Crypto Accounts

Cryptocurrency holdings tracked in Lunch Money are automatically included in your Projected Cash Flow net worth, account list, and projections.

Overview

Crypto account support enables you to:

See crypto holdings included in your total Net Worth automatically
View your crypto accounts in their own dedicated section of the dashboard sidebar
Include crypto accounts in your cash flow projection alongside your other accounts

How It Works

Automatic detection

Projected Cash Flow reads every crypto account associated with your Lunch Money account — whether it's tracked manually or synced automatically through a connected exchange or wallet — and includes it the same way it includes your bank and manual accounts.

The Crypto sidebar section

Crypto holdings appear in their own Crypto group in the account sidebar, separate from your bank accounts and manual assets, so you can tell at a glance which balances come from crypto.

Net Worth and projections

Crypto balances are converted to your primary currency (the same to_base conversion used for all your other accounts) and added into your Net Worth total. If you select a crypto account as part of your projection, its balance is included in the combined total shown on your chart.

Setting Up

There's nothing to configure in Projected Cash Flow itself:

Make sure your crypto holding is tracked in Lunch Money, either by connecting an exchange/wallet or adding a manual crypto asset
Open (or refresh) your Projected Cash Flow dashboard
Your crypto account will appear automatically under the new Crypto section in the sidebar

Adding a new crypto holding

Lunch Money's API doesn't currently support creating a brand-new manual crypto asset from a third-party app. To add one:

Log in to Lunch Money
Add a manual crypto asset (or connect a synced source) there
It will show up in Projected Cash Flow automatically the next time your accounts refresh — no separate step needed here

Use Cases

Tracking total net worth including crypto

If crypto is part of your overall portfolio, your Net Worth now reflects that without any manual addition or side calculation.

Combining crypto with other accounts in a projection

Select your crypto holding alongside your checking and savings accounts to see a combined balance projection that includes all three.

Troubleshooting

My crypto account isn't showing up

Confirm the holding is actually visible in Lunch Money itself first
Refresh your Projected Cash Flow dashboard — account data is synced from Lunch Money each time your accounts load
Check that the account isn't hidden under Account Preferences in Settings

My crypto balance looks slightly different from what I expect

Balances are converted to your primary currency using Lunch Money's own conversion (to_base). If your primary currency differs from the crypto's native denomination, small differences from live market rates can appear depending on when Lunch Money last updated its conversion.

Frequently Asked Questions

Do I need a specific Lunch Money plan for crypto tracking?

Crypto tracking availability depends on your Lunch Money plan. If Lunch Money doesn't return any crypto accounts for your API key, Projected Cash Flow simply won't show a Crypto section — everything else continues to work normally.

Can I edit or update my crypto balance from Projected Cash Flow?

No. Projected Cash Flow only reads your crypto accounts from Lunch Money; balance updates need to happen in Lunch Money itself.

Does this work for both manually-tracked and synced crypto accounts?

Yes, both are included the same way.

Get Started

If you already track crypto in Lunch Money, open your dashboard now — you should see it under the new Crypto section right away.

Need help? Contact our support team if your crypto accounts aren't appearing as expected.

🗄️Crypto Accounts