause of the issue. If you are waiting on a resolution or update from Plaid and wish to manually import new transactions in the meantime, you can follow the steps below: 1. [Download a CSV file](https://support.lunchmoney.app/guides/import-via-csv#how-do-i-download-my-transactions) with the missing transactions from your bank (eg. bank statement). 2. On the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page, click into the account to open the '_Edit Account_' panel, and under '_Advanced Settings_', set the '**Earliest import date**' to that of the last transaction in the file (this is to prevent duplicate transactions when automatic syncing resumes). Also under 'Advanced Settings', enable "**Allow modifications to transactions**". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FrFNhsqLhDUhYTTEa8Eeo%252Fimage.png%3Falt%3Dmedia%26token%3D278390ea-e890-48ad-93c7-77b2acf2338e&width=768&dpr=3&quality=100&sign=f2a7f6bc&sv=2) 1. Go to the [Transactions arrow-up-right](https://my.lunchmoney.app/transactions/) page, and click on "Import" (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FSWwqvrYFLpyzyhkPbNRI%252Fimage.png%3Falt%3Dmedia%26token%3Dede69e8d-f4f4-4c37-b33a-dcee2b48e6b8&width=130&dpr=3&quality=100&sign=a8db1cab&sv=2)), and then choose "Upload a new CSV". Select the relevant synced bank account from the dropdown menu, click to choose the file from your computer, and click on "Upload" to go through the CSV upload process. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FVSOEJ6D1zOc92eq01sgO%252Fimage.png%3Falt%3Dmedia%26token%3D01a61668-526a-42b4-b3ef-c715aac3dc03&width=768&dpr=3&quality=100&sign=aa7afd8c&sv=2) For a complete step-by-step guide of the CSV upload process, [click here](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-csv) . [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-open-an-in-app-bank-syncing-support-ticket) How do I open an in-app bank syncing support ticket? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- For bank syncing issues, we highly recommend [creating a bank syncing support ticket directly in the apparrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . This helps us quickly gather all the details we need to know in order to investigate the issue. [Open a new bank syncing support ticket ➜](https://my.lunchmoney.app/settings?sync_support=true) #### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#if-you-have-already-connected-the-account-in-question) **If you have already connected the account in question:** 1. Go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) 2. Click on the account in question to open the 'Edit Account' panel 3. Scroll down and click on 'I need help with this account': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FKden2Jd14wTWCL0Wpdzp%252Fimage.png%3Falt%3Dmedia%26token%3D83cc6176-de36-40d6-9ab6-84555124441c&width=768&dpr=3&quality=100&sign=371674fe&sv=2) 1. Select the relevant issue and fill in the requested information to submit the ticket: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Ffruupc9ngcJmC05tr77T%252F6a54191a51bf54ca64742e8a4a8e10c7.gif%3Falt%3Dmedia%26token%3D63c04731-d0ef-4a45-a596-eca651491e43&width=768&dpr=3&quality=100&sign=471d5730&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#if-you-have-not-been-able-to-connect-the-account-in-question) If you have not been able to connect the account in question: 1. Create a general bank syncing support ticket by clicking on 'Help' at the top right corner of the app: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F69qTC1Eg53GU6sgqRuZZ%252Fimage.png%3Falt%3Dmedia%26token%3De0a9beb4-3dcc-4d42-8a65-58f189c090b0&width=768&dpr=3&quality=100&sign=94c77f9a&sv=2) 1. Select 'Open bank syncing support ticket' 2. Choose 'I am having trouble with a new connection' 3. Select the associated recent connection attempt from the listed options circle-info If the recent connection attempt doesn't appear in the list, please attempt creating the connection again before submitting the ticket. Still having trouble? Please open the ticket using the 'Submit a bug or feedback' option instead. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FazRKHIom1Qs0L1ek123x%252F2130e0b7e0301c0639c643a2056db6ff.gif%3Falt%3Dmedia%26token%3De98ce344-980e-4449-9b51-be5f0c623899&width=768&dpr=3&quality=100&sign=994b1dbe&sv=2) Once you've submitted the ticket, our awesome customer support reps will reach out directly to Plaid on your behalf and get in touch with you from there! 🙂 Last updated 2 months ago Was this helpful? * [How does bank syncing work?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-bank-syncing-work) * [How do I know I have the latest data available from Plaid?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-know-i-have-the-latest-data-available-from-plaid) * [How can I check the connection status of an institution?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-can-i-check-the-connection-status-of-an-institution) * [How does Lunch Money handle bank syncing issues?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-does-lunch-money-handle-bank-syncing-issues) * [How do I create a bank syncing support ticket?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-create-a-bank-syncing-support-ticket) * [How do I safely disconnect and reconnect my bank connection?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-safely-disconnect-and-reconnect-my-bank-connection) * [Did you get new transactions?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#did-you-get-new-transactions) * [Can I manually import transactions in the meantime?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) * [How do I open an in-app bank syncing support ticket?](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#how-do-i-open-an-in-app-bank-syncing-support-ticket) Was this helpful? --- # Migrating from Mint | Knowledge Base #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#jump-to) Jump to: * [**Before you start**](https://support.lunchmoney.app/guides/migrating-from-mint#before-you-start) * [**Step 1: Export your existing transactions from Mint**](https://support.lunchmoney.app/guides/migrating-from-mint#step-1-export-your-existing-transactions-from-mint) * [**Step 2: Ready your account for migration**](https://support.lunchmoney.app/guides/migrating-from-mint#step-2-ready-your-account-for-migration) * [**Step 3: Go through the Mint migration tool**](https://support.lunchmoney.app/guides/migrating-from-mint#step-3-go-through-the-mint-migration-tool) * [**F**](https://support.lunchmoney.app/guides/migrating-from-mint#faqs) [**AQs**](https://support.lunchmoney.app/guides/migrating-from-mint#faqs) * [I've imported my historical transactions. How do I get my accounts to sync now?](https://support.lunchmoney.app/guides/migrating-from-mint#ive-imported-my-historical-transactions.-how-do-i-get-my-accounts-to-sync-now) * [I've created new categories. What should I do to ensure compatibility within Lunch Money?](https://support.lunchmoney.app/guides/migrating-from-mint#ive-created-new-categories.-what-should-i-do-to-ensure-compatibility-within-lunch-money) * [I'm having trouble, where can I get support?](https://support.lunchmoney.app/guides/migrating-from-mint#im-having-trouble-where-can-i-get-support) * * * [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#before-you-start) Before you start ----------------------------------------------------------------------------------------------------------- This guide will take you through the steps to get your Mint data imported into Lunch Money. If you are an existing Lunch Money user, you have a few options to consider: chevron-rightOption 1: Create a new budget to test the Mint migration tool[hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#option-1-create-a-new-budget-to-test-the-mint-migration-tool) Hesitant to import it your Mint data to your existing Lunch Money budget account? No worries! You can test out the migration tool separately from your existing data first, with a new budget account! In Lunch Money, you may create unlimited budgeting accounts per subscription. Click on the circle next to the "Logout" button to open the 'Switch Accounts' menu, and then click on "Create new budget account". After creating a new budget, select '_Import my data from Mint_' and then continue to follow [step #3 of this article](https://support.lunchmoney.app/guides/migrating-from-mint#step-3-go-through-the-mint-migration-tool) . chevron-rightOption 2: Import the Mint data directly into an existing synced account[hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#option-2-import-the-mint-data-directly-into-an-existing-synced-account) Have you already started syncing a bank account within Lunch Money, for which you have historical transactions from Mint? You can import your historical transactions directly into a synced account for a complete view of your finances! First, you'll need to enable the option to "Allow modifications to synced accounts" on your synced account. Go to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page, click into the account in question to open the '_Edit Account_' panel, and under '_Advanced Settings_', enable "Allow modifications to transactions": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FdPlS0FSfcUNP5d74HRN2%252FScreen%2520Shot%25202023-11-11%2520at%25203.04.09%2520PM.png%3Falt%3Dmedia%26token%3D39a83bb7-4007-40d6-a48c-f2404bfb38d9&width=300&dpr=3&quality=100&sign=28312eb9&sv=2) Next, you can jump to Step 2 of this article to go through the process of importing your transaction data and when you reach the "Review Accounts" stage, assign the transactions to the relevant existing synced account. Keep in mind that depending on the banking institution, you may already have historical transactions synced for as far back as two years. In that case, it's recommended to revise the CSV file before uploading to remove transactions beyond that date, to prevent duplicates. If you've already imported your historical transactions via CSV and now wish to set-up account syncing to automatically import new transactions, click the link below: [👉 **I've imported my historical transactions. How do I get my accounts to sync now?**](https://support.lunchmoney.app/guides/migrating-from-mint#ive-imported-my-historical-transactions.-how-do-i-get-my-accounts-to-sync-now) * * * [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-1-export-your-existing-transactions-from-mint) Step 1: Export your existing transactions from Mint -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- To get started, you'll need a CSV (comma-separated value) file of your historical transactions from Mint. As Mint only supported exporting up to 10,000 rows at a time, if you have more than 1 CSV file, you can repeat the import process as necessary. circle-info As of mid-2024, Intuit no longer supports exporting Mint transaction data to CSV. [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-2-ready-your-account-for-migration) Step 2: Ready your account for migration ---------------------------------------------------------------------------------------------------------------------------------------------------------- If you haven't signed up for a Lunch Money account yet, now is the time to do so! [You can register herearrow-up-right](https://my.lunchmoney.app/register) . After registration, you will be prompted to import your data from Mint: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F6cuImtIJ2orS6TcLBLhq%252FScreen%2520Shot%25202023-11-10%2520at%25205.32.53%2520PM.png%3Falt%3Dmedia%26token%3D1a43a19e-af9a-46dc-9852-f13ca8d55525&width=768&dpr=3&quality=100&sign=839fb78e&sv=2) [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-3-go-through-the-mint-migration-tool) Step 3: Go through the Mint migration tool -------------------------------------------------------------------------------------------------------------------------------------------------------------- The Mint migration tool is part of the CSV importing tool. You can get there by [clicking on this linkarrow-up-right](https://my.lunchmoney.app/transactions/import) , or by going to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page and clicking on the import icon: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fl4e3Y83uS5EpbuLvSMXY%252FMint%2520-%2520Import%2520CSV.gif%3Falt%3Dmedia%26token%3D9662e9a2-623d-4f07-893d-2c87ff8cd032&width=768&dpr=3&quality=100&sign=8e1c4473&sv=2) In general, importing a CSV will consist of the following steps: ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-a-upload-a-file) **Step A: Upload a file** To use the Mint migration tool, select '_Migrate from Mint_'. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FsbYc4Ft7LKCuCKMLtTWT%252Fimage.png%3Falt%3Dmedia%26token%3Df59241d3-d3dd-4369-90fd-157fa5d1d026&width=768&dpr=3&quality=100&sign=95ebb509&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-b-assign-columns) **Step B: Assign columns** This is where you map the columns of your CSV data to the relevant columns within Lunch Money. For the Mint migration tool, we do this automatically for you and this step is skipped. If you would like to view the columns assigned, you can click 'Back' from the Review Settings step. The Mint migration tool will import all the columns exported from Mint, which include: * Date * Description (known as 'payee' in Lunch Money) * Original description (known as 'original name' in Lunch Money) * Amount * Amount Type * Account * Category * Notes * Labels (known as 'tags' in Lunch Money) ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-c-review-settings) **Step C: Review settings** #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#review-notations) **Review Notations** As a quick confidence check, double-check to ensure that the date formats and transaction amount notations are correct. This involves ensuring no dates are being converted into "Invalid Date"s, and that debits and credits are properly assigned. #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#review-categories) **Review Categories** This step will display the list of categories that have been detected within your CSV file. If you have existing categories that match, the tool will map them accordingly. If not, you have the option to: * create a new category with a different name * assign to an existing category * leave blank to create a category of the same name * leave uncategorized circle-exclamation If you're creating new categories, you'll want to do some additional set-up to ensure a smooth transition to Lunch Money. Please see the following FAQ at the end of this article: [I've created new categories. What should I do to ensure compatibility within Lunch Money?](https://support.lunchmoney.app/guides/migrating-from-mint#ive-created-new-categories-via-the-tool.-what-should-i-do-to-ensure-compatibility-within-lunch-money) #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#review-tags) **Review Tags** Similar to reviewing categories, this step will display the list of tags that have been detected within your CSV file, If you have existing tags that match, the tool will map them accordingly. If not, you have the option to: * create a new tag with a different name * assign to an existing tag * leave blank to create a tag of the same name * leave untagged circle-exclamation **Important note regarding exporting labels from Mint** When exporting files from Mint, please note that tags are separated by spaces. However, Mint also permits spaces within individual tags, which can complicate accurate parsing of your data. This CSV import tool assumes multiple tags are delimited by a comma (','). If your transactions involve multiple tags, we strongly advise using a tool like [Google Sheetsarrow-up-right](https://sheets.new/) to manually insert commas between each tag to ensure accurate data interpretation in Lunch Money. #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#review-accounts) **Review Accounts** Similar to reviewing categories and tags, this step will display the list of accounts that have been detected within your CSV file. You have the option to: * assign to an existing account * Note that if you want to assign this to a synced account, you'll need to ensure the 'Allow modifications to transactions' setting is enabled for that account from the Accounts page) * create a new account * We recommend this option. Just set the account type and you're good to go! You can modify accounts and add more information later from the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. * leave blank to assign transactions to the default 'Cash' account * This is the fastest option but we don't recommend it as there will be no way to differentiate your transactions between accounts. #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#final-settings) **Final Settings** The final step will display the malformed lines in your CSV that will not be imported. This will typically include the first line, which is the header. You also have the option to run these transactions through our Rules engine, if you have any set up, and to de-duplicate as needed. ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-d-review-transactions) **Step D: Review Transactions** This step will display the transactions exactly as they will appear within Lunch Money once the import process is finished. Ensure that the data is correct. You also have the option to deselect any transactions if you want to exclude them from the import. ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#step-e-insert-transactions) **Step E: Insert Transactions** If you have over 500 transactions to import, this will be done through a background job and the system will email you within just a few minutes when that's finished. Otherwise, you can go straight to your transactions! If you are not importing into a synced account, you will also have the option here to review and update your account balances if necessary. You may also skip this step and update the balance anytime from the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. **Congratulations! You've imported your historical data from Mint to Lunch Money! 🎉** * * * [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#faqs) FAQs ----------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#ive-imported-my-historical-transactions.-how-do-i-get-my-accounts-to-sync-now) I've imported my historical transactions. How do I get my accounts to sync now? If you created accounts as part of the Mint migration or CSV import process, you will now see these accounts on the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. These created accounts are all manually-managed accounts and are not synced. To start syncing for these accounts, you'll need to set up syncing with your banking institution. On the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page, click on "Add account", and then click on "Auto-import from my bank" in the right-side panel. Go through the Plaid flow to authenticate with your bank. Once you've gone through the process, you'll reach the 'Setup Account' step. In this dialog, make sure to choose "_Yes, I am merging this with an existing account_": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2NaVyjbNWAlmUPBr6nxK%252Fimage.png%3Falt%3Dmedia%26token%3D03f24f2f-f04c-4103-b68c-0871c6153f18&width=768&dpr=3&quality=100&sign=19d20209&sv=2) The system will automatically detect the date of the last transaction in the manually-managed account and only transactions on that date and onwards will be synced. circle-exclamation As the auto-sync is inclusive of the date of the last transaction, it may result in duplicates for that specific date. Make sure to check the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page to review the newly auto-imported transactions for that specific day. In the case where you have some transactions that were mis-dated or in the future, you can always update the **earliest import date** for the synced account via the '_Edit Account_' panel on the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FoqJngxiv3qnUF7Knt6SJ%252Fimage.png%3Falt%3Dmedia%26token%3D480e4bfd-7ca2-41ea-b7c5-aceb44d951bb&width=768&dpr=3&quality=100&sign=508336e&sv=2) By changing the earliest import date, you'll tell the system to automatically begin fetching transactions starting from that new date onwards. ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#ive-created-new-categories.-what-should-i-do-to-ensure-compatibility-within-lunch-money) I've created new categories. What should I do to ensure compatibility within Lunch Money? #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#set-category-properties) Set category properties In Lunch Money, new categories will generally be created as expense categories by default. To define a category as an **income** category, you will need to enable the "**Treat as income**" property for that category via the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page. You may also set other category properties, such as "**Exclude from totals**" and "**Exclude from budget**". To learn more about category properties, [click here](https://support.lunchmoney.app/setup/categories#category-properties) . #### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#set-up-autocategorization) Set-up autocategorization If you plan to sync transactions automatically from your bank, you'll want to ensure your [auto-categorizations](https://support.lunchmoney.app/setup/categories/auto-categorization) are set up properly. This involves mapping your existing categories to Plaid's taxonomy. Imported transactions include metadata from Plaid including their best-guess as to the category of the transaction. Within Lunch Money, we also have a rules engine where you can create more complex rules to categorize or otherwise modify these transactions. However, auto-categorization is an easy first step to avoid a slew of uncategorized transactions when you start syncing. To set up auto-categorization, [click herearrow-up-right](https://my.lunchmoney.app/categories/auto) or follow the link from the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page. Note that the button link only appears if you have actively-syncing accounts. ### [hashtag](https://support.lunchmoney.app/guides/migrating-from-mint#im-having-trouble-where-can-i-get-support) I'm having trouble, where can I get support? If you need any assistance or have any questions, feel free to email us at [\[email protected\]](https://support.lunchmoney.app/cdn-cgi/l/email-protection) or open an support ticket from the 'HELP' menu at the top right within the Lunch Money app! 😊 You can also [join our community Discordarrow-up-right](https://discord.gg/vSz6jjZuj8) to ask questions, share feedback, and interact with other Lunch Money users! Last updated 1 year ago Was this helpful? * [Before you start](https://support.lunchmoney.app/guides/migrating-from-mint#before-you-start) * [Step 1: Export your existing transactions from Mint](https://support.lunchmoney.app/guides/migrating-from-mint#step-1-export-your-existing-transactions-from-mint) * [Step 2: Ready your account for migration](https://support.lunchmoney.app/guides/migrating-from-mint#step-2-ready-your-account-for-migration) * [Step 3: Go through the Mint migration tool](https://support.lunchmoney.app/guides/migrating-from-mint#step-3-go-through-the-mint-migration-tool) * [Step A: Upload a file](https://support.lunchmoney.app/guides/migrating-from-mint#step-a-upload-a-file) * [Step B: Assign columns](https://support.lunchmoney.app/guides/migrating-from-mint#step-b-assign-columns) * [Step C: Review settings](https://support.lunchmoney.app/guides/migrating-from-mint#step-c-review-settings) * [Step D: Review Transactions](https://support.lunchmoney.app/guides/migrating-from-mint#step-d-review-transactions) * [Step E: Insert Transactions](https://support.lunchmoney.app/guides/migrating-from-mint#step-e-insert-transactions) * [FAQs](https://support.lunchmoney.app/guides/migrating-from-mint#faqs) * [I've imported my historical transactions. How do I get my accounts to sync now?](https://support.lunchmoney.app/guides/migrating-from-mint#ive-imported-my-historical-transactions.-how-do-i-get-my-accounts-to-sync-now) * [I've created new categories. What should I do to ensure compatibility within Lunch Money?](https://support.lunchmoney.app/guides/migrating-from-mint#ive-created-new-categories.-what-should-i-do-to-ensure-compatibility-within-lunch-money) * [I'm having trouble, where can I get support?](https://support.lunchmoney.app/guides/migrating-from-mint#im-having-trouble-where-can-i-get-support) Was this helpful? --- # FAQ | Knowledge Base #### [hashtag](https://support.lunchmoney.app/faq#jump-to) Jump to: 1. [Does Lunch Money have a mobile app?](https://support.lunchmoney.app/faq#does-lunch-money-have-a-mobile-app) 2. [Which currencies does Lunch Money support?](https://support.lunchmoney.app/faq#which-currencies-does-lunch-money-support) 3. [Are there any video tutorials?](https://support.lunchmoney.app/faq#are-there-any-video-tutorials) 4. [Does Lunch Money use AI?](https://support.lunchmoney.app/faq#does-lunch-money-use-ai) 5. [How do I delete my account?](https://support.lunchmoney.app/faq#how-do-i-delete-my-account) * * * [hashtag](https://support.lunchmoney.app/faq#does-lunch-money-have-a-mobile-app) Does Lunch Money have a mobile app? ------------------------------------------------------------------------------------------------------------------------- Yes! While Lunch Money is primarily a [web-first experiencearrow-up-right](https://lunchmoney.app/features/web-first) , there is an official companion app that’s available for download on both iOS and Android: [![Logo](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Fapps.apple.com%2Fassets%2Ffavicon%2Ffavicon-180.png&width=20&dpr=3&quality=100&sign=7b2ed090&sv=2)Lunch Money App - App StoreApp Storechevron-right](https://apps.apple.com/us/app/lunch-money/id6739028463) [![Logo](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Fwww.gstatic.com%2Fandroid%2Fmarket_images%2Fweb%2Ffavicon_v3.ico&width=20&dpr=3&quality=100&sign=ef959bec&sv=2)Lunch Money - Apps on Google PlayGooglePlaychevron-right](https://play.google.com/store/apps/details?hl=en_US&id=com.lunchbaglabs.lunchmoney) For more information on using the mobile app, please check out [this page here](https://support.lunchmoney.app/miscellaneous/mobile-app) . [hashtag](https://support.lunchmoney.app/faq#which-currencies-does-lunch-money-support) Which currencies does Lunch Money support? --------------------------------------------------------------------------------------------------------------------------------------- Lunch Money supports over 160 global currencies, so whether you're managing expenses across multiple countries, traveling internationally, or dealing with foreign investments, you can seamlessly track everything in one place without the hassle of manual conversions or separate apps. chevron-rightView all supported currencies[hashtag](https://support.lunchmoney.app/faq#view-all-supported-currencies) * United Arab Emirates Dirham (AED) * Afghan Afghani (AFN) * Albanian Lek (ALL) * Armenian Dram (AMD) * Netherlands Antillean Guilder (ANG) * Angolan Kwanza (AOA) * Argentine Peso (ARS) * Australian Dollar (AUD) * Aruban Florin (AWG) * Azerbaijani Manat (AZN) * Bosnia and Herzegovina Convertible Mark (BAM) * Barbados Dollar (BBD) * Bangladeshi Taka (BDT) * Bulgarian Lev (BGN) * Bahraini Dinar (BHD) * Burundian Franc (BIF) * Bermudian Dollar (BMD) * Brunei Dollar (BND) * Bolivian Boliviano (BOB) * Brazilian Real (BRL) * Bahamian Dollar (BSD) * Bitcoin (BTC) * Bhutanese Ngultrum (BTN) * Botswana Pula (BWP) * Belarusian Ruble (BYN) * Belize Dollar (BZD) * Canadian Dollar (CAD) * Congolese Franc (CDF) * Swiss Franc (CHF) * Chilean Peso (CLP) * Chinese Yuan Renminbi (CNY) * Colombian Peso (COP) * Costa Rican Colón (CRC) * Cuban Peso Convertible (CUC) * Cuban Peso (CUP) * Cape Verdean Escudo (CVE) * Czech Koruna (CZK) * Djiboutian Franc (DJF) * Danish Krone (DKK) * Dominican Peso (DOP) * Algerian Dinar (DZD) * Egyptian Pound (EGP) * Eritrean Nakfa (ERN) * Ethiopian Birr (ETB) * Euro (EUR) * Fijian Dollar (FJD) * Falkland Islands Pound (FKP) * British Pound Sterling (GBP) * Georgian Lari (GEL) * Guernsey Pound (GGP) * Ghanaian Cedi (GHS) * Gibraltar Pound (GIP) * Gambian Dalasi (GMD) * Guinean Franc (GNF) * Guatemalan Quetzal (GTQ) * Guyanese Dollar (GYD) * Hong Kong Dollar (HKD) * Honduran Lempira (HNL) * Croatian Kuna (HRK) * Haitian Gourde (HTG) * Hungarian Forint (HUF) * Indonesian Rupiah (IDR) * Israeli New Shekel (ILS) * Isle of Man Pound (IMP) * Indian Rupee (INR) * Iraqi Dinar (IQD) * Iranian Rial (IRR) * Icelandic Króna (ISK) * Jersey Pound (JEP) * Jamaican Dollar (JMD) * Jordanian Dinar (JOD) * Japanese Yen (JPY) * Kenyan Shilling (KES) * Kyrgyzstani Som (KGS) * Cambodian Riel (KHR) * Comorian Franc (KMF) * North Korean Won (KPW) * South Korean Won (KRW) * Kuwaiti Dinar (KWD) * Cayman Islands Dollar (KYD) * Kazakhstani Tenge (KZT) * Lao Kip (LAK) * Lebanese Pound (LBP) * Sri Lankan Rupee (LKR) * Liberian Dollar (LRD) * Lesotho Loti (LSL) * Lithuanian Litas (LTL) * Latvian Lats (LVL) * Libyan Dinar (LYD) * Moroccan Dirham (MAD) * Moldovan Leu (MDL) * Malagasy Ariary (MGA) * Macedonian Denar (MKD) * Myanmar Kyat (MMK) * Mongolian Tugrik (MNT) * Macanese Pataca (MOP) * Mauritanian Ouguiya (MRO) * Mauritian Rupee (MUR) * Maldivian Rufiyaa (MVR) * Malawian Kwacha (MWK) * Mexican Peso (MXN) * Malaysian Ringgit (MYR) * Mozambican Metical (MZN) * Namibian Dollar (NAD) * Nigerian Naira (NGN) * Nicaraguan Córdoba (NIO) * Norwegian Krone (NOK) * Nepalese Rupee (NPR) * New Zealand Dollar (NZD) * Omani Rial (OMR) * Panamanian Balboa (PAB) * Peruvian Sol (PEN) * Papua New Guinean Kina (PGK) * Philippine Peso (PHP) * Pakistani Rupee (PKR) * Polish Złoty (PLN) * Paraguayan Guaraní (PYG) * Qatari Riyal (QAR) * Romanian Leu (RON) * Serbian Dinar (RSD) * Russian Ruble (RUB) * Rwandan Franc (RWF) * Saudi Riyal (SAR) * Solomon Islands Dollar (SBD) * Seychellois Rupee (SCR) * Sudanese Pound (SDG) * Swedish Krona (SEK) * Singapore Dollar (SGD) * Saint Helena Pound (SHP) * Sierra Leonean Leone (SLL) * Somali Shilling (SOS) * Surinamese Dollar (SRD) * São Tomé and Príncipe Dobra (STD) * Salvadoran Colón (SVC) * Syrian Pound (SYP) * Swazi Lilangeni (SZL) * Thai Baht (THB) * Tajikistani Somoni (TJS) * Turkmenistani Manat (TMT) * Tunisian Dinar (TND) * Tongan Pa'anga (TOP) * Turkish Lira (TRY) * Trinidad and Tobago Dollar (TTD) * New Taiwan Dollar (TWD) * Tanzanian Shilling (TZS) * Ukrainian Hryvnia (UAH) * Ugandan Shilling (UGX) * United States Dollar (USD) * Uruguayan Peso (UYU) * Uzbekistani Sum (UZS) * Venezuelan Bolívar (VEF) * Vietnamese Dong (VND) * Vanuatu Vatu (VUV) * Samoan Tala (WST) * Central African CFA Franc BEAC (XAF) * Silver (troy ounce) (XAG) * Gold (troy ounce) (XAU) * East Caribbean Dollar (XCD) * West African CFA Franc BCEAO (XOF) * CFP Franc (XPF) * Yemeni Rial (YER) * South African Rand (ZAR) * Zambian Kwacha (ZMW) * Zimbabwean Dollar (ZWL) To learn more about multi-currency support in Lunch Money, [click here](https://support.lunchmoney.app/settings/multicurrency) . [hashtag](https://support.lunchmoney.app/faq#are-there-any-video-tutorials) Are there any video tutorials? --------------------------------------------------------------------------------------------------------------- Yes! We share helpful "how-to" tutorials and tips on the official [Lunch Money YouTube channelarrow-up-right](https://www.youtube.com/@lunchmoneyapp) . You can check out the full collection of tutorials here: [See all Lunch Money tutorial videos ➜](https://www.youtube.com/playlist?list=PL7uAIYDX_Pk0i8p1X9Qtfh1OVfKPe8hTl) [hashtag](https://support.lunchmoney.app/faq#does-lunch-money-use-ai) Does Lunch Money use AI? --------------------------------------------------------------------------------------------------- We understand that AI brings excitement as well as valid privacy concerns. While Lunch Money does not currently offer AI-powered features, any such features that may be introduced in the future **will always be opt-in.** We will never share your data with AI systems without your explicit consent, and you will always be in full control of whether AI plays any role in your experience. If you're interested in AI-powered tools to enhance your experience, you can explore some great community-built options here: * [Community Newsletter #11arrow-up-right](https://lunchmoney.app/blog/2025-05-01-community-newsletter) : AI Meets Budgeting: Incredible Tools Built by Our Community * [Community Newsletter #16arrow-up-right](https://lunchmoney.app/blog/2025-10-09-community-newsletter) : AI-Powered Financial Assistant: Lunch Money MCP Server [hashtag](https://support.lunchmoney.app/faq#how-do-i-delete-my-account) How do I delete my account? --------------------------------------------------------------------------------------------------------- There are a few ways to initiate the complete deletion of your account and all its data from our servers: First, the quickest way to achieve this is to head over to the [Billing pagearrow-up-right](https://my.lunchmoney.app/billing) on the web app, and click on 'Cancel subscription & delete entire account' to go through the cancellation flow: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FauGHEbfRi2f5T0f23NsV%252Ffront_attachment.png%3Falt%3Dmedia%26token%3D790b02fe-01c2-4de4-a8d8-27ed02d0a6df&width=768&dpr=3&quality=100&sign=f7ba555e&sv=2) Second, all accounts that are 5 days past their trial expiration dates which do not have any billing information associated, will automatically be purged. Lastly, if you have trouble with the above two options, feel free to email us directly at [\[email protected\]](https://support.lunchmoney.app/cdn-cgi/l/email-protection) and we'll delete your account within 48 hours. Last updated 1 month ago Was this helpful? * [Does Lunch Money have a mobile app?](https://support.lunchmoney.app/faq#does-lunch-money-have-a-mobile-app) * [Which currencies does Lunch Money support?](https://support.lunchmoney.app/faq#which-currencies-does-lunch-money-support) * [Are there any video tutorials?](https://support.lunchmoney.app/faq#are-there-any-video-tutorials) * [Does Lunch Money use AI?](https://support.lunchmoney.app/faq#does-lunch-money-use-ai) * [How do I delete my account?](https://support.lunchmoney.app/faq#how-do-i-delete-my-account) Was this helpful? --- # Budgeting 🆕 | Knowledge Base At Lunch Money, we don’t force you to use a specific budgeting method — instead, we provide all the different tools and flexibility you need to budget your way! * * * **Jump to:** * [**Step 1: Intro to Budgeting**](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting) * [**Step 2: Setting Up Your Budget**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget) * [Before You Start](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#before-you-start) * [Setting Your Budgeting Period](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) * [How do I configure my custom budgeting period?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-do-i-configure-my-custom-budgeting-period) * [What does “Starting On” mean?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#what-does-starting-on-mean) * [Managing Your Income Settings](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) * [Defining Rollover Options](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) * [What’s a Rollover?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#whats-a-rollover) * [Rollover Options for the General Pool (Income)](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) [](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [How to turn on General Pool Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [Rollover Options for Expense Categories](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) * [How to turn on Category Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-rollovers) * [Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) * [How to turn on Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-group-budgeting) * [**Step 3: Navigating the Budget page**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page) * [Current Period Indicator](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#current-period-indicator) * [Navigation buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#navigation-buttons) * [Inflow & Outflow Tables](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#inflow-and-outflow-tables) * [What each column means](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#what-each-column-means) * [Rollover breakdowns](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#rollover-breakdowns) * [Sidebar: Budget Status Card](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-status-card) * [Sidebar: Action Buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-action-buttons) * [Sidebar: Budget Overview](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-overview) * [Understanding Net Total Available](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) * [**Step 4: Budgeting**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting) * [Manual budgeting](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#manual-budgeting) * [Quick Budget Actions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#quick-budget-actions) * [Budgeting suggestions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) * [Budget Presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) * [Copy Budget](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) * [Moving money between categories](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) * [Available Balance Adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) * [**Step 5: Miscellaneous Features**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) * [Historical Spend](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) * [Settings View](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#settings-view) * [Hide categories with no activity and no budget](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) * [Budget Notes](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-notes) * [Budget Breakdown (Overview page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-breakdown-overview-page) * [Monthly Summary (Transactions Page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#monthly-summary-transactions-page) * [**FAQ**](https://support.lunchmoney.app/guides/budgeting/faq) * [**Reference/Glossary**](https://support.lunchmoney.app/guides/budgeting/reference-glossary) Last updated 3 months ago Was this helpful? Was this helpful? --- # Institution-specific Issues | Knowledge Base #### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#jump-to) Jump to: * [**Canada**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#canada) * 🏦 [**CIBC**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#cibc-ca) * 🏦 [**Coast Capital Savings**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#coast-capital-savings) * 🏦 [**EQ Bank**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#eq-bank-ca) * 🏦 [**National Bank of Canada**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#national-bank-of-canada) * 🏦 [**President's Choice Financial**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#presidents-choice-financial) * 🏦 [**Tangerine**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#tangerine-ca) * 🏦 [**Wealthsimple**](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#wealthsimple-ca) * * * [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#canada) Canada ----------------------------------------------------------------------------------------------------------------- Canadian bank connections are particularly prone to bank syncing issues today, as many of Canada’s major banks, including RBC, TD, Scotiabank, CIBC, Tangerine and others, are still operating on older authentication methods while awaiting final open banking and OAuth regulatory guidance. Lunch Money was intentionally built to accommodate this by offering a dedicated support team to actively escalate sync issues and keep users informed, in addition to a reliable [CSV and PDF importer](https://support.lunchmoney.app/guides/import-via-csv) that allows you to effortlessly upload transactions and keep your budget clean and accurate. Our robust [Developer APIarrow-up-right](https://lunchmoney.dev/#getting-started) has also enabled expanded connectivity through solutions like [Lunch Flowarrow-up-right](https://lunchmoney.app/blog/the-only-personal-finance-app-canadians-need) , a third-party solution built by a Lunch Money user, that let’s you connect to even more institutions for automatic transaction syncing (via Plaid alternatives, such as MX), including: * [Canada Lifearrow-up-right](https://www.lunchflow.app/coverage/canada-life) * [EQ Bankarrow-up-right](https://www.lunchflow.app/coverage/eq-bank) * [Questradearrow-up-right](https://www.lunchflow.app/coverage/questrade) * [Flinksarrow-up-right](https://www.lunchflow.app/) * [MBNAarrow-up-right](https://www.lunchflow.app/coverage/mbna-credit-cards-canada-) * [Canadian Tire Bankarrow-up-right](https://www.lunchflow.app/coverage/canadian-tire-bank) * [Kohoarrow-up-right](https://www.lunchflow.app/coverage/koho) * [Neo Financialarrow-up-right](https://www.lunchflow.app/coverage/neo-financial-01d98d-) * [Rogers Bankarrow-up-right](https://www.lunchflow.app/coverage/rogers-bank-canada-) * [Tangerinearrow-up-right](https://www.lunchflow.app/coverage/tangerine-personal) * [Manulifearrow-up-right](https://www.lunchflow.app/coverage/manulife) * And many more! [Check out the whole list herearrow-up-right](https://www.lunchflow.app/coverage) . * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#cibc-ca) 🏦 CIBC (CA) **Latest update from Plaid (** **February 17, 2026):** > **Known Issue KI123004: Invalidated MFA with CIBC & Simplii Financial** > > An issue is occurring where Multi-Factor Authentication (MFA) will become invalidated shortly after the end-user’s initial Item creation. This issue is occurring with CIBC & Simplii Financial. This issue occurs with products that have background updates, such as transactions, investments, and liabilities and may impact new connections or background updates on existing items. > > This issue will require collaboration with the financial institution or data partner to resolve. Plaid has reached out to them to move toward a resolution. Because this issue requires assistance from the financial institution, we do not have an estimated fix date. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports CIBC through an integration with MX & Finicity (Plaid alternatives). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . * * * [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#coast-capital-savings) 🏦 Coast Capital Savings -------------------------------------------------------------------------------------------------------------------------------------------------- **Latest update from Plaid (** **February 3, 2026):** > **Issue KI537252: Migration in progress for Coast Capital Savings (MyCardInfo Credit Card)** > > Our team is currently migrating Coast Capital Savings (MyCardInfo Credit Card) to a new integration, which will address current issues. For this reason, our engineering team will not be fixing issues on the previous integration. Follow this known issue to be notified when the migration is completed. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Create a manually-managed account:** You can [create a manually managed account](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-manually-managed-assets-or-accounts) and use the CSV/PDF Import feature to quickly add your transactions in bulk. [You can learn more here](https://support.lunchmoney.app/guides/import-via-csv) . 2. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports Coast Capital Savings through an integration with MX (Plaid alternative). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#eq-bank-ca) 🏦 EQ Bank (CA) **\[**✅ **Resolved\]** **Latest update from Plaid (** **February 8, 2026):** > **Issue KI643506: Unexpected response from EQ Bank** > > Our engineering team has resolved the issue. Please update the existing connection with the relink option, or create a new connection. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are still experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **Still having trouble? Here's what you can do in the meantime:** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports EQ Bank through an integration with MX (Plaid alternative). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#national-bank-of-canada) 🏦 National Bank of Canada **Latest update from Plaid (** **February 18, 2026):** > **Issue KI670897: Erroneous User Setup Required Errors for National Bank of Canada** > > There is an issue occurring for some users when creating a new connection for National Bank of Canada. Users are told that action is required on their account, such as completing initial account setup or accepting new terms. However, this error is inaccurate, and no setup is actually necessary. This issue may impact new connections or background updates on existing items. > > This issue will require collaboration with the financial institution or data partner to resolve. As of 2/18/26, this issue is affecting 20-40% of daily traffic to National Bank of Canada. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports National Bank of Canada through an integration with MX (Plaid alternative). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#presidents-choice-financial) 🏦 President's Choice Financial **Latest update from Plaid (** **February 3, 2026):** > **Issue KI407194: Unexpected response from President's Choice Financial** > > There is an issue with our President’s Choice Financial institution. This issue may impact new connections or background updates on existing items. This issue will require collaboration with the financial institution or data partner to resolve. As of 2/3/26, this issue is affecting more than 80% of daily traffic to President's Choice Financial. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports President's Choice Financial through an integration with MX (Plaid alternative). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#tangerine-ca) 🏦 Tangerine (CA) There are definitely ongoing syncing issues between Tangerine and Plaid for some time now as many Tangerine users report. The general understanding is that Tangerine seems to send transaction updates once every 5 to 9 days, and a frequent relink (re-entering your one-time passcode) is required to get those updates. Plaid is aware of the issue with Tangerine but no fix date has been issued. **Latest update from Plaid (** **February 3, 2026):** > **Issue KI122553: Invalidated MFA with Tangerine - Personal** > > An issue is occurring where Multi-Factor Authentication (MFA) will become invalidated shortly after the end-user’s initial Item creation, causing background data updates to fail, resulting in missing or stale data. This issue is impacting Tangerine - Personal. This issue may impact new connections or background updates on existing items and any products that have background updates, such as transactions, investments, and liabilities. > > This issue will require collaboration with the financial institution or data partner to resolve. Because this issue requires assistance from the financial institution, we do not have an estimated fix date. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Check out** [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports Tangerine through an integration with MX & Finicity (Plaid alternatives). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . circle-info **A Lunch Money user (shout out to Masha!) has shared this technique in our community Discord for getting Tangerine to sync. They write the following:** I think I finally found a reliable way to force Tangerine to import transactions! Requires having 2 accounts. Ideally you don’t care much about the second one (in case something gets messed up). For me, the main one is Checking, and the burner one is Savings. From the Accounts screen: 1. “Add or remove accounts from this bank.” - “Relink to Tangerine”. 2. Click through Plaid screens with “Continue” and “Allow”. 3. Enter one-time code. 4. Uncheck Savings account. 5. You will get a pop-up alert that Tangerine has lost the connection to the Savings account. Don’t close the window yet! 6. From the same alert window, “Relink to Tangerine”. 7. Click through Plaid’s Continue/Allow pages once again. 8. Enter new one-time code. 9. Make sure both accounts are checked. 10. LM will detect a new account (Savings). Set earliest import date to today (or whenever it imported transactions last) and confirm you want to merge with an existing deactivated Savings account. 11. This will trigger a pull for the latest transactions from Checking as well. I believe this has to do with the fact that Tangerine will not release new transactions without entering a one-time code. It was the same way with Mint, refreshing the account prompted for a verification code. What does NOT work for transactions and at best updates the balance: * “Trigger refresh for this account” from the account’s screen. * “Refresh” button from the Transactions screen. * * * ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#wealthsimple-ca) 🏦 Wealthsimple (CA) **\[**✅ **Resolved\]** **Latest update from Plaid (** **February 16, 2026):** > **Issue KI471864: Invalidated MFA with Wealthsimple (Canada)** > > Our engineering team has completed adjustments and resolved the issue and we have verified that the underlying error is no longer occurring for new connections. It is now expected behavior for users to re-authenticate Wealthsimple Items every 30 days, but not persistently. > > Please ask your user try connecting again via Link, or request they use Link update mode to repair any existing connections. circle-exclamation Plaid highly prioritizes fixes based on user impact, so user reports are an integral part of the resolution process. If you are experiencing sync issues, please open an in-app bank syncing support ticket. You can do so by [**clicking here**arrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . **What can I do in the meantime?** 1. **Try reconnecting:** Often, creating a brand new connection and merging with the existing accounts works well to pull in new transaction imports. [You can follow the steps here](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) . 2. **Run a CSV/PDF import:** Lunch Money has a streamlined import feature so that you can bulk import transactions with a CSV or a PDF bank statement. [You can learn more here](https://support.lunchmoney.app/guides/automatic-imports/handling-syncing-issues#can-i-manually-import-transactions-in-the-meantime) . 3. **Use a third-party tool:** 1. [**Lunchsimple**arrow-up-right](https://sr.ht/~colbyhub/lunchsimple/) **(free)**: This is a Python-run tool that lets users import their transaction data from Wealthsimple into Lunch Money. To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2025-02-28-community-newsletter) . 2. [**Sandwich Sync**arrow-up-right](https://github.com/vpnda/sandwich-sync) **(free):** This is a command-line tool for fetching transactions from Wealthsimple, which stores the transactions locally and then let's you sync them to LunchMoney. 3. [**Lunch Flow**arrow-up-right](https://lunchflow.app/) **(paid):** This is a third-party tool that supports Wealthsimple through an integration with MX & Finicity (Plaid alternatives). It works with a "set it and forget it" system, so once you have your accounts set up in Lunch Flow, your transactions are automatically imported daily into Lunch Money! Lunch Flow has a cost, which is used to cover operation fees, but there's a discounted annual plan and a free trial available! To learn more, check out [this blog postarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) . Last updated 1 month ago Was this helpful? * [Canada](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#canada) * [🏦 CIBC (CA)](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#cibc-ca) * [🏦 Coast Capital Savings](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#coast-capital-savings) * [🏦 EQ Bank (CA)](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#eq-bank-ca) * [🏦 National Bank of Canada](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#national-bank-of-canada) * [🏦 President's Choice Financial](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#presidents-choice-financial) * [🏦 Tangerine (CA)](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#tangerine-ca) * [🏦 Wealthsimple (CA)](https://support.lunchmoney.app/guides/automatic-imports/institution-specific-issues#wealthsimple-ca) Was this helpful? --- # Step 3: Navigating the Budget Page | Knowledge Base circle-check You're on Step 3 of Lunch Money's Budgeting Guide! **Jump to:** * [**Current Period Indicator**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#current-period-indicator) * [**Navigation buttons**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#navigation-buttons) * [**Inflow & Outflow Tables**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#inflow-and-outflow-tables) * [What each column means](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#what-each-column-means) * [Rollover breakdowns](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#rollover-breakdowns) * [**Sidebar: Budget Status Card**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-status-card) * [**Sidebar: Action Buttons**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-action-buttons) * [**Sidebar: Budget Overview**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-overview) * [Understanding Net Total Available](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) * * * Now that you've got your budget all set up under the hood, it's time to explore the Budget page. This is where you'll get to see where your hard-earned money is going! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fhdubqm7jiiCWr7DCGAk0%252FNavigating%2520the%2520Budget%2520Page.png%3Falt%3Dmedia%26token%3D4a596110-efa0-4ffc-95a2-fdaf6c4ae40c&width=768&dpr=3&quality=100&sign=1ffa3dd6&sv=2) Before we dive deeper, let’s get familiar with the layout. The Budget page can feel a bit overwhelming at first glance, so knowing what’s what will help you feel at home. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FEyEqsw5xWEbKtYSLuBbb%252Fbudget%2520page%2520elements.gif%3Falt%3Dmedia%26token%3D0ee89385-a9e3-463f-8d4d-53580798ceb1&width=768&dpr=3&quality=100&sign=f952e9d8&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#current-period-indicator) Current Period Indicator --------------------------------------------------------------------------------------------------------------------------------------------------- At the top, you’ll see the time period you’re budgeting for. In the example above, we have set up our custom budgeting period to be every 2 weeks starting on September 1, 2024. You can navigate to future or previous periods using the arrows: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfSGlPDmVX3W3MBcCkLo16-r-vEQW5znzFKupgfiOa2HM1G-h_KQ6XgQOr5Agvh1DM3_OjFx_x6gGvEnNcIAYOvR6JatEstZZmS-SXvKTZaLCIupBRuGVuQmY3R5h9w1DrjUYak%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=283d1742&sv=2) Remember that you can choose whatever period works best for you — monthly, bi-weekly, you name it! [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#navigation-buttons) Navigation buttons --------------------------------------------------------------------------------------------------------------------------------------- Underneath the Current Period Indicator, you’ll see the following buttons: * **Budget View vs. Setting View:** Located on the far left, this switch lets you flip between your actual budget and the summary of your category settings. This is helpful for quickly checking how you've set up each category without diving into all the details. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FUEE2qZ33bBoNIEAScsUb%252F9c127069f55a5e5347d1c7b5da3d988c.gif%3Falt%3Dmedia%26token%3Df8c0c5a1-be8e-469b-b63b-3cb31eaa5d3c&width=768&dpr=3&quality=100&sign=f0c7366&sv=2) * **Feature Guide:** Provides a quick link to this guide! * **Budget Settings:** Located on the far right, this is where you can set your Budget Period (Monthly or Custom), enable the General Pool Rollover, [hide categories with no activity and no budget](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) , and choose what you will base your income on. You should already be familiar with this from [setting up your budget](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget) . [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#inflow-and-outflow-tables) Inflow & Outflow Tables --------------------------------------------------------------------------------------------------------------------------------------------------- The Budget View is made up of two sections: * **Inflow** (Income categories — shows all your money coming in) * **Outflow** (Expense categories — shows where your money is going) Each table has rows for each budgetable category. For a cleaner view, you can choose to [hide categories that have no activity and no budgeted amount](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) . This is perfect for keeping things tidy if you have lots of categories. circle-exclamation Is your income category missing from the Inflow Table? Head over to the [Categories pagearrow-up-right](https://my.lunchmoney.app/categories/) , and make sure that the 'Treat as income' category property is enabled, and that 'Exclude from budget' is disabled. ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#what-each-column-means) What each column means In each category row in the Outflow table, you’ll find three important columns: * **Budgeted**: The amount you planned to spend for this period. * **Activity**: The amount you spent so far. * **Available**: The amount you still have left to spend. You can also think of this as the balance for your category. This number includes any rollovers, your budgeted amount, and your spending activity (transactions) to show you how much is safe to spend in the category for the rest of the budget period. ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#rollover-breakdowns) Rollover breakdowns When you hover over any **Available** amount, you'll see exactly how it was calculated. This helps you understand where every dollar comes from. **For expense categories with rollovers**: If a category is set to "rollover to same category", hovering shows: * Previous period's ending balance * Current period's activity ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf_CAEQS1cskUjhRbTLKYX_0H8WUZ1NB6OJbEzsaFki-f8i-3bP-cZIb53Ak9GIICeXPDGX8FwnIbbU33xaCcF4WOpcVsbVRZbCyDVXEFZ48_49ZUPuu8jsAXp57OQ6iWsmyezHAg%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=2d42644b&sv=2) **For your general pool (in the Inflow section)**: The first line in your Inflow table shows your rollover pool. Hover over the number to see the breakdown: * Money rolled over from last period's general pool * Money from individual expense categories last period that rolled to general pool ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fwmtw9yKsTLbWCm8S35tR%252Fimage.png%3Falt%3Dmedia%26token%3D19f5fb49-4a32-41c5-851d-f48b14c39ec9&width=768&dpr=3&quality=100&sign=dcc48089&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-status-card) Sidebar: Budget Status Card -------------------------------------------------------------------------------------------------------------------------------------------------------- At the top of the right-hand sidebar, you’ll see the Budget Status Card. Depending on your budget status, this card will either show: Left to Budget Balanced for this period! Overbudgeted ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FHb1PPjceMv7mUJGUH6H2%252Fimage.png%3Falt%3Dmedia%26token%3D6b3d8af4-540f-4fe9-b275-b83b39a35712&width=768&dpr=3&quality=100&sign=74dae88&sv=2) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FZgRUfHecXW5flZ5Bk3Uf%252Fimage.png%3Falt%3Dmedia%26token%3D04420354-da61-4bfc-a9b9-3feb4d985119&width=768&dpr=3&quality=100&sign=49fa8fc9&sv=2) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F9fzotwZQNS004QHrpczn%252Fimage.png%3Falt%3Dmedia%26token%3D29f976ea-9bb4-4569-8d63-9b86fee5613e&width=768&dpr=3&quality=100&sign=34110c1&sv=2) This is particularly useful if you are using a [zero-based budgetarrow-up-right](https://lunchmoney.app/blog/zero-based-budgeting-simplified) , and need to make sure every dollar is accounted for. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-action-buttons) Sidebar: Action Buttons ------------------------------------------------------------------------------------------------------------------------------------------------ Below that, you might see some Action Buttons, depending on your setup. These will make more sense when your budget is ready, but we’ve linked to them in case you want to read about them now: * [Budget Presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) * [Copy Budget](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) * [Clear This Period](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#clear-this-period) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FpfPTLy4cdJVDGh0W2vTM%252Fimage.png%3Falt%3Dmedia%26token%3Ddd38f1e9-6e50-4066-806b-6fd4ceca5e46&width=768&dpr=3&quality=100&sign=67a4983b&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-overview) Sidebar: Budget Overview -------------------------------------------------------------------------------------------------------------------------------------------------- On the far right, you’ll see the Budget Overview. Think of this as a quick health check for your entire budget. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F3vyLWphIdrYtRB90ASoa%252Fimage.png%3Falt%3Dmedia%26token%3Dcc48503c-fefc-4e6d-8d98-c2ad94933bad&width=768&dpr=3&quality=100&sign=2cae9e2a&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#heres-what-each-line-means) **Here's what each line means:** * **Budgetable**: The total money you have to work with this period. This includes your income plus any money that rolled over from previous periods. * **Total Budgeted**: How much you've assigned to categories so far. This is the sum of all the amounts in your "Budgeted" column. * **Left to Budget**: The amount you still need to assign (Available to Budget - Total Budgeted). When this hits $0, you've given every dollar a job! * Green ("Underbudgeted") = money left to budget * Red ("Overbudgeted") = you've assigned more than you have available * **Budget Status**: A quick visual indicator that matches your Left to Budget amount * Green ("Balanced") = you assigned exactly the amount that was available * Orange ("Underbudgeted") = you still have money to assign * Red ("Overbudgeted") = you've assigned more than you have available ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) Understanding Net Total Available Net Total Available deserves special attention because it helps you understand if you have enough money to execute your budget. **Net Total Available** is calculated by combining your "Left to Budget" (from the General Pool) with the total "Available" (from the Outflow table). This is the total amount you have accounted for in your budget and you'll want to make sure that you have at least this amount of money in your accounts. Simply put, it is the minimum amount of money you need in your bank accounts to cover your budget. It adds up all the Available balances in your categories plus any money you haven't budgeted yet. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#how-to-use-it) How to use it: * This is the least amount of cash you need to have right now to cover your budget * Your actual bank balance might be higher (if you keep extra buffer money) * If you budget every dollar (zero-based budgeting), this number could be set up to match the total across all of your bank accounts (Est. Net Worth) pretty closely. circle-exclamation **Note**: Lunch Money doesn't offer a reconciliation feature to exactly match your bank account balances and your Lunch Money budget. The Net Total Available is the closest number we have to that, which is calculated based on all available funds in your budget, considering starting balances, rollovers, and the unallocated funds in your general pool. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#whats-next) What's Next? ------------------------------------------------------------------------------------------------------------------------- You know your way around the Budget page– now let's put it to use! In the next section, we'll explore how to make Lunch Money work for your budgeting style. Ready to start budgeting? Let's go! 👇 [arrow-rightGo to Step 4: Budgeting](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting) Last updated 26 days ago Was this helpful? * [Current Period Indicator](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#current-period-indicator) * [Navigation buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#navigation-buttons) * [Inflow & Outflow Tables](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#inflow-and-outflow-tables) * [What each column means](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#what-each-column-means) * [Rollover breakdowns](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#rollover-breakdowns) * [Sidebar: Budget Status Card](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-status-card) * [Sidebar: Action Buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-action-buttons) * [Sidebar: Budget Overview](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-overview) * [Understanding Net Total Available](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) * [What's Next?](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#whats-next) Was this helpful? --- # Step 1: Intro to Budgeting | Knowledge Base circle-check You're on Step 1 of Lunch Money's Budgeting Guide! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FhxEWTO3BvdfQUSaDfMu6%252Fimage.png%3Falt%3Dmedia%26token%3Df0a5d224-2825-4ef2-92f4-055969adff2f&width=768&dpr=3&quality=100&sign=8919a024&sv=2) Welcome to Lunch Money's budgeting feature guide! We're excited to walk you through it step by step, making sure you understand each feature along the way. The best part? There's no "right" or "wrong" way to budget in Lunch Money. You get to pick what works for you. We give you the tools, and you decide how to use them! #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting#heres-what-well-cover) Here's what we'll cover: 1. [**Setting up your budget foundation:**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget) Configure your budget period, income settings, and rollover options to match your financial life. 2. [**Navigating the Budget page:**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page) Learn where everything lives and what all those numbers mean. 3. [**Budgeting your money:**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting) Discover different ways to assign money to categories - from manual entry and budget presets that save you time, to moving money between categories and making adjustments as your needs evolve. 4. [**Helpful extras:**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) Explore additional features like historical spending views and budget breakdowns to elevate your budgeting game. By the end of this guide, you'll understand not just how to use Lunch Money's features, but when and why to use them. We'll show you multiple approaches so you can find what works for your budgeting style. circle-exclamation **Note**: If you were a beta tester and previously tried the new budgeting feature, please review the [migration guide](https://support.lunchmoney.app/migrating-to-budgeting-v2) to ensure a smooth transition for your category group budgets and income rollovers settings. Ready to take control of your money? Let's get started! 