Mobile Message™ Integration with Lunch Money

Lunch Money SMS Integration

Yes - Mobile Message does integrate with Lunch Money!

A new unreviewed transaction appears in Lunch Money while you are managing household budgets and accounts. If it is not noticed, categorising or checking it can wait until much later. A Zap can use Poll for Unreviewed Transactions to trigger a Mobile Message action through Zapier, turning that finance event into a prompt SMS reminder or contact action.

Send SMS can remind you to review the transaction, while Create Contact can record a person’s details if the transaction data and your process provide suitable contact information. The message can include the transaction information available to the Zap, such as the relevant account or review status. You decide how often the workflow runs and which number receives the message.

This connection is suited to a simple personal reminder rather than a full financial data transfer. Lunch Money remains the place where transactions, tags and accounts are managed. Mobile Message simply performs the selected action after the Lunch Money trigger fires. The result can help reduce forgotten reviews without implying that changes made in either service are automatically reflected in the other.

Categories:

Accounting

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Please view Zapier's pricing page for further information.

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

Connect Lunch Money and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Lunch Money finds unreviewed transactions Lunch Money · Poll for Unreviewed Transactions

Then Text you to review recent spending Mobile Message · Send SMS

Use this Zap

When Lunch Money finds a review item Lunch Money · Poll for Unreviewed Transactions

Then Create the mapped contact in Mobile Message Mobile Message · Create Contact

Use this Zap

Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Lunch Money supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 1

Poll for Unreviewed Transactions — Triggers when unreviewed transactions are found.

Actions 27

Create a Manual Account — Creates a new manually-managed account
Create a New Category or Category Group — Creates a new category with the given name. If the `is_group` attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.
Create a New Tag — Creates a new tag with the given name
Create a New Transaction — Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.
Delete a Category or Category Group — Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.
Delete a Manual Account — Deletes a manually-managed account.
Delete a Tag — Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.
Delete a Transaction — Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

Show all 27 actions

Get a Single Account That Is Synced via Plaid — Retrieves the details of the Plaid account with the specified ID.
Get a Single Category — Retrieve details of a specific category or category group by its ID
Get a Single Manual Account — Retrieves the details of the manually-managed account with the specified ID.
Get a Single Recurring Item — Retrieves the details of the recurring transaction with the specified ID.
Get a Single Tag — Retrieves the details of the tag with the specified ID.
Get a Single Transaction — Retrieves the details of the transaction with the specified ID.
Get All Accounts Synced via Plaid — Retrieve a list of all synced accounts associated with the user's account.
Get All Categories — Retrieve a list of all categories associated with the user's account
Get All Manual Accounts — Retrieve a list of all manually-managed accounts associated with the user's account.
Get All Recurring Items — Get info about the recurring items for a specified time frame
Get All Tags — Retrieve a list of all tags associated with the user's account.
Get All Transactions — Retrieve a list of all transactions associated with a user's account. <br>If called with no parameters, this endpoint will return the most recent transactions up to `limit` number of transactions.
Get Current User — Get details about the user associated with the supplied authorization token.
Get Summary — Returns a summary of the budget activity for the specified date range
Trigger Fetch From Plaid — Triggers a fetch for the latest data from all synced Plaid accounts. This will queue a background job to fetch the data. Please use sparingly! Will fail if called more than once every minute.
Update an Existing Category or Category Group — Updates the properties of an existing category or category group. You may only update the child categories for a category group.
Update an Existing Manual Account — Updates the properties of an existing manually-managed account.
Update an Existing Tag — Updates the properties of an existing tag.
Update an Existing Transaction — Updates the properties of an existing transaction. Will fail if the transaction is grouped or split, or if it belongs to a Plaid account that is not configured to allow transaction modifications.

Everything Your Integration Needs

Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Lunch Money + SMS: common questions

Can Lunch Money text me about unreviewed transactions?

Yes. Poll for Unreviewed Transactions can trigger Mobile Message Send SMS through Zapier. The message can remind you to review the transaction information returned by Lunch Money.

Can Lunch Money create a Mobile Message contact?

Yes, where the trigger supplies suitable contact details. Pair Poll for Unreviewed Transactions with Create Contact and map the available fields to the Mobile Message contact record.

What is needed to connect Lunch Money and Mobile Message?

Set up the workflow in Zapier without code using both accounts. Select Poll for Unreviewed Transactions in Lunch Money, connect Mobile Message and configure the action and recipient details.

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