Lunch Money

Delete a single transaction. Fails for split/group transactions and their parents — unsplit/ungroup first. Irreversible.

Delete a transaction file attachment. Irreversible.

Delete (ungroup) a transaction group. The original child transactions remain and revert to normal ungrouped transactions.

Bulk-delete transactions by ID (1-500). Fails if any ID is a split or group parent, or part of a split/group; unsplit or ungroup those first. Irreversible.

Get monthly balance history for a single account. Call get_all_manual_accounts, get_all_plaid_accounts, or get_all_manual_crypto first to discover ids. For synced crypto holdings use get_crypto_synced_balance_history instead.

Get a list of all categories associated with the user's account. Returns categories in alphabetical order.

Get a list of all manually-managed accounts associated with the user. (Formerly known as `assets` in the v1 API.)

Get all manually-managed crypto balances associated with the user.

Get a list of all Plaid (synced) accounts associated with the user.

Get all synced crypto accounts (Coinbase, Kraken, Ethereum wallets) and their nested per-symbol balances. Synced accounts are connected in the Lunch Money web app and cannot be created or edited through the API.

Get a list of all tags associated with the user's account.

Get monthly account balance history across all accounts — the data behind the Net Worth views in the LunchMoney app. History is monthly. With no month range, returns all available history plus an ephemeral `current` entry for the current month, which is calculated on demand and may change between requests. Only months with data are included.

Get budget period and display settings for the account (granularity, period length, anchor date, hide-no-activity preference, income option, rollover-left-to-budget setting).

Get a summary of the user's budget for a specified date range. Returns per-category totals (other_activity, recurring_activity, budgeted, available, recurring_remaining, recurring_expected). Set include_occurrences=true for a per-period breakdown matching the account's budget periodicity. (Backed by the v2 GET /summary endpoint.)

Get monthly balance history for a synced crypto holding, identified by its account id and ticker symbol. Synced crypto is scoped per symbol, so it is not available through get_account_balance_history.

Retrieve a list of recurring items expected for a specified date range. The `matches` object on each item is populated based on the requested range.

Get details on a single category or category group, including the list of children categories for category groups.

Get details of a single manual account by ID.

Get a single manually-managed crypto balance by ID. Call get_all_manual_crypto first to discover ids.

Get details of a single Plaid (synced) account by ID.

Retrieve a single recurring item by ID. Optional date range populates the `matches` object.

Get a single synced crypto account and all its nested balances by ID.

Get details of a single tag by ID.

Get details of a specific transaction. The response always includes plaid_metadata, custom_metadata, files, and (for split or group parents) the children array — none of which are returned by default in get_transactions.

Get the list of cryptocurrencies supported for manual tracking. The `symbol` of an entry here is what must be passed to create_manual_crypto.

Get a single balance held inside a synced crypto account, looked up by its cryptocurrency symbol.

Get a short-lived signed download URL for a transaction file attachment. The response includes the URL and an `expires_at` timestamp.

Retrieve transactions, optionally filtered by date range, account, category, tag, recurring item, status, and more. Returns at most `limit` transactions (default 1000, max 2000); `has_more` is set on the response when more match the filters. Pending and split-parent / group-child transactions are excluded by default.

Get details on the current user

Trigger a balance refresh for a synced crypto account and return the refreshed account. Reaches out to the external crypto provider.

Remove the budget for a specific category and period. The request is idempotent — succeeds even if no budget exists for the period.

Split an existing transaction into 2-500 child transactions. The sum of child amounts must equal the parent's amount. After splitting, the parent is hidden from get_transactions and accessible via get_single_transaction (returns the parent with `children`).

Trigger a fetch of latest data from Plaid. Optionally scope the fetch to a date range and/or a specific Plaid account ID. Note: Plaid enforces a minimum 60-second delay between fetch requests; fetching may take up to 5 minutes.

Unsplit a previously split transaction by deleting its children and restoring the parent. Pass the parent (split_parent_id) — not a child — as the path id.

Update properties for an existing category or category group. For category groups, supplying children replaces the group's full child list. Cannot be used to convert between category and category group.

Update the display details shown for a deleted account in the Net Worth views. Applies to all historical entries for that deleted source. At least one field must be provided; pass null to clear a field.

Update an existing manually-managed account. (Formerly `update_asset`.)

Update a manually-managed crypto balance. At least one of name, display_name, institution_name, or balance must be supplied. The symbol of an existing balance cannot be changed.

Update properties for an existing tag.

Update an existing transaction. Provide any subset of writable fields directly (the v2 API no longer wraps the body in a `transaction` envelope). Cannot modify split or grouped transactions; use the corresponding split/group tools instead.

Update multiple transactions in a single call (1-500). Each entry must include `id` plus at least one writable field. Cannot be used to modify split or grouped transactions.

Create or update monthly balance history entries for a single account. Every month must be a past calendar month — the current month is calculated on demand and cannot be written. The request is all-or-nothing: if any entry fails validation, none are applied. The response contains only the entries submitted, not the account's full history.

Create or update a budget for a category and budget period. The start_date must be a valid budget period start for the account (see get_budget_settings).

Create or update monthly balance history entries for a synced crypto holding. Every month must be a past calendar month. If an entry sets `symbol`, it must match the symbol argument. The request is all-or-nothing.