👇 [arrow-rightGo to Step 2: Settings up your budget](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget) Last updated 3 months ago Was this helpful? Was this helpful? --- # Automatic Imports | Knowledge Base [hashtag](https://support.lunchmoney.app/guides/automatic-imports#introduction) Introduction ------------------------------------------------------------------------------------------------- We rely on [Plaidarrow-up-right](https://plaid.com/) , a third-party banking provider, to import transactions and balances for your bank accounts. Plaid is a popular, secure and established service also used by a slew of other personal finance apps on the market. If automatic bank syncing is not available in your region, you may instead take advantage of our [CSV import tool](https://support.lunchmoney.app/guides/import-via-csv) or [developer API](https://support.lunchmoney.app/miscellaneous/developer-api) to get bulk transactions into Lunch Money. [hashtag](https://support.lunchmoney.app/guides/automatic-imports#shortcuts) Shortcuts ------------------------------------------------------------------------------------------- * [Support for international banks](https://support.lunchmoney.app/guides/automatic-imports#support-for-international-banks) * [Fetching the latest data](https://support.lunchmoney.app/guides/automatic-imports#fetching-the-latest-data) * [Reconnecting, Relinking and Refreshing: What's the difference?](https://support.lunchmoney.app/guides/automatic-imports#reconnecting-relinking-and-refreshing-whats-the-difference) * [Recovering revoked accounts](https://support.lunchmoney.app/guides/automatic-imports#recovering-revoked-accounts) [hashtag](https://support.lunchmoney.app/guides/automatic-imports#frequently-asked-questions) Frequently Asked Questions ----------------------------------------------------------------------------------------------------------------------------- 1. [I can't connect to my institution!](https://support.lunchmoney.app/guides/automatic-imports#i-cant-connect-to-my-institution) 2. [I'm having issues with my bank connection!](https://support.lunchmoney.app/guides/automatic-imports#im-having-issues-with-my-bank-connection) 3. [Why does my account keep requiring me to relink/re-authenticate?](https://support.lunchmoney.app/guides/automatic-imports#why-does-my-account-keep-requiring-me-to-relink-re-authenticate) 4. [Why am I not seeing any transactions for my brokerage/investment accounts?](https://support.lunchmoney.app/guides/automatic-imports#why-am-i-not-seeing-any-transactions-for-my-brokerage-investment-accounts) 5. [My institution is not listed.](https://support.lunchmoney.app/guides/automatic-imports#my-institution-is-not-listed) 6. [What information do you store when I sync my bank account?](https://support.lunchmoney.app/guides/automatic-imports#what-information-do-you-store-when-i-sync-my-bank-account) 7. [I'm coming from another app and I have a CSV file of my historical transactions for an account I would like automatically synced. How should I approach this?](https://support.lunchmoney.app/guides/automatic-imports#im-coming-from-another-app-and-i-have-a-csv-file-of-my-historical-transactions-for-an-account-i-woul) 8. [How do I stop importing transactions for a synced account and only track manually?](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-track-transactions-manually-for-a-synced-account) 9. [How do I manually insert historic transactions to fill in the gaps for my synced account?](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-manually-insert-historic-transactions-to-fill-in-the-gaps-for-my-synced-account) 10. [I was tracking my transactions manually, and now I'm using bank syncing. How do I reconcile my transactions?](https://support.lunchmoney.app/guides/automatic-imports#i-was-tracking-my-transactions-manually-and-now-im-using-bank-syncing-how-do-i-reconcile-my-transactions) 11. [Why are my transactions being imported with the merchant names and notes combined?](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-imported-with-the-merchant-names-and-notes-combined) 12. [Why are transactions being marked as deleted by my bank?](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-marked-as-deleted-by-my-bank) [hashtag](https://support.lunchmoney.app/guides/automatic-imports#support-for-international-banks) Support for international banks --------------------------------------------------------------------------------------------------------------------------------------- Through our partnership with [Plaidarrow-up-right](https://plaid.com/) , we currently support automatic bank syncing for some or most financial institutions based in the following countries: * USA * Canada * France * The Netherlands * Spain * Ireland * Germany * Poland * Portugal * Sweden * Denmark * Belgium * Italy * Norway * Austria * Finland * Estonia * Lithuania * Latvia In the meantime, we have a [developer APIarrow-up-right](https://lunchmoney.dev/) which we're hoping will bridge the gap between Lunch Money & international banks. We already have a few **European banks** supported via community-made open source plugins such as [bunqarrow-up-right](https://github.com/markjongkind/bunq-to-lunchmoney) and [Monzoarrow-up-right](https://github.com/joehoyle/monzo-to-lunch-money) . You can also check out [Lunch Flowarrow-up-right](https://www.lunchflow.app/) , an unofficial third-party tool made by a Lunch Money user, that enables bank syncing for additional institutions worldwide, including the **US**, **Canada**, **Brazil, and 30+ European countries, including the UK!** We also highly recommend using our [CSV import tool](https://support.lunchmoney.app/guides/import-via-csv) which we have been putting a lot of effort towards making as seamless as possible. Almost 40% of our users are international users so this method has been proven sustainable for long-term use on Lunch Money! [hashtag](https://support.lunchmoney.app/guides/automatic-imports#fetching-the-latest-data) Fetching the latest data ------------------------------------------------------------------------------------------------------------------------- Balance and transactions are fetched automatically when we receive a notice via webhook from your bank & Plaid (our third-party banking provider) that there are new transactions. On rare occasions, this webhook doesn't arrive or somewhere along the line, something hiccups and we don't fetch the latest. In this case, you can manually trigger a fetch from the [Overviewarrow-up-right](https://my.lunchmoney.app/) page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FnUP1GPuVBUzJIrUcCzvk%252FScreen%2520Shot%25202023-09-27%2520at%25204.10.10%2520PM.png%3Falt%3Dmedia%26token%3Dc783bdb0-e21d-4ecc-87d6-3a16fc3ed155&width=768&dpr=3&quality=100&sign=cd81fe7d&sv=2) and from the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FD8FGMYkxtOK7Ph84XILI%252FScreen%2520Shot%25202023-09-27%2520at%25204.11.24%2520PM.png%3Falt%3Dmedia%26token%3Dec182227-7e12-4fe6-b1c1-b40be8b96e5f&width=768&dpr=3&quality=100&sign=4060e083&sv=2) Both operations will trigger a full fetch of all your synced accounts. This is a background process that usually finishes in under 1 minute. Note that you can also trigger a refresh from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page, but that only fetches transactions for that particular month. You can get information on when we last fetched transactions & balances for your accounts from the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. Hovering over the 'Last updated' timestamp will show two dates: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FgAifbogbmOsHpe05deRE%252FScreen%2520Shot%25202023-09-27%2520at%25204.13.06%2520PM.png%3Falt%3Dmedia%26token%3De6682618-54b5-4a2e-9a63-657fad3e9c07&width=768&dpr=3&quality=100&sign=575b1b6e&sv=2) **Last fetch from server** indicates the last time we successfully pinged Plaid for the latest transactions. This may or may not result in new transactions being imported. **Last transaction update** indicates the last time we successfully imported new transactions from Plaid. [hashtag](https://support.lunchmoney.app/guides/automatic-imports#reconnecting-relinking-and-refreshing-whats-the-difference) Reconnecting, Relinking and Refreshing: What's the difference? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Depending on the status of your synced account, you may be presented with the option to Relink, Trigger Refresh or Force Reconnect. **Relinking** is an option for accounts that are in relink mode. This means that Plaid lost access to the accounts and requires user intervention to re-establish the connection. This may happen periodically (see [Why does my account keep requiring me to relink/re-authenticate?](https://support.lunchmoney.app/guides/automatic-imports#why-does-my-account-keep-requiring-me-to-relink-re-authenticate) ). To re-authorize access via Plaid Link's update mode, please go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) , open the '_Edit Account_' panel for the relevant account, and click on the Relink button under the '_Status_' section: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F1JKO8urZELsdxLdcXBna%252FScreen%2520Shot%25202024-02-22%2520at%252011.34.01%2520AM.png%3Falt%3Dmedia%26token%3Db3945b94-1457-40c3-a9fb-3156b5dc073a&width=768&dpr=3&quality=100&sign=4883fbea&sv=2) This account is in relink mode, and the option to Relink to their institution is given. **Trigger Refresh** is an option for active accounts that haven't received updates from Plaid for a while. Note that an update from Plaid does not guarantee new data to be imported. It is simply a way to trigger Lunch Money to go to Plaid and inquire on any new data available. If Plaid's connection to the institution is broken behind the scenes, Lunch Money may be unaware of this and will simply update the timestamp for the last time new data was requested. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FQBwwZ6E4ePfsTSkz1iyR%252FScreen%2520Shot%25202024-02-22%2520at%252011.28.32%2520AM.png%3Falt%3Dmedia%26token%3D3d18900f-960b-4bfc-b28e-c3cb08d90d8f&width=768&dpr=3&quality=100&sign=a180ce91&sv=2) **Force Reconnect** is an option for active accounts that want to go through the relinking process. Forcing Plaid to relink to the institution via this option even though a relink is not necessary or requested has been able to some some connection issues in the past. If the above do not solve your connection issues, you may want to consider creating a new connection to merge with an existing connection (see below). [hashtag](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) Creating a new connection to merge with an existing connection ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If the current connection doesn't yield updates from your bank, even after attempting relink, an entirely new connection may fix that. On the last step of the connection process, you’ll have the option to merge the newly synced accounts with your existing ones, keeping everything consolidated and preventing duplicate transactions. **Here's how:** 1. Go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) and click on 'Add account' 2. In the right-side panel, click on "_Auto-import from my bank_" to go through the connection process 3. If the connection was successful, you will now see the '_Setup Account_' dialog for each account in the connection. This is where you will let Lunch Money know that you wish to merge each newly connected account with the existing one. In the dialog for each account, enable the toggle for "_Yes, I am merging this with an existing account_", and then select the matching account in the drop-down menu: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FSCteZHDujEr7U7VuhhdC%252F47e5c57673af80d068c3e30952550414.gif%3Falt%3Dmedia%26token%3D088750ed-fdf6-4c2b-88df-afbdc3b38008&width=768&dpr=3&quality=100&sign=e0287a3c&sv=2) circle-info The selected account will have all their transactions, balance history and other properties merged into this newly synced account before being removed. The newly synced account will have Import Start Date automatically set based on the merged account's last imported transactions, to prevent duplicates. [hashtag](https://support.lunchmoney.app/guides/automatic-imports#faq) FAQ ------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#i-cant-connect-to-my-institution) I can't connect to my institution! Do you have an **ad-blocker or other browser extensions** that disable Javascript or otherwise intended to modify behaviour of websites? If so, we've heard reports that these can affect the ability to connect to an institution. We suggest turning these off temporarily when attempting to connect. Do you have **2FA set up** on your account? If so, institutions requiring a new one-time password on every login are not currently supported due to the nature of the connection. Do you have multiple **secret questions & answers** set up? If so, it may require you to connect a few more times in order to collect all the answers to all the questions you have set up. For any other issues, feel free to create a support ticket with us (see below). We're happy to help! ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#im-having-issues-with-my-bank-connection) I'm having issues with my bank connection! We offer personalized support for all issues related to your bank connection. The easiest way to get help is by creating a support ticket from the Accounts page. Click on the account that you're having issues with, and select "I need help with this account". We'll walk you through creating a support ticket! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fw14E5BLTxCOxYvWLEY0S%252FScreen%2520Shot%25202023-09-27%2520at%25204.19.52%2520PM.png%3Falt%3Dmedia%26token%3D70b953ed-45a6-4eba-adfc-e62b0f2c5766&width=768&dpr=3&quality=100&sign=635bdad4&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#why-does-my-account-keep-requiring-me-to-relink-re-authenticate) Why does my account keep requiring me to relink/re-authenticate? There are many reasons for this and all of it depends on your bank! Some common causes are: * A multi-factor authentication setting that you have enabled with your bank. In general, Plaid can handle 2FA. However, if a bank requires a unique one-time password on every login or otherwise very frequently, then Plaid will have difficulty maintaining connection. We always suggest checking to see if your bank provides you with app passwords or a setting to enable trusted devices– those would help Plaid maintain the connection! * Some jurisdictions require banks to renew third-party access every 90 or 120 days for security purposes. * Plaid works directly with your bank and then wrangles the data to send downstream to apps like Lunch Money. This technology (both on your bank and Plaid's side) is far from perfect and hiccups along the way are not unheard of. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#why-am-i-not-seeing-any-transactions-for-my-brokerage-investment-accounts) Why am I not seeing any transactions for my brokerage/investment accounts? Automatically importing transactions for investment and loan accounts is not currently supported. If you'd like to see this feature implemented, feel free to add your vote [herearrow-up-right](https://feedback.lunchmoney.app/accounts-assets/p/auto-import-investment-holdings) to stay posted on any development updates. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#my-institution-is-not-listed) My institution is not listed. If your institution is not currently supported by Plaid, feel free to submit a support ticket to request it! If Plaid sees enough demand for an institution, they may prioritize it. To submit a request, click on 'Help' at the top left corner and select 'Submit a bug or feedback' and then 'Institution request for syncing': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fno5egwdga0AmuPU5yach%252FScreen%2520Shot%25202023-09-27%2520at%25204.28.05%2520PM.png%3Falt%3Dmedia%26token%3Df70a3187-586c-4686-b5e6-8a8acb284c1d&width=768&dpr=3&quality=100&sign=10abb0bd&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#what-information-do-you-store-when-i-sync-my-bank-account) What information do you store when I sync my bank account? If you use the automatic bank syncing feature, we store the following information about your account: 1. The account name 2. The account mask (last four digits) 3. The account type and subtype (for example, loan and mortgage) And then we periodically receive transactions and balance updates. We do not store, nor do we have access to the account holder's name or other personal information, or account routing numbers. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#im-coming-from-another-app-and-i-have-a-csv-file-of-my-historical-transactions-for-an-account-i-woul) I'm coming from another app and I have a CSV file of my historical transactions for an account I would like automatically synced. How should I approach this? circle-info Read the [Mint Migration Guide](https://support.lunchmoney.app/guides/migrating-from-mint) for more details! The approach to this will require creating two accounts: a manually-managed account and a synced account (via the "Auto-import from my bank" option within "Add account") Assuming you would like to preserve your categories from your previous integration, first create a manually-managed account and use our CSV import tool to upload your CSV file. This will automatically create all your categories (and tags) for you. Next, take note of the last date of your CSV import as this is when you would want your automatic syncing to begin. Finally, link a new bank account and ensure you set the "earliest import date" to be that last date from your import file. You can then merge the original manually-managed account into your newly synced account. circle-info Setting up your [Auto-categorizationsarrow-up-right](https://my.lunchmoney.app/categories/auto) once you have your categories set up will ensure your imported transactions are automatically categorized as well. If you synced your account before setting these up and ended up with lots of uncategorized transactions, you can always "Re-run autocategorizations" from that page to fix that. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-stop-importing-transactions-for-a-synced-account-and-only-track-manually) How do I stop importing transactions for a synced account and only track manually? If your transactions were automatically syncing with your bank, and something happened such as a service disruption, you can temporarily track transactions manually for a synced account. It's important to note that synced accounts inherently do not support manual transactions. So, you'll need to convert the synced account to a manual account. To do this, you'll need to go through the account removal flow and opt to keep all existing data. Click on the account in question and scroll down in the side pop-up to where it says "Remove account". Decide if you only want to manual track for this account, or all other associated accounts within the same institution. Once you've made your selection, make sure you have the following selected to keep all your existing data and to assign it to a new manually-managed asset. If you have an existing one that you want to use, you may also choose that one. We also recommend that you elect to keep your balance history (this is asked in the next screen). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F86p6Mxao1H0eiRByg24P%252FScreen%2520Shot%25202022-04-25%2520at%25202.39.57%2520PM.png%3Falt%3Dmedia%26token%3Df6e05932-1ce2-4d6e-a340-8809b2bb5d35&width=768&dpr=3&quality=100&sign=6e8eeceb&sv=2) Once you've gone through this flow, you are able to treat this account as a manually-managed account and add transactions to it. The balance will automatically update, and you may also reconcile your balance at any point from the Accounts page. circle-info Note: this option makes it so that you stop attempting to sync this account automatically. If you'd like to continue automatic syncing of transactions, see the next FAQ. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#how-can-i-edit-imported-transactions-or-add-transactions-to-my-synced-account) How can I edit imported transactions or add transactions to my synced account? By default, we do not allow modifications to transactions for synced accounts. However, you can enable a setting to allow updating this information. This may be helpful if there were gaps in which syncing was broken, or if you find one or two transactions missing and you want to add these yourself. This setting is on a per-account basis. Go to the Accounts page and click on the account for which you would like to allow modifications. Then enable the following setting under 'Advanced Settings': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FkE7l62ANJPNUbTweFn5g%252FScreen%2520Shot%25202023-09-27%2520at%25204.31.39%2520PM.png%3Falt%3Dmedia%26token%3Dcdef73cf-e76d-4784-812d-dd9c366eaf75&width=768&dpr=3&quality=100&sign=3ded7bb0&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-manually-insert-larger-amounts-of-historic-transactions-to-fill-in-the-gaps-for-my-synced-a) How do I manually insert larger amounts of historic transactions to fill in the gaps for my synced account? Are you automatically syncing new transactions for an account but you're missing historical transactions that you'd like to manually import, either via our CSV tool or developer API? First, create a new, temporary manually-managed account and import your transactions to this manual account. Next, click on the manually-managed account within the Accounts page, and locate the "Merge with synced account" option under Actions: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MaVMw_ejZafKirGfWxj%252F-MaVQQOj6_X9Q8ix7n55%252FScreen%2520Shot%25202021-05-24%2520at%25203.09.46%2520PM.png%3Falt%3Dmedia%26token%3D8006c5db-ba4c-47b2-bdbc-5a35b23b9ff7&width=768&dpr=3&quality=100&sign=52a1a8f1&sv=2) This will merge your temporary manually-managed account and its transactions with the selected synced account. It's important to do this only for historical transactions because our system will not automatically detect or de-duplicate manual transactions with newly imported transactions. ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#i-was-tracking-my-transactions-manually-and-now-im-using-bank-syncing.-how-do-i-reconcile-my-transac) I was tracking my transactions manually, and now I'm using bank syncing. How do I reconcile my transactions? If you were tracking your transactions manually while your bank was either not supported for syncing or undergoing downtime, you may want to reconcile your transactions with the new bank connection. The first step is to identify the date of the latest transaction you added for this account. **Do this before you link to your bank**. When prompted, set the "Earliest import date" to the date of the latest transaction and select "Block importing before this date". circle-info #### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#what-if-i-already-linked-my-new-bank) What if I already linked my new bank? Never fear! You can set these fields by clicking into your account. This will prevent future transaction updates from importing older transactions. You'll then need to manually remove your duplicates. You can do this easily by identifying duplicate transactions using the filtering feature in the Transactions page. For example, set a filter to only show transactions from your new synced account and your old manually-managed account. Sort by date and use the bulk-selection method to bulk-delete transactions. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MaVMw_ejZafKirGfWxj%252F-MaVP2tYE91JH8L6jiLk%252FScreen%2520Shot%25202020-11-27%2520at%25201.00.52%2520AM.png%3Falt%3Dmedia%26token%3D8477a945-5fc1-4bc0-9a1c-86b47e6635f2&width=768&dpr=3&quality=100&sign=5df902cd&sv=2) After you connect to your bank, you'll see this pop up. Make sure you enter the earliest date to import and block importing before this date. This makes it so that our system will not automatically import transactions before a certain date. Since this date is set to the date of your most recent manual transaction, there should be no duplicates imported. Once your new bank connection is active, click into your old manually-managed asset and choose the option "Merge with synced account". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MaVMw_ejZafKirGfWxj%252F-MaVQQOj6_X9Q8ix7n55%252FScreen%2520Shot%25202021-05-24%2520at%25203.09.46%2520PM.png%3Falt%3Dmedia%26token%3D8006c5db-ba4c-47b2-bdbc-5a35b23b9ff7&width=768&dpr=3&quality=100&sign=52a1a8f1&sv=2) Follow the instructions and make sure to merge over all transactions and balance history for a seamless experience! ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-imported-with-the-merchant-names-and-notes-combined) Why are my transactions being imported with the merchant names and notes combined? We usually see this issue with European banks. Because Plaid is an American company that started off with normalizing data between American institutions, the existing structure for transactions made it hard to map fields 1:1 with some European transactions when they eventually expanded overseas. Basically, in Europe there are extra fields with information for transactions which Plaid did not originally support, and thus has to concatenate within the payee field. At this point, the only options are toggling between the merchant name and the original name returned by Plaid (both can be seen within the "View Plaid metadata" screen when you click into a synced transaction). If you wish to use the original name instead, you can set that under 'Advanced Settings' for the account under the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page. Otherwise, [this feature request for regular expressionsarrow-up-right](https://feedback.lunchmoney.app/rules/p/support-regex) within rules would solve this issue. You would be able to create a rule that splits a transaction by a regular expression and assign fields to matched groups. We suggest upvoting it to get notified of any development updates! ### [hashtag](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-marked-as-deleted-by-my-bank) Why are my transactions being marked as deleted by my bank? This is an issue on Plaid and/or your bank's side. Periodically, they will send us a notice (webhook) telling us that transactions have been removed. Usually, this is a pending transaction that has been posting. Lately, I have been seeing an uptick of erroneously removed transactions. If you want to report this as an issue to help escalate it to Plaid, feel free to create a bank syncing support ticket. 1. Go to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the account in question 2. Scroll down to where it says "I need help with this account" Our awesome customer support reps will reach out directly to Plaid on your behalf and get in touch with you from there! Otherwise, I would suggest just manually keeping the transactions! We may roll out some features to bulk-keep to minimize work needed on your end. Last updated 6 days ago Was this helpful? * [Introduction](https://support.lunchmoney.app/guides/automatic-imports#introduction) * [Shortcuts](https://support.lunchmoney.app/guides/automatic-imports#shortcuts) * [Frequently Asked Questions](https://support.lunchmoney.app/guides/automatic-imports#frequently-asked-questions) * [Support for international banks](https://support.lunchmoney.app/guides/automatic-imports#support-for-international-banks) * [Fetching the latest data](https://support.lunchmoney.app/guides/automatic-imports#fetching-the-latest-data) * [Reconnecting, Relinking and Refreshing: What's the difference?](https://support.lunchmoney.app/guides/automatic-imports#reconnecting-relinking-and-refreshing-whats-the-difference) * [Creating a new connection to merge with an existing connection](https://support.lunchmoney.app/guides/automatic-imports#creating-a-new-connection-to-merge-with-an-existing-connection) * [FAQ](https://support.lunchmoney.app/guides/automatic-imports#faq) * [I can't connect to my institution!](https://support.lunchmoney.app/guides/automatic-imports#i-cant-connect-to-my-institution) * [I'm having issues with my bank connection!](https://support.lunchmoney.app/guides/automatic-imports#im-having-issues-with-my-bank-connection) * [Why does my account keep requiring me to relink/re-authenticate?](https://support.lunchmoney.app/guides/automatic-imports#why-does-my-account-keep-requiring-me-to-relink-re-authenticate) * [Why am I not seeing any transactions for my brokerage/investment accounts?](https://support.lunchmoney.app/guides/automatic-imports#why-am-i-not-seeing-any-transactions-for-my-brokerage-investment-accounts) * [My institution is not listed.](https://support.lunchmoney.app/guides/automatic-imports#my-institution-is-not-listed) * [What information do you store when I sync my bank account?](https://support.lunchmoney.app/guides/automatic-imports#what-information-do-you-store-when-i-sync-my-bank-account) * [I'm coming from another app and I have a CSV file of my historical transactions for an account I would like automatically synced. How should I approach this?](https://support.lunchmoney.app/guides/automatic-imports#im-coming-from-another-app-and-i-have-a-csv-file-of-my-historical-transactions-for-an-account-i-woul) * [How do I stop importing transactions for a synced account and only track manually?](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-stop-importing-transactions-for-a-synced-account-and-only-track-manually) * [How can I edit imported transactions or add transactions to my synced account?](https://support.lunchmoney.app/guides/automatic-imports#how-can-i-edit-imported-transactions-or-add-transactions-to-my-synced-account) * [How do I manually insert larger amounts of historic transactions to fill in the gaps for my synced account?](https://support.lunchmoney.app/guides/automatic-imports#how-do-i-manually-insert-larger-amounts-of-historic-transactions-to-fill-in-the-gaps-for-my-synced-a) * [I was tracking my transactions manually, and now I'm using bank syncing. How do I reconcile my transactions?](https://support.lunchmoney.app/guides/automatic-imports#i-was-tracking-my-transactions-manually-and-now-im-using-bank-syncing.-how-do-i-reconcile-my-transac) * [Why are my transactions being imported with the merchant names and notes combined?](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-imported-with-the-merchant-names-and-notes-combined) * [Why are my transactions being marked as deleted by my bank?](https://support.lunchmoney.app/guides/automatic-imports#why-are-my-transactions-being-marked-as-deleted-by-my-bank) Was this helpful? --- # Trends | Knowledge Base [hashtag](https://support.lunchmoney.app/home/trends#view-options) View options ------------------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/home/trends#period-picker) Period Picker Use the period picker to choose any time period for your statistics page. We recommend viewing trends over an entire year to get the most interesting insights. ### [hashtag](https://support.lunchmoney.app/home/trends#include-recurring) Include recurring Toggle this on to include recurring items in your trends. You may want to turn off recurring items to get rid of repetitive data. For example, if your rent or mortgage payment is consistently the most expensive transaction, this may clutter your "Highest Expenses per Month" chart. Removing recurring items from your data helps you better identify anomalies in your spending. ### [hashtag](https://support.lunchmoney.app/home/trends#include-exclude-from-totals) Include 'exclude from totals' Toggle this on to include transactions categorized as 'exclude from totals'. You may want to keep this off to exclude large transactions such as paying off credit card bills from your trends. [hashtag](https://support.lunchmoney.app/home/trends#top-level-insights) Top-level insights ------------------------------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/home/trends#total-transactions-this-year) Total Transactions This Year This is how many total transaction you've recorded based on the time period chosen. ### [hashtag](https://support.lunchmoney.app/home/trends#total-expenses-tracked) Total Expenses Tracked This is the total cost of expenses tracked as well as number of individual transactions. There is also a link to view these transactions in the Transactions page. ### [hashtag](https://support.lunchmoney.app/home/trends#total-income-tracked) Total Income Tracked This is the total earnings in income tracked as well as number of individual transactions. There is also a link to view these transactions in the Transactions page. circle-info In Lunch Money, income and expenses are differentiated by the category. If a transaction is in a category marked as "Treat as Income", then it will be considered income regardless of the sign notation. You can set a category to be "Treat as Income" from the Categories page. ### [hashtag](https://support.lunchmoney.app/home/trends#savings-rate) Savings Rate Based on your total income and expenses tracked, this is your savings rate for the time period. Savings rate is calculated by: (Income−Expenses)Income∗100\\frac{(Income - Expenses)}{Income} \* 100%Income(Income−Expenses)​∗100 [hashtag](https://support.lunchmoney.app/home/trends#charts) Charts ------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts) Transaction Totals and Counts This chart shows the trends in your transactions broken down by income and expenses. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZBD2PbcwwqplToZvSv%252F-MZBDZ1bOG6q9tWYALib%252Fchart-1.png%3Falt%3Dmedia%26token%3Da5dfb96a-cc74-4f5e-9367-a1f18bc28fdb&width=768&dpr=3&quality=100&sign=7086e7df&sv=2) ### [hashtag](https://support.lunchmoney.app/home/trends#highest-expenses-per-month) Highest Expenses per Month This chart shows the top 3 expensive transactions each month. circle-info Seeing the same transactions every month? Turn them into recurring items and toggle the option above to exclude recurring transactions from your data. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZBD2PbcwwqplToZvSv%252F-MZBDZ1cyjD6jcd5MXla%252Fchart-2.png%3Falt%3Dmedia%26token%3Da10b7f87-a191-49a5-80d3-8328e0bef93c&width=768&dpr=3&quality=100&sign=4104d48&sv=2) ### [hashtag](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts-by-merchant) Transaction Totals and Counts by Merchant This chart allows you to scroll through your top merchants for this time period and view the trends in spending and frequency over time. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZBD2PbcwwqplToZvSv%252F-MZBDZ1dOxodX8VfDAD8%252Fchart-3.png%3Falt%3Dmedia%26token%3Ddf0c27b0-b3c1-4616-a082-ae5d1e0e4162&width=768&dpr=3&quality=100&sign=50bb7f6a&sv=2) ### [hashtag](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts-by-category) Transaction Totals and Counts by Category This chart allows you to scroll through all your categories and view the trends of your spending against your budget (if applicable) as well as the frequency of transactions. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZBD2PbcwwqplToZvSv%252F-MZBDZ1emgpINFTXH-Us%252Fchart-4.png%3Falt%3Dmedia%26token%3D0c77f761-e916-4270-96da-bd21f61c09de&width=768&dpr=3&quality=100&sign=cdf2dc57&sv=2) Last updated 4 years ago Was this helpful? * [View options](https://support.lunchmoney.app/home/trends#view-options) * [Period Picker](https://support.lunchmoney.app/home/trends#period-picker) * [Include recurring](https://support.lunchmoney.app/home/trends#include-recurring) * [Include 'exclude from totals'](https://support.lunchmoney.app/home/trends#include-exclude-from-totals) * [Top-level insights](https://support.lunchmoney.app/home/trends#top-level-insights) * [Total Transactions This Year](https://support.lunchmoney.app/home/trends#total-transactions-this-year) * [Total Expenses Tracked](https://support.lunchmoney.app/home/trends#total-expenses-tracked) * [Total Income Tracked](https://support.lunchmoney.app/home/trends#total-income-tracked) * [Savings Rate](https://support.lunchmoney.app/home/trends#savings-rate) * [Charts](https://support.lunchmoney.app/home/trends#charts) * [Transaction Totals and Counts](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts) * [Highest Expenses per Month](https://support.lunchmoney.app/home/trends#highest-expenses-per-month) * [Transaction Totals and Counts by Merchant](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts-by-merchant) * [Transaction Totals and Counts by Category](https://support.lunchmoney.app/home/trends#transaction-totals-and-counts-by-category) Was this helpful? --- # Overview | Knowledge Base [hashtag](https://support.lunchmoney.app/home/overview#introduction) Introduction -------------------------------------------------------------------------------------- The [Overviewarrow-up-right](https://my.lunchmoney.app/overview) page contains cards designed to give you a quick look into your finances. [hashtag](https://support.lunchmoney.app/home/overview#elements) Elements ------------------------------------------------------------------------------ You'll notice a period picker at the top left corner. The default is set to "Month to date" but you can change the time period to anything from "Year to date" to "Last year" and even a custom start & end date. All the cards on the page will update accordingly _except_ the Accounts Overview card. ### [hashtag](https://support.lunchmoney.app/home/overview#accounts-overview) Accounts Overview The Accounts Overview card will always give you a **current snapshot** of the accounts and assets you have on Lunch Money. This does not change when you use the period picker. You will see the current balance of each account, the total for every account type group (i.e. Cash, Investment, Cryptocurrency, Credit, etc.), and the total Est. Net Worth. circle-info Your Est. Net Worth is automatically calculated based on the account types. Positive asset balances (i.e. Cash, Investment, and Cryptocurrency accounts) contribute to the Net Worth calculation, while positive liability balances (i.e. Credit and Loan accounts) reduce the Est. Net Worth calculation. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FcBHJk32vHjr49PfXzCP9%252Fimage.png%3Falt%3Dmedia%26token%3D5f6074dc-64ec-479b-b47a-25dd22c6e9a8&width=768&dpr=3&quality=100&sign=e7e3fff4&sv=2) If you want to see a trend of your historical net worth, check out [the Net Worth page](https://support.lunchmoney.app/home/net-worth) . #### [hashtag](https://support.lunchmoney.app/home/overview#quick-filter-to-an-accounts-transactions) Quick filter to an account's transactions Accounts that support transactions will appear highlighted and clickable in the Accounts Overview. If you click on an account, you will be taken to a filtered view of all transactions for that account in the current year. circle-info Crypto type accounts and manually-managed accounts with the "[Do not track transactions](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-manually-managed-accounts) " advanced setting enabled will appear unclickable in gray. ### [hashtag](https://support.lunchmoney.app/home/overview#period-summary) Period Summary The data within the Period Summary card updates with changes to the period picker. This card breaks down your income and expenses to show you your net income and savings rate. There are also projections included here based on your unpaid recurring items. If you have income transactions this period, they will add up to **Total Income Earned**. Similarly, any expense transactions will add up to **Total Expenses**. circle-info In Lunch Money, income and expenses are differentiated by the category. If a transaction is in a category marked as "Treat as Income", then it will be considered income regardless of the sign notation. You can set a category to be "Treat as Income" from the Categories page. If you have set up recurring income and expenses, and there are recurring items that have not yet been paid or received this period, this will show up as **Remaining Recurring Income** and **Remaining Recurring Expenses**. This is essentially earnings or expenses that we are anticipating but have not yet occurred. The total of remaining recurring income/expenses plus total income/expenses make up **Projected Income** and **Projected Expenses**. **Net Income** is calculated by taking the difference between your Total Income and Total Expenses so far. **Projected Net Income** is calculated by taking the difference between your Projected Income and Projected Expenses. If you've earned income this period, you'll also see a **Savings Rate** which is calculated using the following simple formula: Income−ExpenseIncome∗100\\frac{Income - Expense}{Income} \* 100%IncomeIncome−Expense​∗100 You'll also see **Projected Savings Rate** if you have remaining recurring items. This is calculated using a similar formula as above, but with Projected Income and Projected Expense instead. ### [hashtag](https://support.lunchmoney.app/home/overview#spending-breakdown) Spending Breakdown In the middle, you'll see the Spending Breakdown. This is where you can see a category breakdown of your spending for the time period. There are many customization options to choose from here, and it's all accessible via the cog icon at the top right corner, above the income bar: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FadDZIKHvX6TAHIFHfIQH%252F0e54bf4a759ac149ce30e050891f3b80.gif%3Falt%3Dmedia%26token%3Dfb924dcf-2e9b-40db-abe6-f88bc450f29e&width=768&dpr=3&quality=100&sign=4ac26503&sv=2) #### [hashtag](https://support.lunchmoney.app/home/overview#show-against-total-spend-budget) Show against \[total spend/budget\] This option affects the horizontal bars for each individual category as well as the far right columns of the table. Show against total spend will fill the horizontal bars relative to the total spend across all categories. The far right columns will display the total spend/earnings in that category and the percentage that makes up across all spending/earnings. Show against budget will fill the horizontal bars relative to the budgeted amount for that individual category. The far right columns will display total spend/earnings in that category and how much is left to earn or safe to spend. This is essentially the difference between what you budgeted and what you've spent so far. If you budgeted less than your spending so far, this number will show up in red to indicate that you're over budget! #### [hashtag](https://support.lunchmoney.app/home/overview#show-bars-relative-to-each-other-fully-expanded) Show bars \[relative to each other/fully expanded\] This is a view option for the two horizontal bars at the top denoting Income and Expenses. The filled in portion denotes actual transactions broken down in colored parts by category. You can either choose for these two bar fillings to span the entire width of the card (fully expanded), or filled accordingly to the same horizontal scale for easier comparison of expense vs icon (relative to each other). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZ8o3DVQ1HvhmX0AQZa%252F-MZB-oK8ChisnTJUXYT3%252FScreen%2520Shot%25202021-04-26%2520at%252010.29.55%2520AM.png%3Falt%3Dmedia%26token%3D7accf51b-4f6e-4a76-a9d2-7e49de7fd479&width=768&dpr=3&quality=100&sign=67fb4982&sv=2) Show bars fully expanded ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZ8o3DVQ1HvhmX0AQZa%252F-MZB-rFLEVWLIEQmruB6%252FScreen%2520Shot%25202021-04-26%2520at%252010.29.36%2520AM.png%3Falt%3Dmedia%26token%3D20fbd5b1-e797-4381-ae78-8d27bc23ba09&width=768&dpr=3&quality=100&sign=77147370&sv=2) Show bars relative to each other #### [hashtag](https://support.lunchmoney.app/home/overview#display-only-categories-with-spend-all-categories) Display \[only categories with spend/all categories\] Choose whether or not to display categories that have not had any activity yet this period. At the beginning of any period, you may have very little spending which causes a lot of categories to take up space with $0 spending/earning. This option will help reduce the visual clutter and only show you where you have activity. #### [hashtag](https://support.lunchmoney.app/home/overview#dont-show-show-excluded-income-or-expense-categories) \[Don't show/Show\] excluded income or expense categories Every category in Lunch Money has the option of being excluded from totals and excluded from budget. Depending on which option you've chosen for "Show against \[total spend/budget\]", the Spending Breakdown card will omit categories marked as excluded from totals, or excluded from budget. #### [hashtag](https://support.lunchmoney.app/home/overview#dont-show-show-projected-spending-and-earnings) \[Don't show/Show\] projected spending and earnings Projected spending and earnings are based on recurring items that have not yet been paid/earned this period. These are spendings and earnings that we are expecting to happen for this period, therefore their totals are accounted for in our projections for the period. Projected earnings/spending is visually displayed as a diagonally striped, lighter horizontal bar. Recurring items that have been earned/paid are visually displayed as a diagonally striped, dark horizontal bar. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZ8o3DVQ1HvhmX0AQZa%252F-MZB5IdSplKz9OSMqWOt%252FScreen%2520Shot%25202021-04-26%2520at%252010.54.01%2520AM.png%3Falt%3Dmedia%26token%3D70deec40-df3d-4d02-afe6-11151ef021ee&width=768&dpr=3&quality=100&sign=4bcccefb&sv=2) For Home, the first section (darker diagonally-striped bar) denotes recurring spending. The middle section (solid blue bar) denotes daily, incidental spending. The last section (lighter, diagonally-striped bar) denotes recurring spending that has yet to occur. #### [hashtag](https://support.lunchmoney.app/home/overview#dont-show-show-category-groups) \[Don't show/Show\] category groups Toggle this option to show categories individually, or nested within their category groups. [hashtag](https://support.lunchmoney.app/home/overview#undefined) --------------------------------------------------------------------- Last updated 1 month ago Was this helpful? * [Introduction](https://support.lunchmoney.app/home/overview#introduction) * [Elements](https://support.lunchmoney.app/home/overview#elements) * [Accounts Overview](https://support.lunchmoney.app/home/overview#accounts-overview) * [Period Summary](https://support.lunchmoney.app/home/overview#period-summary) * [Spending Breakdown](https://support.lunchmoney.app/home/overview#spending-breakdown) * [](https://support.lunchmoney.app/home/overview#undefined) Was this helpful? --- # Recurring Transactions | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#jump-to) Jump to: * [**Linking recurring transactions to recurring items**](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#linking-recurring-transactions-to-recurring-items) * [Automatic linking (via rules)](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#automatic-linking-via-rules) * [Manual linking](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#manual-linking) * [**Viewing linked recurring transactions**](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#viewing-linked-recurring-transactions) * * * The relationship between transactions and recurring items in Lunch Money is important to understand. In Lunch Money, transactions represent a singular expense or income to a particular account. If a transaction is linked to a recurring item, that transaction represents that period’s payment for the recurring item. circle-info Once a transaction is linked to a recurring item, it cannot be further split or grouped. A recurring transaction will be in a final state and will inherit the same merchant (payee) and description (notes) as defined in the recurring item that it is associated with. With that said, while you can't split or group a recurring transaction, you can split or group the transaction beforehand, and then link to the recurring item. A recurring transaction’s font will change to teal, and a recurring icon will appear next to the amount field on the Transactions page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MAEfVKXN_9lQ8WZFqZh%252F-MAF8bjMK6DI2nXMxZcI%252FScreen%2520Shot%25202020-06-20%2520at%25201.14.31%2520PM.png%3Falt%3Dmedia%26token%3D157c1c67-5425-4dde-9fd0-325227bdba2c&width=768&dpr=3&quality=100&sign=9631fc98&sv=2) [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#linking-recurring-transactions-to-recurring-items) Linking recurring transactions to recurring items -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Once you have created your recurring item(s) on the Recurring page, any recurring transactions can then be linked to represent a period’s payment. Eg. If you set up a Recurring expense that occurs twice a month, the expectation is two linked transactions per month. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#automatic-linking-via-rules) **Automatic linking (via rules)** Newly created transactions will automatically link to recurring items if they match the recurring rules set up. If the rule is missing, the transactions would have to be manually linked to the recurring items. Existing transactions that are edited to match a rule will not automatically link to recurring items unless the rule has the “Run rule on transaction updates” setting enabled. circle-info You can view all rules on the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) , under Setup. To view only the recurring rules, click on “Recurring Rules” from the menu on the left. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#manual-linking) **Manual linking** Recurring transactions can also be linked manually via the Transactions page. To learn more about linking or creating recurring transactions, please [see here](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-link-an-existing-transaction-to-a-recurring-item) . [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#viewing-linked-recurring-transactions) Viewing linked recurring transactions -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- From the Recurring page, you are able to access filtered views of the recurring transactions associated with the recurring items. To get a quick look at all transactions linked to a recurring item only within the current month view, locate the recurring item in the table and then click on the magnifying glass icon to the far-right of the row: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfDKNm_2IOeFb34InpoJZJQZPlPItGjU20HJuhefIikEEN9LciB0Kwc7tbEekfqryFLcsUQDBEPH64J0R7F-T4pRQiI-bBNpsfjuOAqq3tE4zIckL5CKr_j2eTuKa4C9v59mIkgB4exPDoTprzWNMMkegei%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=c37b892d&sv=2) #### [hashtag](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#to-view-all-past-transactions-from-all-periods-linked-to-a-recurring-item) To view all past transactions (from all periods) linked to a recurring item: 1. Locate the recurring item in the table and click on the arrow on the far-right of the row 2. In the ‘Edit Recurring Item’ panel, click on the “View past recurring transactions’ button. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXdHCo-noV1MgKirVHheX24T4j_lU8oBmtLbESaH9smoAIefzSKLtAp3FeLAS0okJnu5yqxCNsEkNRBILBLHklyjIK6Tq6bvNKSCp66n3SJuSv0g-kzCbKYntMo_iDVU5NkDg4yu-CnV6ORcvMcO1RggFM4%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=948c77d2&sv=2) Last updated 1 year ago Was this helpful? * [Linking recurring transactions to recurring items](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#linking-recurring-transactions-to-recurring-items) * [Automatic linking (via rules)](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#automatic-linking-via-rules) * [Manual linking](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#manual-linking) * [Viewing linked recurring transactions](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#viewing-linked-recurring-transactions) Was this helpful? --- # Net Worth Tracker | Knowledge Base #### [hashtag](https://support.lunchmoney.app/home/net-worth#jump-to) Jump to: * [**Display preferences**](https://support.lunchmoney.app/home/net-worth#display-preferences) * [Period Picker](https://support.lunchmoney.app/home/net-worth#period-picker) * [Chart View Options](https://support.lunchmoney.app/home/net-worth#chart-view-options) * [Display Options](https://support.lunchmoney.app/home/net-worth#display-options) * [Filtering](https://support.lunchmoney.app/home/net-worth#filtering) * [**Managing your data**](https://support.lunchmoney.app/home/net-worth#managing-your-data) * [Updating existing balances](https://support.lunchmoney.app/home/net-worth#updating-existing-balances) * [Adding historical balances](https://support.lunchmoney.app/home/net-worth#adding-historical-balances) * [Sorting the columns](https://support.lunchmoney.app/home/net-worth#sorting-the-columns) * [Exporting to CSV](https://support.lunchmoney.app/home/net-worth#exporting-to-csv) * [**Understanding your data**](https://support.lunchmoney.app/home/net-worth#understanding-your-data) * [How Net Worth is calculated](https://support.lunchmoney.app/home/net-worth#how-net-worth-is-calculated) * [How account balances are recorded](https://support.lunchmoney.app/home/net-worth#how-account-balances-are-recorded) * [How to read the Net Worth chart](https://support.lunchmoney.app/home/net-worth#how-to-read-the-net-worth-chart) * [**FAQ**](https://support.lunchmoney.app/home/net-worth#faq) * [Is there a way to backfill my net worth data](https://support.lunchmoney.app/home/net-worth#is-there-a-way-to-backfill-my-net-worth-data) * * * [hashtag](https://support.lunchmoney.app/home/net-worth#display-preferences) Display preferences ----------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/home/net-worth#period-picker) Period Picker At the top-left corner, click on the period picker to change the date range you'd like to view the data for. You can select a predefined date range option from the drop-down menu, or enter a custom date range: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fo0eIYTLLJzLjtjuUdmW3%252Fnetworth-periodpicker%2520%282%29.png%3Falt%3Dmedia%26token%3D5b322b98-15ed-445e-82de-18b58ce1f61b&width=768&dpr=3&quality=100&sign=6ee86862&sv=2) ### [hashtag](https://support.lunchmoney.app/home/net-worth#chart-view-options) Chart View Options At the top-right corner, use the toggle to switch your view between '**By account**' and '**By type**', depending on how you’d like your data grouped: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FAHxT6rWCeJmMNendght1%252Fnetworth-bytypeaccount.gif%3Falt%3Dmedia%26token%3Db84d039d-e082-4051-824e-e7580728f348&width=768&dpr=3&quality=100&sign=7e1b62f8&sv=2) #### [hashtag](https://support.lunchmoney.app/home/net-worth#by-account) By Account View your chart data by account. Each line graph represents one account and you can use the filter option (accessible to the right of the "By Account" button) to view only a limited set of accounts for quick and easy comparisons. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB5bP7C8fkrYJ1hNri%252F-MZB7trVZ-ckfi6rOK36%252Fby-account.png%3Falt%3Dmedia%26token%3D86ad6cf2-fa1e-4858-baa7-015190b4a259&width=768&dpr=3&quality=100&sign=eea703de&sv=2) #### [hashtag](https://support.lunchmoney.app/home/net-worth#by-type) By Type View your data broken down by asset and liability types. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB5bP7C8fkrYJ1hNri%252F-MZB7ruPab_9D2s1nFx7%252Fby-type.png%3Falt%3Dmedia%26token%3D89896ed5-041a-4ea7-9d50-104b82bf2498&width=768&dpr=3&quality=100&sign=5f471a8a&sv=2) ### [hashtag](https://support.lunchmoney.app/home/net-worth#display-options) Display Options At the top-right corner, click on the gear icon to open the display options: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FzFBhLzpeQP8EijTmbmyh%252Fnetworth-displayoptions.png%3Falt%3Dmedia%26token%3Df8b029cd-28d4-4746-953c-599877a76074&width=768&dpr=3&quality=100&sign=6ad6d6e3&sv=2) #### [hashtag](https://support.lunchmoney.app/home/net-worth#show-percentage-change-percentage-of-total-no-percentages) Show \[percentage change/percentage of total/no percentages\] Use this display option to configure whether or not the tooltip should show the percentage change from the previous month for each asset and liability line items, or the allocation percentage of the asset/liability class. You can also choose to not show a percentage at all. #### [hashtag](https://support.lunchmoney.app/home/net-worth#show-hide-breakdown-of-accounts) \[Show/Hide\] breakdown of accounts This display option is only available when viewing by type. You can use this option to configure whether or not the tooltip should show a breakdown of assets and liabilities by type. #### [hashtag](https://support.lunchmoney.app/home/net-worth#show-hide-closed-accounts) \[Show/Hide\] closed accounts Use this display option to configure whether or not to include closed accounts in the net worth chart and table. When hidden, balances of closed accounts are excluded from totals. #### [hashtag](https://support.lunchmoney.app/home/net-worth#show-hide-subtypes) \[Show/Hide\] subtypes This display option is only available when viewing by type. When you choose to show subtypes, the account types (e.g. Cash, Investment) are further broken down into their subtypes (e.g. Checking, Savings) in the tooltip. ### [hashtag](https://support.lunchmoney.app/home/net-worth#filtering) Filtering At the top-right corner, click on the funnel icon to filter by specific accounts ([when viewing by account](https://support.lunchmoney.app/home/net-worth#by-account) ), or by specific types and subtypes ([when viewing by type](https://support.lunchmoney.app/home/net-worth#by-type) ): ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FdcRuAo9pWFiXWY8WzA0a%252Fnetworth-filter.png%3Falt%3Dmedia%26token%3Dd0e5ba76-a24b-44a8-bf8f-6c8981e90862&width=768&dpr=3&quality=100&sign=f3cc2fec&sv=2) [hashtag](https://support.lunchmoney.app/home/net-worth#managing-your-data) Managing your data --------------------------------------------------------------------------------------------------- Sometimes you may want to update your historical account balances. A few reasons you may want to do this are: * Account syncing was in error mode and a latest balance was not fetched * You want to backfill historical account balances to get a more complete picture of your net worth over time circle-info The Net Worth Tracker doesn't automatically backfill based on historical transactions. This is because we don't currently have a reconciliation feature that would allow us to easily extrapolate your previous account balances. You can view and manage your historical account balances in a table view by clicking on "View/Edit Data" at the top-left corner: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fpd5ys9goUACDYRgZfJr3%252Fimage.png%3Falt%3Dmedia%26token%3D28b941c2-ec72-4586-8c55-53b6db7a1f37&width=768&dpr=3&quality=100&sign=e027a285&sv=2) ### [hashtag](https://support.lunchmoney.app/home/net-worth#updating-existing-balances) Updating existing balances **To edit historical account balances:** 1. Go to the [Net Worth pagearrow-up-right](https://my.lunchmoney.app/net-worth) (_Home > Net Worth_) 2. Click on "View/Edit Data" at the top-left corner 3. Make sure the period picker is set to your desired date range 4. Click on any cell in the table to revise the data (to remove a balance, delete all the contents) 5. Press Enter on the keyboard to save ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2g35op7qKfpp1kFnBGM2%252Fimage.png%3Falt%3Dmedia%26token%3Db7f9514f-04f2-4aca-b625-3088de12c18f&width=768&dpr=3&quality=100&sign=8ca0c938&sv=2) circle-info **Note**: The current balance cannot be revised for accounts enabled for automatic bank syncing via Plaid, as the balance ### [hashtag](https://support.lunchmoney.app/home/net-worth#adding-historical-balances) Adding historical balances **To add historical account balances:** 1. Go to the [Net Worth pagearrow-up-right](https://my.lunchmoney.app/net-worth) (_Home > Net Worth_) 2. Click on "View/Edit Data" at the top-left corner 3. Make sure the period picker is set to your desired date range 4. Click on an empty cell in the table to enter the balance (and set the currency, if applicable) 5. Press Enter on the keyboard to save ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FUP1dUdZbUhZ1qKJnKoc0%252Fimage.png%3Falt%3Dmedia%26token%3Dbea92d7d-1e0c-4bc4-b3b1-bbac3c0c0dff&width=768&dpr=3&quality=100&sign=19a915eb&sv=2) ### [hashtag](https://support.lunchmoney.app/home/net-worth#sorting-the-columns) Sorting the columns The data in each column in the table can be sorted by ascending or descending alphabetical or numerical order. To sort the data, simply click on the header of the column. The first click will sort by descending order, and clicking again will sort by ascending order: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FIhOoHiATrdhZE8RFhkCh%252Fnetworth-sorting.gif%3Falt%3Dmedia%26token%3Ddc3d5da0-bab6-4234-aef4-130168ff4c71&width=768&dpr=3&quality=100&sign=ae5b3cfc&sv=2) ### [hashtag](https://support.lunchmoney.app/home/net-worth#exporting-to-csv) Exporting to CSV If you'd like to export your accounts and historical balances, you can do so by clicking on the download icon at the top-right corner. The CSV file will contain the account names, account status, account types, and all existing balances. **How to export your net worth data:** 1. Go to the [Net Worth pagearrow-up-right](https://my.lunchmoney.app/net-worth) (_Home > Net Worth_) 2. Click on "View/Edit Data" at the top-left corner 3. Make sure the period picker is set to your desired date range 4. Click the download icon at the top right corner ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fx9AMWdC1Y6xIFNWOKZJ9%252Fimage.png%3Falt%3Dmedia%26token%3D726d078c-a9a2-4cb8-96e8-62fa8227f43f&width=768&dpr=3&quality=100&sign=f7c6e65e&sv=2) [hashtag](https://support.lunchmoney.app/home/net-worth#understanding-your-data) Understanding your data ------------------------------------------------------------------------------------------------------------- At the end of every month, Lunch Money takes a "snapshot" of all your current account balances (including investment accounts, crypto holdings, credit cards, loans, and more) and records it as the balance for that month. This then becomes a historical account balance and is fully editable by the end user. The balance shown for the current month is synced with the current account balance, shown also on the [Overview](https://support.lunchmoney.app/home/overview#accounts-overview) page's [Accounts Summary](https://support.lunchmoney.app/home/overview#accounts-overview) and Accounts page. If the account is a synced account, this balance is not editable by the end user until it becomes a historical account balance. ### [hashtag](https://support.lunchmoney.app/home/net-worth#how-net-worth-is-calculated) How Net Worth is calculated Your net worth is calculated as follows: **Net Worth = Total Assets − Total Liabilities** Lunch Money uses the account type to determine how the balance affects your net worth. Positive asset balances (e.g. cash, investments) will increase your net worth, while positive liability balances (e.g. credit cards, loans) will reduce it. Your net worth is calculated monthly, based on the account balances recorded for that period. If you have accounts in multiple currencies, balances are converted to your primary currency (based on the historical conversion rate for that date) before being included in the total. ### [hashtag](https://support.lunchmoney.app/home/net-worth#how-account-balances-are-recorded) How account balances are recorded At the end of every month, Lunch Money takes a "snapshot" of all your current account balances (including investment accounts, crypto holdings, credit cards, loans, and more) and records it as the balance for that month. This then becomes a historical account balance and is fully editable by the end user. ### [hashtag](https://support.lunchmoney.app/home/net-worth#how-to-read-the-net-worth-chart) How to read the Net Worth chart The Net Worth chart shows how your finances change over time. * The **X-axis (horizontal)** represents time, showing the month and year * The **Y-axis (vertical)** represents the value of your assets, liabilities, and net worth. You can hover over any point on the chart to see detailed values for that period. When viewing "[By type](https://support.lunchmoney.app/home/net-worth#by-type) ", the chart combines both bars and a line to visualize your data: * The **green line** represents your **net worth** over time * The **blue bars** represent your **total assets** * The **red bars** represent your **total liabilities** Each point or bar reflects the value for that specific period. Depending on your [display options](https://support.lunchmoney.app/home/net-worth#display-options) , the bars may be segmented by types or subtypes, shown in different shades of blue and red. When viewing “[By account](https://support.lunchmoney.app/home/net-worth#by-account) ”, the chart displays your data using line graphs: * The **green line** represents your **net worth** over time * Each additional line represents an individual account Each point reflects the value of that account for the selected period. Depending on your [filters](https://support.lunchmoney.app/home/net-worth#filtering) and [display options](https://support.lunchmoney.app/home/net-worth#display-options) , accounts may be shown or hidden to help you focus on specific trends. [hashtag](https://support.lunchmoney.app/home/net-worth#faq) FAQ --------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/home/net-worth#is-there-a-way-to-backfill-my-net-worth-data) Is there a way to backfill my net worth data There isn't currently a way to automatically backfill your net worth data since this data is captured once per month at the end of the month. If you edit account balances, or add or remove transactions after a snapshot has been recorded, those changes won't affect past periods. However, you can [click here](https://support.lunchmoney.app/home/net-worth#managing-your-data) to learn how to manually add or edit the data yourself. Last updated 15 days ago Was this helpful? * [Display preferences](https://support.lunchmoney.app/home/net-worth#display-preferences) * [Period Picker](https://support.lunchmoney.app/home/net-worth#period-picker) * [Chart View Options](https://support.lunchmoney.app/home/net-worth#chart-view-options) * [Display Options](https://support.lunchmoney.app/home/net-worth#display-options) * [Filtering](https://support.lunchmoney.app/home/net-worth#filtering) * [Managing your data](https://support.lunchmoney.app/home/net-worth#managing-your-data) * [Updating existing balances](https://support.lunchmoney.app/home/net-worth#updating-existing-balances) * [Adding historical balances](https://support.lunchmoney.app/home/net-worth#adding-historical-balances) * [Sorting the columns](https://support.lunchmoney.app/home/net-worth#sorting-the-columns) * [Exporting to CSV](https://support.lunchmoney.app/home/net-worth#exporting-to-csv) * [Understanding your data](https://support.lunchmoney.app/home/net-worth#understanding-your-data) * [How Net Worth is calculated](https://support.lunchmoney.app/home/net-worth#how-net-worth-is-calculated) * [How account balances are recorded](https://support.lunchmoney.app/home/net-worth#how-account-balances-are-recorded) * [How to read the Net Worth chart](https://support.lunchmoney.app/home/net-worth#how-to-read-the-net-worth-chart) * [FAQ](https://support.lunchmoney.app/home/net-worth#faq) * [Is there a way to backfill my net worth data](https://support.lunchmoney.app/home/net-worth#is-there-a-way-to-backfill-my-net-worth-data) Was this helpful? --- # Recurring Items | Knowledge Base Recurring items are managed on the Recurring page and are used to represent both expense and income transactions that reoccur on a regular cadence. * * * ### [hashtag](https://support.lunchmoney.app/finances/recurring-items#the-basics-of-recurring) The Basics of Recurring * [What are recurring items?](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#what-are-recurring-items) * [Properties of recurring items](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#properties-of-recurring-items) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items#creating-recurring-items) Creating Recurring Items * [Manual creation](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#manual-creation) * [Suggested recurring (automatic detection)](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#suggested-recurring-automatic-detection) * [Integration with rules](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#integration-with-rules) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items#revising-recurring-items) Revising Recurring Items * [Table view settings](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#table-view-settings) * [How to edit an existing recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-edit-an-existing-recurring-item) * [How to merge two recurring items](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-merge-two-recurring-items) * [How to delete a recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-delete-a-recurring-item) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items#recurring-transactions) Recurring Transactions * [Automatic linking (via rules)](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#automatic-linking-via-rules) * [Manual linking](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#manual-linking) * [Viewing linked recurring transactions](https://support.lunchmoney.app/finances/recurring-items/recurring-transactions#viewing-linked-recurring-transactions) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items#faq) FAQ * [Frequently Asked Questions](https://support.lunchmoney.app/finances/recurring-items#faq) Last updated 1 year ago Was this helpful? * [The Basics of Recurring](https://support.lunchmoney.app/finances/recurring-items#the-basics-of-recurring) * [Creating Recurring Items](https://support.lunchmoney.app/finances/recurring-items#creating-recurring-items) * [Revising Recurring Items](https://support.lunchmoney.app/finances/recurring-items#revising-recurring-items) * [Recurring Transactions](https://support.lunchmoney.app/finances/recurring-items#recurring-transactions) * [FAQ](https://support.lunchmoney.app/finances/recurring-items#faq) Was this helpful? --- # CSV / PDF Importing | Knowledge Base Lunch Money lets you import transactions in bulk using either CSV or PDF bank statements. This guide will take you step-by-step through the process. circle-info Migrating from Mint? For more details on the CSV import tool, [read the page on Mint migration tool.](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-csv) * * * #### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#jump-to) Jump to: * [What is a CSV file?](https://support.lunchmoney.app/guides/import-via-csv#what-is-a-csv-file) * [How do I download my transactions?](https://support.lunchmoney.app/guides/import-via-csv#how-do-i-download-my-transactions) * [Where is the CSV/PDF Import Tool?](https://support.lunchmoney.app/guides/import-via-csv#where-is-the-csv-pdf-import-tool) * [What format should my CSV be in?](https://support.lunchmoney.app/guides/import-via-csv#what-format-should-my-csv-be-in) * [Recommended course of action](https://support.lunchmoney.app/guides/import-via-csv#recommended-course-of-action) * [Step 1: Upload the CSV or PDF file](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-the-csv-or-pdf-file) * [Step 2: Match the columns](https://support.lunchmoney.app/guides/import-via-csv#step-2-match-the-columns) * [Step 3: Review settings](https://support.lunchmoney.app/guides/import-via-csv#step-3-review-settings) * [Step 4: Review transactions](https://support.lunchmoney.app/guides/import-via-csv#step-4-review-transactions) * [Step 5: Import Transactions](https://support.lunchmoney.app/guides/import-via-csv#step-5-import-transactions) * [Troubleshooting](https://support.lunchmoney.app/guides/import-via-csv#troubleshooting) * [How we handle your files](https://support.lunchmoney.app/guides/import-via-csv#how-we-handle-your-files) * * * [hashtag](https://support.lunchmoney.app/guides/import-via-csv#what-is-a-csv-file) What is a CSV file? ----------------------------------------------------------------------------------------------------------- Most financial institutions will allow you to download a CSV export of your transactions. This is a plain-text file of your transactions details, such as date, amount and description, separated by a delimiter, typically a comma, hence, **c**omma-**s**eparated **v**alues. With this file, you can import your transactions into Lunch Money quickly and easily. