Sync Chariot to Home Assistant
BankSync may support connections to Chariot accounts through third-party open banking providers, then route the supported account data shown below to Home Assistant. Set up takes under 10 minutes and requires no code.
How to sync Chariot to Home Assistant
Search for Chariot in BankSync
Sign up for BankSync and, if Chariot is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Home Assistant
Authorise BankSync to write data to your Home Assistant workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Chariot fields supplied by the provider to columns in Home Assistant.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Chariot to Home Assistant
Transactions
Sync available Chariot transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Chariot accounts.
Holdings
Sync supported investment positions, quantities, and market values from Chariot.
Trades
Sync supported investment trade and activity history from Chariot.
Loans
Sync supported loan balances and provider-supplied liability details from Chariot.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.
Custom Field Mappings
Map any Chariot field to any column in Home Assistant — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Chariot with Home Assistant?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Home Assistant in minutes.
Get Started FreeSync Chariot somewhere else
The same Chariot connection can feed any of these destinations.
Other banks that sync to Home Assistant
Institutions in the same market that can also route account data to Home Assistant.
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- Sync Citibank Online to Home Assistant🇺🇸 United States
- Sync Bank of America to Home Assistant🇺🇸 United States
- Sync PayPal to Home Assistant🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Chariot or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.