Wealthfolio Lunch Money Add-on

Synchronise your Lunch Money cash account balances to Wealthfolio as point-in-time snapshots.

Features

• Account linking — map Lunch Money accounts (manual and Plaid) to existing Wealthfolio accounts, or create new ones automatically
• Balance sync — import current Lunch Money balances into Wealthfolio with one click
• Balance comparison — see at a glance whether your Wealthfolio cash balances match Lunch Money, with visual alerts for discrepancies
• Draft workflow — stage any number of link changes before committing; a confirmation dialog shows exactly what will happen
• Smart cleanup — stale mappings for deleted accounts are removed automatically on load
• Search & filter — filter accounts by name, institution, or status (all / linked / skipped)

Installation

1. Download the latest release zip from the Releases page.
2. In Wealthfolio, open Settings → Add-ons and install the zip.
3. The Lunch Money item will appear in the sidebar.
4. Open Settings (gear icon) and paste your Lunch Money API key.
   • Generate a token at: Lunch Money → Settings → Developers → Request API Access

Permissions requested

Category	Functions	Purpose
accounts	getAll, create	Display and link accounts
snapshots	save	Write balance snapshots
secrets	get, set, delete	Store your API key securely (encrypted)
portfolio	getLatestValuations	Compare Wealthfolio cash balances to Lunch Money
navigation	navigate	Navigate to Wealthfolio account detail pages
logger	error	Log errors to the Wealthfolio logger
ui	sidebar.addItem, router.add, onDisable	Add sidebar nav item and routes; cleanup on disable

Usage

Linking accounts

1. Open the Lunch Money sidebar page — all your Lunch Money accounts are listed.
2. For each account, click the action menu (⇅ icon) and choose:
   • Link to existing account — pick a Wealthfolio holdings account from the dropdown
   • Create new account — a new cash account will be created in Wealthfolio on save
   • Skip — ignore this account
3. When you're happy with your selections, click Save Changes.
4. Review the confirmation dialog (lists every create / link / relink / unlink operation), then confirm.

Syncing balances

Once accounts are linked, click Import Balances on the main page. The addon fetches the current balance for every linked Lunch Money account and saves it as a snapshot in Wealthfolio. The "Last updated" timestamp updates automatically.

Relinking or unlinking

Open the action menu on any linked account and select a different Wealthfolio account (relink) or Unlink. Changes are staged in draft mode and only persisted after you confirm the save dialog. Use Undo to discard unsaved changes.

Local development

# Install dependencies
pnpm install

# Watch mode — rebuilds dist/addon.js on every src/** change
pnpm dev

# Run the Wealthfolio dev server (hot-reload on ports 3001–3003)
pnpm dev:server

# One-off production build
pnpm build

# Lint, type-check, and test with coverage (≥90% thresholds enforced)
pnpm check

# Package a release zip
pnpm bundle

Running tests

pnpm test            # run once
pnpm test:watch      # watch mode
pnpm test:coverage   # with V8 coverage report

Project structure

src/
  addon.tsx          # entry point — exports enable(ctx)
  components/        # shared UI components
  hooks/             # useAccountSync — central data & save flow
  lib/               # pure utilities (lunchmoney, wealthfolio, mapping, …)
  pages/             # MainPage, SettingsPage
  test/              # setup, mockCtx, component stubs
  types/             # TypeScript interfaces

License

MIT