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#how-do-i-download-my-transactions) How do I download my transactions? ----------------------------------------------------------------------------------------------------------------------------------------- If your bank allows it, there will typically be a way to download your statements or transactions in CSV or PDF format directly from the bank's web portal, either for a specific period, or for a custom date range. Try searching in the area where you can download statements. If you need help locating this, you may need to contact your bank. circle-info Check below for guides on exporting transactions for: * [Apple Cardarrow-up-right](https://techcrunch.com/2020/01/21/apple-card-users-can-now-download-monthly-transactions-in-a-spreadsheet/) * [WeChat Pay and Alipay in Chinaarrow-up-right](https://www.notion.so/youngchingjui/Downloading-Transactions-in-China-185f49c2b39d427e9c82e10041e281a9) [hashtag](https://support.lunchmoney.app/guides/import-via-csv#where-is-the-csv-pdf-import-tool) Where is the CSV/PDF Import Tool? --------------------------------------------------------------------------------------------------------------------------------------- To import a CSV or PDF file with transactions, head over to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page and hit the "Import" button located next to the "Add to Cash" button: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FpzvhgAwcZqeuoUz28zzF%252Fimage.png%3Falt%3Dmedia%26token%3Dfe122d94-6a2b-4a13-9e82-9637db904513&width=768&dpr=3&quality=100&sign=59236dc5&sv=2) [hashtag](https://support.lunchmoney.app/guides/import-via-csv#what-format-should-my-csv-be-in) What format should my CSV be in? ------------------------------------------------------------------------------------------------------------------------------------- For a fast and successful CSV import, we recommend that your file includes the following columns with the associated header name: * **Date of transaction** (required) * Header name: `date` * Format preferred: YYYY/MM/DD or YYYY-MM-DD * All other formats are possible, but we may have a hard time parsing them. (It should still work, as there is an opportunity to teach our system which date format you're using. It just might take an extra step!) * **Name of transaction** (required) * Header name: `payee` or `description` * **Transaction amounts** * [See below](https://support.lunchmoney.app/guides/import-via-csv#formats-supported-for-transaction-amounts) * **Transaction notes** (optional) * Header name: `notes` * **Transaction categories** (optional) * Header name: `categories` * You will be asked to match the imported category with a new or an existing Lunch Money category * **Transaction tags** (optional) * Header name: `tags` * Comma-separated list of tag names * You will be asked to match each imported tag with a new or an existing Lunch Money tag #### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#formats-supported-for-transaction-amounts) Formats supported for transaction amounts We support three notations for indicating the amount for a transaction. * **Use single column:** Using one single amount column, with positive/negative notation denoting credit or debit. Recommended headers include * `debit/credit` * `amount` * **Use double column**: Using two columns, with values in one representing debits and values in the other representing credits. Recommended headers include: * `debit` and `credit` * `inflow` and `outflow` * **Use by type column**: Using one single amount column with an associated column denoting the type. The string in the type column must be one of: outflow, inflow, debit, credit. Recommended headers include: * `debit/credit` and `amount` The first two use three columns in the CSV while the last two uses a single column. The double column formats interpret all numbers in absolute format which means a negative will not flip the amount. As of now, these 4 columns are the only ones that you're able to import using CSVs. However, you can always use [Rules](https://support.lunchmoney.app/setup/rules) to help you assign categories or update payee names according to your preferences and habits. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#recommended-course-of-action) Recommended course of action ------------------------------------------------------------------------------------------------------------------------------ If this is your first time using the CSV/PDF import tool, we recommend that you only import one month's worth of transactions to start. Then, go to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page and categorize and organize your transactions as you please. As you do this, Rules will be created to remember your changes and apply them to future similar transactions. You can always go to the [Rulesarrow-up-right](https://my.lunchmoney.app/rules) page to audit these and make sure they are accurate. When you go back to the CSV/PDF import tool and upload a second month's worth of transactions, you'll notice in [**Step 4: Review Transactions**](https://support.lunchmoney.app/guides/import-via-csv#step-4-review-transactions) that many of them will already be edited because you had rules set up from your first month! By uploading transactions in small batches, the less work you end up doing in the long run because your rules will get continuously refined. If you upload a year's worth in one go, you might get overwhelmed quickly. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-the-csv-or-pdf-file) Step 1: Upload the CSV or PDF file ----------------------------------------------------------------------------------------------------------------------------------------- The first step is to select the relevant account or asset that you'll be importing your transactions into. If you haven't set up any account yet, you can do so by going to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and clicking on "Add Account". circle-exclamation If your account isn't showing up as an option in the dropdown, go to the [Accounts arrow-up-right](https://my.lunchmoney.app/accounts) page and check the 'Advanced Settings' under that account's details. For manually-managed assets, "Do not track transactions" must be disabled. For synced bank accounts, "Allow modifications to transactions" must be enabled. After you select which asset the transactions are associated with, you can click on 'Additional settings' to define which currency the transactions are in, and finally, upload the file by clicking on "Process _\[number\]_ rows": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FdREhWlvMolUA7aQ0i0FR%252Fimage.png%3Falt%3Dmedia%26token%3D027344d6-f335-4249-ae04-d0e11eae5b33&width=768&dpr=3&quality=100&sign=87557c0f&sv=2) circle-info Configurations can be saved during [Step 3](https://support.lunchmoney.app/guides/import-via-csv#step-3-review-csv-settings) of the import process, so next time you upload CSVs to the same asset, you get to choose whether or not to use the saved configuration in order to skip the first 2 steps. Note that there is a file size restriction of 3Mb and the CSV/PDF import tool will only upload 10,000 rows at a time. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#step-2-match-the-columns) Step 2: Match the columns ----------------------------------------------------------------------------------------------------------------------- We need to match the column data from your uploaded file to the columns used by Lunch Money. To do so, click the header for each column to open the drop-down and select the corresponding field in Lunch Money. We already try to match some columns for you based on the header name—this works best when the file follows the recommended guidelines (see [**What format should my CSV be in?**](https://support.lunchmoney.app/guides/import-via-csv#what-format-should-my-csv-be-in) ). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FT9HFwP6dIpuMJZ7ymqPo%252Fimage.png%3Falt%3Dmedia%26token%3D9e7e8478-4074-41e9-a5c5-474e10961962&width=768&dpr=3&quality=100&sign=3fcddac5&sv=2) Each column can only be mapped to one of the available options, and an option can only be used once. If you don't wish to import the data from a specific column, select "**Do not import"**. #### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#handling-different-amount-notations) Handling different amount notations For files with a single amount column, use "**Amount**". You can also use "**Amount Type**" if you have a column that indicates debits vs credits. For files with two separate columns, one for credits and one for debits, use "**inflow (amount)**" and "**outflow (amounts)**". While 'Amount' is marked as a required field, using the inflow and outflow options instead will fulfill this requirement. circle-info For more details, see [**Formats supported for transaction amounts**](https://support.lunchmoney.app/guides/import-via-csv#formats-supported-for-transaction-amounts) ). [hashtag](https://support.lunchmoney.app/guides/import-via-csv#step-3-review-settings) Step 3: Review settings ------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#checking-dates-and-amounts) Checking dates and amounts At the 'Review Notations' stage, your file has been parsed by our system based on your settings. Double-check to make sure our interpretation of the dates and amounts are correct. Specifically, make sure that the amounts are correct in what they represent: > _Should a Starbucks expense be a credit? Nope! That's wrong– better flip the switch!_ This is very important to ensure that your transactions are imported correctly! To correct the date or amount type, click on 'Fix dates' or 'Flip types' buttons at the bottom of the table. ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#checking-the-categories) Checking the categories At the 'Review Categories' stage, you will match the category names from the file to the categories that you have set up in Lunch Money. If there is an exact match for the category name between the file and Lunch Money, it will be automatically matched. Otherwise, you can click the field next to the category name to select the relevant category (or create a new one). ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#checking-the-tags) Checking the tags At the 'Review Tags' stage, you will match the tag names from the file to the tags that you have set up in Lunch Money. If there is an exact match for the tag name between the file and Lunch Money, it will be automatically matched. Otherwise, you can click the field next to the tag name to select the relevant tag (or create a new one). ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#malformed-lines) Malformed lines At the 'Final Settings' stage, you'll see a list a notice listings all malformed lines from your file. These represent lines in your file that we determined to be missing required data, such as a date, payee name, or amount. If you believe any of these were done in error, you can always go back to [Step 2](https://support.lunchmoney.app/guides/import-via-csv#step-2-match-the-columns) and fix your column matches. You can also check your file to see if it's corrupted in any way. If you need assistance, we'd be more than happy to [help troubleshoot](https://support.lunchmoney.app/getting-started#step-7-getting-help) ! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FotVFannh902p4Ug9TQXO%252Fimage.png%3Falt%3Dmedia%26token%3D5c8c6616-ad83-4f3f-b3a7-21efda10b63f&width=768&dpr=3&quality=100&sign=c1b40139&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#other-settings) Other settings You can choose to Apply Rules and Skip Duplicates. Both of these settings are recommended, so they are on by default. Apply Rules will run your Rules against the transactions you import. Skip Duplicates will ensure that the same transaction will not be imported twice. We determine two transactions to be the same if the date, payee name, and amount all match exact. Finally, you can choose to save your configuration. We will then remember your settings whenever you upload files for the same asset, letting you skip steps 2 and 3 of the import process! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FYUqPqPi2OeXhEmRKcVSR%252Fimage.png%3Falt%3Dmedia%26token%3D8b58dec3-c65d-4e64-bb1a-958879d92e3b&width=768&dpr=3&quality=100&sign=423b95c&sv=2) [hashtag](https://support.lunchmoney.app/guides/import-via-csv#step-4-review-transactions) Step 4: Review Transactions --------------------------------------------------------------------------------------------------------------------------- On this page, you will be presented with a list of transactions ready to be imported into your Lunch Money account exactly as they appear. This list of transactions has run through your rules and been de-duplicated per your settings. Duplicated transactions are shown at the bottom for your personal debugging. This is your chance to review the transactions you're about to import. If the dates look funny or something else looks off, you can always go back to fix any settings. To prevent some transactions from being imported, de-select them. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#step-5-import-transactions) Step 5: Import Transactions --------------------------------------------------------------------------------------------------------------------------- Hurrah! Your transactions have been imported. We did a best guess as to what your updated balance should be, but if we were off, you can enter the correct balance on this page. [hashtag](https://support.lunchmoney.app/guides/import-via-csv#troubleshooting) Troubleshooting ---------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#im-having-issues-with-my-csv-file) I'm having issues with my CSV file Because there isn't a standard format for transactions in a CSV file, every bank exports transactions differently and we may sometimes encounter a CSV that we're unable to parse. However, we're working towards being able to support all variations and flavours of these CSV files. Please contact us at [\[email protected\]envelope](https://support.lunchmoney.app/cdn-cgi/l/email-protection#7f0c0a0f0f100d0b3f130a111c171210111a06511e0f0f) with a snippet of your file and we'll work on getting it supported. ### [hashtag](https://support.lunchmoney.app/guides/import-via-csv#im-having-issues-with-my-pdf-file) I'm having issues with my PDF file PDF files tend to be content heavy and the layouts can differ significantly from bank to bank. If your PDF isn't parsing the data correctly, please contact us at [\[email protected\]envelope](https://support.lunchmoney.app/cdn-cgi/l/email-protection#11626461617e6365517d647f72797c7e7f74683f706161) and attach the file so we can work on getting it supported! [hashtag](https://support.lunchmoney.app/guides/import-via-csv#how-we-handle-your-files) How we handle your files ---------------------------------------------------------------------------------------------------------------------- CSV imports are processed client-side. We do not store your CSV files and only reviewed transactions from the last step in our CSV importer are sent to Lunch Money servers. PDF imports are parsed using a trusted third-party partner, Bank Statement Converter (https://bankstatementconverter.com/). PDFs are not stored on our server and are sent to them directly. You can check their Privacy Policy here: https://bankstatementconverter.com/privacy. Notably, "Documents uploaded to Bank Statement Converter persist on our servers for 24 hours. After 24 hours they are deleted. We do not forward user uploaded documents to any third parties." Last updated 1 month ago Was this helpful? * [What is a CSV file?](https://support.lunchmoney.app/guides/import-via-csv#what-is-a-csv-file) * [How do I download my transactions?](https://support.lunchmoney.app/guides/import-via-csv#how-do-i-download-my-transactions) * [Where is the CSV/PDF Import Tool?](https://support.lunchmoney.app/guides/import-via-csv#where-is-the-csv-pdf-import-tool) * [What format should my CSV be in?](https://support.lunchmoney.app/guides/import-via-csv#what-format-should-my-csv-be-in) * [Recommended course of action](https://support.lunchmoney.app/guides/import-via-csv#recommended-course-of-action) * [Step 1: Upload the CSV or PDF file](https://support.lunchmoney.app/guides/import-via-csv#step-1-upload-the-csv-or-pdf-file) * [Step 2: Match the columns](https://support.lunchmoney.app/guides/import-via-csv#step-2-match-the-columns) * [Step 3: Review settings](https://support.lunchmoney.app/guides/import-via-csv#step-3-review-settings) * [Checking dates and amounts](https://support.lunchmoney.app/guides/import-via-csv#checking-dates-and-amounts) * [Checking the categories](https://support.lunchmoney.app/guides/import-via-csv#checking-the-categories) * [Checking the tags](https://support.lunchmoney.app/guides/import-via-csv#checking-the-tags) * [Malformed lines](https://support.lunchmoney.app/guides/import-via-csv#malformed-lines) * [Other settings](https://support.lunchmoney.app/guides/import-via-csv#other-settings) * [Step 4: Review Transactions](https://support.lunchmoney.app/guides/import-via-csv#step-4-review-transactions) * [Step 5: Import Transactions](https://support.lunchmoney.app/guides/import-via-csv#step-5-import-transactions) * [Troubleshooting](https://support.lunchmoney.app/guides/import-via-csv#troubleshooting) * [I'm having issues with my CSV file](https://support.lunchmoney.app/guides/import-via-csv#im-having-issues-with-my-csv-file) * [I'm having issues with my PDF file](https://support.lunchmoney.app/guides/import-via-csv#im-having-issues-with-my-pdf-file) * [How we handle your files](https://support.lunchmoney.app/guides/import-via-csv#how-we-handle-your-files) Was this helpful? --- # Stats | Knowledge Base [hashtag](https://support.lunchmoney.app/home/stats#view-options) View options ----------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/home/stats#period-picker) Period Picker Use the period picker to choose any time period for your statistics page. ### [hashtag](https://support.lunchmoney.app/home/stats#include-recurring) Include recurring Toggle this on to include recurring items in your statistics. You may want to turn off recurring items to get rid of repetitive data. For example, if your rent or mortgage payment is consistently the most expensive transaction, this may clutter your "Top Expensive Purchases" list. Removing recurring items from your data helps you better identify anomalies in your spending. ### [hashtag](https://support.lunchmoney.app/home/stats#include-exclude-from-totals) Include 'exclude from totals' Toggle this on to include transactions categorized as 'exclude from totals'. You may want to keep this off to exclude large transactions such as paying off credit card bills from your statistics. [hashtag](https://support.lunchmoney.app/home/stats#elements) Elements --------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/home/stats#top-expensive-purchases) Top Expensive Purchases This card shows your expenses in descending order by cost. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCgltF_j6MSh1vPNr%252Ftop-expensive.png%3Falt%3Dmedia%26token%3D1861aea3-7c2e-40e5-addf-e5fb34358321&width=768&dpr=3&quality=100&sign=2e919685&sv=2) ### [hashtag](https://support.lunchmoney.app/home/stats#new-merchants) New Merchants This card shows you new merchants seen during this time period. It is also ordered in descending order by cost and shows how many transactions were recorded in parentheses. This is useful to identify new spending habits. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglq6qqevHQrrcnj%252Fnew-merchants.png%3Falt%3Dmedia%26token%3D85ad238a-c117-4e82-851d-1f61321069d9&width=768&dpr=3&quality=100&sign=e4b1cd86&sv=2) ### [hashtag](https://support.lunchmoney.app/home/stats#top-merchants-by-total-cost) Top Merchants by Total Cost This card shows you which merchants you spent the most money with during this period. It doesn't take into account how many times you shopped there, only the total money spent. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglublKOa7iXdRzh%252Ftop-merchants-by-cost.png%3Falt%3Dmedia%26token%3D9118e1a9-10ba-4c0c-af72-e5424e481daf&width=768&dpr=3&quality=100&sign=127f58a4&sv=2) ### [hashtag](https://support.lunchmoney.app/home/stats#top-merchants-by-of-transactions) Top Merchants by # of Transactions This card shows you which merchants you frequented the most during this period. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglvZM6hfI53r7ab%252Ftop-merchants-by-tx.png%3Falt%3Dmedia%26token%3D412603fe-51fd-4085-98b8-0de942e55f1d&width=768&dpr=3&quality=100&sign=63fad82c&sv=2) ### [hashtag](https://support.lunchmoney.app/home/stats#top-categories-by-total-cost) Top Categories by Total Cost This card shows you the categories where you had the most spending activity measured by total money spent. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglrPYnz3Jk9AxjG%252Ftop-categories-by-cost.png%3Falt%3Dmedia%26token%3D19b4c04b-5aac-419f-a1ff-c788567e0e12&width=768&dpr=3&quality=100&sign=67cb1ae5&sv=2) ### [hashtag](https://support.lunchmoney.app/home/stats#top-categories-by-of-transactions) Top Categories by # of Transactions This card shows you the categories where you had the highest spending activity measured by number of individual transactions. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglso1ZO-J4BrGi2%252Ftop-categories-by-tx.png%3Falt%3Dmedia%26token%3Dac74d69e-1678-4c4b-aead-608413ed4633&width=768&dpr=3&quality=100&sign=45401cdd&sv=2) [hashtag](https://support.lunchmoney.app/home/stats#monthly-email-digest) Monthly email digest --------------------------------------------------------------------------------------------------- Every month, you'll receive a monthly email delivered to your inbox with a summary of the above statistics. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZB9EoS95PaaZME9Zvz%252F-MZBCglp64BhAeqdoE9u%252Femail.png%3Falt%3Dmedia%26token%3D00f2c695-6dce-4929-8d52-e632b35bfbcf&width=768&dpr=3&quality=100&sign=9151b9a5&sv=2) Last updated 4 years ago Was this helpful? * [View options](https://support.lunchmoney.app/home/stats#view-options) * [Period Picker](https://support.lunchmoney.app/home/stats#period-picker) * [Include recurring](https://support.lunchmoney.app/home/stats#include-recurring) * [Include 'exclude from totals'](https://support.lunchmoney.app/home/stats#include-exclude-from-totals) * [Elements](https://support.lunchmoney.app/home/stats#elements) * [Top Expensive Purchases](https://support.lunchmoney.app/home/stats#top-expensive-purchases) * [New Merchants](https://support.lunchmoney.app/home/stats#new-merchants) * [Top Merchants by Total Cost](https://support.lunchmoney.app/home/stats#top-merchants-by-total-cost) * [Top Merchants by # of Transactions](https://support.lunchmoney.app/home/stats#top-merchants-by-of-transactions) * [Top Categories by Total Cost](https://support.lunchmoney.app/home/stats#top-categories-by-total-cost) * [Top Categories by # of Transactions](https://support.lunchmoney.app/home/stats#top-categories-by-of-transactions) * [Monthly email digest](https://support.lunchmoney.app/home/stats#monthly-email-digest) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#frequently-asked-questions) Frequently Asked Questions 1. [Can I have different periods for different categories?](https://support.lunchmoney.app/guides/budgeting/faq#can-i-have-different-periods-for-different-categories) 2. [How do I use envelope budgeting in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-use-envelope-budgeting-in-lunch-money) 3. [How do I zero-based budget in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-zero-based-budget-in-lunch-money) 4. [How do I set up sinking funds in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-sinking-funds-in-lunch-money) 5. [How do I set up goals in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-goals-in-lunch-money) 6. [How can I adjust the starting balance for the period without using rollovers?](https://support.lunchmoney.app/guides/budgeting/faq#how-can-i-adjust-the-starting-balance-for-the-period-without-using-rollovers) 7. [Can I budget using my total bank balance instead of just recent income?](https://support.lunchmoney.app/guides/budgeting/faq#can-i-budget-using-my-total-bank-balance-instead-of-just-recent-income) 8. [Why do I see "View not aligned with budgeting period" in the Budget Breakdown?](https://support.lunchmoney.app/guides/budgeting/faq#why-do-i-see-view-not-aligned-with-budgeting-period-in-the-budget-breakdown) 9. [Why are my category rollover settings "not activated"?](https://support.lunchmoney.app/guides/budgeting/faq#why-are-my-category-rollover-settings-not-activated) 10. [Is there a comprehensive budgeting video tutorial?](https://support.lunchmoney.app/guides/budgeting/faq#is-there-a-comprehensive-budgeting-video-tutorial) * * * [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#can-i-have-different-periods-for-different-categories) Can I have different periods for different categories? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Currently, all categories share the same budget period. [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-use-envelope-budgeting-in-lunch-money) How do I use envelope budgeting in Lunch Money? ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Envelope budgeting, also known as cash stuffing, divides your money into spending categories. In Lunch Money, you can achieve this by: * Setting up categories for each "envelope" * Using "rollover to same category" to keep money in each envelope * Tracking spending against each category's Available balance * Moving money between categories to prevent overspending **Learn more:** [bookA Beginner's Guide to Envelope Budgeting](https://lunchmoney.app/blog/beginners-guide-to-envelope-budgeting-cash-stuffing?utm_source=lm_knowledgebase) [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-zero-based-budget-in-lunch-money) How do I zero-based budget in Lunch Money? -------------------------------------------------------------------------------------------------------------------------------------------------------- Zero-based budgeting means assigning every dollar a job. In Lunch Money, you can achieve this by: * Turning on general pool rollovers * Budgeting until "Left to Budget" reaches $0 * Using balance adjustments to align with your actual bank balance * Moving money between categories to prevent overspending **Learn more:** [bookZero-Based Budgeting Guide](https://lunchmoney.app/blog/zero-based-budgeting-simplified?utm_source=lm_knowledgebase) [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-sinking-funds-in-lunch-money) How do I set up sinking funds in Lunch Money? -------------------------------------------------------------------------------------------------------------------------------------------------------------- Sinking funds help save for future expenses. In Lunch Money, you can achieve this by: * Creating a category for each fund (e.g., "Car Repairs") * Budgeting money to it monthly * Using budget presets to regularly fund the category * Setting rollover to "same category" so funds accumulate **Learn more**: [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-goals-in-lunch-money) How do I set up goals in Lunch Money? ---------------------------------------------------------------------------------------------------------------------------------------------- This feature will be coming soon! Stay tuned by upvoting [the feature request herearrow-up-right](https://feedback.lunchmoney.app/general-feature-request/p/savings-and-goals) . [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#how-can-i-adjust-the-starting-balance-for-the-period-without-using-rollovers) How can I adjust the starting balance for the period without using rollovers? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ If you have money available for budgeting that isn't new income (like cash gifts, loan repayments, or existing savings), you can: 1. Create an income category (name it something like 'Starting Balance') 2. Set it to 'Treat as income'. 3. In ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FfwbwB2OdtuhAaNQIWiuW%252Fimage.png%3Falt%3Dmedia%26token%3De3f28a32-0023-488d-b49b-7f82a2b6e14b&width=215&dpr=3&quality=100&sign=d241f216&sv=2), set “Base income on” to “Larger of Budgeted and Actual Income Activity”. 4. Enter the desired starting balance in the "Expected" column for that category. In the screenshot below, we’ve set it up so our starting balance is $10,000. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfZx4KVGkJ66V3ZR5ogRhEDPjEbeRY7A1v_45SU_TmIiUqB-mmsYTpVjucaUvB31mdjrqwU6dyXpl7AxbMjwvvVVmxvf5pmoJ3eBpD08vm664fnp1R-bb8hBeMWJOb5NkGChXIjUw%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=8e3e7736&sv=2) This adds the money to your general pool without affecting your actual income tracking. You may also simply enter the amount in the "Expected" column of any existing income category. [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#can-i-budget-using-my-total-bank-balance-instead-of-just-recent-income) Can I budget using my total bank balance instead of just recent income? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Yes! To start with your existing bank balance: 1. Enable "Roll over 'Left to Budget' and 'Overbudgeted' amounts" in ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) 2. Set a balance adjustment for your first period to match your current bank balance > **Example:** If you wish to start budgeting from Jan 1, 2025 and had $15,000 in the bank on Dec 31, 2024, set your rollover balance to $15,000 starting Jan 1, 2025. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FRekLzjOrfndYP4ZYvKHn%252Fimage.png%3Falt%3Dmedia%26token%3Ddf2f5936-8a50-421e-8c65-8623944e71ed&width=768&dpr=3&quality=100&sign=bb193435&sv=2) From then on, your [Net Total Available](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) will stay aligned with your actual bank balance. [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#why-do-i-see-view-not-aligned-with-budgeting-period-in-the-budget-breakdown) Why do I see "View not aligned with budgeting period" in the Budget Breakdown? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ This indicates that the date range you are viewing doesn't match a full budgeting period. For example, if you are budgeting by calendar month (i.e., July 1 - July 31), but looking at the "Month to date" filter (i.e. July 1 - July 28), it won't be possible to display the breakdown: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FlCeOC6UZtspcYonrLCxK%252Fimage.png%3Falt%3Dmedia%26token%3Dd0439a43-46de-47b3-8dc2-d700cdacf494&width=768&dpr=3&quality=100&sign=111adb64&sv=2) To resolve this, use the period picker to adjust the date range to cover the entire period you wish to view: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Feve0AOlBeqzooqdR4myx%252Fimage.png%3Falt%3Dmedia%26token%3Da91d618e-775f-4b46-980a-ea8bd0fa410c&width=768&dpr=3&quality=100&sign=e66b50e8&sv=2) circle-check If you'd like to view the Budget Breakdown for multiple periods, you can do that by setting the date range to the first day of the first period, and the last day of the last period. The budget data will display as long as all periods fit perfectly within the date range. [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#why-are-my-category-rollover-settings-not-activated) Why are my category rollover settings "not activated"? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ When you enable category rollovers via the 'Settings View', the rollover options are set, but not activated. This is because you still need to set the starting date and amount for the rollover. If that's the case, you will see the text "(not activated)" next to the rollover option: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FTLYoTs5CKjEQh5wTS0JZ%252Fimage.png%3Falt%3Dmedia%26token%3D83eba8e7-c644-4b3c-8b54-98dffaff386e&width=768&dpr=3&quality=100&sign=2cb996e2&sv=2) To activate your rollovers, you will need to click on the arrow to the fair right of each category row to open the side panel. Under "Rollover options", you will need to click on "Add New" (for same category rollovers) or "edit" (for general pool rollovers) to set the starting balance and date: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FnMHvdh9UwFnQJMNwafE9%252Fimage.png%3Falt%3Dmedia%26token%3D87a8985a-9524-482c-ac32-82d0bb23c402&width=768&dpr=3&quality=100&sign=c72a8889&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/faq#is-there-a-comprehensive-budgeting-video-tutorial) Is there a comprehensive budgeting video tutorial? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ This video tutorial below provides an in-depth overview of the budgeting page and all the main features: Last updated 15 days ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/guides/budgeting/faq#frequently-asked-questions) * [Can I have different periods for different categories?](https://support.lunchmoney.app/guides/budgeting/faq#can-i-have-different-periods-for-different-categories) * [How do I use envelope budgeting in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-use-envelope-budgeting-in-lunch-money) * [How do I zero-based budget in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-zero-based-budget-in-lunch-money) * [How do I set up sinking funds in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-sinking-funds-in-lunch-money) * [How do I set up goals in Lunch Money?](https://support.lunchmoney.app/guides/budgeting/faq#how-do-i-set-up-goals-in-lunch-money) * [How can I adjust the starting balance for the period without using rollovers?](https://support.lunchmoney.app/guides/budgeting/faq#how-can-i-adjust-the-starting-balance-for-the-period-without-using-rollovers) * [Can I budget using my total bank balance instead of just recent income?](https://support.lunchmoney.app/guides/budgeting/faq#can-i-budget-using-my-total-bank-balance-instead-of-just-recent-income) * [Why do I see "View not aligned with budgeting period" in the Budget Breakdown?](https://support.lunchmoney.app/guides/budgeting/faq#why-do-i-see-view-not-aligned-with-budgeting-period-in-the-budget-breakdown) * [Why are my category rollover settings "not activated"?](https://support.lunchmoney.app/guides/budgeting/faq#why-are-my-category-rollover-settings-not-activated) * [Is there a comprehensive budgeting video tutorial?](https://support.lunchmoney.app/guides/budgeting/faq#is-there-a-comprehensive-budgeting-video-tutorial) Was this helpful? --- # Step 4: Budgeting | Knowledge Base circle-check You're on Step 4 of Lunch Money's Budgeting Guide! **Jump to:** * [**Manual budgeting**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#manual-budgeting) * [**Quick Budget Actions**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#quick-budget-actions) * [Budgeting suggestions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) * [Budget Presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) * [Copy Budget](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) * [Moving money between categories](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) * [**Available Balance Adjustments**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) * [How to make balance adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#how-to-make-balance-adjustments) * * * Now that you're familiar with the layout of the Budget page, it's time to start budgeting! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FINEgIo0wU3OQPqpNELup%252Fimage.png%3Falt%3Dmedia%26token%3D9344b607-1f43-4452-bb07-85a346b02f15&width=768&dpr=3&quality=100&sign=15184b6b&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#manual-budgeting) Manual budgeting ------------------------------------------------------------------------------------------------------------------ The simplest way to set a budget is to do it manually: 1. Find the category you want to budget for 2. Click on the cell in that row under 'Budgeted' 3. Type in the amount you want to budget ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FWCwIdUPEgPxqNzamg2qf%252F7987c58eee711796059b652c3006a65d.gif%3Falt%3Dmedia%26token%3D569f9b9e-04bf-4d35-bcb1-4778d8e43e0a&width=768&dpr=3&quality=100&sign=f880731&sv=2) That's it! Once you set your budget, everything else will update automatically, including how much you have left to spend and how much is left to budget (or overbudgeted) overall. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#quick-budget-actions) Quick budget actions -------------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) Budgeting suggestions When you type in a budget amount, Lunch Money will make helpful suggestions to speed things up. Clicking any suggestion will automatically set the budget to that value. Let’s go over what these could be: 1. **Left to budget**: Allocate all remaining unbudgeted money to this category. This will only show up if you have something left to budget—it won’t show if you are overbudgeted. 2. **Zero out available**: Budget the amount needed to bring this category’s Available balance to $0. 3. **This period’s spend**: Match what you’ve spent so far this period (set to the amount matching the Activity column.) 4. **Last period’s spend**: Match what you spent in this category last period. 5. **Avg spend last 3 periods**: Use the average amount you spent over the last 3 periods. 6. **Last period’s budgeted**: Copy whatever you budgeted for this category last period. 7. **Fixed amount/Fill to**: Manual setting if you have this set up in [budget presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) 8. **Total expected recurring**: Use the sum of all recurring items expected for the period. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FySH7GrdrTLqJg1avevTC%252Fimage.png%3Falt%3Dmedia%26token%3D3c97898f-87e0-4dfc-8c15-58ea72178f71&width=768&dpr=3&quality=100&sign=20423a95&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) Budget Presets Want to budget the same amounts each period? Budget Presets let you set up rules for categories with predictable spending (like rent or bills) so you don't have to type the same numbers every month. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#how-to-set-up-budget-presets) **How to set up Budget Presets** Click the arrow (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FF2hpwa2Xsyb1m7Vbh0EH%252Fimage.png%3Falt%3Dmedia%26token%3Da0090dc4-679d-492c-8ffe-f74ce8561949&width=37&dpr=3&quality=100&sign=39f1d421&sv=2)) at the end of a category row to see your options: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F8ZBRuYR7VIcTuiD28JPL%252Fimage.png%3Falt%3Dmedia%26token%3De1301fba-5965-488e-a365-63f22b251f71&width=768&dpr=3&quality=100&sign=8a89e712&sv=2) Similar to the [budgeting suggestions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) you saw earlier, you will find the following options: 1. **Set fixed amount**: Always budget the exact same amount every period. For example, if you set rent to $1,500, it'll always budget $1,500. 2. **Fill 'Available' up to a certain amount**: Tops up your Available balance to reach a target amount. For example, if you set the 'Dining Out' target to $200 and you have $50 rolled over, the preset will budget $150 to reach $200. 3. **Set to this period's spend:** Match what you’ve spent so far this period (set to the amount matching the Activity column.) 4. **Set to previous period's spend**: Match what you spent in this category last period. 5. **Set to previous period's budget**: Use the same amount you budgeted for this category last period. 6. **Set to average spend of last 3 periods**: Use the average amount you spent over the last 3 periods. 7. **Set to total expected recurring amount**: Use the sum of all recurring items expected for the period. 8. **Do nothing**: Skip budget presets for this category #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#applying-budget-presets) **Applying Budget Presets** Once you've set up your preferred method for each category, click the "Apply Budget Presets" button on the right sidebar. The button only appears when you have valid presets configured. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FrnLaHHAz31jhrdZIJGw8%252Fimage.png%3Falt%3Dmedia%26token%3D9ba3e892-2be8-416d-adaa-56c1622656fe&width=768&dpr=3&quality=100&sign=a2e4d11c&sv=2) You can also trigger individual presets by clicking the checkmark icon next to any category with a preset: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FnzNnppKhAOuYmx8FZVSz%252Fimage.png%3Falt%3Dmedia%26token%3Daffce46d-66ef-4c4b-bd76-c1247cd62893&width=768&dpr=3&quality=100&sign=59009489&sv=2) ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) Copy Budget Want to keep things really simple? You can quickly copy the same budget values from a previous period using the "Copy Budget" button. When you click on it, you'll see which eligible periods you can copy from: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FdZGdfeQMIJS3JX3nEiyH%252Fimage.png%3Falt%3Dmedia%26token%3Dda21851c-05d7-4d49-bb4d-2b11791fbc30&width=768&dpr=3&quality=100&sign=99afff18&sv=2) **How it works** Copy Budget copies category budgets from your selected period to the current period. You can choose whether to overwrite your current budget values or keep what you've already set. For example, if you're setting up March and you've already budgeted $50 for 'Coffee' and $800 for 'Rent': * If "Overwrite all" is **not** selected: Your $50 coffee and $800 rent stay put. Only empty categories get filled with February's values. * If "Overwrite all" **is** selected: ALL your current budgets (including that $50 and $800) get replaced with February's values. ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#clear-this-period) Clear This Period Need a fresh start? Clicking "Clear This Period" will remove all income and expense amounts from the 'Expected' and 'Budgeted' columns for the current period. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FEcYoS2KnRnY3dRvPTJ7p%252Fimage.png%3Falt%3Dmedia%26token%3Dfe5e1c6c-67df-487c-8ea7-639a9a8968bf&width=768&dpr=3&quality=100&sign=87bd4e49&sv=2) circle-check Note: This only affects the current period you're viewing - historical budgets remain unchanged. This action cannot be undone, so make sure you're ready for a clean slate! ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) Moving money between categories Overspent in one category but have wiggle room in others? No worries! Moving money between categories is a core part of flexible budgeting - it lets you adapt to real life without starting from scratch. This is especially useful for envelope and zero-based budgeting approaches. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#heres-how-to-shift-money-between-categories) Here's how to shift money between categories: 1. Click the exchange icon next to the **Available** balance for a given category. 2. Specify how much to move, from which category, and to which category. You may also choose to move money to or from the general pool (labeled as "Left to Budget"). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FTqloF3i9IfxjxdlTG2UK%252Fimage.png%3Falt%3Dmedia%26token%3Dad01f258-8b16-4de0-8ee3-002b378b84a7&width=768&dpr=3&quality=100&sign=b8e3eac1&sv=2) This instantly adjusts both categories' budgets for the current period only. For example, if you move $100 from Entertainment to Dining Out, then Entertainment's budget decreases by $100 while Dining Out's increases by $100. circle-check **Tip**: This is perfect for those "borrowed from Peter to pay Paul" moments - when you overspend on groceries but underspend on gas, just move the difference! [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) Available Balance Adjustments -------------------------------------------------------------------------------------------------------------------------------------------- Sometimes you need to reset your Available balances (the amounts that roll over between periods). This is called a balance adjustment. When you create a balance adjustment, you're telling Lunch Money: "Start calculating the Available balance from this date forward with this new starting amount." #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#when-to-use-a-balance-adjustment) When to use a balance adjustment? Here are some reasons you might reset: * Switching from another budgeting app * Major life changes (new job, marriage, moving) * Fixing past mistakes or miscategorized expenses * Starting fresh for seasonal spending (holiday gifts or spring home maintenance) * Reconciling your actual spending with Lunch Money * Aligning your budget with your actual bank balance (especially important for zero-based budgeters) * Locking in current Available balances as a new starting point #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#how-to-use-a-balance-adjustment) How to use a balance adjustment? For example, if your "Dining Out" category is at -$150 after a few months of overspending, you can reset it to $0 (or any amount you choose). Your past spending stays in your records, but the Available balance calculates from the new date forward. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FPxeRfTx9fE40mIcYzn4D%252FBalance%2520Adjustments%2520Numbered.png%3Falt%3Dmedia%26token%3D49f34c6d-e2c1-484d-b796-2ad9ca4d1745&width=768&dpr=3&quality=100&sign=72c967d3&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#where-does-the-money-come-from) Where does the money come from? Balance adjustments don't move money from other categories - they create or remove money from your budgeting system. It's important to understand when to use each feature: * [**Moving money between categories**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) : Moves Available money between expense categories or general pool. Your Net Total Available stays the same - you're just shifting money around. * **Balance adjustments**: Adds or removes money from your overall budget. Changes your Available balance and Net Total Available amount. circle-check Tip: Use the "Move money" feature if you want to redistribute existing funds. Use balance adjustments only when you need to correct or reset your starting point. circle-exclamation Important: After making a balance adjustment, always make sure you have enough funds to cover your Net Total Available! ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#how-to-make-balance-adjustments) How to make balance adjustments You can create starting balance and date adjustments for the following: * **General Pool** \- Set both starting balance and date * **Same-category rollovers** \- Set both starting balance and date * **General pool rollovers** \- Reset the start date only (balance is managed at the General Pool level) Lunch Money keeps a history of all adjustments while preserving your original data. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#for-individual-categories-with-same-category-rollovers-enabled) **For individual categories with same-category rollovers enabled:** 1. In the Outflow table, click the arrow (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FF2hpwa2Xsyb1m7Vbh0EH%252Fimage.png%3Falt%3Dmedia%26token%3Da0090dc4-679d-492c-8ffe-f74ce8561949&width=37&dpr=3&quality=100&sign=39f1d421&sv=2)) to the right of any category 2. In the 'Edit Category' panel, scroll down to "Rollover Options" 3. Click on "Add New'" under "Adjustments History": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FvV0vkZ7zTO8wlfyh502F%252Fnew-category-balance-adjustment-addnew.png%3Falt%3Dmedia%26token%3De711200b-9b59-4ef4-bb03-a4657f25a076&width=768&dpr=3&quality=100&sign=43a90346&sv=2) 1. Enter the new balance and start date, and click on "Add adjustment": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjtXKOGpOXZruHqyXUxgc%252Fsame-category-rollovers-balance-adjustment.png%3Falt%3Dmedia%26token%3D0e358723-a7af-421c-a68b-98f53337424f&width=768&dpr=3&quality=100&sign=1b3aa521&sv=2) 1. To finalize the change, click on "Save changes" at the bottom circle-check **Tip**: Lunch Money keeps a history of all adjustments — you'll see them listed under "Adjustments History" with an option to remove previous adjustments if needed. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#for-individual-categories-with-general-pool-rollovers-enabled) **For individual categories with general pool rollovers enabled:** 1. In the Outflow table, click the arrow (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FF2hpwa2Xsyb1m7Vbh0EH%252Fimage.png%3Falt%3Dmedia%26token%3Da0090dc4-679d-492c-8ffe-f74ce8561949&width=37&dpr=3&quality=100&sign=39f1d421&sv=2)) to the right of any category 2. In the 'Edit Category' panel, scroll down to "Rollover Options" 3. Click on "edit" next to the existing start date: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4B7vvhLSIZYzqdcHQ8Jk%252Fcategory-balance-adjustment-edit-generalpool.png%3Falt%3Dmedia%26token%3D2db83c24-b85c-46e8-b764-e9b6c6411e83&width=768&dpr=3&quality=100&sign=854809d3&sv=2) 1. Enter the new start date, and click on "Reset": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FlQGyeaJ4VpsuJJ2Ksl0R%252Fnew-balance-adjustment-reset.png%3Falt%3Dmedia%26token%3Dc3c844b7-6789-458b-bef5-5d3d65a1e374&width=768&dpr=3&quality=100&sign=5ae54cb6&sv=2) 1. To finalize the change, click on "Save changes" at the bottom #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#for-the-general-pool-rollover) **For the general pool rollover:** 1. Click on "Budget Settings" ( ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) ) 2. Locate the "General Pool Rollover Setting" section 3. Click on "Add new" under "Adjustments History": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4rDFFhkVW2wxuuyHg2OX%252Fgeneral-pool-adjustment-addnew.png%3Falt%3Dmedia%26token%3D1f90d13f-2c8b-4120-bd25-dd9736779b98&width=768&dpr=3&quality=100&sign=6ccd2fe0&sv=2) 1. Enter the new balance and start date, and click on "Reset to...": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FYytw2y37eQnbSj5QXt5Y%252Fgeneral-pool-adjustment-reset.png%3Falt%3Dmedia%26token%3D938aa2be-2004-4d9f-a61f-6143a30a9d3e&width=768&dpr=3&quality=100&sign=5d587a0b&sv=2) 1. To finalize the change, click on "Save changes" at the bottom circle-exclamation **Note**: The General Pool balance adjustment controls the overall "Left to Budget" / "Overbudgeted" amount, and will ignore any past amounts rolled over from categories into the General Pool. circle-check **Tip**: Lunch Money keeps a history of all adjustments — you'll see them listed under "Adjustments History" with an option to remove previous adjustments if needed. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#whats-next) What's Next? -------------------------------------------------------------------------------------------------------- You've been budgeting– now let's get some insights! In the next section, we'll explore some additional features to help you to get the most out of your budget! Let's go! 👇 [arrow-rightGo to Step 5: Miscellaneous Features](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) Last updated 1 month ago Was this helpful? * [Manual budgeting](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#manual-budgeting) * [Quick budget actions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#quick-budget-actions) * [Budgeting suggestions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) * [Budget Presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) * [Copy Budget](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) * [Clear This Period](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#clear-this-period) * [Moving money between categories](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) * [Available Balance Adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) * [How to make balance adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#how-to-make-balance-adjustments) * [What's Next?](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#whats-next) Was this helpful? --- # Analyze | Knowledge Base The Analyze page is where you will find the Query Tool. This tool can be used to set up custom curated views of your income and expense data, in order to obtain insights beyond those offered in the default Lunch Money reports. * * * [hashtag](https://support.lunchmoney.app/finances/analyze#setting-the-view) Setting the view ------------------------------------------------------------------------------------------------- The Query Tool offers a number of ways to display your data, so that you can view the information in the way that best works for your needs. #### [hashtag](https://support.lunchmoney.app/finances/analyze#the-data-viewing-options-include-report-pie-chart-bar-graph-line-chart-stacked-bar) The data viewing options include: **Report****, Pie Chart, Bar Graph, Line Chart, Stacked Bar** ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcccnnItM9RSw2Z92TXZTo-zvqT62sJhtuiVJ3oopI4YO62aESPV1c8FoZgnfyztgnCuP24OA6TIro_rLKeqzn9eJB6bWZVQF0l3PTGb1gBc-pvXVatEw16zBy6_SUlFGf2WUblqC8vWHSDZWY0cq371SWF%3Fkey%3DqigELdhKiSzTlncHDzk55g&width=768&dpr=3&quality=100&sign=3b3a0100&sv=2) [hashtag](https://support.lunchmoney.app/finances/analyze#setting-the-date-range) **Setting the date range** ----------------------------------------------------------------------------------------------------------------- To begin, set the date range for the data that you’d like to see. You can choose a predefined view from the drop-down menu, or enter a custom date range: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXc_jCstNEprDYOBKcZqOlHSrdsWtauh_VQ-7M0LgQey-bXeIsmNT5AKKM48E8yC7IHxZMWh_nzt4pDRCQ3e-JJW5rH7XtQdhd0y24OhfTH27Oa9kpBJZBPtMepqhsKgLtTmAOnOtjWT1xNwsZX8YFue4hM%3Fkey%3DqigELdhKiSzTlncHDzk55g&width=768&dpr=3&quality=100&sign=42a29b67&sv=2) [hashtag](https://support.lunchmoney.app/finances/analyze#setting-the-time-granularity) Setting the time granularity ------------------------------------------------------------------------------------------------------------------------- You can change the time granularity (day, week, month, or year) by which you’d like to display the data, using the drop-down menu above the table: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd7KnZnhfVguHWy2gJjPM8jBohTrrLc7-O67Tj55LMng4XVa5JJok2FXQ4qBD9X4x22JC8UlVjJ80jWLVlHdstmuLVe8ChoBfmK55zIPyRbRdhvtHOPCUUiDAbQKdwtiTfQqiIyMqJpJpJ8xdqscrR-TXzD%3Fkey%3DqigELdhKiSzTlncHDzk55g&width=768&dpr=3&quality=100&sign=c8df7da9&sv=2) Last updated 15 days ago Was this helpful? * [Setting the view](https://support.lunchmoney.app/finances/analyze#setting-the-view) * [Setting the date range](https://support.lunchmoney.app/finances/analyze#setting-the-date-range) * [Setting the time granularity](https://support.lunchmoney.app/finances/analyze#setting-the-time-granularity) Was this helpful? --- # Creating Recurring Items | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#jump-to) Jump to: * [**Manual creation**](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#manual-creation) * [From the Recurring page](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-recurring-page) * [From the Transactions page](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-transactions-page) * [**Suggested recurring (automatic detection)**](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#suggested-recurring-automatic-detection) * [**Integration with rules**](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#integration-with-rules) * * * In Lunch Money, recurring items are managed and tracked via the [Recurringarrow-up-right](https://my.lunchmoney.app/recurring) page. The Recurring page is viewed on a month-to-month basis, meaning that you would only see the recurring items for the period in the active view (eg. May 2024). If you have recurring items that occur twice a month, you will see them appear as two separate entries on the page. On the other hand, if you have a recurring item that occurs once a year, it will only appear on its renewal month. [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#manual-creation) Manual creation -------------------------------------------------------------------------------------------------------------------------------- Creating new recurring items can be done both from the [Recurringarrow-up-right](https://my.lunchmoney.app/recurring) page directly, or from an existing transaction on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-recurring-page) **From the Recurring page** 1. Go to Finances > Recurring 2. Click on the ‘Add new recurring item’ button located above the table 3. In the ‘Create recurring item’ panel that appears on the right side of the screen, fill in the obligatory fields for merchant name, estimated billing date, transaction category, and repeating cadence. Review the optional properties as well. 4. Click on “Next” at the bottom 5. Now, select whether the expected amount is fixed or fluctuating and enter the amount circle-info While some recurring payments have a fixed amount every time (eg. Netflix subscription), some recurring payments may have an amount that fluctuates from one month to another (eg. utility bill). As you create your recurring item, you'll be asked if this is a fluctuating item or fixed. You can always edit any rules later on to change these properties if you wish. 1. To finalize, click on “Create” at the bottom ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-transactions-page) **From the Transactions page** 1. Go to Finances > Transactions 2. Locate the recurring transaction and click on the arrow to the far-right of the row 3. In the ‘Edit Transaction’ panel that appears on the right side of the screen, scroll down to the ‘I want to…” section and click on “Convert to recurring item” 4. If there are existing recurring items, you will be able to review and select them if relevant. Otherwise, to continue creating a new recurring item, click on “Create new recurring item” 5. Most of the details will be automatically filled in using the transaction data, so you will only need to fill in the repeating cadence. Review the rest of the data and optional properties. 6. Click on “Next” at the bottom 7. Now, select whether the expected amount is fixed or fluctuating. The amount will be filled in automatically, yet will require your input if you choose to enter a range (fluctuating). 8. To finalize, click on “Create” at the bottom Once created, Lunch Money will automatically search for all matching transactions to link with the newly created recurring item. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjWBJAKq90nX8wf9Jw538%252FRecurring%2520Item%2520-%2520Create%2520from%2520Transaction.gif%3Falt%3Dmedia%26token%3D4d3a8443-89af-4e20-8d1e-a886a7d481cb&width=768&dpr=3&quality=100&sign=c9acfb99&sv=2) [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#suggested-recurring-automatic-detection) Suggested recurring (automatic detection) ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you use bank syncing or CSV imports, Lunch Money will automatically detect recurring transactions if there is a clear pattern of payee and amount that repeat over a regular cadence. If a recurring pattern is detected, a suggested recurring item will be created and those transactions will be linked to it. Suggested recurring items are not immediately added to the Recurring page, and will appear on a separate page for suggested recurring items: [https://my.lunchmoney.app/recurring/suggestedarrow-up-right](https://my.lunchmoney.app/recurring/suggested) The Suggested Recurring Items page can be accessed by clicking on the “Show suggestions (X)” button above the table: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXctdkRfK-AvIyeN_o8pcVSKWcgOZZtQ_Guh4OHaYcg42YRZYR0f2Ewaq6PjgjXNrhtqNs8cZ9EWFQrBb9T50frsHJOclkLqo3QNbQ1pkJThN1JhjmR4KORgYGS7YRaZPyOLmBKUo9Uvgh0QirdZZOLMlj1M%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=70d912b6&sv=2) The Suggested Recurring Items page can also be accessed by clicking on the “Review X recurring items” box on the right side of the page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXeW50X9L265u9rsdwzZw7YybP4k8ZozgmG0rJ8hg6YpjbZv0TNJ4qD3La56qsS9YxWkUrUMBeMmJ7dQ-tC7BlbXMiKFq-OQ2zZHyo-Tgh-peCcRMfrvTjbz3ueeoZ8wCDJGvVfMTBJk8bHHG2qpByc42NsO%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=48428cf1&sv=2) The suggested recurring items will need to be approved or rejected. If you accept the suggested recurring item, it will be added to the Recurring page. If you mark the suggested recurring item as "this is not a recurring item" it will be removed (the corresponding recurring rule will also be deleted). [hashtag](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#integration-with-rules) Integration with rules ---------------------------------------------------------------------------------------------------------------------------------------------- Recurring [rules](https://support.lunchmoney.app/setup/rules) will automatically be created when a recurring item is set up on the [Recurring arrow-up-right](https://my.lunchmoney.app/recurring/) page, or when a suggested recurring item is created. The rule that is created helps Lunch Money identify future transactions as recurring and to automatically link them to the corresponding recurring items. By default, the recurring rule will include parameters for the Payee, Amount and Date. If you also selected an account in the “Paid from account” field, then the rule will also include an Account to match by. For example, if you created a new monthly recurring expense for "Pat's Gym" at $30 a month with the expected billing date to be around the 3rd of every month, then a rule will be created to match transactions that are expenses of $30 with the merchant name "Pat's Gym" occurring between the 1st and 5th of the month. circle-info The range in days is to allow room for possible time variance, given that transactions may not always post to your bank account on the exact day. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FfgDgl8Y5EIIfQauIwJ88%252Fimage.png%3Falt%3Dmedia%26token%3D91e94772-884b-465d-953d-a5d6503f231c&width=768&dpr=3&quality=100&sign=fae67751&sv=2) Last updated 1 year ago Was this helpful? * [Manual creation](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#manual-creation) * [From the Recurring page](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-recurring-page) * [From the Transactions page](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#from-the-transactions-page) * [Suggested recurring (automatic detection)](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#suggested-recurring-automatic-detection) * [Integration with rules](https://support.lunchmoney.app/finances/recurring-items/creating-recurring-items#integration-with-rules) Was this helpful? --- # Mobile App | Knowledge Base #### [hashtag](https://support.lunchmoney.app/miscellaneous/mobile-app#jump-to) Jump to: 1. [Where can I download the official Lunch Money mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-download-the-official-lunch-money-app) 2. [What can I do with the mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#what-can-i-do-with-the-mobile-app) 3. [Where can I share feedback for the mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-share-feedback-for-the-mobile-app) 4. [Are there any other mobile tools for Lunch Money?](https://support.lunchmoney.app/miscellaneous/mobile-app#are-there-any-other-mobile-tools-for-lunch-money) * * * [hashtag](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-download-the-official-lunch-money-mobile-app) Where can I download the official Lunch Money mobile app? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ The official Lunch Money companion app is available for download on both iOS and Android: [![Logo](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Fapps.apple.com%2Fassets%2Ffavicon%2Ffavicon-180.png&width=20&dpr=3&quality=100&sign=7b2ed090&sv=2)Lunch Money App - App StoreApp Storechevron-right](https://apps.apple.com/us/app/lunch-money/id6739028463) [![Logo](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Fwww.gstatic.com%2Fandroid%2Fmarket_images%2Fweb%2Ffavicon_v3.ico&width=20&dpr=3&quality=100&sign=ef959bec&sv=2)Lunch Money - Apps on Google PlayGooglePlaychevron-right](https://play.google.com/store/apps/details?hl=en_US&id=com.lunchbaglabs.lunchmoney) [hashtag](https://support.lunchmoney.app/miscellaneous/mobile-app#what-can-i-do-with-the-mobile-app) **What can I do with the mobile app?** ------------------------------------------------------------------------------------------------------------------------------------------------ The official Lunch Money companion app lets you: * Add new transactions on-the-go * See detailed stats of your income and spending * Dive into each category of your Spending Breakdown * Review transactions quickly with a swipe * Categorize, tag and add notes to transactions on-to-go * See patterns of your spending with monthly stats and charts ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FxnCyTVF2ztTbGTnWvIC6%252Fios-light-mode.png%3Falt%3Dmedia%26token%3D26cd6105-51b5-45ce-aa25-6b96f07c1eb5&width=768&dpr=3&quality=100&sign=ea64da0b&sv=2) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FU5JcXNKeMIf0n1ma24Uu%252Fios-dark-mode.png%3Falt%3Dmedia%26token%3D906d531b-0546-4d23-b384-239f8a83e3a1&width=768&dpr=3&quality=100&sign=76fc0dca&sv=2) [hashtag](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-share-feedback-for-the-mobile-app) Where can I share feedback for the mobile app? -------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you have any feedback or suggestions to share with us regarding the mobile app, please feel free to open an [in-app support ticket](https://support.lunchmoney.app/getting-started#step-7-getting-help) , or use the dedicated [#📱-mobile-apparrow-up-right](https://discord.com/channels/842337014556262411/1237256446786277478) channel on [Discordarrow-up-right](https://lunchmoney.app/discord) ! [hashtag](https://support.lunchmoney.app/miscellaneous/mobile-app#are-there-any-other-mobile-tools-for-lunch-money) Are there any other mobile tools for Lunch Money? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Yes! We are committed to continuously improve our [developer APIarrow-up-right](https://lunchmoney.dev/) which has enabled many Lunch Money users to create and share their own mobile tools and companion apps with the larger community, including: * [Lunch Syncarrow-up-right](https://littlebluebug.com/wallet/index.html) , an iOS app for syncing Apple Wallet transactions by [milanavearrow-up-right](https://github.com/milanave) * [Milk Moneyarrow-up-right](https://milkmoney.club/) , a mobile website for quickly adding transactions, by [dareiffarrow-up-right](https://github.com/dareiff) * [A scriptable iOS Widgetarrow-up-right](https://github.com/amanb014/lunch-money-widget) for transaction status updates, by [amanb014arrow-up-right](https://github.com/amanb014) * [Loncheraarrow-up-right](https://lunchmoney.app/blog/2024-11-29-community-newsletter) , a Telegram bot that helps manage transactions on-the-go, by [casidiabloarrow-up-right](https://github.com/casidiablo) You can view a full list of tools and projects by the community [herearrow-up-right](https://github.com/lunch-money/awesome-lunchmoney) . Last updated 12 months ago Was this helpful? * [Where can I download the official Lunch Money mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-download-the-official-lunch-money-mobile-app) * [What can I do with the mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#what-can-i-do-with-the-mobile-app) * [Where can I share feedback for the mobile app?](https://support.lunchmoney.app/miscellaneous/mobile-app#where-can-i-share-feedback-for-the-mobile-app) * [Are there any other mobile tools for Lunch Money?](https://support.lunchmoney.app/miscellaneous/mobile-app#are-there-any-other-mobile-tools-for-lunch-money) Was this helpful? --- # Crypto | Knowledge Base ### [hashtag](https://support.lunchmoney.app/setup/crypto#frequently-asked-questions) Frequently Asked Questions 1. [Which cryptocurrency tokens are supported in Lunch Money?](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-tokens-are-supported-in-lunch-money) 2. [Which cryptocurrency wallets are supported in Lunch Money?](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-wallets-are-supported-in-lunch-money) 3. [How do I generate a Coinbase API key?](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-coinbase-api-key) 4. [Where do I find my Ethereum wallet address?](https://support.lunchmoney.app/setup/crypto#where-do-i-find-my-ethereum-wallet-address) 5. [How do I generate a Kraken API key?](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-kraken-api-key) 6. [Can I sync crypto wallet transactions?](https://support.lunchmoney.app/setup/crypto#can-i-sync-crypto-wallet-transactions) 7. [Why is my synced crypto account showing "Not Supported"?](https://support.lunchmoney.app/setup/crypto#why-is-my-synced-crypto-account-is-showing-not-supported) * * * [hashtag](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-tokens-are-supported-in-lunch-money) Which cryptocurrency tokens are supported in Lunch Money? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Lunch Money supports manual tracking for crypto assets and holdings in over 300 cryptocurrencies, with more being added every week by user demand! Lunch Money pulls the latest exchange rates every few minutes so you'll get the latest balances reflected properly as part of your net worth. circle-info If you don't see your cryptocurrency supported, please [let us knowarrow-up-right](https://my.lunchmoney.app/accounts?show_feedback=cryptocurrency-request) and we'll work on adding it! 🙂 ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FoZsQOoMBdXdkUqpVw37H%252Fe4fcdae6b3a69f91753fe5d533f1457e.gif%3Falt%3Dmedia%26token%3Dc18d4a3f-1041-4b55-9fa1-b05669af02ae&width=768&dpr=3&quality=100&sign=82930a63&sv=2) For the step-by-step instructions to add your crypto assets in Lunch Money, [click here](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-set-up-manually-managed-crypto-assets) . [hashtag](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-wallets-are-supported-in-lunch-money) Which cryptocurrency wallets are supported in Lunch Money? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Lunch Money supports the following cryptocurrency wallets for automatic balance syncing: [Coinbasearrow-up-right](https://www.coinbase.com/home) , [Ethereumarrow-up-right](https://ethereum.org/en/) , and [Krakenarrow-up-right](https://www.kraken.com/wallet) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FlgZ3ZvvtLsq3OrJfnfeG%252Fadc46d4d29c50bd3fc5cf5dcd8fb3074.gif%3Falt%3Dmedia%26token%3Da3024bf2-b3bc-4be9-98fc-0fea235d026f&width=768&dpr=3&quality=100&sign=20258bbb&sv=2) [hashtag](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-coinbase-api-key) How do I generate a Coinbase API key? -------------------------------------------------------------------------------------------------------------------------------------- To generate new Coinbase API keys to integrate with Lunch Money, follow these steps: 1. In Coinbase, navigate to [API keysarrow-up-right](https://www.coinbase.com/settings/api) via Settings 2. Click on "Create API Key" at the top right corner 3. After naming your key, select the Portfolio to be tracked. You can also select "Default" and Lunch Money will automatically filter out zero-balance accounts. 4. Leave the default "View (read only)" permission and leave the IP whitelist field blank. Then hit "Create & Download" and download the cdp\_api\_key.json file for future use. 5. Hit the Copy icon to copy the API key name and paste it in the "API key name" field in Lunch Money 6. Copy the Private key and paste it into the "Private key" field in Lunch Money circle-info Not sure where to enter the keys in Lunch Money? [Click here](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FvvVnenfEiPuaL2pHAhlr%252Fimage.png%3Falt%3Dmedia%26token%3D163ac6e5-9b7a-4d35-a998-685e645ccd7e&width=768&dpr=3&quality=100&sign=1d87c661&sv=2) [hashtag](https://support.lunchmoney.app/setup/crypto#where-do-i-find-my-ethereum-wallet-address) Where do I find my Ethereum wallet address? -------------------------------------------------------------------------------------------------------------------------------------------------- Your Ethereum wallet address is a unique string of characters which represents your wallet on the Ethereum blockchain. A Ethereum address is 42-character's long that starts with **"0x"**, followed by a mix of numbers and letters (eg. `0x742d35Cc6634C0532925a3b844Bc454e4438f44e`). You should be able to find your Ethereum wallet address in your crypto wallet app. Simply copy the address and paste it into Lunch Money to connect your Ethereum wallet: circle-info Not sure where to enter the wallet address in Lunch Money? [Click here](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FTRT2sud6Zzx2HTuubI2a%252Fimage.png%3Falt%3Dmedia%26token%3D35034a4b-52fa-49b5-b7fc-3e6ae6ce1c13&width=768&dpr=3&quality=100&sign=74cc43b0&sv=2) [hashtag](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-kraken-api-key) How do I generate a Kraken API key? ---------------------------------------------------------------------------------------------------------------------------------- To generate new Kraken API keys to integrate with Lunch Money, follow these steps: 1. In Kraken, navigate to the [API Settings Pagearrow-up-right](https://pro.kraken.com/app/settings/api) 2. Click on the "Create API Key" button 3. Give the key a name, like "Lunch Money". Then select only Query under Funds and ensure all other Permissions are unchecked. Leave the rest of the options toggled to Off and hit the "Generate Key" button. 4. Hit the Copy icon to copy the API name and paste it in the "API key" field in Lunch Money 5. Copy the Private key and past it into the "Private key" field in Lunch Money circle-info Not sure where to enter the keys in Lunch Money? [Click here](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FTy0E9R5VIZ0CwKMEE40Q%252Fimage.png%3Falt%3Dmedia%26token%3Dc5baae0a-b1f0-45d7-aad3-ffa73b94ba92&width=768&dpr=3&quality=100&sign=385126e8&sv=2) [hashtag](https://support.lunchmoney.app/setup/crypto#can-i-sync-crypto-wallet-transactions) Can I sync crypto wallet transactions? ---------------------------------------------------------------------------------------------------------------------------------------- Crypto wallet transactions are not currently supported in Lunch Money. You may only track the balance of crypto assets at this time. circle-info Please consider upvoting the [relevant feature request ticketarrow-up-right](https://feedback.lunchmoney.app/transactions/p/crypto-wallet-transactions) on the Feedback Board to show your support and be notified of any developments! [hashtag](https://support.lunchmoney.app/setup/crypto#why-is-my-synced-crypto-account-showing-not-supported) Why is my synced crypto account showing "Not Supported"? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you are seeing 'Not supported' or 'Relink' in the status column for a synced crypto account, this typically means that the original API key or address that was used to connect the account is no longer valid: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fk2NDaWFdQC9llGZC2zJC%252Fimage.png%3Falt%3Dmedia%26token%3D6cfc9f7a-368d-4f64-b021-b2f73eba3b9b&width=768&dpr=3&quality=100&sign=79ea5f4e&sv=2) To fix this, simply [create a new connection with your wallet](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) . Once that's done, you may remove the original account and opt to merge the existing balance history with your new connection. Last updated 11 months ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/setup/crypto#frequently-asked-questions) * [Which cryptocurrency tokens are supported in Lunch Money?](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-tokens-are-supported-in-lunch-money) * [Which cryptocurrency wallets are supported in Lunch Money?](https://support.lunchmoney.app/setup/crypto#which-cryptocurrency-wallets-are-supported-in-lunch-money) * [How do I generate a Coinbase API key?](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-coinbase-api-key) * [Where do I find my Ethereum wallet address?](https://support.lunchmoney.app/setup/crypto#where-do-i-find-my-ethereum-wallet-address) * [How do I generate a Kraken API key?](https://support.lunchmoney.app/setup/crypto#how-do-i-generate-a-kraken-api-key) * [Can I sync crypto wallet transactions?](https://support.lunchmoney.app/setup/crypto#can-i-sync-crypto-wallet-transactions) * [Why is my synced crypto account showing "Not Supported"?](https://support.lunchmoney.app/setup/crypto#why-is-my-synced-crypto-account-showing-not-supported) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/faq#frequently-asked-questions) Frequently Asked Questions 1. [What’s the difference between recurring transactions, items and rules?](https://support.lunchmoney.app/finances/recurring-items/faq#id-1.-whats-the-difference-between-recurring-transactions-items-and-rules) 2. [Can I disable suggested recurring item detection?](https://support.lunchmoney.app/finances/recurring-items/faq#can-i-disable-suggested-recurring-item-detection) 3. [How do I request a new feature for Recurring Items?](https://support.lunchmoney.app/finances/recurring-items/faq#id-2.-how-do-i-request-a-new-feature-for-recurring-items) * * * [hashtag](https://support.lunchmoney.app/finances/recurring-items/faq#whats-the-difference-between-recurring-transactions-items-and-rules) What’s the difference between recurring transactions, items and rules? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **Recurring Transactions** are any transactions that repeat on a regular cadence, with the same payee and amount. These are managed on the Transactions page. **Recurring Items** hold the recurring transactions within them, and are managed on the Recurring page. **Recurring Rules** define the transaction properties by which a transaction is considered recurring, and will automatically link the matched transaction to the relevant recurring item. [hashtag](https://support.lunchmoney.app/finances/recurring-items/faq#can-i-disable-suggested-recurring-item-detection) Can I disable suggested recurring item detection? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ You can effectively prevent transactions from being associated with suggested recurring items by creating a 'Don't link to recurring' rule on the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) : **Here's how to set up the rule:** 1. Go to the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) 2. Click on 'Add a new rule' 3. Under "If..", click on 'Add condition' and choose 'Matches day' 4. Set the condition to "Day is between (inclusive) 1 & 31" circle-check This condition ensures that the rule triggers for any transactions with a date within that range, meaning, all transactions! 1. Under "Then..", click on 'Add action' and scroll down to select 'Don't link to recurring item' circle-check This action doesn't prevent existing recurring item rules from triggering, and your own recurring items will still work as expected. This action will only prevent the automatic creation of new suggested reucrring items. 1. To save the new rule, click on 'Create' ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4IVDUsQucypYOZ3zx6v1%252Fdisable%2520suggested%2520reucrring%2520rule.png%3Falt%3Dmedia%26token%3Df6670986-a5bc-4043-83de-90103a832ec5&width=768&dpr=3&quality=100&sign=c4abd57d&sv=2) circle-info Once you've set this rule up, make sure to also clear out any existing suggested recurring items as well, by approving or rejecting them. If you have pending suggested recurring items to review, you will see a 'Show suggestions' button on the [Recurring pagearrow-up-right](https://my.lunchmoney.app/recurring/) . You can also [click herearrow-up-right](https://my.lunchmoney.app/recurring/suggested) for a direct link. [hashtag](https://support.lunchmoney.app/finances/recurring-items/faq#how-do-i-request-a-new-feature-for-recurring-items) How do I request a new feature for Recurring Items? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- We are always looking for feedback on new features, and recommend opening a feature request ticket on the Feedback Board here: [https://feedback.lunchmoney.app/recurring-itemsarrow-up-right](https://feedback.lunchmoney.app/recurring-items) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcmlXhuGWC6JPYuGn15MQ65o7Ef24Qb1_AA-gEeik0qmVwqw9t_-k9Yi8lQUOO0Hx0G7WvQtLSKU9HCJ2tD4J0h3kw7eyB7tn-y3zE6ezMRcyhAQtYH74urxyi6kyxEK3flT7jBExDjE8ITTidJP_X4tQtk%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=ca51b767&sv=2) Last updated 12 days ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/finances/recurring-items/faq#frequently-asked-questions) * [What’s the difference between recurring transactions, items and rules?](https://support.lunchmoney.app/finances/recurring-items/faq#whats-the-difference-between-recurring-transactions-items-and-rules) * [Can I disable suggested recurring item detection?](https://support.lunchmoney.app/finances/recurring-items/faq#can-i-disable-suggested-recurring-item-detection) * [How do I request a new feature for Recurring Items?](https://support.lunchmoney.app/finances/recurring-items/faq#how-do-i-request-a-new-feature-for-recurring-items) Was this helpful? --- # Transactions | Knowledge Base 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. * * * ### [hashtag](https://support.lunchmoney.app/finances/transactions#transaction-actions) Transaction Actions * [Creating transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#creating-transactions) * [Updating transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#updating-transactions) * [Deleting transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#deleting-transactions) ### [hashtag](https://support.lunchmoney.app/finances/transactions#transaction-types) Transaction Types * [Split transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#split-transactions) * [Group transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#group-transactions) * [Recurring transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#recurring-transactions) ### [hashtag](https://support.lunchmoney.app/finances/transactions#transaction-status) Transaction Status * [Reviewed vs. unreviewed](https://support.lunchmoney.app/finances/transactions/transaction-status#reviewed-vs.-unreviewed) * [Automatic review settings](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-review-settings) * [Automatic transaction status updates with Rules](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-transaction-status-updates-with-rules) ### [hashtag](https://support.lunchmoney.app/finances/transactions#transaction-enhancements) Transaction Enhancements * [Categories](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#categories) * [Tags](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#tags) * [Attachments](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#attachments) ### [hashtag](https://support.lunchmoney.app/finances/transactions#other-features) Other Features * [View Change History](https://support.lunchmoney.app/finances/transactions/other-features#view-change-history) * [Exporting Transactions](https://support.lunchmoney.app/finances/transactions/other-features#exporting-transactions) * [Filters](https://support.lunchmoney.app/finances/transactions/other-features#filters) * [Sorting](https://support.lunchmoney.app/finances/transactions/other-features#sorting-ascending-descending) [(Ascending / Descending)](https://support.lunchmoney.app/finances/transactions/other-features#sorting-ascending-descending) * [Adjusting Column Width](https://support.lunchmoney.app/finances/transactions/other-features#adjusting-column-width) * [Show/Hide Columns](https://support.lunchmoney.app/finances/transactions/other-features#show-hide-columns) * [Deduplication Tool](https://support.lunchmoney.app/finances/transactions/other-features#deduplication-tool) ### [hashtag](https://support.lunchmoney.app/finances/transactions#faq) FAQ * [Frequently Asked Questions](https://support.lunchmoney.app/finances/transactions/transactions#frequently-asked-questions) Last updated 3 months ago Was this helpful? * [Transaction Actions](https://support.lunchmoney.app/finances/transactions#transaction-actions) * [Transaction Types](https://support.lunchmoney.app/finances/transactions#transaction-types) * [Transaction Status](https://support.lunchmoney.app/finances/transactions#transaction-status) * [Transaction Enhancements](https://support.lunchmoney.app/finances/transactions#transaction-enhancements) * [Other Features](https://support.lunchmoney.app/finances/transactions#other-features) * [FAQ](https://support.lunchmoney.app/finances/transactions#faq) Was this helpful? --- # Transaction Status | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#jump-to) Jump to: * [**Reviewed vs. unreviewed**](https://support.lunchmoney.app/finances/transactions/transaction-status#reviewed-vs.-unreviewed) * [How to mark a transaction as "reviewed"](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-reviewed) * [How to mark a transaction as "unreviewed"](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-unreviewed) * [**Automatic review settings**](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-review-settings) * [Auto-review transactions on update](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-update) * [Auto-review transactions on manual creation](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-manual-creation) * [**Automatic transaction status updates with Rules**](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-transaction-status-updates-with-rules) * * * [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#reviewed-vs.-unreviewed) Reviewed vs. unreviewed --------------------------------------------------------------------------------------------------------------------------------------- Transaction status serves as a safety measure implemented to help prevent erroneous transaction data and ensure that all transactions are categorized properly, with correct dates, payees, etc. When transactions are automatically synced into Lunch Money, some data may not always perfectly match up, so the "unreviewed" status serves as an indication that the transaction may need your attention. Unless automatically marked as reviewed by a [Rulearrow-up-right](https://support.lunchmoney.app/setup/rules) , all automatically imported transactions will initially be marked as "unreviewed". On the other hand, manually created transactions will automatically be marked as "reviewed" by default. If there are any unreviewed transactions in the active view, you will see a prompt on the right-side of the screen to review those transactions. You can click on it to see a filtered view of all unreviewed transactions for the period: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2F84CLX6L-wGlLSjW9RAGse7xGVbhkLjL10Oqv9o2ZUmmtWwTLJmGUxLE80LCFVjKVJBS3haIeMJK3EGI0g9SL5NMzk8_X0xv9Uy1rBPl9vqvmKxdgy7Fwzw40wOfOOTms21XpNvfnpV2SkER_yxrgqb8&width=768&dpr=3&quality=100&sign=f4af5eb6&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-reviewed) **How to mark a transaction as "reviewed"** To quickly change an individual transaction’s status to "reviewed", head over to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, and click on the gray check mark icon in the far-right column to turn it green. #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#if-you-wish-to-change-the-status-for-multiple-transactions-in-bulk) **If you wish to change the status for multiple transactions in bulk:** 1. Select the transactions by clicking the respective checkboxes on the far-left column. 2. In the '_Selected Transactions_' menu on the right side of the screen, click on the "Mark reviewed" button. Alternatively, to mark all unreviewed transactions in the current view as "reviewed", you can click on the green check mark icon at the very top of the column. In the confirmation dialog that appears, click on "Yes, confirm" to confirm the bulk review: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FPTkBk6jpIEXSqLQREYCQHsJNbp88ZXnS20MKcuD_76heivjdjOQ9cbdaiRbPFdqKzcz1nZLDAVLIftcReQ69cTzR-j2sKsLxktPGMgS01fc2CilaVC3jifVswUCzfTnkvgiNW91aUaNtupjrNprbA4o&width=768&dpr=3&quality=100&sign=b0690f0c&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-unreviewed) **How to mark a transaction as "unreviewed"** To quickly change an individual transaction’s status to "unreviewed", head over to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, and click on the green check mark icon in the far-right column to turn it gray. #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#if-you-wish-to-change-the-status-for-multiple-transactions-in-bulk-1) **If you wish to change the status for multiple transactions in bulk:** 1. Select the transactions by clicking the respective checkboxes on the far-left column. 2. In the '_Selected Transactions_' menu on the right side of the screen, click on the "Bulk-edit" button. 3. Under "Update fields", locate and toggle-on the option "Mark all as unreviewed". 4. Confirm by clicking on "Save changes". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FC66rmXGxh70UERneya0c%252FStatus%2520-%2520Bulk%2520Unreviewed.gif%3Falt%3Dmedia%26token%3Dbac3b50b-bd0d-478a-8272-c7bbdd3470fe&width=768&dpr=3&quality=100&sign=167ed01e&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-review-settings) Automatic review settings ------------------------------------------------------------------------------------------------------------------------------------------- On the Settings page, under ‘User Preferences’, you will find a section called ‘Transaction Preferences’. There, you have two auto-review options that can be enabled or disabled: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXeg-BCEpS_DdmeJBvQcszXlMo7EoTWFwahitYsuEk_u3aj9wqfWR6Q45q4GwMD-rpArkmknOxUKjktQF5kJ0Zv0iznIBMVtyUQ8FdJGm0qHztWOPvQVYqqxOLiPHkoRyAsirE0DoD1YeUABvZMhWgH8hoNu%3Fkey%3D3DxWD4D8aYdCGzyHnq2wdg&width=768&dpr=3&quality=100&sign=4919015d&sv=2) circle-info These options apply across all budgets on your Lunch Money account. Enabling these options on one budget account will also enable them on all other budgets. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-update) **Auto-review transactions on update** You can enable this option if you would like to have unreviewed transactions automatically marked as “reviewed” after an update is made. This means that any change made to the Date, Amount, Category, Payee, Notes or Account will update that transaction’s status to “reviewed”. If you wish to always manually review transactions, make sure to disable this option. That way updates to the transaction will not affect the status, and you can manually set it as “reviewed” when you are ready. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-manual-creation) **Auto-review transactions on manual creation** While transactions synced from a bank account will always be set to “unreviewed” by default, manually created transactions can be set to automatically clear to “reviewed” status upon creation. Enabling this option would have new manually created transactions start in a reviewed state, while disabling these options would have them start in an unreviewed state. [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-transaction-status-updates-with-rules) Automatic transaction status updates with Rules --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- While the automatic review settings cover all manually-updated and/or manually-created transactions, Rules can be set up to automatically mark specific transactions as “reviewed” or “unreviewed” based on a certain criteria. circle-info Rules will override auto-review settings and the default behavior of synced transactions. This means that a synced transaction can automatically be set to “reviewed” status by a rule, despite the expected default “unreviewed” status. For example, you can set up a rule for transactions from a specific account to always be marked as “reviewed”, or for transactions from a specific Payee to always be marked as “unreviewed”. To learn more about rules, please [see here](https://support.lunchmoney.app/setup/rules) . ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfKEmBGO5renPO2sG3yjCz_-IzqrwcIdPatd-9pI2Ntyl4qqfA7dQ2ZuOuWa1GKpA3-FGo926p71wpBqcu1mLHEUWaeCA7XyHg2yAf5LTbjBfElr4HN6pTOMGXdfwa60pYpQPWUqNUTxNRGWlkz521HGxg%3Fkey%3D3DxWD4D8aYdCGzyHnq2wdg&width=768&dpr=3&quality=100&sign=34da8c86&sv=2) Last updated 1 year ago Was this helpful? * [Reviewed vs. unreviewed](https://support.lunchmoney.app/finances/transactions/transaction-status#reviewed-vs.-unreviewed) * [How to mark a transaction as "reviewed"](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-reviewed) * [How to mark a transaction as "unreviewed"](https://support.lunchmoney.app/finances/transactions/transaction-status#how-to-mark-a-transaction-as-unreviewed) * [Automatic review settings](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-review-settings) * [Auto-review transactions on update](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-update) * [Auto-review transactions on manual creation](https://support.lunchmoney.app/finances/transactions/transaction-status#auto-review-transactions-on-manual-creation) * [Automatic transaction status updates with Rules](https://support.lunchmoney.app/finances/transactions/transaction-status#automatic-transaction-status-updates-with-rules) Was this helpful? --- # Revising Recurring Items | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#jump-to) Jump to: * [**Table view settings**](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#table-view-settings) * [Grouping](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#grouping) * [Sorting (Ascending / Descending)](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#sorting-ascending-descending) * [**Revising recurring items**](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#revising-recurring-items) * [How to edit an existing recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-edit-an-existing-recurring-item) * [How to merge two recurring items](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-merge-two-recurring-items) * [How to delete a recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-delete-a-recurring-item) * * * [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#table-view-settings) Table view settings ---------------------------------------------------------------------------------------------------------------------------------------- When you have a large number of recurring items set up on the Recurring page, you may find it easier to organize the table by grouping and sorting the recurring items. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#grouping) Grouping The recurring items in the table can be grouped by the following properties: * Category * Cadence * Account * Type (Debit vs Credit) * None ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4jIUEXgTHpImFcqLpaIO%252FRecurring%2520Item%2520-%2520Group%2520by.gif%3Falt%3Dmedia%26token%3Dac7ceec1-b2f3-4f5d-99da-706dfc2dc51d&width=768&dpr=3&quality=100&sign=2d828664&sv=2) Once you select a property to group by, that property will no longer be represented with a header as a column in the table, but instead, in horizontal tabs that hold groups of similar recurring items together. The tab can be expanded or collapsed by clicking on it. Some examples: * If you select to group by “Category”, your recurring items will be grouped by the categories they share (eg. “Utilities”, “Entertainment”, “Income”, etc.). * If you choose to group by “Type”, the recurring items will be grouped by debits (recurring expenses) and credits (recurring income). * If you choose to group by “None”, all recurring items will appear ungrouped, listed all together in the table. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#sorting-ascending-descending) Sorting (Ascending / Descending) The data in each column in the table can be sorted by ascending or descending alphabetical or numerical order. To sort the data, simply click on the header of the column. The first click will sort by descending order, and clicking again will sort by ascending order. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4jWrucFuEP689O5ATPRs%252Fa349880f209e93d478d7bd53eb6eef4f.gif%3Falt%3Dmedia%26token%3De9c2188c-27cd-4166-881a-c2392cddea45&width=768&dpr=3&quality=100&sign=bf2e1f1&sv=2) [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#revising-recurring-items) Revising recurring items -------------------------------------------------------------------------------------------------------------------------------------------------- When editing an existing recurring item, keep in mind that the changes made will apply to all instances of the recurring item across all periods. If for example, you change the start date, the recurring item instances before that date will be removed from the Recurring page. The past transactions already linked to the recurring item will remain linked, even if the specific past recurring item instances have been removed. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-edit-an-existing-recurring-item) How to edit an existing recurring item Editing recurring items is done from the Recurring page: 1. Go to Finances > Recurring 2. Locate the relevant recurring item and click on the arrow to the far-right of the row 3. In the ‘Edit recurring item’ panel that appears on the right side of the screen, you can revise any of the details 4. To confirm the changes, click on “Save” at the bottom ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-merge-two-recurring-items) How to merge two recurring items Merging two recurring items together is done from the Recurring page: 1. Go to Finances > Recurring 2. Locate the recurring item that you wish to merge into another and click on the arrow to the far-right of the row 3. In the ‘Edit recurring item’ panel that appears on the right side of the screen, scroll all the way down and click on “Merge with existing recurring item” 4. You will now select the other recurring item, to which you wish to merge all existing linked transactions into 5. To confirm the changes, click on “Save changes” at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F89iJMogTpb0XxoRahZ8i%252Fimage.png%3Falt%3Dmedia%26token%3D078842d9-472b-4070-8f73-2f9d1707e9f1&width=768&dpr=3&quality=100&sign=1c5ae053&sv=2) Once merged, the original recurring item will be removed from the Recurring page. The associated transactions will now be linked to the other recurring item with which it was merged. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-delete-a-recurring-item) How to delete a recurring item Deleting recurring items is done from the Recurring page: 1. Go to Finances > Recurring 2. Locate the recurring item that you wish to delete and click on the arrow to the far-right of the row 3. In the ‘Edit recurring item’ panel that appears on the right side of the screen, click on “Delete” at the very bottom 4. In the confirmation dialog, click “Yes, confirm” ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F8mnclnf135JtPrIijPnx%252Fimage.png%3Falt%3Dmedia%26token%3Df39d9dbe-0d0a-4ffd-bcf3-4ab152992ac7&width=768&dpr=3&quality=100&sign=9e27ff20&sv=2) Once deleted, the recurring item will be removed from the Recurring page. The associated recurring rule will also be removed from the Rules page. The associated transactions will be unlinked and treated as regular transactions again. Last updated 1 year ago Was this helpful? * [Table view settings](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#table-view-settings) * [Grouping](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#grouping) * [Sorting (Ascending / Descending)](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#sorting-ascending-descending) * [Revising recurring items](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#revising-recurring-items) * [How to edit an existing recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-edit-an-existing-recurring-item) * [How to merge two recurring items](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-merge-two-recurring-items) * [How to delete a recurring item](https://support.lunchmoney.app/finances/recurring-items/revising-recurring-items#how-to-delete-a-recurring-item) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/setup/tags/faq#frequently-asked-questions) Frequently Asked Questions 1. [What's the difference between tags and categories?](https://support.lunchmoney.app/setup/tags/faq#whats-the-difference-between-categories-and-tags) 2. [How do I request a new feature for Tags?](https://support.lunchmoney.app/setup/tags/faq#how-do-i-request-a-new-feature-for-tags) * * * [hashtag](https://support.lunchmoney.app/setup/tags/faq#whats-the-difference-between-categories-and-tags) What’s the difference between categories and tags? ----------------------------------------------------------------------------------------------------------------------------------------------------------------- Both tags and categories are used to organize your transactions, yet they serve different purposes. Check out the comparison table below, outlining the main differences: Tags Categories Transactions can be assigned more than one ✅ ❌ Can be set as rule condition ❌ ✅ Can be set as rule action ✅ ✅ Stats and Trends reports ❌ ✅ Query Tool reports ✅ ✅ Can be color-coded ✅ ❌ Can be budgeted for ❌ ✅ To learn more about categories, [arrow-up-right](https://support.lunchmoney.app/setup/tags) [see here](https://support.lunchmoney.app/setup/categories) , and [here](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#categories) . [hashtag](https://support.lunchmoney.app/setup/tags/faq#how-do-i-request-a-new-feature-for-tags) How do I request a new feature for Tags? ---------------------------------------------------------------------------------------------------------------------------------------------- We are always looking for feedback on new features, and recommend checking out the Feedback Board to vote on existing feature requests, or create new ones: [https://feedback.lunchmoney.app/categories-tagsarrow-up-right](https://feedback.lunchmoney.app/categories-tags) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcD0LsLop62vc_5X0Yy9pADwT9IVsdkLfi_THQjfSQElEI3pKrS0y__TQULlqaeI3bUjDnOyE7LB1eeFmDV0C5X8Z7T0YkKh31ElKrs_p5Hod7vLR8swdC3G-Ahjh2dsUa99RupYKDiqn5WE_UB3lmPJqlS%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=8ebc0970&sv=2) Last updated 1 year ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/setup/tags/faq#frequently-asked-questions) * [What’s the difference between categories and tags?](https://support.lunchmoney.app/setup/tags/faq#whats-the-difference-between-categories-and-tags) * [How do I request a new feature for Tags?](https://support.lunchmoney.app/setup/tags/faq#how-do-i-request-a-new-feature-for-tags) Was this helpful? --- # Beta Testing Program | Knowledge Base ### [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#jump-to) Jump to: 1. [What is the beta testing program?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-is-the-beta-testing-program) 2. [How do I become a beta tester?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-become-a-beta-tester) 3. [How do I access the beta version of the app?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-access-the-beta-version-of-the-app) 4. [Where should I share feedback for beta features?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#where-should-i-share-feedback-for-beta-features) 5. [Will I still be able to access the public build?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#will-i-still-be-able-to-access-the-public-build) 6. [What will happen to my transaction data?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-will-happen-to-my-transaction-data) 7. [How do I find out about new features?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-will-i-find-out-about-new-features) * * * [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-is-the-beta-testing-program) What is the beta testing program? ---------------------------------------------------------------------------------------------------------------------------------------------------- The beta testing program is a way for users to get early access to new features before they are officially released to the public. Beta testers help continuously improve and shape Lunch Money by providing valuable feedback, identifying bugs, and suggesting enhancements. [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-become-a-beta-tester) How do I become a beta tester? ---------------------------------------------------------------------------------------------------------------------------------------------- To join the beta testing program, login to your Lunch Money account, click the gears icon next to 'HELP' at the top of the page, then navigate to the Community page. There, click on the orange button to join the program: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdg6S5TBCmu2vqqGjVpUv8jNvq6VjssAgjl3yiaU3SvBc-wx2Xprcx4mFZFQFqOWhnuBSKGtrfnch0VGQDlo67Px2RQKjIS1qXZPWJ_SarNPEmalRS84NPFz7P6B87r5-rrpXWdsA%3Fkey%3DTsEDydLAOWhZDeOWeY2k-e-w&width=768&dpr=3&quality=100&sign=17c8dc51&sv=2) [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-access-the-beta-version-of-the-app) How do I access the beta version of the app? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Once you’ve joined the Beta Testing Program, you can access the beta build at: [beta.lunchmoney.apparrow-up-right](http://beta.lunchmoney.app/) [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#where-should-i-share-feedback-for-beta-features) Where should I share feedback for beta features? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- To share feedback on new Lunch Money beta features, feel free to open an [in-app support ticketarrow-up-right](https://support.lunchmoney.app/getting-started#step-7-getting-help) , or join the private beta channel within our [Discordarrow-up-right](https://lunchmoney.app/discord) community! To gain access to the beta tester's channel on Discord, you will need to enable Linked Roles. Here's how: 1. Open [Discordarrow-up-right](https://lunchmoney.app/discord) 2. At the top left corner of the Discord, click on the server name at the top ("Lunch Mo...") and then on "Linked Roles": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FriXfWFDNKOeTR5ObjCew%252Fimage.png%3Falt%3Dmedia%26token%3D7d28345e-41f4-49f2-9980-b3412f0bc4ba&width=768&dpr=3&quality=100&sign=5b2e3e26&sv=2) 3\. Next, click on "Beta Tester" to connect with Lunch Money: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FzzSXL0NWzWpaMNUZMKCC%252Fimage.png%3Falt%3Dmedia%26token%3De7101660-1e6e-414c-a93b-5d1c477bbf86&width=768&dpr=3&quality=100&sign=5ae41edb&sv=2) 4\. Once you've got the 'Beta Tester' role enabled, you'll be able to find the [**#🧪-beta-testers**arrow-up-right](https://discord.com/channels/842337014556262411/1134593799209881621) channel on the left side panel. [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#will-i-still-be-able-to-access-the-public-build) Will I still be able to access the public build? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Yes! The public production build will always be available to you at [my.lunchmoney.apparrow-up-right](http://my.lunchmoney.app/) [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-will-happen-to-my-transaction-data) What will happen to my transaction data? ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Your data (eg. accounts, transactions, rules, etc.) will sync between the public and beta builds. The beta and production builds use the same database and changes made in one environment will reflect in the other environment as well. [hashtag](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-will-i-find-out-about-new-features) How will I find out about new features? ---------------------------------------------------------------------------------------------------------------------------------------------------------------- As a beta tester, you will receive updates on latest features to test on beta via a newsletter email and/or in the private beta Discord channel. Last updated 1 month ago Was this helpful? * [Jump to:](https://support.lunchmoney.app/miscellaneous/beta-testing-program#jump-to) * [What is the beta testing program?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-is-the-beta-testing-program) * [How do I become a beta tester?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-become-a-beta-tester) * [How do I access the beta version of the app?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-do-i-access-the-beta-version-of-the-app) * [Where should I share feedback for beta features?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#where-should-i-share-feedback-for-beta-features) * [Will I still be able to access the public build?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#will-i-still-be-able-to-access-the-public-build) * [What will happen to my transaction data?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#what-will-happen-to-my-transaction-data) * [How will I find out about new features?](https://support.lunchmoney.app/miscellaneous/beta-testing-program#how-will-i-find-out-about-new-features) Was this helpful? --- # Categories | Knowledge Base Categories are an essential way to organize your transactions in Lunch Money. Every transaction can have at most one category and uncategorized transactions are highly discouraged! * * * ### [hashtag](https://support.lunchmoney.app/setup/categories#category-properties) Category Properties * [Treat as income](https://support.lunchmoney.app/setup/categories/category-properties#treat-as-income) * [Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) * [Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) ### [hashtag](https://support.lunchmoney.app/setup/categories#creating-categories) Creating Categories * [Category creation](https://support.lunchmoney.app/setup/categories/category-creation) * [Auto-categorization](https://support.lunchmoney.app/setup/categories/auto-categorization) ### [hashtag](https://support.lunchmoney.app/setup/categories#category-groups) Category Groups * [What are category groups](https://support.lunchmoney.app/setup/categories/category-groups#what-are-category-groups) * [How to create a new category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-create-a-new-category-group) * [How to add categories to an existing category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-add-categories-to-an-existing-category-group) ### [hashtag](https://support.lunchmoney.app/setup/categories#editing-categories) Editing Categories * [Reordering](https://support.lunchmoney.app/setup/categories/editing-categories#reordering) * [Archiving](https://support.lunchmoney.app/setup/categories/editing-categories#archiving) * [Merging](https://support.lunchmoney.app/setup/categories/editing-categories#merging) * [Deleting](https://support.lunchmoney.app/setup/categories/editing-categories#deleting) ### [hashtag](https://support.lunchmoney.app/setup/categories#faq) FAQ * [Frequently Asked Questions](https://support.lunchmoney.app/setup/categories/faq#frequently-asked-questions) Last updated 1 month ago Was this helpful? * [Category Properties](https://support.lunchmoney.app/setup/categories#category-properties) * [Creating Categories](https://support.lunchmoney.app/setup/categories#creating-categories) * [Category Groups](https://support.lunchmoney.app/setup/categories#category-groups) * [Editing Categories](https://support.lunchmoney.app/setup/categories#editing-categories) * [FAQ](https://support.lunchmoney.app/setup/categories#faq) Was this helpful? --- # Unlimited Budget Accounts | Knowledge Base Lunch Money supports unlimited budget accounts per subscription! You can create additional budgets to track different aspects of your life, collaborate with others and even use as a developer sandbox account! The possibilities, like your budgets, are limitless. [hashtag](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#how-do-i-create-a-new-budget-account) How do I create a new budget account? ----------------------------------------------------------------------------------------------------------------------------------------------------------------- On the web app, locate the teal circle to the left of the "Logout" button: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FGXQ0usftE7Hq6Xq915In%252Fimage.png%3Falt%3Dmedia%26token%3Dccd2adbc-da2b-4136-b0fb-467e76e54981&width=768&dpr=3&quality=100&sign=87bd1380&sv=2) This will invoke the "Switch Accounts" pop-up wherein you can view all your budget accounts and create new ones. You will also find any pending invitations to [collaborate](https://support.lunchmoney.app/settings/collaborators) on existing budgets here: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F7xNUlD0aiVPy8IMQVtLU%252Fimage.png%3Falt%3Dmedia%26token%3D85947c2f-5a10-486e-b42d-7c1dd48b8c37&width=768&dpr=3&quality=100&sign=4daba3a1&sv=2) [hashtag](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#what-are-some-use-cases-for-creating-multiple-budget-accounts) What are some use cases for creating multiple budget accounts? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Some users find it helpful to separate budget accounts by different aspects of their life. For example, you may have your own personal budget, a shared budget with a partner and a budget for your business. Some developers may also find it useful to create a separate budget account as a developer sandbox account! [hashtag](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#how-does-collaborating-with-others-work) How does collaborating with others work? ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- Each budget account has one admin user whose paid subscription supports the budget account. Once this budget account is created, they can invite unlimited collaborators to this account. A budget account is an isolated budget with its own transactions, accounts, categories, tags, etc, and its data cannot be accessed by another budget account. A user who is only collaborating on other users' budget accounts does not need their own paid subscription. At any time, collaborators may create their own budget, thereby becoming an admin user and requiring a paid subscription. A collaborator who creates their first budget automatically receives a free 14-day trial. To learn more about collaborators, [click here](https://support.lunchmoney.app/settings/collaborators) . Last updated 1 month ago Was this helpful? * [How do I create a new budget account?](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#how-do-i-create-a-new-budget-account) * [What are some use cases for creating multiple budget accounts?](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#what-are-some-use-cases-for-creating-multiple-budget-accounts) * [How does collaborating with others work?](https://support.lunchmoney.app/miscellaneous/unlimited-budget-accounts#how-does-collaborating-with-others-work) Was this helpful? --- # Accounts | Knowledge Base 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 [Accountsarrow-up-right](https://my.lunchmoney.app/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. circle-exclamation **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. * * * ### [hashtag](https://support.lunchmoney.app/setup/accounts#adding-accounts) Adding Accounts * [How to add synced bank accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-synced-bank-accounts) * [How to add manually-managed assets or accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-manually-managed-assets-or-accounts) * [How to link a cryptocurrency wallet for automatic syncing](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) * [How to set up manually-managed crypto assets](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-set-up-manually-managed-crypto-assets) ### [hashtag](https://support.lunchmoney.app/setup/accounts#managing-accounts) Managing Accounts * [Updating account details](https://support.lunchmoney.app/setup/accounts/managing-accounts#updating-account-details) * [Merging accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#merging-accounts) * [Removing accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-accounts) ### [hashtag](https://support.lunchmoney.app/setup/accounts#faq) FAQ * [Frequently Asked Questions](https://support.lunchmoney.app/setup/accounts/faq) Last updated 15 days ago Was this helpful? * [Adding Accounts](https://support.lunchmoney.app/setup/accounts#adding-accounts) * [Managing Accounts](https://support.lunchmoney.app/setup/accounts#managing-accounts) * [FAQ](https://support.lunchmoney.app/setup/accounts#faq) Was this helpful? --- # Tags | Knowledge Base Tags are a great way to further organize transactions beyond categories. Tags are more flexible than categories as they tend to be more specific and associated with less transactions than a category would. Unlike categories, a transaction can be associated with multiple tags! Tags can also be color-coded to help with organization and easier visualization on the Transactions page. The Tags page is where you can manage all of your tags, from creating new ones, editing existing ones, deleting, or archiving. Some uses of tags may include tracking transactions associated with a specific event (eg. birthday party, wedding, etc.), a trip (eg. Brazil 2023, Italy 2024, etc.) or a particular project (eg. kitchen renovation, bedroom makeover). * * * ### [hashtag](https://support.lunchmoney.app/setup/tags#creating-tags) Creating Tags * [How to create tags via the Tags page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-tags-page) * [How to create tags via the Transactions page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-transactions-page) * [How to create tags via the Rules page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-rules-page) ### [hashtag](https://support.lunchmoney.app/setup/tags#managing-tags) Managing Tags * [How to edit a tag's name and description](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-edit-a-tags-name-or-description) * [How to set a tag's color scheme](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-set-a-tags-color-scheme) * [How to archive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-archive-a-tag) * [How to unarchive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-unarchive-a-tag) * [How to show/hide archived tags](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-show-hide-archived-tags) * [How to delete a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-delete-a-tag) ### [hashtag](https://support.lunchmoney.app/setup/tags#assigning-tags) Assigning Tags * [How to manually tag transactions](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-manually-tag-transactions) * [How to auto-tag transactions with Rules](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-auto-tag-transactions-with-rules) * [How to remove tags from transactions](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-remove-tags-from-transactions) ### [hashtag](https://support.lunchmoney.app/setup/tags#analyzing-tags) Analyzing Tags * [How to filter by tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-filter-by-tags) * [How to show / hide tags in the Transactions table view](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-show-hide-tags-in-the-transactions-table-view) * [How to generate a tag-based report](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-generate-a-tag-based-report) ### [hashtag](https://support.lunchmoney.app/setup/tags#faq) FAQ * [What's the difference between tags and categories?](https://support.lunchmoney.app/setup/tags/faq#whats-the-difference-between-categories-and-tags) * [How do I request a new feature for Tags?](https://support.lunchmoney.app/setup/tags/faq#how-do-i-request-a-new-feature-for-tags) Last updated 3 months ago Was this helpful? * [Creating Tags](https://support.lunchmoney.app/setup/tags#creating-tags) * [Managing Tags](https://support.lunchmoney.app/setup/tags#managing-tags) * [Assigning Tags](https://support.lunchmoney.app/setup/tags#assigning-tags) * [Analyzing Tags](https://support.lunchmoney.app/setup/tags#analyzing-tags) * [FAQ](https://support.lunchmoney.app/setup/tags#faq) Was this helpful? --- # Multicurrency | Knowledge Base Lunch Money supports over 160 global currencies, so whether you're managing expenses across multiple countries, traveling internationally, or dealing with foreign investments, you can seamlessly track everything in one place without the hassle of manual conversions or separate apps. [hashtag](https://support.lunchmoney.app/settings/multicurrency#primary-currency) Primary currency ------------------------------------------------------------------------------------------------------- The primary currency will be the currency in which all totals and summaries are displayed in Lunch Money. For example, if your primary currency is USD and you have transactions in EUR and CAD, your budget summaries, account summaries, charts, and all other totals will show up as USD. Typically, this is the currency that you instinctively think in, or the currency that most of your money is in. You can change your primary currency at any time from the Settings page. [hashtag](https://support.lunchmoney.app/settings/multicurrency#supported-currencies) Supported currencies --------------------------------------------------------------------------------------------------------------- When you have more than one currency enabled, all editable amount fields in Lunch Money will display a dropdown. The currencies that are listed in this dropdown are based on the list of supported currencies that you've enabled. To add or remove supported currencies, head over to the [Settingsarrow-up-right](https://my.lunchmoney.app/settings) page and locate the '_Details_' section. Under '_Supported Currencies_' you can click to add new currencies, or can remove currencies by clicking the 'x' next to them: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F3XFrJTx5ZcIiLuL4OeJU%252Fimage.png%3Falt%3Dmedia%26token%3D5936a9b0-4e71-4547-9dbf-dc643f4e3549&width=768&dpr=3&quality=100&sign=7ed2b816&sv=2) circle-info Note that you don’t have to have a currency in your list of supported currencies for it to show up in Lunch Money. For instance, if you had EUR as a supported currency at one point and you have a few transactions in euros, and you decide to remove EUR from your list of supported currencies, your euro transactions will not be affected. The only thing that will be affected is the currency dropdown when adding or editing amounts. [hashtag](https://support.lunchmoney.app/settings/multicurrency#currency-exchange-rate) Currency exchange rate ------------------------------------------------------------------------------------------------------------------- Lunch Money uses historic currency exchange rates to calculate amounts in your primary currency. Every day, we fetch the latest exchange rates for over 160 different currencies. This ensures that a transaction made in Feb 2019 and a transaction made in Aug 2019 both reflect the true currency exchange rate of that day. If for some reason, we did not get a currency exchange rate for a particular rate, we will fall back on the closest day’s exchange rate. [hashtag](https://support.lunchmoney.app/settings/multicurrency#my-currency-isnt-listed) My currency isn't listed! ----------------------------------------------------------------------------------------------------------------------- If you have a currency that you’d like to see listed, let us know at [\[email protected\]envelope](https://support.lunchmoney.app/cdn-cgi/l/email-protection#9cefe9ececf3eee8dcf0e9f2fff4f1f3f2f9e5b2fdecec) and we will do our best to get it added! Last updated 2 months ago Was this helpful? * [Primary currency](https://support.lunchmoney.app/settings/multicurrency#primary-currency) * [Supported currencies](https://support.lunchmoney.app/settings/multicurrency#supported-currencies) * [Currency exchange rate](https://support.lunchmoney.app/settings/multicurrency#currency-exchange-rate) * [My currency isn't listed!](https://support.lunchmoney.app/settings/multicurrency#my-currency-isnt-listed) Was this helpful? --- # Step 2: Setting up Your Budget | Knowledge Base circle-check You're on Step 2 of Lunch Money's Budgeting Guide! **Jump to:** * [**Before You Start**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#before-you-start) * [**Setting Your Budgeting Period**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) * [How do I configure my custom budgeting period?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-do-i-configure-my-custom-budgeting-period) * [What does “Starting On” mean?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#what-does-starting-on-mean) * [**Managing Your Income Settings**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) * [**Defining Rollover Options**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) * [What’s a Rollover?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#whats-a-rollover) * [**Rollover Options for the General Pool (Income)**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) [](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [How to turn on General Pool Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [**Rollover Options for Expense Categories**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) * [How to turn on Category Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-rollovers) * [**Category Group Budgeting**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) * [How to turn on Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-group-budgeting) * * * [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#before-you-start) Before You Start ------------------------------------------------------------------------------------------------------------------------------- Before you can start budgeting in Lunch Money, you need to set up two key elements: 1. **Categories**: If you need some help, check out our [guide on budgeting categoriesarrow-up-right](https://lunchmoney.app/blog/how-to-choose-the-right-budget-categories) here. Make sure you have both expense and income categories set up (categories with the '[Treat as Income](https://support.lunchmoney.app/setup/categories/category-properties#treat-as-income) ' property enabled). You can also check out [a video tutorial herearrow-up-right](https://www.youtube.com/watch?v=YxqBsqYIdP4&list=PL7uAIYDX_Pk0i8p1X9Qtfh1OVfKPe8hTl&index=15) . 2. **Transactions**: Lunch Money supports a number of ways to import transactions, such as [automatic bank syncing](https://support.lunchmoney.app/guides/automatic-imports) or [uploading a CSV or PDF](https://support.lunchmoney.app/guides/import-via-csv) . Lunch Money supports budgeting by category, with each transaction assigned to only one category. This makes it easy to keep track of where your money is going. Once you have your **categories** set up and **transactions** imported, you'll have a clear picture of how much you've spent and how much you still have left. Having both pieces in place is the best way to ensure your budget works like it should! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FfdFcFSg58oDKRelXoV7I%252FYouTube%2520SM%2520Posts%2520%2830%29.png%3Falt%3Dmedia%26token%3D29616f76-27f0-4a28-a56e-d8727ce050a5&width=768&dpr=3&quality=100&sign=eb25caf1&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) Setting Your Budgeting Period --------------------------------------------------------------------------------------------------------------------------------------------------------- At the top of the Budget page, you'll see a time period. By default, this is set to monthly, meaning your budget resets on the 1st of every month. In the screenshot below, you can see the budget is set from Saturday, Feb 1 to Friday, Feb 28: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXe24pHpdR8lS3PXFhikqf35YY2-nEAJN5wVLHkSWF0VxCt0Jmx9Rs-jxPJOe4URrzXoTg7vP5EHuGoYOiyWbcztxsJeRdK7nc_SzkY4qLe8oNUSL9JNhKayL6k6tgnMYxe6vuh_Qg%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=3e27c21f&sv=2) But maybe that doesn't fit your life? **For example:** * Do you get paid twice a month? * Want to budget weekly instead of monthly? * Would you prefer to start your budget on the 15th of every month? No problem! Lunch Money lets you choose your own budgeting period. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-do-i-configure-my-custom-budgeting-period) How do I configure my custom budgeting period? To set up your budgeting period, click on the ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) button in the upper right corner of your Budget page and look for this option: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FiTeLQfabEsernwxQRtfo%252Fimage.png%3Falt%3Dmedia%26token%3D6d6d30f5-41bf-472d-9029-84457dc474b4&width=768&dpr=3&quality=100&sign=1a561cbc&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#what-does-starting-on-mean) What does "Starting On" mean? Let's say you get paid every 2 weeks and want your budget to reset with your payday. Just choose the date of your first paycheck as your starting date. This date becomes the starting point for all future budget periods. **For example:** * If your start date is Jan 1, 2025, and you are budgeting bi-weekly, your budgeting periods would be as follows: * Jan 1-14, Jan 15-28, Jan 29- Feb 11… * If your start date is Jan 2, 2025: * Jan 2-15, Jan 16-29, Jan 30-Feb 12… circle-check Tip: Want your budget to restart at the end of each month? Choose the last day of any month (such as April 30 or May 31) as your starting date. triangle-exclamation **Important:** If you change your budgeting period (like the number of days or the start date), all your old budgets will be deleted. This is because Lunch Money applies the new setting to your entire budget history, and it won't adjust past budgets to fit. Make sure you’re ready before making the switch! Now that your budget period is set, it's time to decide whether you'll budget with money you have or money you're expecting. **Watch for a visual more with this tutorial:** [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) Managing Your Income Settings --------------------------------------------------------------------------------------------------------------------------------------------------------- Ask yourself this: will you budget with money you expect to receive, or only with money that's already in your account? Lunch Money lets you choose– including a flexible option that uses whichever amount is larger. This helps you plan in a way that fits your real life. You can manage your income settings in the 'Other Settings' section of ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2). You have three choices: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FRxufTHjVg8PtAXBIMU22%252Fimage.png%3Falt%3Dmedia%26token%3D0a678c0b-639b-44ec-b110-56daff046da7&width=768&dpr=3&quality=100&sign=21a117cd&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#expected-income) **Expected Income** Plan your budget using the money you think you will receive during this period (from the 'Expected' column). * **Good for:** People with steady, predictable income like regular paychecks; those who want to plan ahead for the full period * **Why you might not want this:** Your actual income might be less than expected, leading to overspending ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FQV2xAHk2GjwirYMz3Tb1%252FBudgeted%2520Income.png%3Falt%3Dmedia%26token%3De50b5b94-e87c-46d9-9bd3-74161e25c345&width=768&dpr=3&quality=100&sign=64e83f3b&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#actual-income-activity) **Actual Income Activity** Budget only with the money you’ve already received during this period (from the 'Activity' column) * **Good for:** Living paycheck to paycheck; variable or unpredictable income; freelancers or gig workers; anyone who prefers the security of budgeting only with money in hand * **Why you might not want this:** Can't plan ahead for the full period; might need to adjust your budget multiple times as income arrives ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FWJsnBcvNMa0FIaN7yWDQ%252FActual%2520Income%2520Activity.png%3Falt%3Dmedia%26token%3Dc694d3e2-38f7-468b-9408-f3e9803a1674&width=768&dpr=3&quality=100&sign=25ab8708&sv=2) #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#larger-of-expected-and-actual-income-activity) **Larger of Expected and Actual Income Activity** Uses whichever is bigger– your expected income or what you've actually received. * **Good for:** People who get a regular paycheck plus extra money sometimes (like overtime, commission or bonuses); anyone who wants to start planning their budget right away but have more money to budget if they earn more than expected * **Why you might not want this:** If you often earn less than expected, you might overspend; can be confusing since your “available to budget” might change during the month ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fv7U94OgzsQh6mfk2M2aB%252FLarger%2520of%2520Budgeted%2520or%2520Actual.png%3Falt%3Dmedia%26token%3D87ccb1ed-453c-4b45-a45a-cfc515b17994&width=768&dpr=3&quality=100&sign=58fc4dcc&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) Defining Rollover Options ------------------------------------------------------------------------------------------------------------------------------------------------- Depending on your budgeting strategy, you'll want to define your rollover options. ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#whats-a-rollover) What's a Rollover? A rollover is when money from one budget period carries forward into the next. This can happen in two ways: 1. **For individual categories:** When you don't spend all the money budgeted for a category (like Restaurants), that leftover amount can roll forward. Same goes for overspending– if you spend more than budgeted, that deficit can carry forward too. These amounts show up in the 'Available' column. * **Leftover money example: Budgeted ($150) - Activity ($100) = Available ($50).** The money you budgeted, but did not spend: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfByeTfsAZSnImQD2ZhwmFuC50n09GZd0317JPQatu0GNkkarJ-srEXrB8tkZSK9ybdrPtqYJG67p4FjbmQmwrAJOneDl3Tefa0Ys6FCMFSQ1zFgpEMSvIcNTaQm7eKX4cyiRih_A%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=51ce4b24&sv=2) * **Overspending example: Budgeted ($50) - Activity ($100) = Available (-$50).** The money you spent, but did not budget for: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcEzL9s9hTRF1Z9FkmPZ-KoDpky6CwV_N-nLXi8MT6g6PBGdJZUzsTZsv_EAjQrMJK1oGR1LA-CgcZIWPZeIV60qhiDoJb-1KbmVsu0aa2gzAyjQA9lJGpnKe2Ud-ouvckt83eL%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=739351fa&sv=2) * **For your overall budget (the "general pool"):** The general pool is your total money available to budget across all categories. If you don't assign all your income to categories, that "Left to Budget" (positive) or “Overbudgeted” (negative) amount can roll into the next period's general pool. This gives you more flexibility in future months. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdv4vlzqZsFYytBhJoikTrxzRuac2_54SRRVRDonMoNa88hYzsucdpamTDl8Nl6mJNMpBWNd4rSfrQ7bMSnPBQbwPuQhkhtpQxEE0qEK6i47lgGR1lwsenm1U6exLikjirKcDwY%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=300&dpr=3&quality=100&sign=8e5cc537&sv=2) For example, if you budgeted all but $410.00 of your income in January, you could roll over the remaining $410.00 to be used in February instead. By default, rollovers are turned off when you first start. Depending on your budgeting strategy, you'll want to define your rollover options. Let's explore how they work! ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) Rollover Options for the General Pool (Income) In Lunch Money, all income goes into the general pool — this is your full amount of money available to budget for the period. Imagine it like a big pool of cash 💸. **It includes:** * This period's income (activity or budgeted value, depending on your [Income settings](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) ) * Leftover money (in the 'Available' column) from expense categories that rolled into the general pool * 'Left to Budget' or 'Overbudgeted' amounts from previous periods (if general pool rollovers are on) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F7b6gqd8m8irk1VXe1s2e%252FGeneral%2520Pool.png%3Falt%3Dmedia%26token%3D934ae954-c612-4ddd-bdff-d3d96693b91a&width=768&dpr=3&quality=100&sign=6e5dba44&sv=2) General pool rollovers are off by default. When you enable them, any 'Left to Budget' or 'Overbudgeted' amounts will automatically roll over to the next period. There are no rollover options for individual income categories. chevron-right![Toggle ON](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Ftg8f9mDwfa054WPDh8j9%252Fimage.png%3Falt%3Dmedia%26token%3Dc3d42a23-26b9-4da3-9667-810865510e12&width=87&dpr=3&quality=100&sign=15ee2b99&sv=2) **Reasons to Turn ON General Pool Rollovers**[hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#reasons-to-turn-on-general-pool-rollovers) 1. You are using a [zero-basedarrow-up-right](https://lunchmoney.app/blog/zero-based-budgeting-simplified) or [envelope budgeting methodarrow-up-right](https://lunchmoney.app/blog/beginners-guide-to-envelope-budgeting-cash-stuffing) . These budgeting methods encourage you to create buffers in your budget by carrying forward savings into future budget periods. 2. Useful if your income fluctuates. If your [income changes from month to montharrow-up-right](https://lunchmoney.app/blog/budgeting-for-irregular-incomes) , rollovers can help smooth out lean periods by letting you carry forward unspent income from higher-earning months. chevron-right![Toggle OFF](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FunmpSnE3spVbJkreunXg%252Fimage.png%3Falt%3Dmedia%26token%3D96e7692d-1b7f-423a-a7d8-b420052e8a4e&width=87&dpr=3&quality=100&sign=c7066bc6&sv=2) **Reasons to Turn OFF General Pool Rollovers**[hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#reasons-to-turn-off-general-pool-rollovers) 1. You are budgeting a set amount every period. If you plan to budget a specific amount each period, say $5,000, regardless of your income, general pool rollovers will only confuse the situation. 2. You prefer a clean slate each month. Some people find it easier to start fresh each budget period without a carryover. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) **How to turn on General Pool Rollovers** 1. Go to ![Budget Settings](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FppBIS3NFQe6hqT5FIIKS%252Fimage.png%3Falt%3Dmedia%26token%3Dcb702a6d-2dc5-4434-a801-85765eb877c3&width=215&dpr=3&quality=100&sign=80be418b&sv=2) 2. Find "General Pool Rollover Setting" 3. Toggle on the "Rollover 'Left to Budget' and 'Overbudgeted' amounts": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FNYed3voS4ShPWzgb4wBx%252Fimage.png%3Falt%3Dmedia%26token%3Db0c90bcb-0933-4997-9602-f13a6eaba103&width=768&dpr=3&quality=100&sign=d9a98b5d&sv=2) 1. Click on "Add New" under "Adjustments History": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FyKZYCTFBPCiEhpLw8nkk%252Fimage.png%3Falt%3Dmedia%26token%3D43301f30-ffa2-4a09-aceb-d9a1e36753cc&width=768&dpr=3&quality=100&sign=c537a2c6&sv=2) 1. Enter your starting balance and date, then click on "Add adjustment". If you're starting fresh as of the current period, set the start date to the first day of the period: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FzLMNBjIGg7uQMZS9wn9q%252Fimage.png%3Falt%3Dmedia%26token%3D4526e9a7-3698-4151-8e00-2f920e5b6873&width=768&dpr=3&quality=100&sign=936405f5&sv=2) 1. To finalize, click on "Save changes" at the bottom circle-check If you wish to start budgeting with an existing available amount (i.e., total cash in your bank accounts), you can set that amount in the 'Reset balance to' field. [Learn more here](https://support.lunchmoney.app/guides/budgeting/faq#can-i-budget-using-my-total-bank-balance-instead-of-just-recent-income) . ### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) Rollover Options for Expense Categories Think of your expense categories like jars of money. Let’s say you put $200 in your "Food" jar for May, but you only spent $160. What should happen to that leftover $40? ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FIwFR77jCaUVRKHyr5BLM%252FRollover%2520Options.png%3Falt%3Dmedia%26token%3Da56d6a53-868a-40a1-ab8a-596625e1f522&width=768&dpr=3&quality=100&sign=b88a849e&sv=2) In Lunch Money, each category can have its own rollover setting. You have three options: * **Rollover to the same category**: Any leftover money stays in the same jar. * **Good for:** setting up a sinking fund for [large future expensesarrow-up-right](https://lunchmoney.app/blog/how-to-budget-for-periodic-expenses) , following an [envelope budgetingarrow-up-right](https://lunchmoney.app/blog/beginners-guide-to-envelope-budgeting-cash-stuffing) approach, or making up for overspending. * **Why you might not want this:** You don’t want overspending in one month to affect your next month or you want to move your leftover money somewhere else. * **Rollover to the general pool**: Leftover money is moved to the general pool for future use. * **Good for:** Flexible budgeting. Extra money isn’t locked to one category; you can use it wherever you need it in the following period. It also keeps your categories tidy. * **Why you might not want this:** You want to track your progress in a specific category. If you’re saving up for something big, the extra money won't stay in that jar. * **Do nothing**: The leftover money disappears, and you'll start fresh next month. * **Good for:** Simple tracking with no carry-over. * **Why you might not want this:** You don’t want under- or overspent money to “vanish” next period. circle-check **Tip:** We recommend either rolling over to the same category or the general pool, as you don’t lose leftover money! If you’re unsure of which option to choose, you can start by rolling over money into the general pool. Also, remember that you can [move money](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) that’s been rolled over to any other category later — it’s never stuck in one place! #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#category-rollover-example) Category Rollover Example Here’s what this looks like in action. Below is a snapshot of three budget categories at the end of January, including their rollover options. **January budget** Category Budgeted Spent Leftover Rollover Option Restaurants $200 $210 \-$10 Same category Cafes $100 $80 $20 General pool Transportation $80 $65 $15 General pool * **Restaurants:** You overspent by $10, so that category will start with $-10 in February * **Cafes and Transportation:** You had a total of $35 left over. Since both categories roll into the general pool, the general pool will start with $35 in February. So, for February, your "Restaurants" category will start with a $10 deficit, and your general pool will include any unbudgeted income (including income rolled over from January), and the $35 rolled over from the "Cafes" and "Transportation" categories. #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-rollovers) **How to turn on Category Rollovers** 1. Click on the > icon for the category you want to set 2. Find 'Rollover Options' 3. Choose the rollover option you want for this particular category ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdNMGu5INit658L198PrCgWC7GsHCgEGj6Nf4jqeluXnxHOBOhGUPTYRtL7PfPrZS_Len6XN-_O3tPqL8g3RuKAc50auiA1_p5M7lu_-eihalfY8bfvOr4BFrSf-u6CGkfkiJNVQg%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=316719f1&sv=2) 4. If applicable, pick a date to start the rollover from. If you're just starting your budget, use the first day of the current budgeting period. [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) Enabling Category Group Budgeting ----------------------------------------------------------------------------------------------------------------------------------------------------------------- [Category groups](https://support.lunchmoney.app/setup/categories/category-groups) let you organize related categories together (like grouping Airfare, Hotel and Dining under "Travel"). If you use category groups, you can choose to: * Budget by individual categories * Budget by category group If you budget by category group, you can set one budget amount and rollover option for the whole group. The group acts as one combined jar– all the money rolls up to the group level, and rollovers happen at the group level. You'll still be able to budget different amounts for each subcategory within the group's total. This works well if you know how much you want to spend in an overall category, such as travel, but don't care about exact amounts for each subcategory, like airfare, hotel, dining, car rental.. Setting a category group budget is optional. If you don't set one, the group budget automatically becomes the sum of all subcategory budgets. You might want to: * **Skip setting a group budget** if you want it to simply total your subcategory budgets * **Set a larger group budget** if you want extra flexibility to move money between subcategories without having to adjust individual budgets #### [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-group-budgeting) How to turn on Category Group Budgeting 1. In the Outflow table, click the arrow (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FF2hpwa2Xsyb1m7Vbh0EH%252Fimage.png%3Falt%3Dmedia%26token%3Da0090dc4-679d-492c-8ffe-f74ce8561949&width=37&dpr=3&quality=100&sign=39f1d421&sv=2)) to the right of any category group 2. In the 'Edit Category' panel, scroll down to "Category Group Budgeting" 3. Toggle the option labeled "Enable Category Group Budgeting": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf0mskH3Jg9x6OuCXWBICiTOD-73EWmPSxSrFiy2lfU3gVQhbB4LSbrElpg0Zeqhdj40uMAqX2Rbh8mAJ1SHdoErDOLv0bEjScvRB7cS3SDkSWAVQVh4i1oe1aiXB-5PbPXEvJE%3Fkey%3DsuIPa4HPoah-nCtJhzHxELxU&width=768&dpr=3&quality=100&sign=1da6e160&sv=2) [hashtag](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#final-setup-checklist) Final Setup Checklist ----------------------------------------------------------------------------------------------------------------------------------------- Before you start using your budget, make sure you’ve covered everything: * check Set up your income and expense categories * check Import your transactions into Lunch Money * check [Choose your budgeting period](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) (default: monthly) * check [Select how your income will be handled](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) (budgeted, actual, or larger of) * check [Decide on general pool rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) (default: off) * check [Choose rollover options for each expense category](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) (default: do nothing) * check [Enable category group budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) if needed (optional) All set? Let's explore your Budget page! 👇 [arrow-rightGo to Step 3: Navigating the budget page](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page) Last updated 1 month ago Was this helpful? * [Before You Start](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#before-you-start) * [Setting Your Budgeting Period](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) * [Managing Your Income Settings](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) * [Defining Rollover Options](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) * [What's a Rollover?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#whats-a-rollover) * [Rollover Options for the General Pool (Income)](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) * [Rollover Options for Expense Categories](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) * [Enabling Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) * [Final Setup Checklist](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#final-setup-checklist) Was this helpful? --- # The Basics of Recurring | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#jump-to) Jump to: * [**What are recurring items?**](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#what-are-recurring-items) * [Why should I track recurring items?](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#why-should-i-track-recurring-items) * [**Properties of recurring items**](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#properties-of-recurring-items) * [Categories](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#categories) * [Status](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#status) * [Active period](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#active-period) * [Account](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#account) * * * [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#what-are-recurring-items) What are recurring items? -------------------------------------------------------------------------------------------------------------------------------------------------- Recurring items represent transactions that reoccur on a regular cadence. Recurring items can represent both income and expenses, with either fixed or fluctuating amounts, and would generally occur on a regular cadence with predictable dates for the payments (eg. twice a month, every 6 months, annually, etc.). Examples of **recurring expenses** include a monthly streaming subscription, monthly utility bills, a quarterly insurance payment or an annual gym membership. Examples of **recurring income** include your salary, annual bonus, or interest income. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#why-should-i-track-recurring-items) Why should I track recurring items? It’s useful to set up recurring items to foresee expected expenses and income. Setting up a recurring item allows you to track all future and past occurrences of that recurring transaction. This could be useful in a number of ways: * If there is a bill you haven’t paid in a while, you will be able to refer to the recurring items to detect discrepancies and prevent fines or having the provided service canceled. * If you want to cut down on spending, recurring expenses will typically be the first place to look since canceling a monthly subscription can save you a lot of money in the long run! * If you’d like to figure out your "minimum cost of living", i.e. if you didn't spend a single dime on day-to-day expenses, how much would you need just to survive (rent, utilities, subscriptions, etc.). * If you’d like to look at your stats and trends disregarding recurring items (eg. to see your most expensive transactions each month while excluding rent from the analysis). [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#properties-of-recurring-items) Properties of recurring items ----------------------------------------------------------------------------------------------------------------------------------------------------------- Beyond the basic data for recurring items (eg. merchant name, estimated billing date, repeating cadence), there are a few other helpful properties that are very important to keep in mind! ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#categories) Categories By default, you will be able to set categories for recurring items. This is useful if you would like to be able to budget for the recurring items and have the recurring transactions reflected in category totals. In addition, the assigned category is used as an indication for whether a recurring item is treated as income or expense. If you use an [Income](https://support.lunchmoney.app/setup/categories#treat-as-income) category, the recurring item will be treated as income, while if you use an Expense (non-Income) category, the recurring item will be treated as an expense. The option to “Allow categories for recurring items” is managed via the [Settingsarrow-up-right](https://my.lunchmoney.app/settings) page, and while enabled by default, it can be disabled by clicking on the toggle to turn it off. Disabling the categories will mean that all recurring items and the associated transactions are managed in a separate category called “Recurring Items” and cannot be budgeted for. If the setting for allowing recurring categories is disabled (or if a recurring item is uncategorized), then the recurring item will be considered an income or expense based exclusively on the notation (+/-) of the transaction amount. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FVMym4PFyxJJcGKJZME2U%252FRecurring%2520Item%2520-%2520Setting%2520Categories.gif%3Falt%3Dmedia%26token%3Dc88d5061-8fc6-4808-b483-7e4aaef3880c&width=768&dpr=3&quality=100&sign=7de2db51&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#status) Status Recurring items will always show one of three possible status indicators, visible on the far-right of the row: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MAEfVKXN_9lQ8WZFqZh%252F-MAFCU1kkvxn2R1wCIdK%252FScreen%2520Shot%25202020-06-20%2520at%25201.31.10%2520PM.png%3Falt%3Dmedia%26token%3Daaf9e708-026d-463c-b41f-099eddaf77af&width=768&dpr=3&quality=100&sign=745b1497&sv=2) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FkYAUnuhR7HWZcvzpi3Vc%252Fimage.png%3Falt%3Dmedia%26token%3Db904e7cf-c70e-4103-8763-0a26ff077cba&width=41&dpr=3&quality=100&sign=e7d0e5eb&sv=2) The **green** **checkmark** represents that a transaction has been linked to the expected payment for the current month. If this transaction occurred on a date different from the expected billing date, then the “Billing Day” will update to reflect the actual transaction's date. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FKVShhVhUw5LVZeabne11%252Fimage.png%3Falt%3Dmedia%26token%3Dbd5a1033-2588-4335-b275-1fe5e11642ad&width=43&dpr=3&quality=100&sign=e49c0a8a&sv=2) The **orange warning** represents that a recurring item’s expected billing date has passed, but no transaction has been linked. This indicates a potential issue that you should look into! Some possibilities include: * The payment hadn’t occurred * The payment occurred but the transaction wasn’t added within Lunch Money * The transaction exists within Lunch Money but wasn’t linked to the recurring item ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FRYVPTXU9CXPoWiVFuaPb%252Fimage.png%3Falt%3Dmedia%26token%3Dfa18ed85-0858-4e0b-9df4-91e8d2b705bc&width=41&dpr=3&quality=100&sign=596babba&sv=2) The **grey clock** represents that a recurring item's expected billing date is in the future, so there's no need to worry about its status at this point. It’s important to keep in mind that the status icon in the table only represents the item occurrence associated with that row’s billing day. This means that if the current month’s expected payment has been linked, but last month is missing, the status icon will still show the green checkmark. To check the status of previous expected payments, you can either switch to a specific month’s view using the arrows next to the month’s name above the table, or you can click on the arrow to the far-right of the recurring item’s row to open the ‘Edit Recurring Item’ panel. In the panel, you will get a quick view of the status for the expected payment for the previous period, current period and next period: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcOKZwIFO281efJoUALVbURTvfbAliV3rta48cwlTnEh4Q8EBVVVE3gcsCCSfOBWMyfAYR4Ca0CMHX9wTU9js6dYOs8RxegvT2R15uVF4DBZi2PvLOuXsChui6sY16BzJui97kDxun4BEdDwObJr0nBm2I%3Fkey%3D_VQCALLf2VI72xILJ2wvDA&width=768&dpr=3&quality=100&sign=a76b6ad2&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#active-period) Active period When creating or editing recurring items, it’s possible to set the active period. The active period defines when the recurring item starts and ends. This is an optional property, and you can choose to set a start date, end date, both start and end dates, or neither. A recurring item without a defined active period will be expected for all months. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FkdTBVw2b8fXFzh51a7SR%252Fimage.png%3Falt%3Dmedia%26token%3D1652e9aa-40bd-4e8c-9394-12db4764623d&width=768&dpr=3&quality=100&sign=6faaf1bf&sv=2) For example, if you started a new Netflix subscription in January 2023, then you can set the start date of that recurring item to be January 2023. This means that the recurring item will not be expected in December 2022 or earlier. On the flip side, if you terminated your Netflix subscription in June 2023, then you can set the end date of that recurring item to be June 2023. This means that the recurring item will not show up in July 2023 or later. ### [hashtag](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#account) Account When setting up a recurring item, you can also select a specific account to associate with the recurring item. The field “Paid from account” will be set to “Cash transaction” by default, yet can be changed by clicking on it and selecting one of the accounts in the dropdown menu. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FENzbwk4wih1GAUR2qx34%252Fimage.png%3Falt%3Dmedia%26token%3D0083a6f3-697d-4bb2-bee6-6bec00fde8af&width=768&dpr=3&quality=100&sign=ba9d4e08&sv=2) circle-info If you leave it as “Cash transaction”, the associated rule that is created for the recurring item will match transactions by Payee, Amount and Date, regardless of the account on which the transaction occurred. If you specify an Account, then the associated rule will also match for that Account. To learn more about recurring rules, [click here](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#integration-with-rules) . Last updated 1 year ago Was this helpful? * [What are recurring items?](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#what-are-recurring-items) * [Why should I track recurring items?](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#why-should-i-track-recurring-items) * [Properties of recurring items](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#properties-of-recurring-items) * [Categories](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#categories) * [Status](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#status) * [Active period](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#active-period) * [Account](https://support.lunchmoney.app/finances/recurring-items/the-basics-of-recurring#account) Was this helpful? --- # Collaborators | Knowledge Base #### [hashtag](https://support.lunchmoney.app/settings/collaborators#jump-to) Jump to: * [**How to invite a collaborator**](https://support.lunchmoney.app/settings/collaborators#how-to-invite-a-collaborator) * [**How to tell which collaborator added which account**](https://support.lunchmoney.app/settings/collaborators#how-to-tell-which-collaborator-added-which-account) * [**How to set up email notifications for collaborators**](https://support.lunchmoney.app/settings/collaborators#how-to-set-up-email-notifications-for-collaborators) * * * [hashtag](https://support.lunchmoney.app/settings/collaborators#collaborate-on-a-budget-with-your-partner-on-lunch-money) **Collaborate on a budget with your partner on Lunch Money!** -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- To get started, you will need to create a budget account with a personal Lunch Money account. As the admin of the shared budget account, you'll be inviting others to collaborate through their own personal accounts. That means you’ll be managing the same budget with the same bank accounts, assets and other settings, but each through their own account and login. When collaborating, you’ll also be able to [see and track who linked which account](https://support.lunchmoney.app/settings/collaborators#how-to-tell-which-collaborator-added-which-account) and who added which transaction. You can collaborate with any number of people on a budget, as the price you pay is per budget, not per person. Only the admin of the budget requires an active Lunch Money subscription, meaning that a collaborator can manage the shared budget without the need for their own subscription. ### [hashtag](https://support.lunchmoney.app/settings/collaborators#how-to-invite-a-collaborator) **How to invite a collaborator** To invite someone to collaborate on a budget, go to the [_Settings_arrow-up-right](https://my.lunchmoney.app/settings) page, and under the _Collaborators_ card, enter their email address and click on "Invite". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F9HJXYVej2Wi6lqjUw8IH%252FCollaborators%2520-%2520Invite.gif%3Falt%3Dmedia%26token%3D29727d65-a704-4199-afd9-606541f4d49d&width=768&dpr=3&quality=100&sign=728bcbb4&sv=2) Your invitee will receive the following invitation by email: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F6D5fuogfXDGfrE01q95V%252Fimage.png%3Falt%3Dmedia%26token%3D16e1a9a5-3928-425e-b0bc-59d10eefe642&width=768&dpr=3&quality=100&sign=d25c4fa&sv=2) ### [hashtag](https://support.lunchmoney.app/settings/collaborators#how-to-tell-which-collaborator-added-which-account) How to tell which collaborator added which account When a new account is added, whether synced or manually created, there is a label that will let you know which collaborator it was was added by. The 'Linked by' label is displayed with the account information in the 'Edit Account' panel: 1. Open the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page 2. Locate the relevant account and click anywhere in that row to open the 'Edit Account' panel 3. At the bottom of the _Account Information_ section, you will find the 'Linked by' details, as well as the date on which the account was created: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FeBRPYYHw5eZeXXu28KqN%252Fimage.png%3Falt%3Dmedia%26token%3Db0dfad23-ac9e-4da4-ae81-a59b12f3a143&width=768&dpr=3&quality=100&sign=756141c8&sv=2) ### [hashtag](https://support.lunchmoney.app/settings/collaborators#how-to-set-up-email-notifications-for-collaborators) How to set up email notifications for collaborators All email notifications for automatic imports are managed by rules. You can see the list of email rules on the Rules page, [herearrow-up-right](https://my.lunchmoney.app/rules?filter=email) . Email rules are automatically created for budget admins when synced accounts are added, yet collaborators will not receive email notifications for existing synced accounts unless new email rules are set up. circle-info Email rules will automatically be set up for the collaborators for any new accounts they add. A collaborator can set up new email rules via the [Rulesarrow-up-right](https://my.lunchmoney.app/rules) page: 1. Click on "Add a new rule" to open the '_Create transaction rule_' panel on the right 2. Under "If..", set the condition to "In account" and then select the relevant account 3. Under "Then..", set the action to "Send me an email" 4. To save the new rule, click on "Create & Apply" ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FjRPcum5EktvBO41GftXf%252Fimage.png%3Falt%3Dmedia%26token%3Dc892e8b3-5b37-4ef3-8d4f-4e81f0f7cfd0&width=768&dpr=3&quality=100&sign=426b1498&sv=2) Last updated 8 months ago Was this helpful? * [Collaborate on a budget with your partner on Lunch Money!](https://support.lunchmoney.app/settings/collaborators#collaborate-on-a-budget-with-your-partner-on-lunch-money) * [How to invite a collaborator](https://support.lunchmoney.app/settings/collaborators#how-to-invite-a-collaborator) * [How to tell which collaborator added which account](https://support.lunchmoney.app/settings/collaborators#how-to-tell-which-collaborator-added-which-account) * [How to set up email notifications for collaborators](https://support.lunchmoney.app/settings/collaborators#how-to-set-up-email-notifications-for-collaborators) Was this helpful? --- # Budget 🆕 | Knowledge Base At Lunch Money, we don’t prescribe a specific budgeting method — instead, we provide all the different tools and flexibility you need to budget your way! * * * If you're getting started with budgeting in Lunch Money for the first time, we recommend going through the complete Budgeting Guide here: [bookGuide: Budgeting with Lunch Money](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting) If you're looking for information on specific features, see below: * [**Step 1: Intro to Budgeting**](https://support.lunchmoney.app/guides/budgeting/step-1-intro-to-budgeting) * [**Step 2: Setting Up Your Budget**](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget) * [Before You Start](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#before-you-start) * [Setting Your Budgeting Period](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#setting-your-budgeting-period) * [How do I configure my custom budgeting period?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-do-i-configure-my-custom-budgeting-period) * [What does “Starting On” mean?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#what-does-starting-on-mean) * [Managing Your Income Settings](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#managing-your-income-settings) * [Defining Rollover Options](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#defining-rollover-options) * [What’s a Rollover?](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#whats-a-rollover) * [Rollover Options for the General Pool (Income)](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-the-general-pool-income) [](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [How to turn on General Pool Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-general-pool-rollovers) * [Rollover Options for Expense Categories](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#rollover-options-for-expense-categories) * [How to turn on Category Rollovers](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-rollovers) * [Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#enabling-category-group-budgeting) * [How to turn on Category Group Budgeting](https://support.lunchmoney.app/guides/budgeting/step-2-setting-up-your-budget#how-to-turn-on-category-group-budgeting) * [**Step 3: Navigating the Budget page**](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page) * [Current Period Indicator](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#current-period-indicator) * [Navigation buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#navigation-buttons) * [Inflow & Outflow Tables](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#inflow-and-outflow-tables) * [What each column means](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#what-each-column-means) * [Rollover breakdowns](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#rollover-breakdowns) * [Sidebar: Budget Status Card](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-status-card) * [Sidebar: Action Buttons](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-action-buttons) * [Sidebar: Budget Overview](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#sidebar-budget-overview) * [Understanding Net Total Available](https://support.lunchmoney.app/guides/budgeting/step-3-navigating-the-budget-page#understanding-net-total-available) * [**Step 4: Budgeting**](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting) * [Manual budgeting](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#manual-budgeting) * [Quick Budget Actions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#quick-budget-actions) * [Budgeting suggestions](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budgeting-suggestions) * [Budget Presets](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#budget-presets) * [Copy Budget](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#copy-budget) * [Moving money between categories](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#moving-money-between-categories) * [Available Balance Adjustments](https://support.lunchmoney.app/guides/budgeting/step-4-budgeting#available-balance-adjustments) * [**Step 5: Miscellaneous Features**](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features) * [Historical Spend](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#historical-spend) * [Settings View](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#settings-view) * [Hide categories with no activity and no budget](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#hide-categories-with-no-activity-and-no-budget) * [Budget Notes](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-notes) * [Budget Breakdown (Overview page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#budget-breakdown-overview-page) * [Monthly Summary (Transactions Page)](https://support.lunchmoney.app/guides/budgeting/step-5-miscellaneous-features#monthly-summary-transactions-page) * [**FAQ**](https://support.lunchmoney.app/guides/budgeting/faq) * [**Reference/Glossary**](https://support.lunchmoney.app/guides/budgeting/reference-glossary) Last updated 7 months ago Was this helpful? Was this helpful? --- # Transaction Enhancements | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#jump-to) Jump to: * [**Categories**](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#categories) * [How to quickly add or change transaction category](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-quickly-add-or-change-transaction-category) * [**Tags**](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#tags) * [How to assign tags to transactions](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-assign-tags-to-transactions) * [How to remove tags from transactions](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-remove-tags-from-transactions) * [**Attachments**](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#attachments) * [How to upload an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-upload-an-attachment) * [How to view an attachments](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-view-an-attachment) * [How to delete an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-delete-an-attachment) * [How to rename an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-rename-an-attachment) * [How to download an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-download-an-attachment) * * * In addition to the obligatory transaction data (Date, Payee, Amount and Account), transactions can be enhanced with categories, tags, and attachments. These features help you enrich your spending data and give you more power over how you sort and review your data within Lunch Money! [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#categories) Categories ------------------------------------------------------------------------------------------------------------------- Categories are set up on the [Categories arrow-up-right](https://my.lunchmoney.app/categories) page, and are an essential way to organize your transactions. Categories also dictate how associated transactions will be treated throughout Lunch Money. To learn more about category properties, please [see herearrow-up-right](https://support.lunchmoney.app/setup/categories) . A transaction can only be assigned one category, and uncategorized transactions are highly discouraged! The category cell for uncategorized transactions will appear in red: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FUFU2wqOuCra3gtW2nlTwUZzGAw1dSInbfeZflPcR-qGgqzKog_NwcmqUZNNnJEg95WslkQHsM9tJ3d-7mtoN0sV1Y2oum7NArMYzmcC_kJpZPZUuIRVN9iGvQp9FhayfJHwW_5jL-DjmeWpeoAaTlhc&width=768&dpr=3&quality=100&sign=45f7d04a&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-quickly-add-or-change-transaction-category) **How to quickly add or change transaction category** The category of a transaction can be added or changed directly within the table view on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Locate the transaction in the table and click on the relevant cell in the Category column 2. Once clicked, a dropdown menu will appear with all of your active categories 3. Scroll in the dropdown to locate the desired category, or type to search 4. Click on a category name to set it and it will automatically be saved to the transaction ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FGqTZ3Oz9q40zvybeqWfCHsTqHI1T99VdzcAk3zy32QuGA0RnDOEuXBp1V3WzlnmgHEh74_OWQ6j-FxtpJQC5Cj1KWztGRiXe2htyjsADE3TFx7n6c0JhmVFEIvXw2mYD7VWXSfUkqjhrSGxLhKyVoSo&width=768&dpr=3&quality=100&sign=c56501c7&sv=2) If you type to search for a category that you don’t already have set up, the option “Add category” will appear. Clicking on that will open a confirmation dialog to set up a brand new category. Once confirmed, the category is created on the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page and the new category is automatically applied to the transaction from which it was created. circle-exclamation Please keep in mind that adding a brand new category directly from a transaction will result in the creation of a plain expense category, without any [category propertiesarrow-up-right](https://support.lunchmoney.app/setup/categories#category-properties) . [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#tags) Tags ------------------------------------------------------------------------------------------------------- Tags are a great way to further organize transactions. Tags are much more flexible to use than categories as they would be more specific and not associated with as many transactions as a category would. Moreover, unlike with categories, a transaction can be associated with multiple tags! Some uses of tags may include tracking transactions associated with a specific event (eg. birthday party, wedding, etc.), a trip (eg. Brazil 2020, Italy 2021, etc.) or a particular project (eg. kitchen renovation, bedroom makeover). ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-assign-tags-to-transactions) **How to assign tags to transactions** If you already have tags set up on the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page, you can easily add tags to any transaction via the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Locate the Tags column and hover the mouse cursor over the cell for the relevant transaction row to see an “Add” button appear 2. Click on “Add” and a drop-down menu will appear with all available tags 3. Locate the tag by scrolling through the menu, or search by typing in the search bar 4. Click on a tag to add it to the selection (you can add more than one) 5. To confirm, click on “Done”, or anywhere outside of the dropdown box. All added tags will then be listed in the relevant cell under the Tags column: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FRjXT9LaMV3buDDd_Yf5MfH4HtOto2JHYW3DCqbTTTh1Qpc0rkuGOeL2FPAJWUUM85YLv4ZEoTbQ-AmIHCGuuuoJhdSLLzgLVqC0xLlIjPfNopmilObVjJgm1esZgbAM7nwUfHFDUwDacylHraMcWP0I&width=768&dpr=3&quality=100&sign=f5dbca6f&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-remove-tags-from-transactions) **How to remove tags from transactions** If you already have tags assigned transactions, you can remove them from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Locate the transaction and click the arrow on the far right of the row to open the '_Transaction Details_' panel 2. All assigned tags will display under the '_Transaction Tag(s)_' section 3. Click the small "x" icon next to any tag that you wish to remove To confirm the changes, click on "Save Changes" at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F78BXprZTKHFZ5cgittYD%252FTags%2520-%2520Remove.gif%3Falt%3Dmedia%26token%3Dee17191d-ce9c-4aa6-9520-1a3598f7ea97&width=768&dpr=3&quality=100&sign=2af95794&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#attachments) Attachments --------------------------------------------------------------------------------------------------------------------- In some cases, you may have a document (eg. physical receipt, online purchase confirmation, paycheck stub, etc.) that you would like to include for safekeeping. Typical attachment formats are images (eg. PNG, JPG, HEIF, etc.) or text (PDF, Word, etc.). ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-upload-an-attachment) **How to upload an attachment** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click the arrow to the far right of the transaction’s row to open the '_Transaction Details_' panel on the right side of the screen 3. Scroll down until you see '_Attachments_' 4. Click on "Select Files" and in the dialogue window, choose the file(s) you wish to upload. Alternatively, you can drag-and-drop files directly into the '_Attachments_' area and the upload will initiate immediately. The uploaded files will appear listed with a name, date, and file size. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FKR7MdnsnKoNzoTbC1qZj%252FAttachments%2520-%2520Upload.gif%3Falt%3Dmedia%26token%3D026e4f6f-1093-4cff-b5fc-cb43043a106f&width=768&dpr=3&quality=100&sign=197b3b56&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-view-an-attachment) **How to view an attachment** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click the arrow to the far right of the transaction’s row to open the '_Transaction Details_' panel on the right side of the screen 3. Scroll down until you see '_Attachments_' 4. Locate the attachment that you wish to view and click on the file name If the file is an image, it will display in a popup within Lunch Money. If you’d like to see it in full size, click on "Open in new window" to open it in a new window or tab in your browser. If the file is a PDF, it will typically open in a new window or tab in your browser. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fu1t5XpLVsCBsFvrCdQ45%252FAttachments%2520-%2520View.gif%3Falt%3Dmedia%26token%3D36458a8f-2632-4000-81d2-1060bf66f33c&width=768&dpr=3&quality=100&sign=b4c0be2c&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-delete-an-attachment) **How to delete an attachment** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click the arrow to the far right of the transaction’s row to open the '_Transaction Details_' panel on the right side of the screen 3. Scroll down until you see '_Attachments'_ 4. Locate the attachment that you wish to delete and click on the three dots icon 5. In the menu, click on "Delete" 6. In the confirmation dialog, click on "Yes, delete" The file will be permanently deleted and removed from the attachments list. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FtDywOfgbhih4zrMIGTc0%252FAttachments%2520-%2520Delete.gif%3Falt%3Dmedia%26token%3Ddb511709-922d-46d9-8584-7640e866fe67&width=768&dpr=3&quality=100&sign=d5874fa1&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-rename-an-attachment) **How to rename an attachment** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click the arrow to the far right of the transaction’s row to open the '_Transaction Details_' panel on the right side of the screen 3. Scroll down until you see '_Attachments_' 4. Locate the attachment that you wish to rename and click on the three dots icon 5. In the menu, click on "Edit name" 6. Make the changes in the 'File name' text box, and click "Save". The name change will be saved and immediately reflected in the attachments list. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FlbrrNdJH3tXLkTEKptgk%252FAttachments%2520-%2520Rename.gif%3Falt%3Dmedia%26token%3D6e3e127f-3ba2-457c-8ba9-4c3131fa8e96&width=768&dpr=3&quality=100&sign=34b57a01&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-download-an-attachment) **How to download an attachment** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click the arrow to the far right of the transaction’s row to open the "Transaction Details" panel on the right side of the screen 3. Scroll down until you see '_Attachments_' 4. Locate the attachment that you wish to download and click on the three dots icon 5. In the menu, click on "Download" The file will download to your computer, to the folder designated by the browser. It will typically be saved to the "Downloads" folder on your computer. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F1QoUACGPauq1JdXZpQug%252FAttachments%2520-%2520Download.gif%3Falt%3Dmedia%26token%3D9b42c047-05af-429c-a8a7-12f58ff900f0&width=768&dpr=3&quality=100&sign=1575cc28&sv=2) Last updated 1 year ago Was this helpful? * [Categories](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#categories) * [How to quickly add or change transaction category](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-quickly-add-or-change-transaction-category) * [Tags](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#tags) * [How to assign tags to transactions](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-assign-tags-to-transactions) * [How to remove tags from transactions](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-remove-tags-from-transactions) * [Attachments](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#attachments) * [How to upload an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-upload-an-attachment) * [How to view an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-view-an-attachment) * [How to delete an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-delete-an-attachment) * [How to rename an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-rename-an-attachment) * [How to download an attachment](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#how-to-download-an-attachment) Was this helpful? --- # Creating Tags | Knowledge Base Creating new tags is possible from the Tags page, or when creating and updating transactions and rules. If you have a list of tags that you wish to create in advance, it’s easier to add them all via the Tags page directly. If you wish to create tags on the go, you can do so while creating or updating transactions or rules. circle-info Tags created from the Transactions or Rules page will only be created by name. The tags will not have a description or a color assigned. If you wish to add a description or set a color scheme, you can update the tags via the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page afterwards. * * * #### [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#jump-to) Jump to: * [**How to create tags via the Tags page**](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-tags-page) * [**How to create tags via the Transactions page**](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-transactions-page) * [In the transactions table](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transactions-table) * [In the ‘Transaction Details’ panel](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transaction-details-panel) * [With a CSV import](https://support.lunchmoney.app/setup/tags/creating-tags#with-a-csv-import) * [**How to create tags via the Rules page**](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-rules-page) * * * [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-tags-page) How to create tags via the Tags page ------------------------------------------------------------------------------------------------------------------------------------------------- On the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page, you can easily add new detailed tags by clicking on the orange button located above the table: 1. Open the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page 2. Click on "Add a new tag" 3. In the table, enter a tag name (required) and a description (optional) 4. Click "Add" on the far-right of the row, OR press Enter on the keyboard ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXc5JeFMykbEE4LUBjrf_hgjDS0x1QkFzChAPufVvohV4f9dqhyZTuV0Jybl3ointqNdaeYI5G4-_U7WgAP9uMxBqH4u-KUSN2ekAs1rC9DXuVxxho9pCCg52pN5f3oGP-wxgU64DSMObFkAGuWsI2Nu1EY%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=80f2de4d&sv=2) circle-info If you then wish to set a color scheme for the new tag, click the little gray square to the right. For step-by-step instructions, [click here](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-set-a-tags-color-scheme) . [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-transactions-page) How to create tags via the Transactions page ----------------------------------------------------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transactions-table) In the transactions table From the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, you can add new tags directly from the table by clicking on any empty cell under the ‘Tags’ column and typing a new tag name: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcwINIXYYEre1lyHB6iaBhaHXlug62Li2xqBsk24JY9sEJ-xv1-Mnb3QgfqB6K162Oj0rEiI2YILiIeZ8ZMDLSSMyvTN7GLekvMcmyRA-nU2Gv0KDQtTjY0je9JLN4poygNiEp61U_UZd6zJMqker_B__Va%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=cd813b52&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transaction-details-panel) In the ‘Transaction Details’ panel You can also add new tags from the ‘Transaction Details’ panel by clicking into the ‘Transaction Tag(s)’ field and typing a new tag name: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXefHWrQcoZoW9KHzuLHnCxlzouF-nsZX4tx9iM__ecQNQrCzm-FVpxeWTTZkbFAnKUaeD6yUGYaAA3oJ0wF-5iGccrAdvXe2lso7rreHVgsTm3GmKLfva-CdG8ZLqv2DhF358-6h_2iQPR0raPuL4X53kB2%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=6b934c05&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#with-a-csv-import) With a CSV import Tags can also be created when [uploading a CSV filearrow-up-right](https://my.lunchmoney.app/transactions/import) containing a ‘tags’ column. This means that you can easily upload automatically tagged transactions, whether the tag(s) already exist in Lunch Money or not. If the tag name in the CSV file doesn’t already exist in your Lunch Money account, a new tag will be created automatically. If the tag name already exists, the transaction will be assigned the existing tag. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfwqMuIlK6nROfy6OQCNmMwlEqZCeKdL1PIS3-CUBDXksfgwrvKddWT2RmktfBOZWqULqNN4p2hmdZrj-7tPM0h7N3cOeg1JKIbOgzAbn3MNx0-5O8zUG5bsJ1j37NABCoqkh0ZxPwUyt89KJYExmIURp0o%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=319acc26&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-rules-page) **How to create tags via the Rules page** ------------------------------------------------------------------------------------------------------------------------------------------------------- On the [Rulesarrow-up-right](https://my.lunchmoney.app/rules) page, when creating and editing rules with the “Add tags” action, you can add a new tag by clicking the ‘Set tags’ field and typing a new tag name: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdYLhC10mSreE2BD0aZrX-7mt1KB2Lmf_a1tbeKy0j3JzVmCh4cI-ZSaPtlFCGkCUqJmj1UxmGimCebcOxmkVvRnnIquaVZLsnrxlWN4aelSzisg4cueWQLv2G_nZVxaDHSA_uCYBMulexQGz-B0uNBm6g%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=636e2c33&sv=2) Last updated 1 year ago Was this helpful? * [How to create tags via the Tags page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-tags-page) * [How to create tags via the Transactions page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-transactions-page) * [In the transactions table](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transactions-table) * [In the ‘Transaction Details’ panel](https://support.lunchmoney.app/setup/tags/creating-tags#in-the-transaction-details-panel) * [With a CSV import](https://support.lunchmoney.app/setup/tags/creating-tags#with-a-csv-import) * [How to create tags via the Rules page](https://support.lunchmoney.app/setup/tags/creating-tags#how-to-create-tags-via-the-rules-page) Was this helpful? --- # Analyzing Tags | Knowledge Base Once you’ve started using tags, you can start analyzing your data by filtering your spending according to tags, or generating tag-based reports and graphs. Filtering transactions by tags can be done from the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) or [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, while the reports are generated using the Query Tool on the [Analyzearrow-up-right](https://my.lunchmoney.app/analyze) page. * * * #### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#jump-to) Jump to: * [**How to filter by tags**](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-filter-by-tags) * [How to quickly view all transactions associated with a tag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quickly-view-all-transactions-associated-with-a-tag) * [How to quick filter transactions for individual tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quick-filter-transactions-for-individual-tags) * [Advanced filtering for one or more tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#advanced-filtering-for-one-or-more-tags) * [**How to show / hide tags in the Transactions table view**](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-show-hide-tags-in-the-transactions-table-view) * [**How to generate a tag-based report**](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-generate-a-tag-based-report) * * * [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-filter-by-tags) How to filter by tags -------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quickly-view-all-transactions-associated-with-a-tag) How to quickly view all transactions associated with a tag On the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page, you can easily access a filtered list of all transactions associated with a specific tag by clicking the magnifying glass icon (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfZfyeGDF3a3HnvPxFu8sh0qucZBqeZA8syirY16iXYWD-m0tDh5V7s2hRAtmK59y3bdFEvUQMOS03XHJRTLKS36HH8xXjwb9215jidCPCed-bX4BDqWI38BZdm1ZErblRtr0VjkebBkoCd3Wy9EI-GEXlX%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=40&dpr=4&quality=100&sign=b8aa3c70&sv=1)): 1. Open the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page 2. In the table, locate the tag that you are interested in and click on the magnifying glass icon located on the second last column to the right 3. A pop-up dialog displaying all associated transaction will appear on the screen ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcwq5PcilCKA-k_xZ-UIqBfvOUsl_Xvlvtqf19zE3TxiMATwzPgT3lo7FqH0eCxKwsgCYrH64p7BG9AFQi43lF3JQOpVJh1dKLcacsJmxjUKMEmqyyhrCvtzdqJq1kne0wjGs-6OgtkXfP3_E5LdwXunVUy%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=800f3627&sv=2) Alternatively, if you'd like a filtered view for a specific time period or to filter by more criteria (eg. combination of tags and categories), you can do so via the filter options on the Transactions page: ### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quick-filter-transactions-for-individual-tags) How to quick filter transactions for individual tags If you have transactions with tags in the active table view, you can quickly filter for an individual tag by clicking on the tag name in the table cell. Any transactions that are not associated with that tag will be hidden from view: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeofnhJD35eSjpGrIXOAuT05LAAswc7qpHHTFDWgqq1sX6pMc5e3e7WmqSHrHTJ_A_GPSk8worDco2ubMsp1-5B-52cVjaq5OCdRXcchavVwYKgHMSzK5pmfmWaIHtl4ZIg6B_k7oI_NVpUggutCclxlcc%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=c9379ca1&sv=2) circle-info Keep in mind that this quick filter method will filter for the specific tag within the active viewing period only. If you are currently viewing the month of August, then you will only see the tagged transactions for that period. ### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#advanced-filtering-for-one-or-more-tags) Advanced filtering for one or more tags For more advanced filtering options, such as filtering by multiple tags, filtering by tag and category, or filtering for a custom date range, you can click on 'Filters' to access the Advanced Filter option: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcnb93tSW174A4LlWl7HGYtaUb4BkjXvy1LrSX63OH_X3Rwz3sHHxNK5ihpidjQltP_Yj2195QxWg9AwIRZZqFCjRNR-QBgYls794JK0U7m5-Kfqr5ThW8itmVyJpN1ODh03w-tWtkSjgkBcG3_70zNXCwP%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=fff5102c&sv=2) For example, if you have a tag for a specific trip and wish to filter to see all-time spending in food categories (eg. restaurants and supermarkets), your filter criteria may look like this: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdhZ1wSlMK_9nXEumE7c6lkWr8qX0zwGncQAYK4vTVKSGZJ8RAvOCp5SD9A7lMJXGRHABR1Tj0OAqyQQej6VW0aBN0UY2pu1AE75mJJWN3BeciUzOoDFnOlOdeA7C65xO39ii28pxrXQFiAdzvDmxKBzgur%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=2d3ad126&sv=2) For complete instructions on using the Advanced Filter, [click here](https://support.lunchmoney.app/finances/transactions/other-features#advanced-filter) . [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-show-hide-tags-in-the-transactions-table-view) How to show / hide tags in the Transactions table view ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ On the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page, you can choose whether to show or hide the 'Tags' column from the table view. For transactions with multiple tags, you can also choose whether to display just the first tag, or all of them. To access these options, click the 'Options' icon (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeOR9jikLnZmze56nMBJRSukWiEQDV25Y-NSYaJ4MEQw4EloOXkzQgvTZrWysrB7LnvjxdflCnnNyFTc_lAXEOtbZjkLjma6WgGcBV4moIdQPgj24wd-h6GkgxFQ9euvy3sgb2QwPvhjQEm1GrCjs0Gh70%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=44&dpr=3&quality=100&sign=6ba4f3e6&sv=2)) located above the table to the right: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfX6uWc2wNTZxtPTP6aMW-7FlJVlEut7QKpjwpwH10xrsJEYoit44t01_rQs_Nau_n6atKGz26jLBDeJoZh4d7t4MA-zuzPLg9dOuhqsxopE-8_SyZI9eyfHkjB-fKaPOtiNg-debsL1c8wd2kHL1befnXY%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=f1199b1a&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-generate-a-tag-based-report) How to generate a tag-based report ---------------------------------------------------------------------------------------------------------------------------------------------- To better visualize your spending habits and statistics, you can generate tag-based reports, charts, and graphs using the Query Tool on the [Analyzearrow-up-right](https://my.lunchmoney.app/analyze) page. On the top-right above the table, you will find the display options and can change the view by clicking on any of these options at any time: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcK0EdH8FKHZL-gQfutlHTXHhQV-rAiiSWvfkivKqfpO8Q1FVx-HkamHDMg9oM8ALHaEtmPz4Psfg6o0PLB0idrmG7RNUAfDerwrjM2BbfAGZcrWGCDvwNVUaSipiWOx1_jZWGPVboZcZ7aP_bryb8dISbs%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=de4ba579&sv=2) #### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#set-the-breakdown-option) Set the breakdown option To display the tag data in the Query Tool, there are four breakdown options to choose from: 1. Breakdown by tag will create a report that displays spending per tag. 2. Breakdown by tag/category will create a two-level report that displays spending per tag, with further breakdown for the categories assigned to transactions using the tag. 3. Breakdown by category/tag will create a two-level report that displays spending per category, with further breakdown for any tags assigned to transactions in the category. 4. Breakdown by account/tag will create a two-level report that displays spending per account, with further breakdown for any tags assigned to transactions in the account. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcWxl_EogFwXLAVN-_XjvU7RQLEJtIna63x-bksTtHNPEjuRsn4rDCYkpPq44n3A4rTPBqc2w5Ocf6-x4OHnO32Q6oBmI3z-_hl_u6nJl_4jPhqoU7nLsYuSpMRH8ZpPdYuUl-PWVMA-ZgLaSSmk3TWnNI%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=845bc72&sv=2) circle-exclamation The two-level breakdown will only reflect in the tabular report view. For the pie chart, bar graph, line chart, and stacker bar chart, only the first level will display. For example, if you have the breakdown set to “tag/category”, only the “tag” breakdown will be displayed in the charts and graphs. #### [hashtag](https://support.lunchmoney.app/setup/tags/analyzing-tags#filter-specific-tags) Filter specific tags You can also filter to include or exclude certain tags from the report and charts, by clicking the filter icon (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FPzQd0i7j9BcIx0UL5CnM%252Fimage.png%3Falt%3Dmedia%26token%3D2aa57640-804d-40f2-9543-930910b4dfe1&width=40&dpr=3&quality=100&sign=cccefb09&sv=2)): ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXerGHGQ49Pg57_DRMrUr5oW4PTp6wZYyLvN4p9AJrF35aOFv4Al-ct3FUrsHGh7UkUC8mpl42U4Kh2FnLeBP7Lg_DHG40OPlJYkJgKvecz6xd0WWtEJ48n1uYahfHtijiKmaqXVz6h1pG0_qPwGmqThWXZC%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=e56ec202&sv=2) To learn about other Query Tool features and settings, [click here](https://support.lunchmoney.app/finances/analyze) . Last updated 1 year ago Was this helpful? * [How to filter by tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-filter-by-tags) * [How to quickly view all transactions associated with a tag](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quickly-view-all-transactions-associated-with-a-tag) * [How to quick filter transactions for individual tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-quick-filter-transactions-for-individual-tags) * [Advanced filtering for one or more tags](https://support.lunchmoney.app/setup/tags/analyzing-tags#advanced-filtering-for-one-or-more-tags) * [How to show / hide tags in the Transactions table view](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-show-hide-tags-in-the-transactions-table-view) * [How to generate a tag-based report](https://support.lunchmoney.app/setup/tags/analyzing-tags#how-to-generate-a-tag-based-report) Was this helpful? --- # Developer API | Knowledge Base The Lunch Money API was created to enable the user and the community to build rich plug-ins to complement their Lunch Money experience. The Lunch Money developer API is currently in open beta! For more details and documentation, visit [lunchmoney.devarrow-up-right](https://lunchmoney.dev/) * * * ### [hashtag](https://support.lunchmoney.app/miscellaneous/developer-api#frequently-asked-questions) Frequently Asked Questions 1. [Where can I join discussions about the Developer API?](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-join-discussions-about-the-developer-api) 2. [How can I share feedback and suggestions for the Developer API?](https://support.lunchmoney.app/miscellaneous/developer-api#how-can-i-share-feedback-for-the-developer-api) 3. [Where can I find a list of community created tools?](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-find-a-list-of-community-created-tools) 4. [How do I create an API Access Token?](https://support.lunchmoney.app/miscellaneous/developer-api#how-do-i-create-an-api-access-token) * * * [hashtag](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-join-discussions-about-the-developer-api) Where can I join discussions about the Developer API? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Are you working on something with the Lunch Money developer API, or simply wish to connect with other developers? We have a number of channels you can check out on the official Lunch Money [Discord arrow-up-right](https://lunchmoney.app/discord) server: * [#💻-developer-apiarrow-up-right](https://discord.com/channels/842337014556262411/1134594318414389258) for news and questions related to the [Developer APIarrow-up-right](https://lunchmoney.dev/) * [#developersarrow-up-right](https://discord.com/channels/842337014556262411/1134594277134057512) for general developer community discussion * [#🤩-show-and-tellarrow-up-right](https://discord.com/channels/842337014556262411/1134597088504729780) where developers can share what they have built [hashtag](https://support.lunchmoney.app/miscellaneous/developer-api#how-can-i-share-feedback-for-the-developer-api) How can I share feedback for the Developer API? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- We are always looking for feedback and suggestions for new and existing API features, and recommend checking the Feedback Board to upvote existing tickets or add your own! You can find the dedicated Developer API board here: [https://feedback.lunchmoney.app/developer-apiarrow-up-right](https://feedback.lunchmoney.app/developer-api) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2lY5I5EcW8FAPsHVc3QS%252Fimage.png%3Falt%3Dmedia%26token%3D242f71b6-d696-4291-a234-80377d2d3c61&width=768&dpr=3&quality=100&sign=cffca666&sv=2) [hashtag](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-find-a-list-of-community-created-tools) Where can I find a list of community created tools? --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you are looking for inspiration, or just want to make sure you aren't building something that already exists you can find a list of [awesome Lunch Money projects on GitHubarrow-up-right](https://github.com/lunch-money/awesome-lunchmoney) . circle-info Did you create something with the Lunch Money API? [Let us knowarrow-up-right](https://my.lunchmoney.app/overview?show_feedback=question) and we'll add it to this list! **We also love featuring members of our community in our Community Newsletter!** Have you developed an app, plug-in or tool that you'd like featured? Or maybe you'd like to share how a community-developed tool helped enhance your Lunch Money experience? We'd love to hear from you! Check out some of our previous features: * [Community Newsletter #9: Colby, Creator of Lunchsimplearrow-up-right](https://lunchmoney.app/blog/2025-02-28-community-newsletter) * [Community Newsletter #8: Wilson, Creator of Lunch Money Palarrow-up-right](https://lunchmoney.app/blog/2025-01-31-community-newsletter) * [Community Newsletter #7: Amr, Creator of Lunch Flowarrow-up-right](https://lunchmoney.app/blog/2024-12-27-community-newsletter) [hashtag](https://support.lunchmoney.app/miscellaneous/developer-api#how-do-i-create-an-api-access-token) How do I create an API Access Token? --------------------------------------------------------------------------------------------------------------------------------------------------- An API access token is a digital key that authorizes communication with your budgeting account via the API, without requiring that you enter your username and password every time. To create a new access token, follow these steps: 1. Go to [Settingsarrow-up-right](https://my.lunchmoney.app/settings) by clicking on the gear icon at the top of the page 2. Click on '[Developersarrow-up-right](https://my.lunchmoney.app/developers) ' from the menu at the top 3. In the 'New Access Token' card, enter a descriptive label and your reason for creating the API key 4. Click on 'Request new access token': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F5qMKaWDmcErVaWTPzioK%252Fimage.png%3Falt%3Dmedia%26token%3Db810dd40-3186-47bd-bfbd-0ab63f59aad2&width=768&dpr=3&quality=100&sign=7c3edc6&sv=2) 1. Your access token will now display in the 'New Access Token' card. Click on 'Copy': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FrZpBlGV330xKMvjPWcNt%252Fimage.png%3Falt%3Dmedia%26token%3Daa41c96e-0fbd-4800-9436-4aa924445955&width=768&dpr=3&quality=100&sign=970bed5a&sv=2) circle-check Note: access tokens are per budgeting account, so if you have multiple budgeting accounts set up, the access token will only be valid for the budgeting account from which it is created. All access tokens that you create will be listed in the 'Active Access Tokens' card. Here, you can rename them, check last activity, and revoke them: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F7nPKv5WkOQK2XFEFICX6%252Fimage.png%3Falt%3Dmedia%26token%3D8c076190-953d-4f7d-bf4d-0159eef00d1b&width=768&dpr=3&quality=100&sign=e3f03b4f&sv=2) Last updated 8 months ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/miscellaneous/developer-api#frequently-asked-questions) * [Where can I join discussions about the Developer API?](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-join-discussions-about-the-developer-api) * [How can I share feedback for the Developer API?](https://support.lunchmoney.app/miscellaneous/developer-api#how-can-i-share-feedback-for-the-developer-api) * [Where can I find a list of community created tools?](https://support.lunchmoney.app/miscellaneous/developer-api#where-can-i-find-a-list-of-community-created-tools) * [How do I create an API Access Token?](https://support.lunchmoney.app/miscellaneous/developer-api#how-do-i-create-an-api-access-token) Was this helpful? --- # Billing | Knowledge Base #### [hashtag](https://support.lunchmoney.app/settings/payment-methods#jump-to) Jump to: * [Accepted payment methods](https://support.lunchmoney.app/settings/payment-methods#accepted-payment-methods) * [Managing your subscription and billing details](https://support.lunchmoney.app/settings/payment-methods#managing-your-subscription-and-billing-details) * [Pausing your subscription](https://support.lunchmoney.app/settings/payment-methods#pausing-your-subscription) * [Cancelation and account deletion](https://support.lunchmoney.app/settings/payment-methods#cancelation-and-account-deletion) * * * [hashtag](https://support.lunchmoney.app/settings/payment-methods#accepted-payment-methods) Accepted payment methods ------------------------------------------------------------------------------------------------------------------------- We accept a variety of payment methods, including: Payment Method Region Visa, MasterCard, American Express All regions Apple Pay All regions Google Pay All regions Link All regions SEPA Direct Debit Europe Sofort Germany, Austria, Switzerland giropay Germany iDEAL Netherlands Bancontact Belgium Cartes Bancaires France [hashtag](https://support.lunchmoney.app/settings/payment-methods#managing-your-subscription-and-billing-details) Managing your subscription and billing details --------------------------------------------------------------------------------------------------------------------------------------------------------------------- You can view your subscription details, switch plans, view invoices, manage your payment details, and pause or cancel your subscription from the [Billing pagearrow-up-right](https://my.lunchmoney.app/billing) (accessed via "Settings"). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FsOJUj6TvQ4ROOkD3skS0%252Fimage.png%3Falt%3Dmedia%26token%3De657991e-6b92-43f6-863f-f715554e0bb6&width=768&dpr=3&quality=100&sign=7c54ad8b&sv=2) [hashtag](https://support.lunchmoney.app/settings/payment-methods#pausing-your-subscription) Pausing your subscription --------------------------------------------------------------------------------------------------------------------------- Need to take a break for whatever reason, but don't want us to delete your data? You can pause your subscription indefinitely with the 'Pause my subscription' option, available on the [Billing pagearrow-up-right](https://my.lunchmoney.app/billing) (accessed via "Settings"). When pausing your subscription, you will no longer be charged and a pro-rated credit for unused time will be applied to your account, to be used towards future billing dues. While paused, you will not be able to access the account data. Once you un-pause the subscription, you will be able to get back to using Lunch Money from where you left off. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fi46OeCS4Cnjbav25e0nc%252Fimage.png%3Falt%3Dmedia%26token%3D2863e593-2b9a-4f63-8ae6-5e5489f83c96&width=768&dpr=3&quality=100&sign=a379dfb7&sv=2) circle-exclamation Pausing your subscription means giving up your curent plan and locked-in price. When you return and unpause, you'll be able to choose from the plans and pricing available at that time. [hashtag](https://support.lunchmoney.app/settings/payment-methods#cancelation-and-account-deletion) Cancelation and account deletion ----------------------------------------------------------------------------------------------------------------------------------------- You can find the option to cancel your subscription and delete your account from the [Billing pagearrow-up-right](https://my.lunchmoney.app/billing) (accessed via "Settings"). If you choose to cancel your subscription, your Lunch Money account and all associated data will be purged and unrecoverable within 48 hours. For more information, please see [Lunch Money's Terms of Servicearrow-up-right](https://lunchmoney.app/terms) . Last updated 4 months ago Was this helpful? * [Accepted payment methods](https://support.lunchmoney.app/settings/payment-methods#accepted-payment-methods) * [Managing your subscription and billing details](https://support.lunchmoney.app/settings/payment-methods#managing-your-subscription-and-billing-details) * [Pausing your subscription](https://support.lunchmoney.app/settings/payment-methods#pausing-your-subscription) * [Cancelation and account deletion](https://support.lunchmoney.app/settings/payment-methods#cancelation-and-account-deletion) Was this helpful? --- # Transaction Types | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#jump-to) Jump to: * [**Split transactions**](https://support.lunchmoney.app/finances/transactions/transaction-types#split-transactions) * [How to split transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-split-transactions) * [How to unsplit transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-unsplit-transactions) * [**Group transactions**](https://support.lunchmoney.app/finances/transactions/transaction-types#group-transactions) * [How to group transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-group-transactions) * [How to manage an individual transaction within a group](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-manage-an-individual-transaction-within-a-group) * [How to add transactions to an existing group](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-add-transactions-to-an-existing-group) * [How to ungroup transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-ungroup-transactions) * [**Recurring transactions**](https://support.lunchmoney.app/finances/transactions/transaction-types#recurring-transactions) * [How to link an existing transaction to a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-link-an-existing-transaction-to-a-recurring-item) * [How to edit or unlink a transaction from a recurring Item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-edit-or-unlink-a-transaction-from-a-recurring-item) * [How to create a new transaction for a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-create-a-new-transaction-for-a-recurring-item) * * * [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#split-transactions) Split transactions ---------------------------------------------------------------------------------------------------------------------------- Split transactions are transactions created from a single original transaction, where the original total amount is broken down into two or more parts. Splitting allows for better organization of transactions where the total amount is made up of smaller amounts that need to be categorized individually. Some use cases include: * Splitting a big general store purchase into categories (eg. food, hygiene, pets, etc). * Splitting dinner shared with someone else * Splitting rent with roommates * Splitting an lump-sum payment from contractor by project Transactions can be split evenly, in custom amounts, or in equal payments over time. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-split-transactions) **How to split transactions** Splitting transactions is done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click the arrow to the far right of the transaction’s row to open the '_Transaction Detail_s' panel on the right side of the screen. 2. Scroll down to the '_I want to…_' section, and click on the "Split transaction" button. 3. Next, select how you’d like to split the transaction. 4. Review the data and update the details if needed. At the top, you will see the original amount and the total left to split to help you distribute the total. You will not be able to proceed if the split amounts don’t add up to the original amount. 5. Click on "Save changes" to finalize the split action. Each split amount will then appear as a single entry in the Transactions page (eg. if the original amount was $100 and it was split evenly by 2, you will see two transactions for $50 each). A symbol will appear within the Amount field for each split transaction to indicate that it was split from an original transaction. Hovering over the icon will provide details about the original transaction amount, and all other transactions it was split into. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Flcdkq7L-Tw6HTB6X8JBlsAiP3l4u3Wv8ne3vwb9zlKKUFjP-jm6qvsu6LVzhPlxzUcP6P4KV-K4EQRPHuYigfp0R26t051yEhBviOb45QEsQHvnGZUZPU9pavMz6Uq9Bzixfg6cEcBGCJ65q9WK0Tvw&width=768&dpr=3&quality=100&sign=e10cd4d2&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-unsplit-transactions) **How to unsplit transactions** Splitting transactions is done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click on the Amount field of any of the split transactions that you would like to merge back together. This will open the '_Split Transaction_' panel on the right side of the screen. 2. At the bottom, click on the red "Unsplit" button. 3. In the confirmation dialogue, click "Yes, confirm". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F7jzPydRGbxfqOyPcjZof%252FSplit%2520Transactions%2520-%2520Unsplit.gif%3Falt%3Dmedia%26token%3D14e16352-ae47-4fd7-b3a3-a55db84200a3&width=768&dpr=3&quality=100&sign=7d95ea31&sv=2) Once unsplit, the original transaction will reappear as a single entry on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page with the original total in the Amount field (eg. if it was split to $50 and $50, it will now appear as a single transaction of $100). #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#if-youd-like-to-unsplit-multiple-split-transactions-in-bulk-you-can-also-do-the-following) If you'd like to unsplit multiple split transactions in bulk you can also do the following: 1. In the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, select any split transactions that you'd like to unsplit. 2. On the right side of the screen, click on "Delete". 3. In the dialogue that appears, select "I want to unsplit and keep the parent transactions" 4. Confirm by clicking "Yes, delete". circle-exclamation Make sure to select the correct option to keep the parent transactions, otherwise the original unsplit transaction will be deleted and cannot be recovered! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FYq3Q0eshBh4wREVszI2j%252FSplit%2520Transactions%2520-%2520Bulk%2520Unsplit.gif%3Falt%3Dmedia%26token%3D24e0418e-d8ef-4e08-84c7-e5ea95200e6c&width=768&dpr=3&quality=100&sign=77acb140&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#group-transactions) Group transactions ---------------------------------------------------------------------------------------------------------------------------- Grouped transactions are used to keep things organized. While categories and tags help with budgeting, filtering and tracking data, grouping transactions is a way to reduce clutter and maintain associated transactions together. There is no limit to the amount of transactions that can be grouped together. Grouping transactions will not change the individual transactions’ data. The group transaction can have its own properties (date, category, payee, notes and tags), while the individual transaction’s maintain their original properties in the background. The individual transactions will be hidden from the default table view on the Transactions page, but can still be filtered for in the Transactions page or viewed in the Analyze page, with their individual properties. By default, filters on the Transactions page will only display results based on the group transaction’s properties, ignoring the individual transactions grouped within. If you would like to filter for individual transactions within groups, you will need to include the filter option for "Type is part of group": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FWiMFsuPVYtPmPZr94xKejHfp4cD_WCh-WScZw-ExoC9-Dhw3w6E25q4ZYxyMtL8HU1jOio5gr1el-opp10kgpydkptWpxBxdnpBzvfp6C86ROyQX28Cp1DYb81qG93jBquV67P3DOY8SVbafCz9NLmE&width=768&dpr=3&quality=100&sign=2f8f636e&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-group-transactions) **How to group transactions** Grouping transactions is done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Begin by selecting the transactions that you’d like to group together. To select a transaction, click on the checkbox to the far left of the row. 2. On the right-side of the screen, you will then see the '_Selected Transactions_' menu. Click on the "Group" button to open the "Create new transaction group" panel. Review the information and fill in any missing data. 3. To create the group, click on "Save changes". The selected transactions will now display as a single entry in the table on the Transactions page, with an icon within the Amount field to indicate that it is a group of transactions. Hovering on the icon will reveal information about the individual transactions contained within the group: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FIewkPQxwukHeNBFI-RmHAKMdLv3uLnUfoOPONpBFGMcmPd8DQeDj0kwfDvQHij-Gk3Hh6J_xIjfURnCqvQvPbKFxifXmGmMD07KgVv3tW3fdYpISm3wSeDxFhQ9oDpImGb0X17FAON33uaTvyxowRKg&width=768&dpr=3&quality=100&sign=30f8027&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-manage-an-individual-transaction-within-a-group) **How to manage an individual transaction within a group** Editing or removing individual transactions from an existing group is done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click on the Amount field of the transaction group to open the '_Edit transaction group_' panel on the right side of the screen. 2. The total number of transactions in the group will appear at the top. Below it, all individual transactions will be listed. Hovering on a transaction will reveal two icons: * "**Edit transaction**" - This will allow you to change the individual transaction’s data, such as Date, Payee, Amount, Account and Notes. To save any changes, click on the “Save changes” button at the bottom. * "**Remove transaction from group**" - This will remove the transaction from the list, but the change is not confirmed until you click the “Save changes” button at the bottom. If you accidentally clicked to remove a transaction, click on the “Cancel” button to start again. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-add-transactions-to-an-existing-group) **How to add transactions to an existing group** Adding additional transactions to an existing transaction group can be done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click on the Amount field of the transaction group to open the '_Edit transaction group_' panel on the right side of the screen. 2. The total number of transactions in the group will appear at the top. Below it, there will be a search bar allowing you to "Search by payee name, amount or notes". 3. Click on the search bar and start typing. If a transaction matches the search, it will appear in the drop down menu. Click on the transaction you would like to add. 4. Once clicked, it will be added to the list of transactions in the panel. To confirm the change, click on "Save Changes" at the bottom. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fl9hf2ZI2wLENums6AIk-AX24kQxgwl989WME31HjrZBRIiSInrJbs-gxPxEzpPiki3_YhmsvECBv6N04TynI2N2JiDGB4LdU3gVJrfFq_RmrfZrhDC_2aB_lA6Lq427YPgjAzQM4HtQWOhevqn5Vp8s&width=768&dpr=3&quality=100&sign=2afe778f&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-ungroup-transactions) **How to ungroup transactions** Ungrouping transaction groups is done from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click on the Amount field of the transaction group to open the '_Edit transaction group_' panel on the right-side of the screen. 2. At the bottom, click on the red "Ungroup" button. 3. In the confirmation dialog, click on "Yes, confirm". All individual transactions from the group will now display on separate rows in the table on the Transactions page, with their individual properties for Date, Category, Payee, etc. To ungroup multiple transaction groups in bulk, you can follow these steps: 1. Begin by selecting the transaction groups that you’d like to ungroup. To select a transaction group, click on the checkbox to the far left of the row. 2. On the right-side of the screen, you will then see the '_Selected Transactions_' menu. Click on the red "Delete" button. 3. In the confirmation dialog, verify that it is set to "I want to ungroup the selected transaction groups only". 4. To finalize, click on "Yes, delete". circle-exclamation Make sure to select the correct option to only ungroup, otherwise all groups and associated transactions will be deleted and cannot be recovered! [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#recurring-transactions) Recurring transactions ------------------------------------------------------------------------------------------------------------------------------------ Transactions that repeat regularly are represented with Recurring items. Transactions associated with recurring items don’t necessarily need to be the same amount, but would generally occur on a regular cadence and the next expected payment should be predictable (eg. twice a month, every 6 months, annually, etc.). Recurring transactions can be either recurring expenses or recurring income: * **Examples of recurring expenses** include a monthly Netflix subscription, a quarterly insurance payment or a yearly gym membership. * **Examples of recurring income** include your salary or interest income. It’s useful to associate recurring transactions with recurring items to easily find them when needed. Examples: * If there is a bill you haven’t paid in a while, you will be able to refer to the Recurring Items to check and prevent fines or having the provided service canceled. * If you want to cut down on spending, Recurring expenses will typically be the first place to look since canceling a monthly subscription can save you a lot of money in the long run! ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-link-an-existing-transaction-to-a-recurring-item) **How to link an existing transaction to a recurring item** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Locate the transaction that you wish to link and then click on the arrow on the far-right of the transaction row 3. In the "Transaction Details" panel that appears on the right side of the screen, scroll all the way down until you see the different actions under "I want to..." 4. Click on "Convert to a recurring item" 5. You will now be able to see a list of all recurring items that have not yet occurred for that month. Click on the recurring item that you'd like to link the transaction to. 6. To finalize, click on "Save Changes" at the bottom. The transaction will now be linked to the Recurring Item, an icon will appear next to the Amount field of the transaction to indicate that, and the text in the row for that transaction will be colored in turquoise for quick identification. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FUeTGUl_cnBgFLzBeFlcuElmwdZNkJApv8GdatNz3zITRcL1_A9iO0nAVxVX1jw0akXVW_JGTq8EAxvQFpGYg08PSD8cu26JYL-vkyK5-Ud_p-n8Om1xldXoieuau5uVr01d5Y2XI6zM7wzvCCsXJg2U&width=768&dpr=3&quality=100&sign=976ce58a&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-edit-or-unlink-a-transaction-from-a-recurring-item) **How to edit or unlink a transaction from a recurring item** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Locate the transaction that you wish to link and then click on the arrow on the far-right of the transaction row 3. In the '_Transaction Details_' panel that appears on the right side of the screen, scroll all the way down until you see the different actions under '_I want to...'_ 4. Click on "Edit recurring item" 5. You will now be able to edit the Recurring Item, replace it with a different Recurring Item, or unlink the transaction from the Recurring Item. 6. To finalize, click on "Save Changes" at the bottom. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-create-a-new-transaction-for-a-recurring-item) **How to create a new transaction for a recurring item** 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. On the left-side above the table, click the arrow next to "Add to cash" 3. In the drop down menu that opens up, click on "Create from Recurring" 4. A panel will open up on the right side of the page and you will now be able to see a list of all Recurring items that have not yet occurred for that month. Click on the Recurring item that you'd like to create the transaction for. 5. To confirm, click on "Create". The new transaction will be created and added to the Transactions table, an icon will appear next to the Amount field of the transaction to indicate that, and the text in the row for that transaction will be colored in turquoise for quick identification. Last updated 1 year ago Was this helpful? * [Split transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#split-transactions) * [How to split transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-split-transactions) * [How to unsplit transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-unsplit-transactions) * [Group transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#group-transactions) * [How to group transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-group-transactions) * [How to manage an individual transaction within a group](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-manage-an-individual-transaction-within-a-group) * [How to add transactions to an existing group](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-add-transactions-to-an-existing-group) * [How to ungroup transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-ungroup-transactions) * [Recurring transactions](https://support.lunchmoney.app/finances/transactions/transaction-types#recurring-transactions) * [How to link an existing transaction to a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-link-an-existing-transaction-to-a-recurring-item) * [How to edit or unlink a transaction from a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-edit-or-unlink-a-transaction-from-a-recurring-item) * [How to create a new transaction for a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-types#how-to-create-a-new-transaction-for-a-recurring-item) Was this helpful? --- # Other Features | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#jump-to) Jump to: * [**View Change History**](https://support.lunchmoney.app/finances/transactions/other-features#view-change-history) * [How to view a transaction’s change history](https://support.lunchmoney.app/finances/transactions/other-features#how-to-view-a-transactions-change-history) * [**Exporting Transactions**](https://support.lunchmoney.app/finances/transactions/other-features#exporting-transactions) * [How to export a CSV file with transaction data](https://support.lunchmoney.app/finances/transactions/other-features#how-to-export-a-csv-file-with-transaction-data) * [**Filters**](https://support.lunchmoney.app/finances/transactions/other-features#filters) * [Quick Search](https://support.lunchmoney.app/finances/transactions/other-features#quick-search) * [Quick Filter](https://support.lunchmoney.app/finances/transactions/other-features#quick-filter) * [Advanced Filter](https://support.lunchmoney.app/finances/transactions/other-features#advanced-filter) * [**Sorting (Ascending / Descending)**](https://support.lunchmoney.app/finances/transactions/other-features#sorting-ascending-descending) * [**Adjusting Column Width**](https://support.lunchmoney.app/finances/transactions/other-features#adjusting-column-width) * [**Show/Hide Columns**](https://support.lunchmoney.app/finances/transactions/other-features#show-hide-columns) * [**Deduplication Tool**](https://support.lunchmoney.app/finances/transactions/other-features#deduplication-tool) * [How to use the Deduplication Tool](https://support.lunchmoney.app/finances/transactions/other-features#how-to-use-the-deduplication-tool) * * * [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#view-change-history) View Change History --------------------------------------------------------------------------------------------------------------------------- Whenever changes are made to a transaction (eg. data is added or removed, transaction is split or grouped, transaction is linked to a recurring item, etc.), those changes are saved in a change log with a timestamp. This is helpful when you wish to confirm if a change was made and when (eg. if a change was automatically applied based on a [Rulearrow-up-right](https://support.lunchmoney.app/setup/rules) ). ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#how-to-view-a-transactions-change-history) **How to view a transaction’s change history** 1) Open the [Transactions arrow-up-right](https://my.lunchmoney.app/transactions) page 2) Click the arrow to the right of the transaction row to open the Transaction Details panel 3) Scroll down to the I want to... section and click on "View change history", which will open the “Transaction Change History” panel, showing the most recent change at the top. [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#exporting-transactions) Exporting Transactions --------------------------------------------------------------------------------------------------------------------------------- Transaction data can be downloaded from Lunch Money in CSV file format. The CSV file will be created with all transactions within the active visible view. If you are on a filtered view, the CSV file created will only contain the transactions from that filtered view. The CSV file exported will include the following columns: Date, Category Group, Category, Payee, Amount, Currency, Notes, Tags, Account Name, Original Name (if split or grouped), Transaction number, Type (split, group, or recurring), Parent ID (if split), Recurring ID (if linked to a Recurring Item), and 'Created At' Timestamp. ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#how-to-export-a-csv-file-with-transaction-data) **How to export a CSV file with transaction data** Exporting a CSV file is done via the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. First, make sure that all transactions that you’d like to export are displaying in the current table view 2. On the far right of the screen, above the table, click on the Export to CSV icon. The download will begin immediately and save to your computer. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fjth15OALycPCiQL0oTMtUz7HNFHzdVUYO3316OCj4YaE2ygmiGa1dUMquLbX04ISud0oQrlGFcefKPzDpzBhxtihraJQr4RDicsys3l36I1uCptrMK0Q-T1-fkQQQsUypI2pO6H8w1iXwif1jRQQYdU&width=768&dpr=3&quality=100&sign=ebdf6ffc&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#filters) Filters --------------------------------------------------------------------------------------------------- Applying filters on the Transactions page is a way to search and achieve a view that will only include transactions based on defined conditions. Filtering will hide irrelevant data from the table, so that you can work with a curated list of transactions. There are three main ways to filter transactions: Quick search, Quick filter, and Advanced Filter. ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#quick-search) Quick Search The quick search is located right above the Transactions table. The quick search can be used to get a quick filtered view of transactions that correspond with the search value entered. For example: * “Groceries” to filter all transactions in the Groceries category * “24.99” to filter all transactions with an amount of 24.99 * “Netflix” to filter all transactions with “Netflix” as the payee name If the search term is found in multiple fields (eg. Payee and Notes), both matching transactions will appear in the filtered table view. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FPAeN-l-5D2Hej_UgCW3OvxoB113zC3ICmiT4lj-RXW16J3y_FKVgAh5uo1-aFD4OmhDb8I-Rxm7p3D2kUlk4Bf6D0VST4LL0bjtMlDpt3LcNeAWXpwCVfH_8iVkjo6bt2YTFxv7S9uZBSl1kwnQxdko&width=768&dpr=3&quality=100&sign=c92bf4e0&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#quick-filter) Quick Filter The quick filter is located right above the Transactions table, next to the quick search bar. This is a dropdown menu that includes some of the most common time frame filter options. The active month’s view will always appear first in the list, followed by the previous month, the current year, last year, and an All Time filter: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2F_g8jeUkw6o_0UZQTz7g2oGvCaFTBR1nY8RrD337n-uP2wilFpmZpUzOZPtl7Tu_CoRMOacbrJwC6NPNpVommgRrtxVXuy8Vyv4D2rszhUzldgy5sTXiDzGZzBTXi43CI0IP8l1q1QNuA2es9BgVYWgU&width=768&dpr=3&quality=100&sign=493d13e0&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#advanced-filter) Advanced Filter The advanced filter tool is very powerful and allows for a combination of many different parameters in order to achieve a filtered view of the exact transactions you are looking for. The advanced filter option is accessed by clicking on the "Filters" button, located on the right side of the page above the '_Review Transactions_' section. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FcX3Lo0YOAVsM7BLepv5XT_1kF9RPN90U-km5NAai7BspK-41ElV29-gmb2jpYmjF8kf5MHIbrwoWf1URD5yst0YQtprAZlSmUoZhypBZuijwU2aqqlms5m8jaTxG1YcmUVxkbKL26N_XempKENxBmzM&width=768&dpr=3&quality=100&sign=46639548&sv=2) Once clicked, the advanced filter setup dialog will appear. At the top of the setup dialog, you can select whether you want the filter to match with all or any defined conditions. At the bottom of the setup dialog, you will select the time frame within which you want to search (clicking on the dropdown menu will also allow you to set a custom range). To add a condition, click on the "Choose filter" dropdown menu and set the value. To add another filter, click on “Add another filter” or the duplicate button next to the dropdown menu. To remove a condition, click the red 'x' button. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fw8-y2DQze_UFupG_nuI-pSPFk4MkkLbcNy4XVb_BDSdh3WDUL64aO76yKkY8SLdprx9uyCYIjYY34p1Lg1sb38EHOiaW_V3sJNTY0do8j0RVCPP_NsSCxGr5HS657c2LmWfrWtSVd8u5veuTTJ-KuV0&width=768&dpr=3&quality=100&sign=e9c4ca86&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#sorting-ascending-descending) Sorting (Ascending / Descending) ------------------------------------------------------------------------------------------------------------------------------------------------- The data in each column in the table can be sorted by ascending or descending alphabetical or numerical order. To sort the data, simply click on the header of the column. The first click will sort by descending order, and clicking again will sort by ascending order: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F4hiviG658z0tCUG1GoyQ%252F2f8a573cb2056d1b8bea31de3e44826a.gif%3Falt%3Dmedia%26token%3D55bff259-8823-4253-a4e6-3bb6127b9285&width=768&dpr=3&quality=100&sign=268e9a71&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#adjusting-column-width) Adjusting Column Width --------------------------------------------------------------------------------------------------------------------------------- If the default column widths do not perfectly contain your data (such as with longer category, payee names or notes), you can change the column width by clicking and dragging the vertical dividers in the header row: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fkpr65WPIEtCNn2syaBY0%252Ff0965aeb6eff68764801ede81250ece5.gif%3Falt%3Dmedia%26token%3D9497a7bd-cd27-4273-b937-0c93996bf341&width=768&dpr=3&quality=100&sign=437bf722&sv=2) [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#show-hide-columns) Show / Hide Columns ------------------------------------------------------------------------------------------------------------------------- In some cases, you may want to hide certain columns from the Transactions table in order to have a cleaner view of the transaction data. In Lunch Money, you have the option to hide the Notes, Accounts, and Tags columns from view. Toggling to show or hide columns from view is done via the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, by hovering over the Options button on the far right side of the screen, above the table. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FuIVrNs0TLGG8APdEZRqPiXQqX_JTeAJ8wSWcxGgB1Qx6l7dNa0dnaw85gMTTzMx2qdFbfoWB7noCbwkCgm5pcdbS72-06IAxcul5KICKlsAGzCKeFEFtZgYTU6kgcT1UouM0-CrjOQ4JxiP7PMdsKC0&width=768&dpr=3&quality=100&sign=e8d5d1ba&sv=2) In addition to toggling the columns to show or hide from view, if you have more than one tag for some of your transactions, you can choose whether you’d like to see all tags in the table, or just one of the tags. [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#deduplication-tool) Deduplication Tool ------------------------------------------------------------------------------------------------------------------------- In some cases, you may find duplicate transactions appearing on the Transactions page. To easily go through duplicates and remove them, we recommend using the Deduplication tool. The Deduplication Tool will search through the active transaction list view to locate similar transactions based on your choice of 2 or more criteria. With that said, it is recommended to use at least 3 criteria to get the most accurate results. #### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#some-things-to-keep-in-mind) Some things to keep in mind: * The Deduplication Tool is a one-time action, meaning that it will not continue running in the background. If you wish to run a new search in a different filtered view (eg. for a different month), you will need to change the view first, and then rerun the Deduplication Tool again. * The Deduplication Tool will only search through standalone transactions. Split or grouped transactions are skipped and not taken into account when searching for duplicates. * The Deduplication Tool will only select the duplicate items, but not automatically delete them. You will be able to decide what you wish to do with the selected Transactions. triangle-exclamation Always double-check before deleting as you may have legitimate multiples of the same transaction! ### [hashtag](https://support.lunchmoney.app/finances/transactions/other-features#how-to-use-the-deduplication-tool) How to use the Deduplication Tool: 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Set the transaction list to a filtered view in which you'd like to search, as the Deduplication Tool will only process through transactions on the active filtered view (eg. if the view is set to "May 2024", the Deduplication Tool will only search through transactions in that month). circle-info If you wish to look for duplicates across multiple months or with the "All time" filter, make sure to select "Date" as one of the criteria on step 4 below, to lower the risk of legitimate transactions being marked as duplicates. 1. Click on the Options icon on the right side of the page, and then click on "Deduplicate transactions" at the bottom of the menu: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FIya4Che5zeekF_t8o4762wpgm_PUAXYrTdKvybZ1BIgLJFkejTk5TPlVzoFqbaZUz-F4QXCTlFbAUzl1Wcvns7UW0JJWVZihAN6jXBDsDgIVca3O4LDdnpbrAO2afrh_3puMTDCVJbuKY2iwpGHItf0&width=768&dpr=3&quality=100&sign=3b680e1c&sv=2) 1. In the dialogue window that appears, you will now select 2-4 criteria to be used to identify the duplicate transactions: Date, Account, Amount and Payee. It is recommended to select at least 3 values for effective results. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2F5XKe0cp59jLtduOw96eamdrqkc_HaHz6Mz9hj6Zp91iN5alwhyrN-xS4ExHsbwAouteYHyGGek0VAJSwPdciT10F-p5oYtcZS1OaSj8Q7OFirYC6mcSa6xOEjd1Uy4flBwMI3p58np9PnC2iOCKnLfA&width=768&dpr=3&quality=100&sign=4783d08e&sv=2) 1. Next, you will select whether you wish to keep the most recently added transaction or the earliest added transaction for any duplicates: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FlTuJhdYa3qjuygJjb-7upVeruOAUGU7OZ9udjSFA1m5t3cY9zap4F5Ns-hfmm9OY2rs_IaK3xba7VLFXCF9GW0Lx02Si2nJKd17MiNnJ8XZSgh8InuAwS4cdn3NIgySpQFJnHDFRTyZIDQKg6vIcluM&width=768&dpr=3&quality=100&sign=22cc1519&sv=2) circle-info "Most recently added" vs. "earliest added" refers to when the transaction was created within Lunch Money, not the date of when the transaction took place. This is important to consider if you already had transactions in Lunch Money and suddenly see duplicates. Selecting to "keep the earliest added transaction" will remove all the duplicates that suddenly appeared, based on when they were added to Lunch Money, keeping the original transactions. 1. Click on "Select transactions to delete" to continue. You will now return to the list of transactions and if any duplicates were found, you will also see transactions selected for deletion. circle-exclamation Pay attention to the "Selected transactions" box on the right side of the screen to see how many transactions are selected and make sure to carefully review all of them to ensure there are no legitimate multiples of the same transaction. 1. Once you've double checked all transactions and are ready to delete them, click on the red "Delete" button on the right side of the page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FE5hn_kvNG1vnZNfC4h_pmYtP50Uk9Hidltkl56xHJ9V5iOzHfBaZFFmVP2nkyH7ouMiWhIWwfZ8pKQJzomtURTvLkk7LYCggYxpuyOR6L9RFQQJOx5zMUAlOesklosTHm9V0OAD3Rdv4LIa4qGAAVsE&width=768&dpr=3&quality=100&sign=f420725c&sv=2) Last updated 2 months ago Was this helpful? * [View Change History](https://support.lunchmoney.app/finances/transactions/other-features#view-change-history) * [How to view a transaction’s change history](https://support.lunchmoney.app/finances/transactions/other-features#how-to-view-a-transactions-change-history) * [Exporting Transactions](https://support.lunchmoney.app/finances/transactions/other-features#exporting-transactions) * [How to export a CSV file with transaction data](https://support.lunchmoney.app/finances/transactions/other-features#how-to-export-a-csv-file-with-transaction-data) * [Filters](https://support.lunchmoney.app/finances/transactions/other-features#filters) * [Quick Search](https://support.lunchmoney.app/finances/transactions/other-features#quick-search) * [Quick Filter](https://support.lunchmoney.app/finances/transactions/other-features#quick-filter) * [Advanced Filter](https://support.lunchmoney.app/finances/transactions/other-features#advanced-filter) * [Sorting (Ascending / Descending)](https://support.lunchmoney.app/finances/transactions/other-features#sorting-ascending-descending) * [Adjusting Column Width](https://support.lunchmoney.app/finances/transactions/other-features#adjusting-column-width) * [Show / Hide Columns](https://support.lunchmoney.app/finances/transactions/other-features#show-hide-columns) * [Deduplication Tool](https://support.lunchmoney.app/finances/transactions/other-features#deduplication-tool) * [How to use the Deduplication Tool:](https://support.lunchmoney.app/finances/transactions/other-features#how-to-use-the-deduplication-tool) Was this helpful? --- # Managing Tags | Knowledge Base Once you've already set up some tags on your account, whether you need to update tag details, archive or delete them, existing tags are managed via the [Tags arrow-up-right](https://my.lunchmoney.app/tags) page. * * * #### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#jump-to) Jump to: * [**Updating tags**](https://support.lunchmoney.app/setup/tags/managing-tags#updating-tags) * [How to edit a tag's name and description](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-edit-a-tags-name-or-description) * [How to set a tag's color](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-set-a-tags-color) * [**Archiving tags**](https://support.lunchmoney.app/setup/tags/managing-tags#archiving-tags) * [How to archive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-archive-a-tag) * [How to unarchive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-unarchive-a-tag) * [How to show/hide archived tags](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-show-hide-archived-tags) * [**Deleting tags**](https://support.lunchmoney.app/setup/tags/managing-tags#deleting-tags) * [How to delete a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-delete-a-tag) * * * [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#updating-tags) Updating tags --------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-edit-a-tags-name-or-description) How to edit a tag’s name or description You can change a tag’s name and/or description at any time by going to the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) . To edit a field, click the table cell, make the desired changes and press Enter to save: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FCoCUMfHWhKlhHMvYgf8E%252Fedit_tags_table.gif%3Falt%3Dmedia%26token%3D53d844ac-9a7a-431a-9547-b7bfc36265bf&width=768&dpr=3&quality=100&sign=455f29c2&sv=2) Alternatively, you can also manage the name and description via the side panel: 1. Head over to the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) (_Setup > Tags_) 2. In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row 3. In the ‘Edit Tag’ panel that appears on the right, you can click on the text fields to change the tag name and tag description 4. Confirm your changes by clicking on "Save" at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdTmIiP5GouMJ58wstisVHXtYPBSTjlfmcHgFw_xLDzXu3Xu3mE-qlYZMC4edJJGnvGEouuKocAeugdchKa8iwaRdS7wRSsopwEVY-YsZ331D4KbHEzZ0cuC8QUsivOi_ug7Ewd4SYKFpsWJm9mp63c1lMS%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=1e4ce419&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-set-a-tags-color) How to set a tag's color In Lunch Money, you have full control over how your tags look. You can choose a custom background and font colors, and see them reflected consistently across the app, from transaction reports to sidebar overviews! You can personalize a tag's color from the Tags page: 1. Open the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) (_Setup > Tags_) 2. In the table, click the desired tag under the 'Styling' column to the right 3. In the pop-up, use the color pickers, or click on one of the preset color options below 4. Check the preview, and click on "Save changes" to save your tag's new look: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Frm4GB6pF9f1E17yXnhsK%252Fset%2520tag%2520color.png%3Falt%3Dmedia%26token%3D1a916a2f-6bd7-4022-a0f4-02b718d07cb6&width=768&dpr=3&quality=100&sign=e33e33e9&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#archiving-tags) Archiving Tags ----------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-archive-a-tag) How to archive a tag If you are no longer planning to use a tag (i.e. a specific event or trip you tracked is over), you may choose to archive it. Archiving the tag will prevent it from showing up as an option when creating or updating transactions, yet you will still be able to access the tag for filtering purposes and analytics. 1. Open the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) (_Setup > Tags_) 2. In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row 3. In the ‘Edit Tag’ panel that appears on the right, click on the toggle to enable the “Archived” property 4. Confirm your change by clicking on “Save” at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdY2zK0KKhneDluqFUMV6LlBp_p8PNa66DHcc79aYlYQyipU9SZ4-v7J5GhvNXy90ikhziGo_m-ILGnx5sPYpHKhhM__ZEalGLt4Lf363CIUf_dGMmx6LFLnDwnEyu3CqT0U02oU61ReroMcviLtCk7pRNg%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=7a393310&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-unarchive-a-tag) How to unarchive a tag If you wish to unarchive a tag so that you can assign it to transactions again, you can do so by disabling that tag’s "Archived" property via the 'Edit Tag' panel: 1. Open the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) (_Setup > Tags_) 2. At the bottom of the table, click on 'Show archived tags' to expand them into view 3. Locate the tag that you wish to edit and click on the arrow to the far-right of the row 4. In the ‘Edit Tag’ panel that appears on the right, click on the toggle to disable the "Archived" property 5. Confirm your change by clicking on "Save" at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdXt5-8jYYWNHUuZsT5K9QJXUtGmvQvRnyC4UWh6Cu2b3eepsLx8cVngSnEEFM23_InhOEHtqWW3BG5m0TSobzA6tJYFec6W29bUSpX7iOLr0yea4pniw60B24Bcmtaef0Iakcwca2QFZBNgcLyRwvlYBu6%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=912cc355&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-show-hide-archived-tags) How to show/hide archived tags By default, archived tags may be hidden from view. To view your archived tags, scroll down to the bottom of the Tags table and click on “Show archived tags”. To hide the archived tags again, click on "Hide archived tags": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F0r4yNCFgd5eWjPdugd11%252Fshow_hide_archived_tags.gif%3Falt%3Dmedia%26token%3Dc218b87b-37a2-42a3-a069-99ff36bc7719&width=768&dpr=3&quality=100&sign=e1fdf52d&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#deleting-tags) Deleting Tags --------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-delete-a-tag) How to delete a tag You can delete a tag via the 'Edit Tag' panel on the Tags page: 1. Open the [Tags pagearrow-up-right](https://my.lunchmoney.app/tags) (_Setup > Tags_) 2. In the table, locate the tag that you wish to edit and click on the arrow to the far-right of the row 3. In the 'Edit Tag' panel that appears on the right, click on "Delete" 4. If the tag is associated with any rules or transactions, you will see a confirmation dialog appear. To proceed with the deletion, click on "Yes, I still want to delete this tag": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeUu_a1rLVc-SkdFlxfojWsF09M5zs59vYgXNd0k3YGkKB5Xk-dqRtT2N4xCpaOQ1e2V_1256EX89VoDikU3MrycjWzkf90aKfXz9Mql0aodrUMZYoLe80AuVJACi4HvQLqBkcyEa0qL7ItLhvkie3srGE%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=36de4c36&sv=2) triangle-exclamation Deleting a tag is a nuclear action and cannot be reversed. The deleted tag will be removed from any associated transactions (other tags assigned to the transactions won’t be affected), and any associated rules with only a tags clause will be deleted. Last updated 2 months ago Was this helpful? * [Updating tags](https://support.lunchmoney.app/setup/tags/managing-tags#updating-tags) * [How to edit a tag’s name or description](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-edit-a-tags-name-or-description) * [How to set a tag's color](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-set-a-tags-color) * [Archiving Tags](https://support.lunchmoney.app/setup/tags/managing-tags#archiving-tags) * [How to archive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-archive-a-tag) * [How to unarchive a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-unarchive-a-tag) * [How to show/hide archived tags](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-show-hide-archived-tags) * [Deleting Tags](https://support.lunchmoney.app/setup/tags/managing-tags#deleting-tags) * [How to delete a tag](https://support.lunchmoney.app/setup/tags/managing-tags#how-to-delete-a-tag) Was this helpful? --- # Affiliate Program | Knowledge Base Lunch Money offers a flexible and powerful solution to budgeting and financial management. As our partner, earn money spreading the delight of our personal finance tool! Whether you're writing a review, comparison or producing a video, you can earn commission for promoting Lunch Money. **Join the Lunch Money affiliate program to** **earn $15 for every new paying user** **you refer!** [arrow-rightJoin the affiliate program](https://partners.lunchmoney.app/?utm_source=knowledgebase) ### [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#how-it-works) How it works? 1. **Partner with us** [Sign uparrow-up-right](https://partners.lunchmoney.app/?utm_source=knowledgebase) with FirstPromoter to get your custom referral link. When someone signs up and becomes a paid user with your custom link, you'll get credit. circle-info We manually review all applications, so please fill out your profile fully to show us how you'll promote Lunch Money. 1. **Spread the word** You can post your custom referral link on your own blog or website, social media, or run paid ads to it. We'll provide assets to help you promote Lunch Money and start earning. 🎁 Their special offer 💸 Your referral reward Your followers get an extra free month of trial when they subscribe with your promo link– that's **two months of free trial** total! You earn **$15 for every new paying user** on both monthly and annual subscriptions. 1. **Cash out** Payouts via ACH or IBAN to your bank account after a US$30 minimum is reached. ### [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#why-lunch-money) Why Lunch Money? chevron-rightCustomers love us ❤️[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#customers-love-us) Trusted and loved by thousands across 30+ countries for ease of use, thoughtful design and company values\*. \*Based on a user survey conducted in 2021. chevron-rightTransparent and trustworthy 🌹[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#transparent-and-trustworthy) Lunch Money is 100% customer-funded. No ads, no debt to investors, no conflict of interest. We're focused on passion over profits by making the best possible product for our users. chevron-rightInternational support 🌎[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#international-support) [Sync with banksarrow-up-right](https://lunchmoney.app/features/import-transactions/?utm_source=knowledgebase) in the US, Canada and various countries in the EU, including Belgium, Denmark, France, Germany, Ireland, Italy, the Netherlands, Norway, Spain, Sweden, Poland and Portugal. chevron-rightNative multicurrency support 💱[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#native-multicurrency-support) Lunch Money is the first web-based personal finance tool to [support multicurrency nativelyarrow-up-right](https://lunchmoney.app/features/multicurrency/?utm_source=knowledgebase) from the beginning. Track your euros, yens and pounds and see it all added up in dollars! chevron-rightFlexible budgeting styles 🗂️[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#flexible-budgeting-styles) [Customizable budgeting optionsarrow-up-right](https://lunchmoney.app/features/budgeting/?utm_source=knowledgebase) to suit individual preferences. chevron-rightBeautiful design-forward approach 📊[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#beautiful-design-forward-approach) Easy-to-read [charts, reports and graphsarrow-up-right](https://lunchmoney.app/features/analytics/?utm_source=knowledgebase) for financial insights. chevron-rightA mission-driven company 🌱[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#a-mission-driven-company) Lunch Money is a bootstrapped, financially sustainable and 100% user-funded company. chevron-rightPay-what-you-want pricing ⚖️[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#pay-what-you-want-pricing) The [lowest and most flexible pricingarrow-up-right](https://lunchmoney.app/pricing/?utm_source=knowledgebase) among competitors with no compromise on quality. chevron-rightDeveloper API 🚀[hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#developer-api) Lunch Money has [a strong developer ecosystemarrow-up-right](https://lunchmoney.dev/?utm_source=knowledgebase) where developers create custom tools and plugins for personal or [community usearrow-up-right](https://lunchmoney.dev/#awesome-projects/?utm_source=knowledgebase) . [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#frequently-asked-questions) Frequently Asked Questions ------------------------------------------------------------------------------------------------------------------------------------ #### [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#id-1.-whats-the-difference-between-the-affiliate-program-and-the-referral-program) 1\. What's the difference between the Affiliate Program and the Referral Program? The [Affiliate Programarrow-up-right](https://lunchmoney.app/affiliate-program/?utm_source=knowledgebase) and [Referral Programarrow-up-right](https://lunchmoney.app/referral/?utm_source=knowledgebase) are similar in that they both provide the referred users one (1) extra month of trial. The main differences between the Affiliate program and Referral program are who can sign up, how the reward is calculated, and how it is paid out. Affiliate Program Referral Program Earn US$15 for every new paying user you refer to Lunch Money Receive account credit equal to 10% of your friend's invoice each time they pay Anyone can sign up, including people who are not Lunch Money users Only Lunch Money users can refer users Rewards are paid out in monetary form via ACH or IBAN to your bank account Rewards are applied to your next invoice Payouts only happen after a minimum of US$30 in accumulated reward is reached No minimum number of referrals required Rewards accumulate with each new referred user that turns into a paid subscriber Rewards are calculated based on a snapshot of your active referrals 24 hours before your subscription renews #### [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#id-2.-should-i-use-the-referral-program-or-affiliate-program) 2\. Should I use the referral program or affiliate program? The [Referral Programarrow-up-right](https://lunchmoney.app/referral/?utm_source=knowledgebase) is recommended for individual paying subscribers who wish to invite friends and/or family to earn account credit toward their subscription. This would allow you to take advantage of the rewards right away. Some users might find they benefit from a high discount on a monthly subscription instead of an annual subscription. The [Affiliate Programarrow-up-right](https://lunchmoney.app/affiliate-program/?utm_source=knowledgebase) is recommended for people, publications or businesses with a larger sphere of influence. This would allow you to cash out rewards in monetary form. #### [hashtag](https://support.lunchmoney.app/miscellaneous/affiliate-program#id-3.-how-do-i-sign-up-to-be-an-affiliate) 3\. How do I sign up to be an affiliate? We are using FirstPromoter to provide you with a very detailed dashboard of your up-to-date stats, self-serve ways to manage payouts and ability to create multiple custom referral links. To become an affiliate, click the following below: [arrow-rightJoin the affiliate program](https://partners.lunchmoney.app/?utm_source=knowledgebase) circle-info We manually review all applications, so please fill out your profile fully to show us how you'll promote Lunch Money. Last updated 5 months ago Was this helpful? * [How it works?](https://support.lunchmoney.app/miscellaneous/affiliate-program#how-it-works) * [Why Lunch Money?](https://support.lunchmoney.app/miscellaneous/affiliate-program#why-lunch-money) * [Frequently Asked Questions](https://support.lunchmoney.app/miscellaneous/affiliate-program#frequently-asked-questions) Was this helpful? --- # Rules | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/rules#jump-to) Jump to: * [**What is a rule?**](https://support.lunchmoney.app/setup/rules#what-is-a-rule) * [**Rule conditions vs. Rule actions**](https://support.lunchmoney.app/setup/rules#rule-conditions-vs.-rule-actions) * [Supported rule conditions](https://support.lunchmoney.app/setup/rules#supported-rule-conditions) * [Supported rule actions](https://support.lunchmoney.app/setup/rules#supported-rule-actions) * [**Rule creation**](https://support.lunchmoney.app/setup/rules#rule-creation) * [How to create a Category Rule](https://support.lunchmoney.app/setup/rules#how-to-create-a-category-rule) * [**Applying rules**](https://support.lunchmoney.app/setup/rules#applying-rules) * [**Using one-time rules**](https://support.lunchmoney.app/setup/rules#using-one-time-rules) * * * [hashtag](https://support.lunchmoney.app/setup/rules#what-is-a-rule) What is a rule? ----------------------------------------------------------------------------------------- Rules are created to automatically update certain fields of a transaction based on some criteria. The purpose of a rule is to help you keep your transactions organized and categorized in the way that you choose. Rules can also be used to send you email notifications (i.e. when new transactions come in). [hashtag](https://support.lunchmoney.app/setup/rules#rule-conditions-vs.-rule-actions) Rule conditions vs. Rule actions ---------------------------------------------------------------------------------------------------------------------------- A rule is made up of two parts: the criteria (conditions) and the effect (actions): * **Conditions** determine which transactions a rule should apply to. A transaction will only trigger a rule if it matches the set conditions (i.e. if the payee name is an exact match, if amount is greater than $500, etc.) * **Actions** define what happens once a rule is triggered. These actions can be transaction updates (i.e. set the category, add a tag, update the payee name, etc.), or even having an email sent to you! ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2KQ7EfbfiGUnsNlCwYd1%252FCreate%2520transaction%2520rule.png%3Falt%3Dmedia%26token%3D91fc2f82-6aac-4325-a57f-0e148d67f086&width=768&dpr=3&quality=100&sign=db3086a5&sv=2) **Example**: If we want to automatically set the category to `Ridesharing` for transactions where the payee name contains the word `Uber` (because every Uber transactions is named differently, but always contain the word Uber), then the rule condition would be `payee name contains 'Uber'` and the rule action would be `Set category to Ridesharing`. ### [hashtag](https://support.lunchmoney.app/setup/rules#supported-rule-conditions) Supported rule conditions ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FZwe4cTugnwlrRH7jiC92%252Frule%2520conditions.png%3Falt%3Dmedia%26token%3D634b9bcc-69e8-4c55-9fe5-f7c272e93f7f&width=768&dpr=3&quality=100&sign=d54c5bad&sv=2) **We support the following conditions for building your rule criteria:** * Payee name (`contains` / `starts with` / `matches exactly`) * Category * Notes (`contains` / `starts with` / `matches exactly`) * Amount type (`expense/debit` / `income/credit`) and amount range (`between`, `>`, `>=`, `<`, `<=`, `=`) * Day range (supports date wrapping as well) * Account #### [hashtag](https://support.lunchmoney.app/setup/rules#how-do-the-rule-condition-operators-work) **How do the rule condition operators work?** **Criteria** **Name** **Will match** contains 'Market' Farmer's Market Yes contains 'Market' FRESH MARKET CO. Yes contains 'Market' Marketing Class 101 Yes starts with 'Uber' UBER BV Yes starts with 'Uber' Uber Eats Yes starts with 'Uber' SQ\* UBER No matches exactly 'Walgreens' Walgreens Yes matches exactly 'Walgreens' WALGREENS No ### [hashtag](https://support.lunchmoney.app/setup/rules#supported-rule-actions) Supported rule actions ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fm6OTUdiDQxi76tDVMFmL%252Frule%2520actions.png%3Falt%3Dmedia%26token%3D82c9e6c2-f566-4522-8168-8acf0b2f1687&width=768&dpr=3&quality=100&sign=f2498505&sv=2) **We support the following rule actions:** * Set a new payee name * Set notes * Set category * Set uncategorized * Add tag(s) * Link to a recurring item * Don't link to recurring item (disable recurring suggestions) * Don't create a rule * Split transaction * Mark as reviewed * Mark as unreviewed * Send me an email * Delete (this) transaction\* circle-info \*The "Delete transaction" action is only accessible when creating a rule via an existing transaction directly. The action will delete that specific transaction when the rule is triggered. This can be useful if you wish to delete a manually-entered temporary transaction once the official transaction automatically syncs in at a later date. circle-check You may also use a rule to split a transaction. If using the "Split transaction" action, please note that splitting and updating the original transaction properties are mutually exclusive, meaning you may only do one or the other! [hashtag](https://support.lunchmoney.app/setup/rules#rule-creation) Rule creation -------------------------------------------------------------------------------------- A rule can be created in various ways: 1. A category rule is automatically created with a “match exactly” rule whenever you change the category of a transaction. This can be turned off in the Settings. 2. A suggested rule is automatically created when you rename a payee. 3. When you edit a transaction, you'll also be presented with an option to create a new rule based on the changes you just made. You can always edit these later in Rules. 4. When a new recurring expense is created, a system rule is automatically created to match transactions to recurring expenses. We do not recommend editing or deleting these, but the option is there if you need to make some adjustments to ensure they match your recurring transactions. 5. Lastly, you can create a new rule manually by clicking “Add a new rule” in the Rules page. ### [hashtag](https://support.lunchmoney.app/setup/rules#how-to-create-a-category-rule) How to create a Category Rule If you’d like your transactions to be categorized automatically, you can create Category Rules. These rules only need to be set up once, and will automatically apply to any new transactions that match the conditions you’ve defined. To set up a new category rule, follow these steps: 1. Go to the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) (_Setup > Rules_) 2. Click on 'Add a New Rule' 3. In the 'Create transaction rule' panel, enter your conditions and effects, example: _**If..**_ _payee name contains "Pizza";_ _**Then..**_ _set category "Restaurants"._ 4. To save, click on 'Create' (or 'Create & Apply' if you'd like to retroactively apply this rule to existing transactions as well). ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FyJSHm0cTHbzougxdSKdq%252Fimage.png%3Falt%3Dmedia%26token%3D574d0097-1160-43f0-8ace-97b0f6750ee3&width=768&dpr=3&quality=100&sign=6eb05425&sv=2) [hashtag](https://support.lunchmoney.app/setup/rules#applying-rules) Applying rules ---------------------------------------------------------------------------------------- A rule in Lunch Money is automatically applied to all synced transactions and transactions manually-added via the Transactions page or the [CSV/PDF import tool](https://support.lunchmoney.app/guides/import-via-csv) , while the default for transactions added via the [developer API](https://support.lunchmoney.app/miscellaneous/developer-api) is to not apply rules. The CSV/PDF import tool and the developer API allow toggling this preference on or off. To have rules automatically apply when updating existing transactions, you will need to have the "Run rule on transaction updates" setting enabled for the rule: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FAV9gL1bhuY29A3V70fo2%252Fimage.png%3Falt%3Dmedia%26token%3D9be36b29-2887-4cb7-b063-b7545568feff&width=768&dpr=3&quality=100&sign=60a50716&sv=2) **Auto-created rules when updating payee names** If you have the 'Auto-create suggested rule when updating payee' preference enabled on the [Settings pagearrow-up-right](https://my.lunchmoney.app/settings) , then you will see a notification at the bottom left corner whenver you edit a transaction whose payee name matches others. From that notification, you'll have the option to apply the same changes to all other similar transactions. If you click on "Apply to 50 similar transactions", it will open a pop-up where you can review and decide exactly which transactions to apply the changes to, and which ones not to: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fx7AcTpDtjfMFaWihqCFJ%252Fimage.png%3Falt%3Dmedia%26token%3D507a9374-00d4-4246-90ed-f0ab0f0f62b7&width=768&dpr=3&quality=100&sign=253a502d&sv=2) These payee rules are also saved on the Rules page, and can be reviewed and approved via the [Suggested Rulesarrow-up-right](https://my.lunchmoney.app/rules?filter=suggested) view. Once approved, you will also have the option to apply rules retroactively using the “Save and Apply” button in the 'Edit Rule' panel. Before applying, Lunch Money will let you know which transactions will be updated with the option of de-selecting some. [hashtag](https://support.lunchmoney.app/setup/rules#using-one-time-rules) Using one-time rules ---------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/rules#one-time-rules--delete-transaction-rule-action) **One-time rules + "delete transaction" rule action** The use case here is for folks anticipating an imported transaction, but wanting to see the transaction amount adjustments right away. Create a manual transaction that auto-deletes once a corresponding pending/posted transaction is imported. **Steps:** 1. Create a manually-managed transaction 2. Click into the transaction and select "Create Rule" 3. Set your conditions (i.e. new transaction with payee 'Walmart' in account 'Bank of America credit card') 4. Choose 'delete transaction' as an action– this auto-selects the current transaction. Note this feature is only available via "Create a rule" from the Transactions details view. 5. The option to 'delete rule after use' is automatically selected in this case. Last updated 1 month ago Was this helpful? * [What is a rule?](https://support.lunchmoney.app/setup/rules#what-is-a-rule) * [Rule conditions vs. Rule actions](https://support.lunchmoney.app/setup/rules#rule-conditions-vs.-rule-actions) * [Supported rule conditions](https://support.lunchmoney.app/setup/rules#supported-rule-conditions) * [Supported rule actions](https://support.lunchmoney.app/setup/rules#supported-rule-actions) * [Rule creation](https://support.lunchmoney.app/setup/rules#rule-creation) * [How to create a Category Rule](https://support.lunchmoney.app/setup/rules#how-to-create-a-category-rule) * [Applying rules](https://support.lunchmoney.app/setup/rules#applying-rules) * [Using one-time rules](https://support.lunchmoney.app/setup/rules#using-one-time-rules) * [One-time rules + "delete transaction" rule action](https://support.lunchmoney.app/setup/rules#one-time-rules--delete-transaction-rule-action) Was this helpful? --- # Auto-Categorization | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/categories/auto-categorization#jump-to) Jump to: * [The status icons](https://support.lunchmoney.app/setup/categories/auto-categorization#the-status-icons) * [How to assign an individual category](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-assign-an-individual-category) * [How to set up all available categories for auto-categorization in bulk](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-set-up-all-available-categories-for-auto-categoriation-in-bulk) * [How to re-run categorization rules on uncategorized transactions](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-re-run-categorization-rules-on-uncategorized-transactions) * * * If you already connected a banking institution and have transactions synced, the “Set Autocategorizations” button will be made available on the right-side above the table on Categories page: !["Set autocategorizations" button](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F8RPwPbbBUAGKPVPONDwn%252Fset_autocategorizations.png%3Falt%3Dmedia%26token%3Dc4235a4a-bc15-4a8a-a204-39a7fc80894a&width=768&dpr=3&quality=100&sign=2e114f7e&sv=2) Clicking on “Set Autocategorizations” will take you to the ‘Auto-Categorization Settings’ page. On the left side of the page, there will be a list of general categories and clicking on any of them will display a table with a list of various detailed subcategories with names, descriptions and an option to create or assign categories. The categories and subcategories that you see here are the same ones used by Plaid, our third-party bank syncing partner. When transactions are imported, Plaid pre-assigns one of the categories listed on this page. To ensure all your transactions are categorized within Lunch Money, you will need to map your own categories to Plaid’s predefined ones. circle-info The first category in the list (the one without a description) is a general “catch-all” category. This means that if that’s the only category that you set up and assign, all transactions that match any of the unassigned subcategories below it will fall into the general “catch-all” category instead. If a transaction matches a subcategory that you assigned however, it will be prioritized over the general “catch-all” category. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXei01oebrW8mB2O3K7WMOZhbH8Ry0iBxEatd_dCibB3glTBFL0Ql2--X6HBrri6dlNCGthe-UCDviX5RTnyp7I6DICtqwJBu0soCq9epi0TT4fK825be6s4m56KMMj9DHKis5XZzwpuX98-0d0W3rrGyS0%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=2019b87b&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/auto-categorization#the-status-icons) The status icons On the Auto-Categorization Settings page, there are status icons next to the list of general categories on the left. The status icons are used to guide you and let you know where there is a category that needs your attention to be assigned. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcz5o1vHYWKcC0xNT_SvnbyqiPwsfwk8c3QBbDBecE4JIispNAV5xaDpvrx_ndbrk138j89ncg-lwEWm2ouAMxywJGYeOKT0Fw54OvarTwLll25Zek-AikxoKd_z6VI-JGNcHaS64q1HFo1yfKWZNCUuDAa%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=39&dpr=3&quality=100&sign=ddf33c3c&sv=2) — No categories have been or need to be assigned. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXftV91VnQ0xyVM0ffDQ1OQnSz98F2VUU4WffERXlwbQTE_pVN9TU9EPYRnR4jO7OP2rQtLEz53d5AuXSChWeBNVNGMqCxRgnnVT3hWUDh50DXFOakoVSviX7qRdfiK9uSrsWAFJMsNQ9QtT3mVDypvKOAPs%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=39&dpr=3&quality=100&sign=f8b6faab&sv=2) — There are subcategories that need to be assigned, or uncategorized transactions that match and need to be categorized. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXdGNFb05coULF0ueor0LJ3H8tfZoNEv4L2GMZBknwHfa1qMnuiD-vKNriQ45IRmrhBpiBuUsJbbJqRavr7b5WuoDn4WrkdtrIZNYO-yG91ryk0ZtrWhTFZfrxELxHzYv-pmC8n8PT9iOp4lWMIfNn9bMmFZ%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=42&dpr=3&quality=100&sign=471e0226&sv=2) — There are subcategories assigned, but the general "catch-all" category isn't assigned. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfrvGUB98ht5zoLCXg6-HqgoWbbm8vb0MZIl27AFaH10UzVIGAlNpwutW-ypMfJ1_7LURPdg2Sx4E-q3SfAtr07BhfbK2fnHBTxs5H37DTHfNXjLpRy_SXS4xlCYvvHsc5FLFv-XeuW2Mh80xL2KBw7Cjc_%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=40&dpr=3&quality=100&sign=b5298853&sv=2) — All the subcategories that needed your attention have been assigned, as well as the general "catch-all" category. If there are subcategories that need to be assigned, you will also see an information icon next to the subcategory name revealing additional information such as how many uncategorized transactions are associated with it: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXf5V8ujT11cf0vWjmbDmCCkr9AcZ64SYONmyA1-0ReXCt3Un0GYpX1a0jr72kWMaFXjHXcexjY52lVI60JFPuoxtqHvmiwFFQSx9Ik7uSNDHpPL8bDYZk9fw9zdXDl9-U1zVpGjzT2hdIB8GhV1lf0eEnc%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=bf0d5494&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-assign-an-individual-category) How to assign an individual category To assign a Lunch Money category to the pre-defined categories, you can either click on “Create” or choose one of your existing categories by clicking the drop-down menu under the “Assign to Category” column in the table: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXeM5f5R1Hs9Yf27x_k7J1VGfWTQR4E7HY_EO3I39KpSaIofbfx9ca03vzYR41JD7eGhvCCxxyGU253Z1ACPOCTWXnWyXiVkrWvBXIBx_2d8W6cUtxAq7r2jXIowXgIIACIdb4dT0gDDHohjxq-0wYgFPFdt%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=f4769210&sv=2) Clicking on “Create” will create a new category with the same name on the Categories page and assign it to the pre-defined category listed. Alternatively, if you want to have a different name for the category, or already created your own category for categorizing these types of transactions, you can click on the drop-down menu and type the category name there. ### [hashtag](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-set-up-all-available-categories-for-auto-categoriation-in-bulk) How to set up all available categories for auto-categoriation in bulk To have the categories created and assigned for you automatically, click on "Create missing categories" at the top of the table. Once clicked, categories that have matched uncategorized transactions will be created and mapped, and a green confirmation message will appear at the bottom-left of the screen. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FwsKWSu9jRpsfJzegzZW9%252Fimage.png%3Falt%3Dmedia%26token%3D74fb7c52-0278-449c-b702-fd0113115dc6&width=768&dpr=3&quality=100&sign=c8cf6bed&sv=2) If you have uncategorized transactions associated with one of the the set up categories, a prompt dialog will also appear to let you know how many uncategorized transactions there are, with the option to run the auto-categorization rules. Clicking on "Run rules" will show you the list of all affected listings to review and confirm. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FQGMYdHnZuOkny6H7oocS%252FCategories%2520-%2520run%2520rules.gif%3Falt%3Dmedia%26token%3Df0190008-c567-49f0-86b9-5f3fd9e647a3&width=768&dpr=3&quality=100&sign=b92742f&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-re-run-categorization-rules-on-uncategorized-transactions) How to re-run categorization rules on uncategorized transactions In some cases, you may have uncategorized transactions that match your assigned categories, but haven’t been assigned that category. To quickly update the category on those transactions, click on the “Re-run categorization rules” button above the table: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcGejMGzkqZDDOX0eUzR-PilfgXKdu07BDAKWvorUZyhYS6S8oBhcDw8hq67TpL4Ozg36-1XnVD0Jp_NZpgnAFYhrW8cjOynl84VVIl7W9qAoCBT8G8ekV3ReGBQ4OK6fug1imD8IZoCf3kloHqSaTlnB8%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=27fe94ea&sv=2) circle-info Auto-categorizations are run before rules. This means that any other category rules that you have set up on the Rules page will overwrite your auto-categorizations. Last updated 1 month ago Was this helpful? * [The status icons](https://support.lunchmoney.app/setup/categories/auto-categorization#the-status-icons) * [How to assign an individual category](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-assign-an-individual-category) * [How to set up all available categories for auto-categoriation in bulk](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-set-up-all-available-categories-for-auto-categoriation-in-bulk) * [How to re-run categorization rules on uncategorized transactions](https://support.lunchmoney.app/setup/categories/auto-categorization#how-to-re-run-categorization-rules-on-uncategorized-transactions) Was this helpful? --- # Category Groups | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/categories/category-groups#jump-to) Jump to: * [What are category groups](https://support.lunchmoney.app/setup/categories/category-groups#what-are-category-groups) * [How to create a new category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-create-a-new-category-group) * [How to add categories to an existing category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-add-categories-to-an-existing-category-group) * * * [hashtag](https://support.lunchmoney.app/setup/categories/category-groups#what-are-category-groups) What are category groups --------------------------------------------------------------------------------------------------------------------------------- When you have a large number of categories, you may find it easier to organize your categories into groups. To do this, you will create a category group, and then nest categories within them. Category groups cannot be assigned to transactions, as their purpose is to help organize your categories. Only the categories nested within the category group can be assigned to transactions. Category groups must also be composed of at least 1 category. When creating a new category group, you will be able to choose one or more of your existing categories to add to it, or create brand new categories to add. circle-info Note that a category can only exist as part of one category group at a time. If you choose to add a sub-category from another group to a new group, the sub-category will be removed from the original group in favor of the new one. Category groups are not only used to organize the categories in the Categories page, but also across the different areas within Lunch Money. For example, on the Transactions page, you will be able to quickly filter to see transactions associated with a group. In the Overview page, you can see your spending breakdown by individual categories, as well as by category group. [hashtag](https://support.lunchmoney.app/setup/categories/category-groups#how-to-create-a-new-category-group) How to create a new category group ----------------------------------------------------------------------------------------------------------------------------------------------------- Category groups are created on the Categories page: 1. Open the Categories page 2. Click on the arrow next to "Add new category" and select "Add category group" in the dropdown menu: !["Add new category" button and drop-down options](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FMEHFVlHzU6Iu20RYHRiu%252Fadd_new_category_menu_categorygroup.png%3Falt%3Dmedia%26token%3Dd69f2b2e-a1cd-40bd-9e74-c400cc9bb38d&width=768&dpr=3&quality=100&sign=7c519d57&sv=2) 1. In the 'Create Category Group' panel that appears on the right, enter a group name (required), a group description (optional), and enable any relevant category properties. circle-info All sub-categories nested within the category group will inherit that group’s properties. 1. Next, under 'Categories to include', select all that apply. If you'd like to add a new category, click on the first option and a new entry will be created with an empty name field for you to type the name of the new category. You can repeat this as necessary. 2. To confirm and create the new category group, click on "Create". [hashtag](https://support.lunchmoney.app/setup/categories/category-groups#how-to-add-categories-to-an-existing-category-group) How to add categories to an existing category group --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- To add a category to a category group, the quick way is to click and drag it using the re-order icon at the end of each category row, and drop it under the relevant category group in which you wish to nest it: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXf3gItxLdbgzeHaW0b05c_yfvnZ_LiPHqiS1pxpMpj0mdkFR9CU-ufNSH1MshzOXRM9SlQj_etHBdMzkQagsocbzckP7WwNkMA1Q6--S6ALHqQlajsv60rmQu6RYVenFXCC6ee65k9fCsXGCLTn0PRg5rqT%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=b3b7e4c1&sv=2) The category will have a nested line icon added before the name to let you know that it is now nested under a category group. circle-info The same drag-and-drop action can also be used to remove a category from a category group. Note that a regular category cannot be made into a category group, and vice-versa. This is because the essence of each is different. Category groups are made to hold other categories, while regular categories are made to hold transactions. Since transactions cannot be assigned to a category group, you will not be able to set an existing category to be a category group. ### [hashtag](https://support.lunchmoney.app/setup/categories/category-groups#adding-categories-from-the-edit-category-group-panel) Adding categories from the 'Edit Category Group' panel Another way to add a category to a category group, is from the ‘Edit Category Group’ panel: 1. Open the Categories page 2. Locate the category group and click on the little arrow icon on the far-right of the row 3. In the ‘Edit Category Group’ panel, click on the “Modify categories in group” button 4. You can now check and uncheck categories, or add new categories as desired 5. To confirm the changes, click on “Save changes” at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfDCYYhvOLufc0Tq2zyGXMaAOrJDV8OuVCrenkVB1J5haRuo-ZjocMMGGJTHjKvp5uvv_Svw9d6D90BpT22FSy6weJNzBRzAxTDIgX10mxo30GZ0hiWt1N2fB8Rb_TayXm3ZOGYpZ0GIBXTqk4aoNk-o7jG%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=d8e2093a&sv=2) Last updated 5 months ago Was this helpful? * [What are category groups](https://support.lunchmoney.app/setup/categories/category-groups#what-are-category-groups) * [How to create a new category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-create-a-new-category-group) * [How to add categories to an existing category group](https://support.lunchmoney.app/setup/categories/category-groups#how-to-add-categories-to-an-existing-category-group) * [Adding categories from the 'Edit Category Group' panel](https://support.lunchmoney.app/setup/categories/category-groups#adding-categories-from-the-edit-category-group-panel) Was this helpful? --- # Category Properties | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/categories/category-properties#jump-to) Jump to: * [**The Category Properties**](https://support.lunchmoney.app/setup/categories/category-properties#the-category-properties) * [Treat as income](https://support.lunchmoney.app/setup/categories/category-properties#treat-as-income) * [Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) * [Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) * * * [hashtag](https://support.lunchmoney.app/setup/categories/category-properties#the-category-properties) The Category Properties ----------------------------------------------------------------------------------------------------------------------------------- Before setting up your categories, it’s important to note the function and purpose of the category properties, as they dictate how transactions assigned to the categories are treated throughout Lunch Money. In Lunch Money, there are three category properties: * **"Treat as income"** * **"Exclude from budget"** * **"Exclude from totals"** A category can have any combination of category properties, for example: * An regular expense category (eg. “Restaurants”), will likely have no properties enabled. * An income category (eg. “Salary”), will likely have just the “Treat as income” property enabled. * A transfer category (eg. “Payment, Transfer”), will have both “Exclude from budget” and “Exclude from totals” enabled. circle-info Sub-categories (categories nested within a category group) inherit these properties from their parent category! To update the properties of sub-categories, you must revise the properties of the category group. ### [hashtag](https://support.lunchmoney.app/setup/categories/category-properties#treat-as-income) Treat as income Throughout Lunch Money, you will see in overview and summaries a line item called "Income" and another called "Expenses". The "Income" line items are calculated from transactions assigned to categories marked as "Treat as income". A category without the “Treat as income” property will be treated as an expense category. For example, if you have a credit transaction (eg. +$500) assigned to a category marked with “Treat as income”, the transaction will appear as “Income” in overview and summaries: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfNGoPX9_JSGxlPPiaCfk9mVoiPMKmjnDhPmhlbeD18ht6VRtbT5TRve7NYNr6hHSJGVD02b6vdehZsdVN2cPiwommCPPZBNnXhCUipNWhPsURCB51e6ffpTMKJldEdpZ5nzQSwwnjlo8YZzLkT9aJqKAiV%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=dcb99392&sv=2) Alternatively, if you have a debit transaction (eg. -$500) assigned to a category marked with “Treat as income”, it will still be deducted from your "Income" totals: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcf1lK-InySgOpjcnwVkGlH599e9PcCGv8ViBXHPmiLa2xvJwh5BqBQh8_ymH21cCYSOO2yk1GQVB87GiQUCMidZ6JiRHz7fRJUIunoTspbXK3QJC3Ud_ktCCZ70sE1MaWOZipDr4UUYoPjXcHzeSoIo6m-%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=b422a924&sv=2) On the other hand, if you have an uncategorized transaction, it will be treated as "Income" or “Expense” based on the amount notation. If the uncategorized transaction has a credit notation, it will appear as “Uncategorized Income”: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfVYq5ACKV1Hg5vziwqrjpxc-i9QyGEB8OTwx-6chx-ST_6hfG0PAArwVJvq5nTdZGA1W3_uF8NDxHoVu-RpyRlaHh9E9Umca_9zSdwujV3VLcEFzmefMS7BdqxTvP6h02dEMqCCJO9ukTcdLZlk2r6Zakf%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=6e5505d&sv=2) You can use “Treat as income” on more than one category. For instance, you can break down your different income streams by creating a number of income categories, eg. "Interest income", "Part-time job", "Tutoring job", "Passive income', etc. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXdF5H6oMrBbZjhfxe7b78Sk9FLbBtfJtopCeh2l4dqJcl9D-eTpezCR3ThGYtia4mFwYIZYyKmFfr39SNAufqVcldOrmPKdBTKei2aNwYwdHAI7BObs0lTokMW7uuXQJqR3RhsOcGIIa4ID0jOYuEb_8ug%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=4188ee57&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) Exclude from budget Categories with the "Exclude from budget" property enabled will not be part of the budgeting aspect of Lunch Money. You won't be presented with an option to set a budget for these categories on the Budget page. A common use for this is on categories used to track reimbursable items, emergency expenses, and transfers between accounts. circle-info When looking at the Budget Breakdown on the Overview page, you will be able to select whether to show or hide categories with the “Exclude from budget” property as part of the view. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfrxJRUWs4c-kSFy7XbJGFFm53ov-tlE3KMCSg0XlbrTFAexx4oAo08Ig5Cfh3hSBxyyMN6UMBZ5xY-f5go2ohr2u24vN32Xo01EppCGjEE0a3pG9RQOJ3YozXpJKTD0Oj6sT58hGWn3MA9nBs6ZQI0yk5y%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=e87e4af4&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) Exclude from totals Transactions in categories that have the "Exclude from totals" property enabled will not be counted towards total spending or income calculations and summaries throughout Lunch Money. This is useful for categories that are used to track payments and/or transfers between accounts, or reimbursable items. circle-info In the settings for the Spending Breakdown on the Overview page, you will be able to select whether to show or hide categories with the “Exclude from totals” property as part of the view. When looking at the Stats, Trends, Calendar and Analyze pages, you will have the option to include transactions from “Exclude from totals” categories as part of the reports and totals in the calculations. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXf2V65fCxDOozrqMZEuKCnU5bfmMusghjKyDaJwHyeU3N-36sVdRQ8-Th9hWkwKP2bdif17zywPPTDqIlxppzx5IdAZ2xa9wRlxE_DXPeC4B14H6Wm1FDEmBXAg_47QjQ4VA6MYTbl05FqKbJhbt2cFMykm%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=dc8dd0e7&sv=2) Last updated 1 year ago Was this helpful? * [The Category Properties](https://support.lunchmoney.app/setup/categories/category-properties#the-category-properties) * [Treat as income](https://support.lunchmoney.app/setup/categories/category-properties#treat-as-income) * [Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) * [Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/setup/categories/faq#frequently-asked-questions) Frequently Asked Questions 1. [What’s the difference between categories and tags?](https://support.lunchmoney.app/setup/categories/faq#whats-the-difference-between-categories-and-tags) 2. [What are category rules?](https://support.lunchmoney.app/setup/categories/faq#what-are-category-rules) 3. [How can I view all transactions assigned to a specific category?](https://support.lunchmoney.app/setup/categories/faq#how-can-i-view-all-transactions-assigned-to-a-specific-category) 4. [How can I export and share my category setup?](https://support.lunchmoney.app/setup/categories/faq#how-can-i-export-and-share-my-category-setup) 5. [Why does my category selection change after adding a transaction?](https://support.lunchmoney.app/setup/categories/faq#why-does-my-category-selection-change-after-adding-a-transaction) 6. [How do I request a new feature for Categories?](https://support.lunchmoney.app/setup/categories/faq#how-do-i-request-a-new-feature-for-categories) * * * [hashtag](https://support.lunchmoney.app/setup/categories/faq#whats-the-difference-between-categories-and-tags) What’s the difference between categories and tags? ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- Both categories and tags are used to organize your transactions, yet they serve different purposes. Categories dictate how the transactions will be treated throughout Lunch Money (expense vs. income, or excluded from totals), and are also an essential part of the budgeting aspect, as budgeting works on a category basis. On the other hand, tags are used to further organize transactions for personal analytics. Tags are much more flexible to use than categories as they would be more specific and generally not associated with as many transactions as a category would. Moreover, unlike with categories, a transaction can be associated with multiple tags! Some uses of tags may include tracking transactions associated with a specific event (eg. birthday party, wedding, etc.), a trip (eg. Brazil 2020, Italy 2021, etc.) or a particular project (eg. kitchen renovation, bedroom makeover). To learn more about tags, [see here](https://support.lunchmoney.app/setup/tags) and [here](https://support.lunchmoney.app/finances/transactions/transaction-enhancements#tags) . [hashtag](https://support.lunchmoney.app/setup/categories/faq#what-are-category-rules) What are category rules? -------------------------------------------------------------------------------------------------------------------- Category rules are used to automatically categorize transactions based on defined parameters. These rules can be set up via the Rules page, and will appear under the '[Category Rulesarrow-up-right](https://my.lunchmoney.app/rules?filter=category) ' section of the Rules page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcvCOdfpuMz0E1Bd2_-LZXykDD9IFWdU_cz4CK9eJ_QzBvaKYFoUcKho439n_btSBCb4HKoQuyCOptQ-juAX0PMbkn_1RiCko94EabEbhklb-B8mu4v0WeSsOX74be0hT5v7kAkKb-nE1wjrEujx0WefWI%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=454f9f6e&sv=2) For example, you can set up a rule that says: "If a transaction’s Payee name matches 'Pizza Hut' then set the category to 'Restaurants'". To learn more about Rules, [see herearrow-up-right](https://support.lunchmoney.app/setup/rules) . [hashtag](https://support.lunchmoney.app/setup/categories/faq#how-can-i-view-all-transactions-assigned-to-a-specific-category) How can I view all transactions assigned to a specific category? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- There are various ways to get a filtered view of transactions associated with a certain category. On the Categories page, this is done by locating the magnifying glass icon on the far-right of the row for any of the categories. By clicking on the magnifying glass icon (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfZfyeGDF3a3HnvPxFu8sh0qucZBqeZA8syirY16iXYWD-m0tDh5V7s2hRAtmK59y3bdFEvUQMOS03XHJRTLKS36HH8xXjwb9215jidCPCed-bX4BDqWI38BZdm1ZErblRtr0VjkebBkoCd3Wy9EI-GEXlX%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=40&dpr=3&quality=100&sign=cdb62388&sv=2)), a popup dialog will appear listing all transactions using that category. If needed, you can make changes to transactions directly in this view, or alternatively, click on the green “View transactions” button to open this filtered view on the Transactions page. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXdbOH2WVrRDaiw61_tsRyZcvVjZt1_CytqxUosq7r1pqvk5LFG4AvHwXALcx3bowQYu4eCKGsOa2iq5VsZTOX0Xru34C8-JFF2thJBfn-T2nkUNhCoiROqoCQtnUWRNIxzeKEry98Tgkjao7n-QDBrwd2uX%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=346d08bb&sv=2) [hashtag](https://support.lunchmoney.app/setup/categories/faq#how-can-i-export-and-share-my-category-setup) How can I export and share my category setup? -------------------------------------------------------------------------------------------------------------------------------------------------------------- Whether you're looking to share your categories with others, load them into another budget, or simply save the category setup for safekeeping. You can export your categories by copying them to your clipboard! **Here's how:** 1. Go to the Categories page 2. Click on the arrow next to the 'Add new category' button 3. In the drop-down menu, click on "Export Categories" 4. Click on "Copy to Clipboard" at the bottom of the pop-up ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FI75XulyKuirrOBYyQn6c%252Fcategories_export.png%3Falt%3Dmedia%26token%3D12e6b67b-0e93-4924-9de9-e23aef13aadb&width=768&dpr=3&quality=100&sign=c1be1fb5&sv=2) circle-info Your categories will appear listed, one per line. A dash ("-") indicates subcategories. Category properties appear in square brackets after category names. These include: _income_, _exclude\_from\_budget_, and _exclude\_from\_totals._ Once copied, you can send the category setup to friends, [share it with the Discord communityarrow-up-right](https://discord.com/channels/842337014556262411/1143315755673333860) , or [import it as a custom category set](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-or-import-custom-categories-in-bulk-advanced) ! [hashtag](https://support.lunchmoney.app/setup/categories/faq#why-does-my-category-selection-change-after-adding-a-transaction) Why does my category selection change after adding a transaction? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ If you notice the category selection changing immediately after adding a new transaction, the most common culprit would be a rogue rule that is overriding the category selection every time. To resolve this, go to the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) and click on '[Category Rulesarrow-up-right](https://my.lunchmoney.app/rules?filter=category) ' from the left-side menu to filter the page to display all rules affecting transaction categories. Look for the relevant rule, and you can then either click on it to update the rule criteria, or use the checkbox to the left to select and delete it. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FV8NBO1ZoE55DWeZVlndG%252Fimage.png%3Falt%3Dmedia%26token%3D116fb149-f392-4ff0-a2fa-326eb08b2f8f&width=768&dpr=3&quality=100&sign=f3abf223&sv=2) If you are unable to identify the rule that is causing this, you can also check the [Transaction's Change History](https://support.lunchmoney.app/finances/transactions/other-features#view-change-history) log to identify the cause of the category change. If the category change was caused by a rule, it will display the text 'by rule' and you can click on 'rule' to quickly view and update the rule: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FQswMuHK6EG12JDcMIwEu%252F03404e90a4717b47ce28885e7c6d28ac.gif%3Falt%3Dmedia%26token%3D785e542a-2f17-459f-b227-790ee713397a&width=768&dpr=3&quality=100&sign=5eb4ab8e&sv=2) circle-info By default, Lunch Money will auto-create rules when updating categories. To disable this, you can head over to the [Settings pagearrow-up-right](https://my.lunchmoney.app/settings) and toggle-off the 'Auto-create rule when updating category' preference. [hashtag](https://support.lunchmoney.app/setup/categories/faq#how-do-i-request-a-new-feature-for-categories) How do I request a new feature for Categories? ---------------------------------------------------------------------------------------------------------------------------------------------------------------- We are always looking for feedback on new features, and recommend opening a feature request ticket on the Feedback Board here: [https://feedback.lunchmoney.app/categories-tagsarrow-up-right](https://feedback.lunchmoney.app/categories-tags) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXcD0LsLop62vc_5X0Yy9pADwT9IVsdkLfi_THQjfSQElEI3pKrS0y__TQULlqaeI3bUjDnOyE7LB1eeFmDV0C5X8Z7T0YkKh31ElKrs_p5Hod7vLR8swdC3G-Ahjh2dsUa99RupYKDiqn5WE_UB3lmPJqlS%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=8ebc0970&sv=2) Last updated 4 months ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/setup/categories/faq#frequently-asked-questions) * [What’s the difference between categories and tags?](https://support.lunchmoney.app/setup/categories/faq#whats-the-difference-between-categories-and-tags) * [What are category rules?](https://support.lunchmoney.app/setup/categories/faq#what-are-category-rules) * [How can I view all transactions assigned to a specific category?](https://support.lunchmoney.app/setup/categories/faq#how-can-i-view-all-transactions-assigned-to-a-specific-category) * [How can I export and share my category setup?](https://support.lunchmoney.app/setup/categories/faq#how-can-i-export-and-share-my-category-setup) * [Why does my category selection change after adding a transaction?](https://support.lunchmoney.app/setup/categories/faq#why-does-my-category-selection-change-after-adding-a-transaction) * [How do I request a new feature for Categories?](https://support.lunchmoney.app/setup/categories/faq#how-do-i-request-a-new-feature-for-categories) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/setup/accounts/faq#frequently-asked-questions) Frequently Asked Questions 1. [How often should I expect new transactions to get imported?](https://support.lunchmoney.app/setup/accounts/faq#how-often-should-i-expect-new-transactions-to-get-imported) 2. [What is the difference between the different account types (cash, credit, loan, etc)?](https://support.lunchmoney.app/setup/accounts/faq#what-is-the-difference-between-the-different-account-types-cash-credit-loan-etc) 3. [I opened a new account with my bank. Will this show up automatically in Lunch Money?](https://support.lunchmoney.app/setup/accounts/faq#i-opened-a-new-account-with-my-bank.-will-this-show-up-automatically-in-lunch-money) 4. [How do I de-activate or remove a synced account?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-de-activate-or-remove-a-synced-account) 5. [How do I remove 'inactive' synced accounts?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) 6. [How are manually-managed account balances updated?](https://support.lunchmoney.app/setup/accounts/faq#how-are-manually-managed-account-balances-updated) 7. [Can I manually update an account's balance?](https://support.lunchmoney.app/setup/accounts/faq#can-i-manually-update-an-accounts-balance) 8. [How do I merge a manually-managed account with a synced account?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-merge-a-manually-managed-account-with-a-synced-account) 9. [My partner and I have joint accounts and they are showing up twice with duplicate transactions. How do I handle this?](https://support.lunchmoney.app/setup/accounts/faq#my-partner-and-i-have-joint-accounts-and-they-are-showing-up-twice-with-duplicate-transactions.-how) 10. [How do I request a new Accounts feature?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-request-a-new-accounts-feature) 11. [How do I open an in-app bank syncing support ticket?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-open-an-in-app-bank-syncing-support-ticket) * * * [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-often-should-i-expect-new-transactions-to-get-imported) How often should I expect new transactions to get imported? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- It's important to note there are 3 parties involved in getting your bank data: Your bank, Plaid (our third-party banking importer) and Lunch Money. We interact with Plaid to get the latest from your bank. Updates between your bank and Plaid can take anywhere between 1 and 3 business days. Once Plaid receives an update, they notify us and we re-sync your account immediately. Other than that, our system also syncs up with Plaid at least once every 2 days to ensure nothing fell through the cracks. If there are missing transactions or incorrect balances, that's usually an issue between your bank and Plaid. If that's the case, let us know and we can look into it for you :) [hashtag](https://support.lunchmoney.app/setup/accounts/faq#what-is-the-difference-between-the-different-account-types-cash-credit-loan-etc) What is the difference between the different account types (cash, credit, loan, etc)? --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- The difference between these account types for both manually-managed and synced accounts is in how the balances contribute to net worth. For loans and credit accounts, positive balance denote amount owed and is deducted from net worth. For cash, real estate, crypto, etc, positive balance denotes amount owned and is add to net worth. For manually-managed accounts, you can update the account type as you wish. For synced accounts, the account type is set by Plaid. If you find that your account types are incorrect, for example, a loan account is denoted as a cash account, please get in touch with support as this is a syncing issue between Plaid and your bank. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#i-opened-a-new-account-with-my-bank.-will-this-show-up-automatically-in-lunch-money) I opened a new account with my bank. Will this show up automatically in Lunch Money? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Yes, if you have new accounts with your bank and it's set up for automatic syncing, the system will automatically detect this. In some rare cases, this could take a few days to show up. Do not add a new bank connection as this will result in duplicate accounts. If your account is taking longer than expected to show up, reach out to support and we will reach out to Plaid, our third-party banking importer, for further support. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-de-activate-or-remove-a-synced-account) How do I de-activate or remove a synced account? ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Deactivating or removing a synced account means you no longer want us to fetch the latest transactions and balance for it. You can click into the account you want to deactivate and click "Remove this account". This gives you the option to remove _only_ that account and the choice to keep or remove associated items (transactions, balance history, etc). The removed account will still show up in your list of accounts as 'inactive' but you can use a View filter to hide it from the Accounts list. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FtQyHaMOKWK7NoUxqEGM5%252Fb89e50f0e5a362d4a2cce6e86061fbdc.gif%3Falt%3Dmedia%26token%3Dac2b3885-c6cb-4c29-9031-c06f2d421fc6&width=768&dpr=3&quality=100&sign=5d0baa40&sv=2) Use filters to remove inactive and closed accounts from view [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) How do I remove 'inactive' synced accounts? ------------------------------------------------------------------------------------------------------------------------------------------------------ To answer this question, we first need to provide a bit of context as to how syncing works: When you connect to your bank, we get an access token which gives us read access to all of your accounts. Every time we fetch new data for you, we'll check each of these accounts for updates. When you mark one or two of these accounts as inactive, it means you don't want these balance and transaction updates. So, even though we have access to read that data, we skip them due to your preferences. However, that doesn't invalidate the access token as a whole, and at any point you can re-activate these accounts to track in Lunch Money which is why they still show up, albeit as "Inactive". There isn't a way to "remove" inactive accounts associated with an active connection, yet you can hide the inactive accounts from your view, using the Filters options at the top of the Accounts page: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-MZBG_9N1Dq3pnvsjG-o%252F-MZBHcafdR3UsMAbm1ad%252FScreen%2520Shot%25202021-03-24%2520at%25204.18.02%2520PM.png%3Falt%3Dmedia%26token%3D8b251ff8-57b7-44b9-874b-4ead8e563362&width=768&dpr=3&quality=100&sign=6705ec99&sv=2) Use view filters to hide inactive accounts from your view [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-are-manually-managed-account-balances-updated) How are manually-managed account balances updated? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- Manually-managed account balances are updated automatically when you add, remove or update a transaction assigned to that account. For instance, if you import transactions via CSV, manually add a new transaction or use the developer API to bulk-insert transactions, the associated account balance will update accordingly. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#can-i-manually-update-an-accounts-balance) Can I manually update an account's balance? ------------------------------------------------------------------------------------------------------------------------------------------------------- In some cases, such as after uploading historical transactions, you may need to manually re-adjust the current balance of your manually-managed account. You can do so via the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page by following the steps below: 1. Go to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page 2. Click on the relevant account in the list to open the "Edit Account" panel 3. Scroll down to the "Balance" section and enter a new amount under "Current Balance" 4. Click on "Save Changes" at the bottom of the panel ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FpsVUGn1WjP09jSsvdPiQ%252F16d6a14df3e72c95cd11f005a1427c3d.gif%3Falt%3Dmedia%26token%3Db2d67a9c-69f6-4ff7-be36-54d6b8ea73ff&width=768&dpr=3&quality=100&sign=9d582a8f&sv=2) circle-exclamation Note: Making a manual update to your account balance will not create any new transactions. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-merge-a-manually-managed-account-with-a-synced-account) How do I merge a manually-managed account with a synced account? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ### [hashtag](https://support.lunchmoney.app/setup/accounts/faq#why-would-i-ever-need-to-do-this) Why would I ever need to do this? It may be that at some point, your bank integration ran into some issues and you had to switch to a manually-managed account to continue getting your transactions into Lunch Money. Once the bank integration was fixed, you're now left with two accounts representing the same bank account– one which is synced, and one which is manually-managed. At this point, there is no longer a need for the manually-managed account. At this point, you can use the **Merge Accounts** feature to combine both accounts into one. Note, this is an irreversible process so do ensure you pick the right accounts. ### [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-merge-accounts) How do I merge accounts? Please [click here](https://support.lunchmoney.app/setup/accounts/managing-accounts#how-to-merge-accounts) for the step-by-step instructions to merge your accounts. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#my-partner-and-i-have-joint-accounts-and-they-are-showing-up-twice-with-duplicate-transactions.-how) My partner and I have joint accounts and they are showing up twice with duplicate transactions. How do I handle this? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Our account removal flow can help with this! Get started with this button in the details pane of the duplicate account you'd like to remove: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-M64jDL4mfvFyAmSRKa3%252F-M64jMCkcZXJPssn_8RC%252FScreen%2520Shot%25202020-04-07%2520at%252011.35.53%2520AM.png%3Falt%3Dmedia%26token%3D32763aa4-4bda-4414-ad83-d91bb81c140f&width=768&dpr=3&quality=100&sign=41a57cbb&sv=2) You'll be asked if you want to remove all accounts associated with the bank or just one account. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-M64jDL4mfvFyAmSRKa3%252F-M64jkSeLwO_r53vLJt1%252Funnamed.png%3Falt%3Dmedia%26token%3D073e4bd7-5185-4881-8f57-89e2f921d461&width=768&dpr=3&quality=100&sign=55fe40a8&sv=2) After that you'll have the option to keep and transfer all existing transactions or remove them all. [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-request-a-new-accounts-feature) How do I request a new Accounts feature? -------------------------------------------------------------------------------------------------------------------------------------------------- We are always looking for feedback and recommend checking out the Feedback Board to vote on existing feature request tickets, or create your own: [https://feedback.lunchmoney.app/accounts-assetsarrow-up-right](https://feedback.lunchmoney.app/accounts-assets) ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXebpbTkdUriJ66fMytVh5pXX76JUK6LS2THhhCYtwK-0FAWCwmLJrlXi2u3vq7ydEx7YOUZ5kFbBqKyv0aFirTlD3SkDJ-PWgurgdh-y8Hiuq0EKqohqBNn-lyxh2_JjO8Pm906rF_Lp4OYglegdqDmUtVy%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=b80103a0&sv=2) [hashtag](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-open-an-in-app-bank-syncing-support-ticket) How do I open an in-app bank syncing support ticket? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- For bank syncing issues, we highly recommend [creating a bank syncing support ticket directly in the apparrow-up-right](https://my.lunchmoney.app/settings?sync_support=true) . This helps us quickly gather all the details we need to know in order to investigate the issue. [Open a new bank syncing support ticket ➜](https://my.lunchmoney.app/settings?sync_support=true) #### [hashtag](https://support.lunchmoney.app/setup/accounts/faq#if-you-have-already-connected-the-account-in-question) **If you have already connected the account in question:** 1. Go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) 2. Click on the account in question to open the 'Edit Account' panel 3. Scroll down and click on 'I need help with this account': ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FKden2Jd14wTWCL0Wpdzp%252Fimage.png%3Falt%3Dmedia%26token%3D83cc6176-de36-40d6-9ab6-84555124441c&width=768&dpr=3&quality=100&sign=371674fe&sv=2) 1. Select the relevant issue and fill in the requested information to submit the ticket: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Ffruupc9ngcJmC05tr77T%252F6a54191a51bf54ca64742e8a4a8e10c7.gif%3Falt%3Dmedia%26token%3D63c04731-d0ef-4a45-a596-eca651491e43&width=768&dpr=3&quality=100&sign=471d5730&sv=2) #### [hashtag](https://support.lunchmoney.app/setup/accounts/faq#if-you-have-not-been-able-to-connect-the-account-in-question) If you have not been able to connect the account in question: 1. Create a general bank syncing support ticket by clicking on 'Help' at the top right corner of the app: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F69qTC1Eg53GU6sgqRuZZ%252Fimage.png%3Falt%3Dmedia%26token%3De0a9beb4-3dcc-4d42-8a65-58f189c090b0&width=768&dpr=3&quality=100&sign=94c77f9a&sv=2) 1. Select 'Open bank syncing support ticket' 2. Choose 'I am having trouble with a new connection' 3. Select the associated recent connection attempt from the listed options circle-info If the recent connection attempt doesn't appear in the list, please attempt creating the connection again before submitting the ticket. Still having trouble? Please open the ticket using the 'Submit a bug or feedback' option instead. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FazRKHIom1Qs0L1ek123x%252F2130e0b7e0301c0639c643a2056db6ff.gif%3Falt%3Dmedia%26token%3De98ce344-980e-4449-9b51-be5f0c623899&width=768&dpr=3&quality=100&sign=994b1dbe&sv=2) Once you've submitted the ticket, our awesome customer support reps will reach out directly to Plaid on your behalf and get in touch with you from there! 🙂 Last updated 5 months ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/setup/accounts/faq#frequently-asked-questions) * [How often should I expect new transactions to get imported?](https://support.lunchmoney.app/setup/accounts/faq#how-often-should-i-expect-new-transactions-to-get-imported) * [What is the difference between the different account types (cash, credit, loan, etc)?](https://support.lunchmoney.app/setup/accounts/faq#what-is-the-difference-between-the-different-account-types-cash-credit-loan-etc) * [I opened a new account with my bank. Will this show up automatically in Lunch Money?](https://support.lunchmoney.app/setup/accounts/faq#i-opened-a-new-account-with-my-bank.-will-this-show-up-automatically-in-lunch-money) * [How do I de-activate or remove a synced account?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-de-activate-or-remove-a-synced-account) * [How do I remove 'inactive' synced accounts?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) * [How are manually-managed account balances updated?](https://support.lunchmoney.app/setup/accounts/faq#how-are-manually-managed-account-balances-updated) * [Can I manually update an account's balance?](https://support.lunchmoney.app/setup/accounts/faq#can-i-manually-update-an-accounts-balance) * [How do I merge a manually-managed account with a synced account?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-merge-a-manually-managed-account-with-a-synced-account) * [Why would I ever need to do this?](https://support.lunchmoney.app/setup/accounts/faq#why-would-i-ever-need-to-do-this) * [How do I merge accounts?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-merge-accounts) * [My partner and I have joint accounts and they are showing up twice with duplicate transactions. How do I handle this?](https://support.lunchmoney.app/setup/accounts/faq#my-partner-and-i-have-joint-accounts-and-they-are-showing-up-twice-with-duplicate-transactions.-how) * [How do I request a new Accounts feature?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-request-a-new-accounts-feature) * [How do I open an in-app bank syncing support ticket?](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-open-an-in-app-bank-syncing-support-ticket) Was this helpful? --- # Category Creation | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/categories/category-creation#jump-to) Jump to: * [How to create a category from the Categories page](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-categories-page) * [How to create a category from the Transactions page](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-transactions-page) * [How to create categories in bulk using category sets](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-categories-in-bulk-using-category-sets) * [How to create or import custom categories in bulk (advanced)](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-or-import-custom-categories-in-bulk-advanced) * * * If you choose the "Start fresh" path when first setting up your Lunch Money account, you will be prompted to select and customize categories to get you started. If you don't have categories set up yet or if you wish to add or adjust your categories, you can add new categories at any time via the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page. On the Categories page, categories can be set up individually, or in bulk using category presets. Categories can also be created when adding or updating transactions via the Transactions page, or as part of the CSV import process. circle-info An [auto-categorization](https://support.lunchmoney.app/setup/categories/auto-categorization) feature is also made available once you’ve had at least one transaction synced from a connected banking institution. ### [hashtag](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-categories-page) How to create a category from the Categories page 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Click on the orange "Add new category" button: !["Add new category" button](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F8PeyqSxUV8fb4Sq5kTis%252Fadd_new_category.png%3Falt%3Dmedia%26token%3D8a9da66f-6c29-4670-ab11-f363c5fd2cdc&width=768&dpr=3&quality=100&sign=82ff892e&sv=2) 1. In the table, a new row will be created. Type a category name (obligatory), type a description (optional), and enable any of the category properties if relevant. 2. To save the new category, click on the little green "Add" button on the right side of the row, or press 'Enter' on the keyboard. ### [hashtag](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-transactions-page) How to create a category from the Transactions page 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions) page 2. In the table, click on the category cell for any of the transactions and type the name of the new category. Given that the name of the category doesn't already exist, an option to add the category will appear: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfOViQrpdjwxSepLQ7Wg7JnVYB57HBeJHAS7NI1eKrUseuJabI6oB-ng9lrWXHEZGxRvGhMELLtOmXKWg9Fza31qBPP6fMI4Q1TGegsIFuXku3W6uTbEzPnZhMGJGW1oBCKTqNti1nUsKfxolXsyh-2E_w%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=533a3c3&sv=2) 1. Click on "Add \[New Category Name\]" and a confirmation dialog will appear. 2. In the confirmation dialog, click on the green “Yes, Create” button to confirm. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2Fdocsz%2FAD_4nXfL7Z-a_U_XQrjywljvl02hxZF4OxU03rY-ldNG6lsiDifuCC3YGaTO6ehttmnLWT8YlHdTa50hOnosuMUJfYUgYhlrny69-Bb7VQ6q8K3e95C_m2gI9Jz3gozvaiQb0qTsvK6NQyo0UjHrjeyxinINvX_a%3Fkey%3Dtb-5DGGaZOe9ZSDJnA95sg&width=768&dpr=3&quality=100&sign=9145f4a8&sv=2) The new category will be created and assigned to the transaction from which it was created. circle-exclamation Please note that new categories created from the transactions page will always be treated as basic expense category and will not have any of the category properties enabled. ### [hashtag](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-categories-in-bulk-using-category-sets) How to create categories in bulk using category sets If you're not sure which categories to set up, or if you simply wish to speed up your category creation process, you can select one of Lunch Money's preset category sets, and customize it. 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Click on the arrow next to "Add new category" and select "Add preset categories" in the dropdown menu: !["Add new category" button with drop down options](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FAQUBfqEkteTaAlJS2kGj%252Fadd_new_category_menu_presetcategories.png%3Falt%3Dmedia%26token%3D7195cc37-db74-452c-b784-88476b9ec508&width=768&dpr=3&quality=100&sign=b7d0596f&sv=2) 1. In the 'Create Preset Categories' panel that appears on the right, click the drop-down menu to choose a category set: ![Create preset categories menu](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FkbzeijnO5exMt9pCKoEx%252Fcreate_preset_categories_options.png%3Falt%3Dmedia%26token%3D124d08ad-7864-40f9-9aa9-40183d3f0da5&width=768&dpr=3&quality=100&sign=b4327d9a&sv=2) 1. Once you choose a category set, you can now select which categories from the set you wish to include. You can either manually check individual categories, or click "Select all" at the top to select all of them. circle-check For category sets with category groups (ie. 'Detailed categories'), make sure to select the category group names as well. If you only select subcategories, they will be created as standalone categories. 1. Once you've made your selection, click on "Create". ### [hashtag](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-or-import-custom-categories-in-bulk-advanced) How to create or import custom categories in bulk (advanced) If you wish to add a custom set of categories, you can do that using the 'Custom (Advanced)' preset categories option: 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Click on the arrow next to "Add new category" and select "Add preset categories" in the dropdown menu: !["Add categories" button with dropdown options](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FAQUBfqEkteTaAlJS2kGj%252Fadd_new_category_menu_presetcategories.png%3Falt%3Dmedia%26token%3D7195cc37-db74-452c-b784-88476b9ec508&width=768&dpr=3&quality=100&sign=b7d0596f&sv=2) 1. In the 'Create Preset Categories' panel that appears on the right, click the drop-down menu and choose "Custom (Advanced)": ![Create preset categories panel with the 'Custom (Advanced)' option](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FciZpeK7P1s8LX07ZfcLb%252Fcreate_preset_categories_customadvanced.png%3Falt%3Dmedia%26token%3Da79968e7-4f0b-420a-8e28-86bb6b18f938&width=768&dpr=3&quality=100&sign=e42dc068&sv=2) 1. In the text field, enter your categories, one per line. Use a dash ("-") to indicate subcategories. Optionally add category properties in square brackets after category names. Supported tags are: _income_, _exclude\_from\_budget_, and _exclude\_from\_totals_. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FwadFSzyMCJGC7rkKmLHJ%252Fcustom_advanced_categoryset.png%3Falt%3Dmedia%26token%3Dea7e71f7-5650-4aa2-8034-c98ab101bce4&width=768&dpr=3&quality=100&sign=8df8962b&sv=2) 1. In the "Preview of categories", review the list to make sure your categories, category groups, and subcategories were all entered correctly. circle-exclamation If you see red warning icon (![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FZ3YFs1qvJY1vaSNWhkhk%252Fimage.png%3Falt%3Dmedia%26token%3D5606de96-549f-4793-a707-6d6664c98c1c&width=35&dpr=3&quality=100&sign=58c229f2&sv=2)), it means that the category name is already in use. In this case, it is recommended to change the name to something else, otherwise the category name will have a numbered suffix added to it, ie. "Category (1)". 1. To proceed with creating you categories, click on "Create". Last updated 1 month ago Was this helpful? * [How to create a category from the Categories page](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-categories-page) * [How to create a category from the Transactions page](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-a-category-from-the-transactions-page) * [How to create categories in bulk using category sets](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-categories-in-bulk-using-category-sets) * [How to create or import custom categories in bulk (advanced)](https://support.lunchmoney.app/setup/categories/category-creation#how-to-create-or-import-custom-categories-in-bulk-advanced) Was this helpful? --- # Editing Categories | Knowledge Base #### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#jump-to) Jump to: * [**Reordering**](https://support.lunchmoney.app/setup/categories/editing-categories#reordering) * [How to reorder the categories](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-reorder-the-categories) * [**Archiving**](https://support.lunchmoney.app/setup/categories/editing-categories#archiving) * [How to archive a category](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-archive-a-category) * [How to change a category's 'Archived on' date](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-change-a-categorys-archived-on-date) * [How to unarchive a category](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-unarchive-a-category) * [**Merging**](https://support.lunchmoney.app/setup/categories/editing-categories#merging) * [How to merge and delete a category](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-merge-and-delete-a-category) * [**Deleting**](https://support.lunchmoney.app/setup/categories/editing-categories#deleting) * [How to delete a category](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-delete-a-category) * * * [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#reordering) Reordering -------------------------------------------------------------------------------------------------------- The order in which the categories are listed on the Categories page, is also the order in which they will appear in the drop-down menu when selecting a category for transactions, recurring items, or rules, as well as the order in which the categories appear listed on the Budget page. ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-reorder-the-categories) How to reorder the categories You can easily change the order of the categories using drag-and-drop on the Categories page. Simply click and drag a category up or down the list using the re-order icon (the second icon from the right), and drop the category into place by letting go of the mouse. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FoVIZvhTRPten7DqPpBla%252FCategories%2520-%2520Reordering.gif%3Falt%3Dmedia%26token%3D82efa8f7-26ed-47f5-87fe-013a5469541d&width=768&dpr=3&quality=100&sign=5d4d55b9&sv=2) circle-info If you drag-and-drop a category group, all nested categories will be moved together with it. [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#archiving) Archiving ------------------------------------------------------------------------------------------------------ If there is a category that you no longer use, but still wish to keep for reference as it is associated with past transactions, then you’d be looking at archiving the category. Archived categories will not show up when creating or updating transactions, in budgets, or in the overview spending summary, yet will still show up as an option for filtering on the Trends, Stats and Analyze pages. circle-exclamation Archiving a category group will also archive all its children categories. ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-archive-a-category) **How to archive a category:** 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Locate the relevant category and click on the arrow icon to the far-right of the row 3. In the ‘Edit Category’ panel that opens on the right, click on the orange “Archive” button. A confirmation message will appear at the bottom left of the screen, and the category will be moved to a collapsed section at the bottom of the list of categories. You can click on “show archived categories” to expand the section and see the archived categories: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FGVPduRWNeZC8HXQFfVWY%252FCategories%2520-%2520archived%2520show%2520hide.gif%3Falt%3Dmedia%26token%3Db1199281-3c31-4963-93f4-9c0580b3e515&width=768&dpr=3&quality=100&sign=f289e5d5&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-change-a-categorys-archived-on-date) **How to change a category's 'Archived on' date:** 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. At the bottom of the list of categories, click on "Show archived categories" 3. Locate the relevant category in the list and click on the arrow to the far-right of the row 4. In the 'Edit category' panel, click on the 'Archived on' date to change it 5. Click on the orange "Save" button at the bottom ![The 'Archived on' date field in the 'Edit Category' panel](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fj9z1v740aR0E1sQ2diSL%252FDin%27s%2520%2520Newsletter%2520%2526%2520Blog%2520Images%2520%284%29.png%3Falt%3Dmedia%26token%3Dad626e6e-644f-4f17-ae4e-757c2644f2aa&width=768&dpr=3&quality=100&sign=47a69def&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-unarchive-a-category) **How to unarchive a category:** 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. At the bottom of the list of categories, click on "Show archived categories" 3. Locate the relevant category in the list and click on the orange "unarchive" button A confirmation message will appear at the bottom left of the screen, and the category will be moved into the list of all active categories. [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#merging) Merging -------------------------------------------------------------------------------------------------- If you have two categories that you wish to merge into one, you can use the “Merge and delete” option. Any transactions, rules or recurring items using the merged category will be updated to use the new category instead, and then the merged category will be deleted. circle-info The budget associated with the merged category will be deleted. Budgets do not get merged into one, and the budget of the category you had merged into will remain unaffected. For example, let’s consider that you have two categories: “Movies” and “Cinema”. If you merge “Movies” into “Cinema”, then “Movies” will be deleted. The transactions, rules and recurring items that used the category “Movies” will be updated to use the category “Cinema” instead. The budget for the “Cinema” category will remain unchanged. ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-merge-and-delete-a-category) How to merge and delete a category: 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Locate the relevant category and click on the arrow to the far right of the row 3. In the 'Edit category' panel, click on the red "Merge and delete" button ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FP1zIrEzjUl8blFe9kyFh%252Fimage.png%3Falt%3Dmedia%26token%3D7c5c9afe-0134-4d60-b190-bbbff513516a&width=768&dpr=3&quality=100&sign=820da5db&sv=2) 1. Next, under "Re-categorize Transfer items to", click to select the category that you would like to merge into 2. To confirm, click on the "Merge & Delete" button [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#deleting) Deleting ---------------------------------------------------------------------------------------------------- If you accidentally created a category or no longer wish to track a certain category, you can delete it. Once a category is deleted, the associated transactions and recurring items change to “uncategorized”, and the category’s budget is deleted along with any rules that use the category. ### [hashtag](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-delete-a-category) **How to delete a category:** 1. Open the [Categoriesarrow-up-right](https://my.lunchmoney.app/categories) page 2. Locate the relevant category and click on the arrow to the far right of the row 3. In the 'Edit category' panel, click on the red "Delete" button 4. In the popup confirmation dialog, click on "Delete this category" to confirm ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F1riuuXT3ZMuA4z4ge78D%252Fimage.png%3Falt%3Dmedia%26token%3D18e735d7-b4fd-438b-a00c-d9dc5c4d88e5&width=768&dpr=3&quality=100&sign=cefaa010&sv=2) triangle-exclamation As deleting a category is irreversible, please make sure to first review and consider the merge and archive options before proceeding with the deletion. Last updated 5 months ago Was this helpful? * [Reordering](https://support.lunchmoney.app/setup/categories/editing-categories#reordering) * [How to reorder the categories](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-reorder-the-categories) * [Archiving](https://support.lunchmoney.app/setup/categories/editing-categories#archiving) * [How to archive a category:](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-archive-a-category) * [How to change a category's 'Archived on' date:](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-change-a-categorys-archived-on-date) * [How to unarchive a category:](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-unarchive-a-category) * [Merging](https://support.lunchmoney.app/setup/categories/editing-categories#merging) * [How to merge and delete a category:](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-merge-and-delete-a-category) * [Deleting](https://support.lunchmoney.app/setup/categories/editing-categories#deleting) * [How to delete a category:](https://support.lunchmoney.app/setup/categories/editing-categories#how-to-delete-a-category) Was this helpful? --- # Assigning Tags | Knowledge Base Once you've created your tags on the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page, you can start assigning them to transactions. Transactions can be tagged with as many tags as you need, added manually during transaction creation or revision, or automatically by setting up [Rulesarrow-up-right](https://my.lunchmoney.app/rules) . * * * #### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#jump-to) Jump to: * [**How to manually tag transactions**](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-manually-tag-transactions) * [From the transactions table](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transactions-table) * [From the 'Transaction Details' panel](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel) * [From the Bulk-Edit menu](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu) * [**How to auto-tag transactions with Rules**](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-auto-tag-transactions-with-rules) * [How to create a tag rule](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-create-a-tag-rule) * [How to view all tag rules](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-view-all-tag-rules) * [**How to remove tags from transactions**](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-remove-tags-from-transactions) * [From the 'Transaction Details' panel](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel-1) * [From the Bulk-Edit menu](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu-1) * * * [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-manually-tag-transactions) How to manually tag transactions ------------------------------------------------------------------------------------------------------------------------------------------ Tags can be assigned to transactions when creating or editing them on the Transactions page. ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transactions-table) From the Transactions table If you already have tags set up on the [Tagsarrow-up-right](https://my.lunchmoney.app/tags) page, you can easily add tags to any transaction via the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Locate the Tags column and hover the mouse cursor over the cell for the relevant transaction row to see an "Add" button appear 2. Click on "Add" and a drop-down menu will appear with all available tags 3. Locate the tag by scrolling through the menu, or search by typing in the search bar 4. Click on a tag to add it to the selection (you can add more than one) 5. To confirm, click on "Done", or anywhere outside of the dropdown box. All added tags will then be listed in the relevant cell under the Tags column: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeCaUD0-yOs1Uy9NANZwdiKBbmSTlvv1KrUHDOTSjpD5VSDmzkZyEiwu7QVqCSZZxtknYOScr7P4Sz3ln6aPpvqrzxZC8bWfNi9Y9etPpFmj2EIMYGVP70PGkdapHOvy2gsY6CgVnPcmUZap_JROIPHpq05%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=770fbd3&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel) From the 'Transaction Details' panel Additional tags are assigned to transactions via the 'Transaction Details' panel: 1. Go to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Locate the transaction and click the arrow on the far right of the row to open the 'Transaction Details' panel 3. In the 'Transaction Tag(s)' section, click the empty field to search or add new tags 4. If you have existing tags, they will appear in the drop-down menu. Alternatively, type a new tag name and the option to add the tag will appear. 5. Once you are done making changes, click on "Save Changes" ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeFSL0EZKja8T-DwuDvVfsI3S57uKB4dQTrWPPNDbqAPAthEctFKOr6D5VCHQ9Ga4S9-MCRSb3WO-ZcMVOD4M-MmRvwB2JhD7E9d-uCYGheflUWkV2N_jOfiFe-NBTJKHk22ckp1jRM1gA-LCvEi2QAIIEB%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=35c91f4b&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu) From the Bulk-Edit menu If you are looking to add the same tag(s) to multiple listings in bulk, you can use the Bulk-Edit tool: 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Select all relevant transactions using the checkboxes in the far-left column 3. On the right side of the screen, click on the 'Bulk-Edit' button 4. From the Bulk Edit menu, select "Add tags" and choose the tag(s) that you wish to assign 5. Click on "Save changes" to confirm ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdWI0XCqlcmFYv4Q7bVF2WCpPirktQTu4C-8UFXEc9wxcBW9c3i-H1O8IfTUlgZUm-HFTh7OmwAEnpM4_sljGDa3Ane03lQeGAhtJVE0LHLK7PCEcD2-f1qrVDwIV9XVzufjA__Wru6dlZ3CnlHBziC3NYK%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=a8609464&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-auto-tag-transactions-with-rules) How to auto-tag transactions with Rules -------------------------------------------------------------------------------------------------------------------------------------------------------- A tag rule can be set up to automatically assign tags to transactions that match any specified conditions. circle-info Tag rules can only be used to add tags to transactions, and this action is cumulative. A rule cannot be used to replace or remove existing tags. For example, if you have a tag to track a kitchen renovation in your home, you can create a rule that will automatically assign the “Kitchen Renovation” tag to any transactions associated with your contractor, by using the “matches payee name” condition. This way, whenever you make a payment to the contractor, the transaction will automatically be tagged. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdpsapSqgM2GVfrn-HkUJi1gt4p6E6mmbrSkvRSoUI36hjqlAN1z1AiArp4eOTBgAAC48l6BukGGol4C2IyBnh26ciqytLGCPxjQwNZPvyUE4ZVqWEiM4QSIEK6BziUS96lD6isG68UU8XaK9YaCqzoNfQ%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=4a7c1982&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-create-a-tag-rule) How to create a tag rule All rules are created via the Rules page: 1. Open the Rules page 2. Click on "Add a new rule" 3. In the 'Create transaction rule' panel, you can now add your "If.." conditions and "Then.." actions. The option "Add tags" is found in the actions drop-down menu: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfv7FwXcKuLttJDDP8Z8hIQWxrayv_HB9RYst5rZvAufXR8pRoimaXwSCDndfcxiHIfV2ZwwZrBs6vwBu_6DxJYeO_cywYRO6CMGv4JVU1yNbrj7lQ7_eWQYOWMWxu7txB2RXItWjzeIEfkV0mJW4k383eo%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=7d3c2384&sv=2) 1. You may also choose to enable certain rule properties under the "Finally.." section. A common one to enable is the "Run rule on transaction updates" property: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcBc3sTeXlxnIVmbyb3YepBDQDsr8NQ1EZ9_8dXvlHf3To8lB5XYbfX6EAoX5nvIlyY3-ET_1KbDxEFaUMH7RmzJ597EJ8mEaijECtVSZv6DCiGMAQIww04P3C6sgY18aVV5o07UhytfNW0oD9PUl--hm5F%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=e187c0c&sv=2) 1. To finalize, save the new rule by clicking on "Create" at the bottom and the rule will then start running on any new transactions. If you wish to create the rule and also apply it to any already existing transactions, click on "Create & Apply" instead. ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-view-all-tag-rules) How to view all tag rules To view all existing tag rules that you have set up in your account, you can go to the Rules page, and then click on "[Tag Rulesarrow-up-right](https://my.lunchmoney.app/rules?filter=tags) " from the left-side menu: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdHAstfOYZ2F26BMsWO_ZNZELRhEufwydgqzfxywFgPdHzPaTK9DmURanwkEePG7EQAmdrez-TsKx4yiOvKaKOjyzQQaD3i0WkNsk7Iqe0xO8hOkI1H83RUJ8mhfo-BY4Sf6L1NovMvklWcunKYw14ESMuu%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=f9e41cf7&sv=2) [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-remove-tags-from-transactions) **How to remove tags from transactions** ------------------------------------------------------------------------------------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel-1) From the ‘Transaction Details’ panel If you already have tags assigned transactions, you can remove them via the ‘Transaction Details’ panel: 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Locate the transaction and click the arrow on the far right of the row to open the 'Transaction Details' panel 3. All assigned tags will display under the 'Transaction Tag(s)' section 4. Click the small "x" icon next to any tag that you wish to remove 5. To confirm the changes, click on "Save Changes" at the bottom ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf_fNLeXp4uO6mgI7-cxvHh_N59qLSyCobELrO61GMGccfMAFkVTGetJkdYK4jTfrIROONIpL7c9OlyB-XtPwPZ_cV9qCtHmJL3HfxnnyO6uzfYQqBGLXQrPjttd_99lQkAFifOrV-AfB4H_onKAQb9QAg%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=b9271dae&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu-1) From the Bulk-Edit menu If you are looking to remove all tags from multiple listings in bulk, you can use the Bulk-Edit tool: 1. Open the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Select all relevant transactions using the checkboxes in the far-left column 3. On the right side of the screen, click on the 'Bulk-Edit' button 4. From the Bulk Edit menu, select "Remove all tags" 5. Click on "Save changes" to confirm ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcy6-uinyiDtRLxuKrPg_KOt5fPxG6cTXtCviHUHqRqomoOZMmLkQVOi29D9EuTEDhqjvVf5ZavsCRc08KM0hu5tGERzseAWgvzZSjek5RZeC7enb-tAQp6o0vajvxkShSocST0F8-dOlWh9XeGRANSHOZz%3Fkey%3Dy8qoCvdOxd3ltTV1bl6vYA&width=768&dpr=3&quality=100&sign=35c4264c&sv=2) Last updated 1 year ago Was this helpful? * [How to manually tag transactions](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-manually-tag-transactions) * [From the Transactions table](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transactions-table) * [From the 'Transaction Details' panel](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel) * [From the Bulk-Edit menu](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu) * [How to auto-tag transactions with Rules](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-auto-tag-transactions-with-rules) * [How to create a tag rule](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-create-a-tag-rule) * [How to view all tag rules](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-view-all-tag-rules) * [How to remove tags from transactions](https://support.lunchmoney.app/setup/tags/assigning-tags#how-to-remove-tags-from-transactions) * [From the ‘Transaction Details’ panel](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-transaction-details-panel-1) * [From the Bulk-Edit menu](https://support.lunchmoney.app/setup/tags/assigning-tags#from-the-bulk-edit-menu-1) Was this helpful? --- # Managing Accounts | Knowledge Base Whether you are looking update the display name, override the synced currency, update a manually-managed balance, or merge and delete accounts, all account details, advanced settings and actions are managed via the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) ! * * * #### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#jump-to) Jump to: * [Updating account details](https://support.lunchmoney.app/setup/accounts/managing-accounts#updating-account-details) * [Advanced settings for synced accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-synced-accounts) * [Advanced settings for manually-managed accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-manually-managed-accounts) * [Merging accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#merging-accounts) * [How to merge accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#how-to-merge-accounts) * [Removing accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-accounts) * [Removing manually-managed accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-manually-managed-accounts) * [Removing synced accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-synced-accounts) * * * [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#updating-account-details) Updating account details --------------------------------------------------------------------------------------------------------------------------------- Clicking anywhere on the account’s row in the table will open the 'Edit Account' panel on the right-side of the page. From this panel, you can see detailed account information, manage account settings, and perform a range of actions. circle-info Keep in mind that the fields, settings and actions displayed would differ depending on the account type (synced, manual, or crypto). The institution name and balance fields cannot be edited for synced accounts. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdkvAL4fKPb5XvAr8SFyCLG8RHAWV3LKZURr9B_4swV1xL8sXgvUYwdYUyvSu-loAlnGd7Su-UQqcRbeIG6_QHTatRT7zG7NQnIPLF9b0dvSryVWHveU-TfeBQkFCHc4tM7OP47Ck31X7iW9QMIfbyLi8Q%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=8d660e0b&sv=2) ### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-synced-accounts) Advanced settings for synced accounts For synced accounts, there are a number of advanced settings that can be enabled or disabled to define how the synced transactions in that account will be imported, managed and displayed: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd-ujpyI012PAIyyGCGY3dNn9Ohf_yU496ezFniZhWLhA_ziDRniYvCGFuCrlAnj0AatcUceDBfZEsu07HZc-gwHi92YpsUUw7GMUftEpLf2vth6nMVPy4fmnEBMSCISpjIv9YM4orsN4dj0UrOgsxXg_qA%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=b506ab2f&sv=2) * **Do not import transactions** - Toggle this on to disable importing transactions to the account, regardless if they are supported. Balance updates will still occur, but transactions will no longer import * **Earliest import date** - If set, transactions before this date will not automatically import. Updating this field will not remove existing transactions, but may trigger a fetch for new transactions from the set date to the present. * **Allow modifications to transactions** - By default, synced accounts do not allow manual transaction creation. Toggling this setting on will enable adding manual transactions and editing transaction amounts for automatically synced accounts. Please note that the balance of the account will not be modified from these changes and will continue to be synced and updated exclusively via Plaid. * **Use original transaction name** - By default, synced transactions will display Plaid’s cleaned-up merchant name. By toggling this setting on, transactions will instead display the original, raw transaction name. You will be prompted to choose whether to apply this retroactively, or enable it for future transactions only. * **Use authorized date** - By default, Lunch Money uses the authorized\_date field to populate the date field of imported transactions. Toggle this off to use the normal date field instead. You can view this information by clicking into an imported transaction and then clicking on "View Plaid metadata". * **Override synced currency** - If synced transaction amounts aren’t matching the account’s currency, use this setting to select a currency that will override the currency of the account returned by Plaid. ### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-manually-managed-accounts) Advanced settings for manually-managed accounts For manually-managed accounts, the advanced settings can be enabled or disabled to define how the account will be treated and used within Lunch Money: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf5laJXzeakr35AFoCPvfZqBHe8P2tfT1rAU8aHzREDqqjh1w91ZQNDD6_h0nz-EoJMUuKVTNLG9DCWYsXGKSWem74fjyNzWvR2L5wVRI7r_f03lk-Ff9vCQtKm-pvXsrW8o_eP2_PORb0pLFV2Nc_R_fL4%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=bf2fc5ba&sv=2) * **Set as default account** - Enable this to set this as the default account when adding new transactions. This means that instead of new manually-added transactions defaulting as "Cash transaction" for the account, they will be set to this default account selected. * **Do not track transactions** - Enable this to only track the balance for the account. The account will no longer show up under the dropdown of accounts to choose from when creating or updating transactions and other items. * **Mark as closed** - Enabling this option will mark the account as closed and you will be able to set the exact date it was closed on. Transactions and balance history will remain intact and will still show up in the Net Worth Tracker and for filtering purposes and analytics, yet the account will no longer appear in the drop-down menu when creating or updating transactions. [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#merging-accounts) Merging accounts ----------------------------------------------------------------------------------------------------------------- Whether you started out with a manually-managed account and now wish to start syncing it, or accidentally ended up with the same account twice, you can use the merge feature to combine two accounts into one! When your accounts are merged, the transactions, recurring expenses and associated rules will migrate over to the new account that you are merging into. You will also be able to decide which account's balance to keep. triangle-exclamation As this is an irreversible process, please make sure to carefully pick the correct accounts to merge. ### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#how-to-merge-accounts) How to merge accounts The option to merge accounts is accessed via the 'Edit Account' panel: circle-exclamation Note that the steps may differ slightly depending on whether you are merging a manually-managed account or a synced account. The steps below are following the merge flow from the 'Edit Account' panel of a synced account. 1. Go to the Accounts page 2. Click on the account that you wish to edit to open the 'Edit Account' panel on the right 3. Scroll down to 'Actions' and click the button that says "Merge into another account": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdWi3-sfGCt4b47s1X0QroRhzGswdTg20kcHkvBq0cT3OzaT43vQI5IyMwweaWz-z07R7t37d8uHMzLkbT50Gfmc7tUOrOG6repDXUXrL6FfbLhO5Zpiy2EpYwS5hNcc2Oo8_ifiBhR3K4DCBj8fEFrnsMF%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=c109ab94&sv=2) 1. Next, you will choose the account with which you wish to merge. You may only choose from a list of currently active accounts (that is, healthy connections). You will also be able to choose whether to keep the source balance or the destination balance: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfqgeTpOKHM1DMKeUpVEwaBTL5KEFB-wI0b3Zb0SnBE6YOjUKJrkNF2Fc88l5hIJQFJLkmIkjBVM8u8Jm2_BNhKbwjYSW4pi_SRlHJp6iysJA_SbNU-7DDkwluFGcgf7i0-2IZCSD9aAoa_ot7iShESdf03%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=bce48481&sv=2) circle-info Since each account has it's own set of historical balances, when there's a month for which both accounts have a balance history, the balance that is kept will be based on the preference you've selected in this step. To help you decide this, you can head over to the [Net Wortharrow-up-right](https://my.lunchmoney.app/net-worth) page to review the balance history for each of your accounts. 1. To complete the merge, click on "Save Changes" and wait a few seconds for the merge to complete and for the changes to reflect on the Accounts page. [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-accounts) Removing accounts ------------------------------------------------------------------------------------------------------------------- If you no longer wish to see an account within Lunch Money, you can choose to remove it. Removing accounts is done via the 'Edit Account' panel of an account on the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) . circle-exclamation While the removal process is similar for all accounts, there are a number of different options when it comes to synced accounts, compared to manually-managed accounts. ### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-manually-managed-accounts) Removing manually-managed accounts 1. Go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) 2. Click on the manually-managed account to open the 'Edit Account' panel 3. Scroll down and click on the red "Remove this account" button: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeaA2-FRTALdRxdaQXiNo9ga-82opsbws79YvMXLioXjIq_M9l7sQFvP-TDl70hTNxWtehNP9FzXH5xYa28YzKJJ5GbgE_kWYA3YS3-RUNEY9AlEI_XE0L756izj6nHCHIkf78EOg%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=464af51d&sv=2) 1. If the account has transactions and recurring items associated with it, you will need to choose between these two options: 1. **"I want to keep my associated transactions and recurring items"** \- you will select another account to which you wish to assign your transactions and recurring items. 2. **"I want to remove all associated transactions and recurring expenses"** - this will permanently delete all transactions and recurring items associated with the deleted account. 2. If you have a balance history associated with this account, will need to choose whether you wish to keep or remove the account’s balance history. 3. Finally, review the operations and click on "Save Changes" to confirm the action. The changes may take a few seconds to complete, and the account will be deleted and removed from the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) . ### [hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-synced-accounts) Removing synced accounts 1. Go to the [Accounts pagearrow-up-right](https://my.lunchmoney.app/accounts) 2. Click on the synced account to open the 'Edit Account' panel 3. Scroll down and click on the red "Troubleshoot or remove account" button: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXduYI3PtFLy7qVRLwqTkcjhqDg9dDlNO__TXW2xvsAg6iWWDoYoCJ7x8o4bS4-_WCtgImgAVOgyqy7t5mVRSEn7MO7C12JRBKwGgLiuharB7uFnyoSi5Nv8yKlbj2skTUKH-xLcaA%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=75011d31&sv=2) 1. Once you click on “Troubleshoot or remove account”, you will have the following options: chevron-right**Remove account and delete all associated data**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#remove-account-and-delete-all-associated-data) If you have other accounts under that same Plaid connection, you will need to scroll down to choose whether you only wish to apply this action to the one account, or to all accounts under the same connection. Click "Confirm", and you will be prompted with a confirmation dialog. Review the information and click on "Confirm changes" to proceed with the action. ⚠️ _Please note that as long as a Plaid connection contains active accounts, it's not possible to completely remove individual accounts under that same connection (as that will revoke the access to the remaining accounts). This means that the associated data will be deleted, yet the removed account may remain listed on the Accounts page with "Inactive" status. You can hide inactive accounts from your view using Filters,_ [_click here to learn more_](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) _._ chevron-right**Remove account and keep data in a new manually-managed account**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#remove-account-and-keep-data-in-a-new-manually-managed-account) If you have other accounts under that same Plaid connection, you will need to scroll down to choose whether you only wish to apply this action to the one account, or to all accounts under the same connection. Click "Confirm", and you will be prompted with a confirmation dialog. Review the information and click on "Confirm changes" to proceed with the action. ⚠️ _Please note that as long as a Plaid connection contains active accounts, it's not possible to completely remove individual accounts under that same connection (as that will revoke the access to the remaining accounts). This means that you may end up seeing two accounts after this action: the new manually-managed account, as well as the original synced account now listed with "Inactive" status. You can hide inactive accounts from your view using Filters,_ [_click here to learn more_](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) _._ chevron-right**Merge account data into another existing account**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#merge-account-data-into-another-existing-account) When you choose this option, you will select the account to which you wish to merge. You may only choose to merge with an active synced account (that is, a healthy connection), or a manually-managed account. You will also be able to choose whether to keep the source balance or the destination balance. Since each account has it's own set of historical balances, when there's a month for which both accounts have a balance history, the balance that is kept will be based on the preference you've selected in this step. To help you decide this, you can head over to the [Net Wortharrow-up-right](https://my.lunchmoney.app/net-worth) page to review the balance history for each of your accounts. To complete the merge, click on "Save Changes" and wait a few seconds for the merge to complete and for the changes to reflect on the Accounts page. ⚠️ _Please note that as long as a Plaid connection contains active accounts, it's not possible to completely remove individual accounts under that same connection (as that will revoke the access to the remaining accounts). This means that after merging, you may still see the original account listed on the Accounts page with "Inactive" status. You can hide inactive accounts from your view using Filters,_ [_click here to learn more_](https://support.lunchmoney.app/setup/accounts/faq#how-do-i-remove-inactive-synced-accounts) _._ chevron-right**Temporarily pause syncing this account**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#temporarily-pause-syncing-this-account) This option will only display for synced accounts in an "Active" state. Once you select this option and click on "Confirm", the account status will change to "Inactive". When paused, the account will no longer sync balance updates and transactions. To resume syncing, click on the account to open the 'Edit Account' panel, click on 'Resume syncing this account' and then click on 'Start reactivation'. The account's status should change to 'Active'. chevron-right**Trigger a refresh for this account to get the latest transactions and balances**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#trigger-a-refresh-for-this-account-to-get-the-latest-transactions-and-balances) This is an option for active accounts that haven't received updates from Plaid for a while. This option will force a refresh to get the latest transactions and balances from Plaid. Note that an update from Plaid does not guarantee new data to be imported. It is simply a way to trigger Lunch Money to go to Plaid and inquire on any new data available. chevron-right**Get help from customer support**[hashtag](https://support.lunchmoney.app/setup/accounts/managing-accounts#get-help-from-customer-support) If you are unsure about the best option to go with, feel free to reach out to us for assistance! Simply select this option and click on "Confirm" to open the 'Bank syncing support' pop-up menu. Last updated 1 month ago Was this helpful? * [Updating account details](https://support.lunchmoney.app/setup/accounts/managing-accounts#updating-account-details) * [Advanced settings for synced accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-synced-accounts) * [Advanced settings for manually-managed accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-manually-managed-accounts) * [Merging accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#merging-accounts) * [How to merge accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#how-to-merge-accounts) * [Removing accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-accounts) * [Removing manually-managed accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-manually-managed-accounts) * [Removing synced accounts](https://support.lunchmoney.app/setup/accounts/managing-accounts#removing-synced-accounts) Was this helpful? --- # FAQ | Knowledge Base ### [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#frequently-asked-questions) Frequently Asked Questions 1. [How do I track transfers between my own accounts?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-track-transfers-between-my-own-account) 2. [How do I handle transfers between accounts of different currencies?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-transfers-between-accounts-of-different-currencies) 3. [How do I handle credit card payments?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-credit-card-payments) 4. [How do I handle mortgage payments?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-mortgage-payments) 5. [How do I handle the case where others pay me back for a large bill that I paid for?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-the-case-where-others-pay-me-back-for-a-large-bill-that-i-paid-for) 6. [Is there a limit on how many transactions I can add?](https://support.lunchmoney.app/finances/transactions/transactions#is-there-a-limit-on-how-many-transactions-i-can-add) 7. [What are some ways I can stay on top of manually adding transactions?](https://support.lunchmoney.app/finances/transactions/transactions#what-are-some-ways-i-can-stay-on-top-of-manually-adding-transactions) 8. [Why can't I update the category for my recurring transactions?](https://support.lunchmoney.app/finances/transactions/transactions#why-cant-i-update-the-category-for-my-recurring-transactions) 9. [How do I deal with duplicate transactions?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-deal-with-duplicate-transactions) 10. [How do I unsubscribe from the automatic imported transactions emails?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-unsubscribe-from-the-automatic-imported-transactions-emails) * * * [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-track-transfers-between-my-own-accounts) How do I track transfers between my own accounts? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ In Lunch Money, internal transfers between your own accounts (including credit card payments, mortgage payments, etc.) would consist of one debit transaction and one credit transaction, categorized in a dedicated transfer category. In Lunch Money, we recommend using the default '_Payment, Transfer_' category for any transfers between your own accounts. This category has the '[Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) ' and '[Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) ' category properties enabled, to ensure that the transactions in the category won't affect your total income and expenses. circle-info If you don't have the 'Payment, Transfer' category set up on your account, you can set it up yourself via the Categories page. Just make sure to enable the 'Exclude from totals' and 'Exclude from budget' [category properties](https://support.lunchmoney.app/setup/categories/category-properties) . Let's say you transfer $500 from your checking account to pay off your mortgage. You will log this by creating two transactions: A debit of \-$500 in Account A, and a credit of $500 in Account B. Both categorized in the '_Payment, Transfer_' category: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2JpuWZ6pf0QE3G96MzA6%252Fimage.png%3Falt%3Dmedia%26token%3D2312c03f-8125-4da9-ad69-9d2accbbc634&width=768&dpr=3&quality=100&sign=4289a0f9&sv=2) In the 'Account' column for each transaction, you will indicate the affected account. When paying towards the mortgage, the credit transaction should have the account set to the Mortgage account (as that is the account receiving the money). By setting the accounts associated with the debit and credit transactions, the account balances will automatically update. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-transfers-between-accounts-of-different-currencies) How do I handle transfers between accounts of different currencies? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ When you track transfers between two accounts of different currencies, then the debit and credit transactions of the transfer should each be tracked in a different currency. You will need to enter the transactions in the currency that matches the account they are associated with. Let's say you are moving money from Account A (**USD**) to Account B (**EUR**). You will have two transactions as follows: * Debit transaction in **USD** from Account A * Credit transaction in **EUR** to Account B As long as you record the transactions in the same currency as the accounts they are in, the balances of the accounts will also be reflected correctly. Both transactions should be categorized in the default 'Payment, Transfer' category which has the '[Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) ' and '[Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) ' category properties enabled, to ensure that the transactions in the category won't affect your total income and expenses. circle-exclamation **Note:** If you group the two transactions, you won't end up with a total of 0.00 as you typically would with transfers transactions of the same currency. That is because the conversion rate used may differ from the conversion rate at your bank. We suggest leaving the two transfer transactions ungrouped in this case. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-credit-card-payments) How do I handle credit card payments? ------------------------------------------------------------------------------------------------------------------------------------------------------------ For credit card payments, usually made up of one debit to your cash account and one credit to your credit card, we recommend using the default [category](https://support.lunchmoney.app/setup/categories) "**Payment, Transfer"**. This category is set to be [excluded from totals](https://support.lunchmoney.app/setup/categories#exclude-from-totals) and [excluded from budgets](https://support.lunchmoney.app/setup/categories#exclude-from-budget) , so these transactions should not affect your overall numbers or budget. Transactions in this category should also total up to $0 at the end of the month. For instance, let's say you spend $10 at the grocery store and $50 on a few other purchases, all on the same credit card. You'll have expense transactions like the following: Category Amount Amount Type Account Groceries $10 Debit Credit card Shopping $20 Debit Credit card Restaurants $30 Debit Credit card You will end up making a credit card payment of $60 to cover all those expenses. This will be represented by two transactions: 1. Debit of $60 on your cash account denoting an amount paid from your cash account 2. Credit of $60 on your credit card denoting an amount received from your cash account The two transactions should be categorized as "**Payment, Transfer"** (or any other category marked with the '[exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) ' and '[exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) ' properties): Category Amount Amount Type Account Payment, Transfer $60 Debit Cash account Payment, Transfer $60 Credit Credit card circle-info To keep finances organized, you can group the two transactions. Grouped transactions will appear as a single entry on the transactions table, and in the case of credit card payments, will display with a total of zero as the debit and credit transactions cancel each other out. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-mortgage-payments) How do I handle mortgage payments? ------------------------------------------------------------------------------------------------------------------------------------------------------ Similar to credit card payments and other transfers between your own accounts, mortgage payments should be made up of one debit transaction and one credit transaction, categorized in a dedicated transfer category. In Lunch Money, there's a default 'Payment, Transfer' category, which is what we recommend to use for any transfers between your own accounts. This category has the '[Exclude from totals](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-totals) ' and '[Exclude from budget](https://support.lunchmoney.app/setup/categories/category-properties#exclude-from-budget) ' category properties enabled, to ensure that the transactions in this category won't affect your total income and expenses. circle-info If you don't have the 'Payment, Transfer' category set up on your account, you can set it up yourself via the Categories page. Just make sure to enable the 'Exclude from totals' and 'Exclude from budget' [category properties](https://support.lunchmoney.app/setup/categories/category-properties) . Let's say you move $500 from your checking account to pay off the mortgage. You will log this by creating two transactions: A debit of \-$500 from Account A, and a credit of $500 to Account B. Both categorized in the 'Payment, Transfer' category: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252F2JpuWZ6pf0QE3G96MzA6%252Fimage.png%3Falt%3Dmedia%26token%3D2312c03f-8125-4da9-ad69-9d2accbbc634&width=768&dpr=3&quality=100&sign=4289a0f9&sv=2) In the 'Account' column for each transaction, you will indicate the affected account. When paying towards the mortgage, the credit transaction should have the account set to the Mortgage account. By setting the accounts associated with the debit and credit transactions, the account balances will automatically update. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-the-case-where-others-pay-me-back-for-a-large-bill-that-i-paid-for) How do I handle the case where others pay me back for a large bill that I paid for? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- We generally recommend using our grouped transactions feature for this use case. Assuming you footed the bill and your roommates end up paying you back their portion, group together all of these transactions and you should be left with a transaction that represents how much you paid. You can then treat this as a high-level transaction and assign a category to it. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-M2W9WT63LQTW7JYT64B%252F-M4qoiT1TayjXzf3X11E%252F-M4qrjb1p1A-NDEXiWb7%252Fgroup-gif-2.gif%3Falt%3Dmedia%26token%3D23bb087a-f9cb-4993-b878-4a7918ed9bf0&width=768&dpr=3&quality=100&sign=e0e8c6d0&sv=2) If you don't want to bother recording your friends' payment, you can **split** the transaction and simply categorize the portion paid by your friends to a new category called "Reimbursed" which is excluded from totals and excluded from budgets. This ensures that amount is not counted towards your own expenses. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#is-there-a-limit-on-how-many-transactions-i-can-add) Is there a limit on how many transactions I can add? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ There are limits to how many transactions you can upload on a single request but there isn't a limit on total transactions you add. This limit differs depending on the upload method (CSV or API). For analytics and whatnot there's currently a hardcoded limit of 20,000 when fetching transactions, so if you have transactions over 10+ years, you may not be able to see the full picture if you do an "all-time" analysis. [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#what-are-some-ways-i-can-stay-on-top-of-manually-adding-transactions) What are some ways I can stay on top of manually adding transactions? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Here are some suggestions from our users on how to stay on top of manually adding transactions! 1. A recurring task in Things (my task manager of choice) that forces me to spend 5-10 minutes at the end of each week rounding things up. 2. My partner and I live in a primarily cash-based society. We keep a little pile of receipts in the office and every few days when it stacks too high, one of us will take it and input transactions manually. Takes about 10 minutes each time! 3. A Lunch Money user, Derek Reiff created [Milk Moneyarrow-up-right](https://milkmoney.club/) , a mobile-friendly solution for quick add on-the-go. ([Github sourcearrow-up-right](https://github.com/dareiff/quick-add) ) 4. Create a Google form for inputting transactions, and every week or so, export the data as CSV and import it into Lunch Money Finally, there is a secret, undocumented feature which we should really take time to improve upon– the [Lunch Money Quick Add screenarrow-up-right](https://my.lunchmoney.app/transactions/new) . [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#why-cant-i-update-the-category-for-my-recurring-transactions) Why can't I update the category for my recurring transactions? ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- The issue is that recurring items all share the same category. So all transactions linked to the same recurring item will inherit that recurring item's category and merchant name. As such, updating the category of a transaction is a non-action as it gets overridden by the recurring item's category anyway. If you want to change the category of that transaction, you will need to update the category of a recurring item from the [Recurring Itemsarrow-up-right](https://my.lunchmoney.app/recurring) page, thereby updating the category of all linked transactions. You also have the option on the [Settingsarrow-up-right](https://my.lunchmoney.app/settings) page of foregoing categories completely for recurring items and having them all be categorized as "Recurring". [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-deal-with-duplicate-transactions) How do I deal with duplicate transactions? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- In some cases, you may find duplicate transactions appearing on the Transactions page. To easily go through duplicates and remove them, we recommend using the Deduplication tool. The Deduplication Tool will search through the active transaction list view to locate similar transactions based on your choice of 2 or more criteria. For a step-by-step tutorial on how to use the Deduplication Tool, please [see here](https://support.lunchmoney.app/finances/transactions/other-features#deduplication-tool) . [hashtag](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-unsubscribe-from-the-automatic-imported-transactions-emails) How do I unsubscribe from the automatic imported transactions emails? ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- The emails you receive for newly imported transactions are sent out by Email Rules that are triggered when new transactions sync into Lunch Money. These Rules are managed on the [Rules pagearrow-up-right](https://my.lunchmoney.app/rules) (Setup > Rules). On the Rules page, you can click on "[Email Rulesarrow-up-right](https://my.lunchmoney.app/rules?filter=email) " on the left side of the screen to filter the view to only display Email Rules. Finally, select all undesired rules and click on "Delete selected" to remove them. Last updated 1 month ago Was this helpful? * [Frequently Asked Questions](https://support.lunchmoney.app/finances/transactions/transactions#frequently-asked-questions) * [How do I track transfers between my own accounts?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-track-transfers-between-my-own-accounts) * [How do I handle transfers between accounts of different currencies?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-transfers-between-accounts-of-different-currencies) * [How do I handle credit card payments?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-credit-card-payments) * [How do I handle mortgage payments?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-mortgage-payments) * [How do I handle the case where others pay me back for a large bill that I paid for?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-handle-the-case-where-others-pay-me-back-for-a-large-bill-that-i-paid-for) * [Is there a limit on how many transactions I can add?](https://support.lunchmoney.app/finances/transactions/transactions#is-there-a-limit-on-how-many-transactions-i-can-add) * [What are some ways I can stay on top of manually adding transactions?](https://support.lunchmoney.app/finances/transactions/transactions#what-are-some-ways-i-can-stay-on-top-of-manually-adding-transactions) * [Why can't I update the category for my recurring transactions?](https://support.lunchmoney.app/finances/transactions/transactions#why-cant-i-update-the-category-for-my-recurring-transactions) * [How do I deal with duplicate transactions?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-deal-with-duplicate-transactions) * [How do I unsubscribe from the automatic imported transactions emails?](https://support.lunchmoney.app/finances/transactions/transactions#how-do-i-unsubscribe-from-the-automatic-imported-transactions-emails) Was this helpful? --- # Adding Accounts | Knowledge Base 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, a crypto asset, real estate or a vehicle! circle-exclamation **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. * * * #### [hashtag](https://support.lunchmoney.app/setup/accounts/adding-accounts#jump-to) Jump to: * [How to add synced bank accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-synced-bank-accounts) * [How to add manually-managed assets or accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-manually-managed-assets-or-accounts) * [How to link a cryptocurrency wallet for automatic syncing](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) * [How to set up manually-managed crypto assets](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-set-up-manually-managed-crypto-assets) * * * [hashtag](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-synced-bank-accounts) How to add synced bank accounts --------------------------------------------------------------------------------------------------------------------------------------------- Lunch Money supports [automatic imports](https://support.lunchmoney.app/guides/automatic-imports) from [supported banking institutions](https://support.lunchmoney.app/guides/automatic-imports#support-for-international-banks) via Plaid. To connect a bank account for automatic syncing, follow these steps: 1. Open the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the orange "Add account" button 2. In the 'Add Account or Asset' panel on the right, click on "Auto-import from my bank" 3. Select the relevant country and click on "Continue" to load the Plaid Link flow circle-info For the US & Canada, investment accounts (including Wealthsimple, Questrade, Fidelity, etc.) are now available to connect by selecting the country and then enabling the option "I want to sync an investment account" at the bottom, before clicking on "Continue": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfuj6w4FBSKSOrShqFpFGnrMfl6adZrMLGg0COserhN-woAsF5kNjcBrqGElF975KrspyhybV6OsjBHEipB3NenGqGl7-ulSrUVuCZM-o0B6DXtUxynIYSLM8xToA4GtOsWbOSrTndJ7tsjPhgjVMdp3sJA%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=300&dpr=3&quality=100&sign=8ed23abd&sv=2) 1. Click on "Get started", and then click on "Continue as a guest" 2. Search and select your institution, and then enter your credentials to log in 3. Next, if prompted, select all accounts that you wish to sync and click on "Continue": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcK6dUTNUPl7gj7qVzY2cfv0KcZQCc0QFJi-sQ2hbJd4qfKYPJ6S7hDP4WiJR9hqVJy4E06gl3wUFA7mk0Hf4f43yk8fvRUucnYAmtPk4iEN2FfKb4mJA4K5YWC03E9lpF9--0ERBRsT44rDJI_W0ik25Ue%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=8991b7f6&sv=2) 1. Click on "Continue" again to reach the 'Setup Account' prompts 2. Select the relevant account settings and click "Next" (repeat for each account): ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXc-psK23QfBNmwgFHOgfEcELDh9eAjyEGki9tK0MzLn1txMvmYwYBlZ9svQv9GWd2QfNRbqG9jhiwnJLhX8xbe_3mieOcEPaM_TRvr1W0lSQUZNokqMocWTEK9_V924JHmAZ0CwsJRTMF7jOCIe1Orxsei_%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=b21874dc&sv=2) All set! Your newly added synced accounts will now be listed on the Accounts page, and the balance will automatically update. If you chose to import transactions for the accounts, they will start syncing as well. [hashtag](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-manually-managed-assets-or-accounts) How to add manually-managed assets or accounts --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- To add a manually-managed account or asset, follow these steps: 1. Open the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the orange "Add account" button 2. In the 'Add Account or Asset' panel on the right, scroll down to 'Create a manually-managed asset:', select the relevant account type (eg. Credit) and click on "Next": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252Fb2EmAoxEnbA7U4vzNEly%252Ff34c8f74e84fade88985df2a9a8f5282.gif%3Falt%3Dmedia%26token%3Dad1e2560-d85a-48cb-91dc-0b40cc40244a&width=768&dpr=3&quality=100&sign=523b5d21&sv=2) 1. Select the account subtype from the available options, and click "Next" 2. Fill in the account name, institution, and display name, and click "Next" 3. Enter the current account balance and click on "Save & Close" to confirm Once added, the account will be listed on the Accounts page. You will then be able to manually add transactions to this account via the Transactions page, and the balance will be adjusted accordingly. You will also be able to manually update the balance via the Accounts page when necessary. [hashtag](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) How to link a cryptocurrency wallet for automatic syncing ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Depending on the wallet, the connection between Lunch Money and the cryptocurrency wallet is established either using an API Key and Private Key, or a Wallet Address. 1. Go to the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the orange "Add account" button 2. In the 'Add Account or Asset' panel on the right, click on "Link my cryptocurrency wallet" 3. Select your cryptocurrency wallet and fill in the required information to connect circle-info Not sure where to locate the required keys or wallet address? Follow the links below: * How do I generate a Coinbase API key? * Where do I find my Ethereum wallet address? * How do I generate a Kraken API key? Once connected, you will see your connected cryptocurrency accounts added to the Accounts page. The balance will automatically sync and display both the source amount and the fiat balance in your primary currency: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcvnfHefmeekxLxz-KezXeaXvCWd_dYFEBBebBF9Am8ooiQQFRX7u0PCsBH6wxisPdnQOayXA1pErGmbuFDASxGOkItPAroMFoc6kKK2WUbaonoAJH1jJpasuVLF44SOSgVtjN8dBcc1QD0La1zmyte41cU%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=26f3f423&sv=2) [hashtag](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-set-up-manually-managed-crypto-assets) How to set up manually-managed crypto assets ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- Setting up cryptocurrency for manual tracking is available for over 300 supported cryptocurrencies, with more being added every week by user demand! circle-info If you don't see your cryptocurrency supported, please [let us knowarrow-up-right](https://my.lunchmoney.app/accounts?show_feedback=cryptocurrency-request) and we'll work on adding it! 🙂 1. Open the [Accountsarrow-up-right](https://my.lunchmoney.app/accounts) page and click on the orange "Add account" button 2. Next, scroll to the bottom section labeled 'Create a manually-managed asset:', choose "Cryptocurrency", and click "Next": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfxqThFGwIG_Dd3aq8jEjrvTS9vlSt29ReKGvf-WLYohkoN0fkTAPng1VWaGk87-upC2C-2EsKorhJk2_lSB8HmbwabRTvUYnGJVClvxrKEOTgxKXVhle5_og4tBDByYFD8utiKuUPgseEXrbN-3LJYnY48%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=ad8c066b&sv=2) 1. Select your cryptocurrency from the dropdown menu, and click "Next": ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdyGwCGHQ3G1mC0IUFzW2brqoOvf10HDf2VzEQBRvfm9LR16mtvNwiLyDcbAG4lw3JodfAJY9uC9aa-i1oy9wgggFuVF5AT3mJ87CFg9cYrxes-bC97tAIB67gSF2XodxhprY3Wl5WXxsTzVedTc5Kgbb3k%3Fkey%3DoQeghgURANzNNR0vDuJ6tg&width=768&dpr=3&quality=100&sign=28c06be8&sv=2) 1. Fill in the account name, institution, and display name, and click "Next": 2. Now you will enter how much of the token you hold. This is the number of tokens you hold and not the fiat balance (we will automatically calculate that for you based on your primary currency). 3. To confirm the creation of this new asset, click on "Save & Close" Once added, you will see your manually-managed cryptocurrency account listed on the Accounts page with the balance displaying both the source amount and the fiat balance in your primary currency. Last updated 19 days ago Was this helpful? * [How to add synced bank accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-synced-bank-accounts) * [How to add manually-managed assets or accounts](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-add-manually-managed-assets-or-accounts) * [How to link a cryptocurrency wallet for automatic syncing](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-link-a-cryptocurrency-wallet-for-automatic-syncing) * [How to set up manually-managed crypto assets](https://support.lunchmoney.app/setup/accounts/adding-accounts#how-to-set-up-manually-managed-crypto-assets) Was this helpful? --- # Transaction Actions | Knowledge Base #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#jump-to) Jump to: * [**Creating transactions**](https://support.lunchmoney.app/finances/transactions/transaction-actions#creating-transactions) * [Manual creation](https://support.lunchmoney.app/finances/transactions/transaction-actions#manual-creation) * [How to create a new transaction](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transaction) * [How to create a new transfer](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transfer) * [How to create a new transaction from a recurring item](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transaction-from-a-recurring-item) * [How to duplicate an existing transaction](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-duplicate-an-existing-transaction) * [Quick Add Feature](https://support.lunchmoney.app/finances/transactions/transaction-actions#quick-add-feature) * [**Updating transactions**](https://support.lunchmoney.app/finances/transactions/transaction-actions#updating-transactions) * [Individual updates](https://support.lunchmoney.app/finances/transactions/transaction-actions#individual-updates) * [Bulk updates](https://support.lunchmoney.app/finances/transactions/transaction-actions#bulk-updates) * [**Deleting transactions**](https://support.lunchmoney.app/finances/transactions/transaction-actions#deleting-transactions) * [How to delete a transaction](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-a-transaction) * [How to delete transactions in bulk](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-transactions-in-bulk) * * * [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#creating-transactions) Creating transactions ------------------------------------------------------------------------------------------------------------------------------------ There are various options for adding transactions within Lunch Money. Transactions can be automatically imported, manually imported, or manually created directly within Lunch Money. For details on automatic bank syncing, [see herearrow-up-right](https://support.lunchmoney.app/importing-transactions/automatic-imports) . For details on CSV importing, [see herearrow-up-right](https://support.lunchmoney.app/importing-transactions/import-via-csv) . For details on our Developer API, [see herearrow-up-right](https://support.lunchmoney.app/importing-transactions/developer-api) . ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#manual-creation) **Manual creation** #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transaction) **How to create a new transaction** Individual transactions can be manually created on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page: 1. Click on the 'Add to cash' button at the top left above the table: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FA8bujaFaEMRAnl7VGBRr%252Fadd_to_cash.png%3Falt%3Dmedia%26token%3Dfdc37b05-810b-4f8a-a944-b2824fbc804e&width=768&dpr=3&quality=100&sign=2e7fa8f9&sv=2) 1. This will create a new entry row in the table for you to fill out. Go through each field to enter as many details as possible, starting with the date. circle-info If you are in the current month’s view, the date will default to today’s date. If you are on a past or future month, the date will default to the last day of the month. You can click 'Back to this month' at the top right of the page to quickly go back to the current period. 1. To save the new transaction, press enter on the keyboard, or click the green "Add" button on the far right side of the row: ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FwYewpwiMmRJyyw5k5spn%252Fnew_transaction_entry.png%3Falt%3Dmedia%26token%3D67e6d186-1081-40c1-a53e-04b2d20f410a&width=768&dpr=3&quality=100&sign=5a862639&sv=2) 1. Once the new transaction is added, the balance of the associated manually-managed or asset will be updated as well. circle-info If you have manually-managed assets set up or synced accounts with the option to "[Allow modifications to transactions](https://support.lunchmoney.app/setup/accounts/managing-accounts#advanced-settings-for-synced-accounts) ", you can also create transactions that will automatically be linked to those accounts. To do so, click the arrow next to "Add to Cash" to open the dropdown, and you will see these assets or accounts listed at the top of the list. **Note**: Manually added transaction associated with synced accounts will not affect the account balance, as that will always sync directly from the connected institution. #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transfer) **How to create a new transfer** A transfer of money between two accounts involves creating an expense from the originating account, and a credit to the destination account. In Lunch Money, these transactions are categorized in a dedicated "Payment, Transfer" category so that they are not counted towards your income and expenses. circle-check We recommend using the default "Payment, Transfer" category for transfers. This is the default category that is applied when using the 'Create transfer' option. To quickly create both the debit and credit transactions of a transfer, you can use the 'Create Transfer' option: 1. Go to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click on the arrow next to the 'Add to cash' button, and then on "Create transfer" near the bottom of the dropdown list: !['Create Transfer' option in the 'Add to cash' dropdown](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FDbRu9Sy6f79YODfui6fJ%252Faddtocash_createtransfer.png%3Falt%3Dmedia%26token%3Dcf4e75d1-d86d-4493-b58d-8994f9b11f8a&width=768&dpr=3&quality=100&sign=45d96368&sv=2) 1. In the panel that opens up on the right side of the page, enter the transfer amount, and the two accounts from and to which the money is moving. Make sure to review the date as well. You can leave the payee name as "Transfer". 2. Click on "Create" circle-check The debit and credit transactions created, will be automatically grouped. They will appear as a single entry in the table, with the sum of zero as they cancel each other out. #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-create-a-new-transaction-from-a-recurring-item) **How to create a new transaction from a recurring item** You can use the 'Create from Recurring' option to quickly create a new transaction linked to an existing [Recurring Item](https://support.lunchmoney.app/finances/recurring-items) . Transactions created using this option will have all the fields automatically filled in based on the Recurring Item, making it a great option for those entering transactions manually. To quickly create a new recurring transaction, you can use the 'Create from Recurring' option: 1. Go to the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page 2. Click on the arrow next to the 'Add to cash' button, and then on "Create from Recurring" near the bottom of the dropdown list: !['Create from Recurring' option in the 'Add to cash' dropdown](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FOvMkAO8Ez03gQ2dQyfnS%252Faddtocash_createfromrecurring.png%3Falt%3Dmedia%26token%3D7a7b9acc-7d94-457c-866e-9c76495fa4bc&width=768&dpr=3&quality=100&sign=63e4a94a&sv=2) 1. In the panel that opens up on the right side of the page, select the relevant Recurring Item, and click on 'Create'. circle-exclamation You will only see Recurring Items occurring in the period that you are viewing. If you are looking for recurring items in the current period, make sure to clear any filters and click on 'Back to this month' to return to the current period. #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-duplicate-an-existing-transaction) How to duplicate an existing transaction Manually adding similar transactions where only one or two fields need changing? You can save time by duplicating an existing transaction, creating a new one with the same details (date, amount, payee, etc.). To create a duplicate of an existing transaction: 1. Go to the [Transactions pagearrow-up-right](https://my.lunchmoney.app/transactions/) (_Finances > Transactions_) 2. Locate an existing transaction and click on the arrow to the far right of the row 3. In the 'Transaction Details' panel, scroll down to the "I want to..." section 4. Click on "Create duplicate transaction" 5. Review the details and adjust as necessary 6. Click on "Create transaction" ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FNSOqTidSLvnt4Lj1SVbN%252Fcreate%2520duplicate%2520transaction.png%3Falt%3Dmedia%26token%3D0e93bc0b-d1e7-4c4c-b2d6-9672975117ac&width=768&dpr=3&quality=100&sign=b2af3fba&sv=2) #### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#quick-add-feature) Quick Add Feature If you are looking to quickly add a large number of transactions manually, there is a hidden feature that allows you to quickly add multiple transactions one after another. You can access it here: [Lunch Money's Quick Add Transaction Pagearrow-up-right](https://my.lunchmoney.app/transactions/new) [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#updating-transactions) Updating transactions ------------------------------------------------------------------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#individual-updates) **Individual updates** Transaction details are updated from the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page by clicking into any of the cells in the table view, or from the '_Transaction Details_' panel, accessed by clicking the arrow to the far-right of the row. Keep in mind that depending on the type of transaction, certain cells may not be available to edit: * Synced transactions cannot have their amount fields updated. * Transactions from accounts that are set to not allow modifications, cannot be revised. * The category and payee cannot be changed for a transaction linked to a recurring item (you’d need to edit the recurring item itself). * Pending transactions cannot be revised, but you can still add Notes. ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2F160037560-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M2W9WT63LQTW7JYT64B%252Fuploads%252FlcUq50zHVHtIPIhAdBit%252FTransactions%2520-%2520Table%2520updating.gif%3Falt%3Dmedia%26token%3Dd36db22d-7527-4ea5-8523-65cbf5b3c1ac&width=768&dpr=3&quality=100&sign=87efc9ee&sv=2) ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#bulk-updates) **Bulk updates** If you would like to update multiple transactions at once (eg. set the same category, tag, account, etc.), you can click on the checkbox to the far-left of the row to add transactions to your selection. circle-info You can use the SHIFT key on the keyboard to quickly select subsequent transactions. On the right-side of the screen, you will find the '_Selected Transactions_' information area, including calculations for average amount and selected total. Click on the "Bulk-Edit" button, then toggle-on any of the fields or properties that you would like to change. To finalize, click on "Save Changes". ![](https://support.lunchmoney.app/~gitbook/image?url=https%3A%2F%2Flh7-us.googleusercontent.com%2FrSVXyHZQV7O1ab1sG6EYcm02nsi-7ITfZDNvgR_9YIp4xbeHhoTPTvsax4PokYCU_UKe-Z-keZNiwHrbpg02-6bQnmkDtwsundz1FVV4TM0p-mGGAuvzlM2fxU4L_jIPqumt_o90IHyVs6Nc5Y1fv1Y&width=768&dpr=3&quality=100&sign=cc71ab01&sv=2) Here’s a list of all available bulk edit actions that can be done: * Set Date * Set Payee * Set Category * Set Note * Set Currency * Set all to uncategorized * Remove all notes * Move to account * Add tags * Link all recurring * Unlink all recurring * Remove all tags * Mark all as reviewed * Mark all as unreviewed [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#deleting-transactions) Deleting transactions ------------------------------------------------------------------------------------------------------------------------------------ ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-a-transaction) **How to delete a transaction** To delete a transaction on the [Transactionsarrow-up-right](https://my.lunchmoney.app/transactions/) page, open the '_Transaction Details_' panel by clicking the arrow to the far-right of the row. In the panel that opens up, scroll all the way down and click on the red "Delete this transaction" button. To confirm, click on "Yes, delete" in the confirmation dialogue. A green confirmation message will appear on the bottom-left corner of the screen, and the transaction will no longer appear in the table. ### [hashtag](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-transactions-in-bulk) **How to delete transactions in bulk** If you would like to delete multiple transactions at once, you can click on the checkbox to the far-left of the row to add transactions to your selection. On the right-side of the screen, you will find '_Selected Transactions_' information, including calculations for average amount and selected total. triangle-exclamation Make sure to carefully review the selected transactions. Once transactions are deleted, they cannot be retrieved. To proceed with deleting, click on the red "Delete" button. To confirm, review the message and click on "Yes, delete" in the confirmation dialogue. A green confirmation message will appear on the bottom-left corner of the screen, and the transactions will no longer appear in the table. Last updated 2 months ago Was this helpful? * [Creating transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#creating-transactions) * [Manual creation](https://support.lunchmoney.app/finances/transactions/transaction-actions#manual-creation) * [Updating transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#updating-transactions) * [Individual updates](https://support.lunchmoney.app/finances/transactions/transaction-actions#individual-updates) * [Bulk updates](https://support.lunchmoney.app/finances/transactions/transaction-actions#bulk-updates) * [Deleting transactions](https://support.lunchmoney.app/finances/transactions/transaction-actions#deleting-transactions) * [How to delete a transaction](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-a-transaction) * [How to delete transactions in bulk](https://support.lunchmoney.app/finances/transactions/transaction-actions#how-to-delete-transactions-in-bulk) Was this helpful? ---