# Docs

- Guides

  - **Get Started**
  - [Welcome to Lunch Flow](/docs/guides/get-started/welcome): Lunch Flow connects your bank accounts to your favourite budgeting apps, spreadsheets, and developer tools - automatically.
  - [QuickStart Guide](/docs/guides/get-started/quickstart): Get Lunch Flow set up and syncing your bank transactions in under 5 minutes.

  - **Connections**
  - [Bank Coverage & Regional Support](/docs/guides/connections/bank-coverage): Lunch Flow connects to 20,000+ financial institutions across the globe through regulated open banking providers.
  - Regions
    - [UK & EU](/docs/guides/connections/regions/uk-eu): Connect to 2,500+ banks and investment platforms across Europe and the UK via GoCardless and SnapTrade.
    - [US & Canada](/docs/guides/connections/regions/us-canada): Connect to 12,000+ banks in the US and Canada via MX, Finicity, and Snaptrade.
    - [Pacific Asia](/docs/guides/connections/regions/pacific-asia): Connect to banks and brokerages across Asia Pacific via Finverse and Snaptrade.
    - [New Zealand](/docs/guides/connections/regions/new-zealand): Connect to New Zealand banks via Akahu and Snaptrade.
    - [Brazil](/docs/guides/connections/regions/brazil): Connect Brazilian bank accounts to Lunch Flow via Pluggy or SnapTrade.
    - [Australia](/docs/guides/connections/regions/australia): Australian banks are not currently supported, but you can connect Australian brokerages via SnapTrade.
    - [India](/docs/guides/connections/regions/india): Indian banks are not currently supported, but Indian investment platforms are available via SnapTrade.
    - [Switzerland](/docs/guides/connections/regions/switzerland): Swiss banks are not currently supported due to the closed nature of Switzerland's open banking ecosystem.
  - [Adding New Banks & Regions](/docs/guides/connections/adding-new-banks): Learn how new banks and regions get added to Lunch Flow and how to request support for your institution.

  - **Managing Your Data**
  - Configuration
    - [Account Name](/docs/guides/configuration/account-name): How Lunch Flow names your bank accounts and how to change them.
    - [Merchant & Description](/docs/guides/configuration/merchant-and-description): Configure how Lunch Flow formats transaction descriptions and merchant names from your bank data.
    - [Balance](/docs/guides/configuration/balance): Configure which balance type Lunch Flow syncs to your destinations.
    - [Transaction Amounts](/docs/guides/configuration/transaction-amounts): Fix incorrect currencies or inverted transaction signs before syncing.
    - [Manual Sync](/docs/guides/configuration/manual-sync): Pause automatic syncing and control when Lunch Flow connects to your bank.
  - Troubleshooting
    - [Missing Transactions](/docs/guides/troubleshooting/missing-transactions): Troubleshoot why transactions visible in your bank app aren't appearing in your Lunch Flow destination.
    - [Pending Transactions](/docs/guides/troubleshooting/pending-transactions): Why syncing pending transactions can create duplicates, and why it stays off by default.
    - [Renewing Connections](/docs/guides/troubleshooting/renewing-connections): How to renew expired or problematic bank connections in Lunch Flow while preserving your existing settings.

  - **Destinations**
  - [Destinations overview](/docs/guides/destinations/overview): Send your bank transactions to budgeting apps, spreadsheets, developer tools, and more.
  - [Sync transactions and balances to Lunch Money](/docs/guides/destinations/lunch-money): Sync your bank transactions and balances to Lunch Money automatically.
  - [YNAB](/docs/guides/destinations/ynab): Sync your bank transactions to YNAB (You Need A Budget) automatically.
  - [Actual Budget](/docs/guides/destinations/actual-budget): Sync your bank transactions to Actual Budget through its built-in SimpleFIN bank sync.
  - [SimpleFIN Bridge](/docs/guides/destinations/simplefin-bridge): Expose your Lunch Flow accounts via the SimpleFIN protocol for use with Actual Budget and other compatible apps.
  - [Sure](/docs/guides/destinations/sure): Connect Lunch Flow to your self-hosted Sure instance for automatic transaction syncing.
  - [Firefly III](/docs/guides/destinations/firefly-iii): Automatically import your bank transactions into Firefly III via Lunch Flow.
  - [Google Sheets](/docs/guides/destinations/google-sheets): Automatically sync your bank transactions to Google Sheets for custom reporting and financial tracking.
  - [Model Context Protocol (MCP)](/docs/guides/destinations/mcp): Query your bank accounts and transactions using natural language in Claude and other AI assistants.
  - [API](/docs/guides/destinations/api): Build custom integrations and applications using your bank transaction data via the Lunch Flow REST API.
  - [CSV / OFX Files](/docs/guides/destinations/csv-ofx): Download your bank transactions as CSV or OFX files to import into any software.

