Sync Core Bank - Personal to Home Assistant
BankSync may support connections to Core Bank - Personal 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 Core Bank - Personal to Home Assistant
map your columns once
Search for Core Bank - Personal in BankSync
Sign up for BankSync and, if Core Bank - Personal 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 Core Bank - Personal 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 Core Bank - Personal to Home Assistant
Transactions
Sync available Core Bank - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Core Bank - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from Core Bank - Personal.
Trades
Sync supported investment trade and activity history from Core Bank - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from Core Bank - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.
Custom Field Mappings
Map any Core Bank - Personal 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 Core Bank - Personal 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of Core Bank - Personal or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.