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BankSync

Home Assistant integration

Home Assistant reads the banks you already connected to BankSync over SimpleFIN. Paste one setup token: no second bank login, no separate SimpleFIN subscription.

Connect Home AssistantRead setup guide →
Home Assistant · SimpleFINUpdated 6:00am

Sensors

  • Chase Checking balanceChase$6,158.00
  • Amex Gold balanceAmerican Express-$1,284.16

Connections

  • Chase problemOff, connection healthyOK
  • American Express problemOff, connection healthyOK
One setup token, pasted once. Home Assistant reads balances from Chase and American Express from then on.

One token, pasted once.

  1. 01

    Create access

    Settings › Developers › SimpleFIN. Pick Home Assistant and, if you like, only some accounts.

    AppHome Assistant
    Account☑ Chase Checking
    Account☑ Amex Gold
    Account☐ Chase Savings
  2. 02

    Copy the setup token

    It is shown once, and expires in 7 days if it is never used.

    Setup token

    aHR0cHM6Ly9hcGkuYmFua3N5bmMuaW8vc2ltcGxlZmluL2NsYWltL3N0XzRmOWMy…
    ShownOnce
    UnusedExpires in 7 days
  3. 03

    Paste it into Home Assistant

    The app swaps it for its own credentials and syncs from then on.

    1Settings → Devices & services
    2Add integration → SimpleFIN
    3Paste the setup token

What Home Assistant reads.

Accounts
Each account in the access’s scope, with its name, bank and currency.
Balances
The current and available balance, and when the bank reported it.
Errors
A bank that needs reconnecting in BankSync is reported to the app, so it can show you.
Open Preview on any access to see the exact response the app gets.

Your budgeting app is one stop. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Home Assistant, in short.

Protocol
SimpleFIN. BankSync is the server; the app is the client.
Works with
Actual Budget, Securo, Sure, Home Assistant, Firefly III, beancount importers and your own scripts.
Scope
Every account, or only the ones you pick. Change it later without re-linking.
Control
Rotate issues a new token and stops the old credentials. Revoke ends access for good.
Access
Read-only, authorised on your bank’s own consent screen. BankSync never stores your bank login and cannot move money.
Setup
About 2 minutes. Included on every BankSync plan.
Status
Available today.
Links
View in Home AssistantVisit official website
Connect from
ChaseBank of AmericaWells FargoCapital OneTD BankRegions BankView all banks
Related
Actual BudgetAirtableFirefly IIIGoogle SheetsMicrosoft ExcelMongoDBView all integrations

Questions, answered.

Do I need a SimpleFIN Bridge subscription?

No. BankSync is the SimpleFIN server, and SimpleFIN access is included on every BankSync plan, including Free. Paste the BankSync token where the app asks for a SimpleFIN token.

How do I connect Home Assistant to BankSync?

In BankSync, open Settings, Developers, SimpleFIN and create an access. Copy the setup token, then in Home Assistant: Settings → Devices & services, Add integration → SimpleFIN, Paste the setup token.

Can I limit which accounts Home Assistant sees?

Yes. Choose accounts when you create the access, and change the list later without re-linking. The app sees the new list on its next sync.

What if a setup token leaks?

Rotate the access. That issues a new setup token and immediately stops the credentials the app holds. Revoke ends the access for good. An unused token also expires after 7 days.

How often does Home Assistant update balances?

Home Assistant polls every four hours. Each account becomes a balance sensor, and a per-connection problem sensor turns on when a bank needs reconnecting in BankSync.

Your banks in Home Assistant.

Get Started Free →View pricing →

BankSync is not affiliated with, endorsed by, or an official partner of Home Assistant. Home Assistant trademarks belong to their respective owners.