Zerodha
Lunch Money logo
Beam

Connect Zerodha to Lunch Money

Automatically sync your portfolio balances and trades to your Lunch Money accounts.

Secure read-only connectionSimple per-connection pricing

Features

From

Zerodha

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

To

Lunch Money

  • Keep your budget up to date with automatic bank sync
  • Map any transaction field to Lunch Money-specific fields
  • Transform transactions with transfer link rules
  • Enrich transactions with clean merchant names, logos, and more (Pro)

Setup

How it works

Step 01

Connect securely

Log in through Zerodha's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Zerodha accounts you want to sync.

Step 03

Link to Lunch Money

Point those accounts at your Lunch Money accounts.

Step 04

Sync automatically

Balances, holdings, and trades flow from Zerodha to Lunch Money from that point on.

FAQ

Frequently asked questions

How often does Zerodha sync to Lunch Money?
Synci polls Zerodha for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Lunch Money within seconds.
What gets synced from Zerodha to Lunch Money?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Zerodha accounts sync, and rules can transform data before it reaches Lunch Money.
Is my Zerodha login shared with Synci?
No. Synci connects to Zerodha through a secure data provider, which means authentication happens on Zerodha's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Zerodha?
Synci currently connects to Zerodha through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Zerodha.