Sync Crew Finance to Home Assistant
BankSync may support connections to Crew Finance 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 Crew Finance to Home Assistant


map your columns once
Search for Crew Finance in BankSync
Sign up for BankSync and, if Crew Finance 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 Crew Finance 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 Crew Finance to Home Assistant
Transactions
Sync available Crew Finance transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Crew Finance accounts.
Holdings
Sync supported investment positions, quantities, and market values from Crew Finance.
Trades
Sync supported investment trade and activity history from Crew Finance.
Loans
Sync supported loan balances and provider-supplied liability details from Crew Finance.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.
Custom Field Mappings
Map any Crew Finance 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 Crew Finance with Home Assistant?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Home Assistant in minutes.
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Sync Crew Finance somewhere else
The same Crew Finance connection can feed any of these destinations.
- Sync Crew Finance to Actual Budget
- Sync Crew Finance to Airtable
- Sync Crew Finance to Firefly III
- Sync Crew Finance to Google Sheets
- Sync Crew Finance to Microsoft Excel
- Sync Crew Finance to MongoDB
- Sync Crew Finance to MySQL
- Sync Crew Finance to Notion
- Sync Crew Finance to PostgreSQL
- Sync Crew Finance to Securo
- Sync Crew Finance to SimpleFIN
- Sync Crew Finance to Sure
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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BankSync is not affiliated with, endorsed by, or an official partner of Crew Finance or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.