Documentation

How to use LumaLedger.

One task per guide, written against the app as it is today. Pick the part of the app you are working in.

For developers

The LumaLedger API and MCP server

Drive your ledger from a script or an AI agent: the quickstart, the conventions, connecting Claude over MCP, and a reference for every operation you can try with your own token.

Developer docs

Accounts and banks

Connected and manual accounts: which to use, and how to add each

How to connect a bank so it syncs by itself, how to add a bank or card by hand when it can't be connected, and how to file transfers between the two.

8 min read · Oct 23, 2026

Transactions

Categorize a transaction, and move several at once

Change the category of one transaction, move a whole selection to a category in one go, and file every charge from a merchant the same way from now on.

6 min read · Oct 16, 2026

Rules: file future transactions automatically

Write an automation that files, renames, tags or ignores transactions that match your filters, check what it catches, and apply it to your history.

7 min read · Oct 21, 2026

Budgets and planning

Set a budget for a month

Set a monthly or annual budget for a category, let unspent money roll over, give one month its own amount, and fill every budget in one go.

7 min read · Oct 23, 2026