Lunch Money V2 icon

Lunch Money V2

Interact with the Lunch Money v2 API — transactions, budgets, categories, accounts and more

Manual Accounts → Create Manual Account

AI-generated

Summary

Create a new manually managed account in Lunch Money by specifying its required properties including name, type, and current balance, with optional fields to provide additional account details.

Inputs

  • Name (required) — Name of the account (1–45 characters)
  • Type (required) — Type of the account, chosen from predefined options such as Cash, Credit, Cryptocurrency, Loan, Investment, etc.
  • Balance (required) — Current balance of the account, e.g., "1234.56"
  • Institution Name — Name of the financial institution (1–50 characters)
  • Display Name — Display name for the account
  • Subtype — Subtype of the account (e.g., checking, savings, retirement)
  • Balance As Of — Date/time the balance was last updated in ISO 8601 format
  • Currency — ISO 4217 currency code (e.g., 'usd'); defaults to account primary currency if omitted
  • Status — Status of the account; options include Not Set, Active, or Closed (default is Active)
  • Closed On — Date the account was closed (ISO 8601 format)
  • External ID — User's own external reference ID (max 75 characters)
  • Custom Metadata — Any JSON object with additional metadata
  • Exclude From Transactions — Boolean indicating whether to exclude this account from transactions view

Output shape

a single object representing the newly created manual account

The response includes all created account details. Inputs are sent as a JSON body in a POST request to the '/manual_accounts' endpoint of the Lunch Money API.

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