  - **Account**
  - [Pricing](/docs/guides/account/pricing): Lunch Flow uses connection-based pricing with monthly and annual billing options.
  - [Refund Policy](/docs/guides/account/refund-policy): Lunch Flow offers a full refund for any payment made in the last 14 days.
  - [Cancellation Policy](/docs/guides/account/cancellation-policy): How to cancel your Lunch Flow subscription and what happens to your data.
  - [Security & Privacy](/docs/guides/account/security-privacy): How Lunch Flow keeps your financial data safe - read-only access, AES-256 encryption, and industry-standard open banking protocols.
- API Reference

  - **Introduction**
  - [What is Lunch Flow?](/docs/api/what-is-lunch-flow): A unified financial data layer connecting thousands of banks worldwide

  - **Personal API**
  - [Personal API overview](/docs/api/personal-api-overview): Complete reference for the Lunch Flow Personal REST API
  - API Reference
    - [List accounts](/docs/api/personal-api/listAccounts): Returns a list of all connected bank accounts for the authenticated user
    - [Get account transactions](/docs/api/personal-api/getAccountTransactions): Returns transactions for the specified account. Use include_pending=true to include pending (unposted) transactions. Use from/to to filter by date range.
    - [Get account balance](/docs/api/personal-api/getAccountBalance): Returns the balance for the specified account
    - [Get account holdings](/docs/api/personal-api/getAccountHoldings): Returns investment holdings for the specified brokerage account. Only available for accounts from providers that support holdings (SnapTrade, MX, Finicity, Pluggy).

  - **Platform API**
  - [Platform API overview](/docs/api/platform-api-overview): Build financial apps on top of Lunch Flow
  - API Reference

    - **Users**
    - [Register a user](/docs/api/platform-api/registerUser): Creates or retrieves a platform user for this app. Returns a user_id, access_token, and refresh_token. Use the access_token as a Bearer token for data endpoints.
    - [Update a user](/docs/api/platform-api/updateUser): Updates a user's connection limits.
    - [Delete a user](/docs/api/platform-api/deleteUser): Removes a user from this app and revokes their tokens. Does not delete the underlying Supabase auth user.

    - **OAuth**
    - [Start authorization flow](/docs/api/platform-api/oauthAuthorize): Redirects the user to the Lunch Flow login page. After sign-in and bank connection, the user is redirected to your redirect_uri with a `code` parameter.
    - [Exchange code or refresh token](/docs/api/platform-api/oauthToken): Exchange an authorization code for tokens, or refresh an expired access token.

    - **Accounts**
    - [List user's accounts](/docs/api/platform-api/platformListAccounts): Returns all connected bank accounts for the authenticated platform user
    - [Get user's account transactions](/docs/api/platform-api/platformGetTransactions): Returns transactions for the specified account. Use include_pending=true to include pending transactions.
    - [Get user's account balance](/docs/api/platform-api/platformGetBalance): Returns the balance for the specified account
    - [Get user's account holdings](/docs/api/platform-api/platformGetHoldings): Returns investment holdings for the specified brokerage account. Only available for providers that support holdings (SnapTrade, MX, Finicity, Pluggy).

    - **Connections**
    - [Delete a connection](/docs/api/platform-api/platformDeleteConnection): Deletes a bank connection and all its accounts for the authenticated user. Only available for app-pays apps.