Sync Evolve HR to Home Assistant
BankSync may support connections to Evolve HR 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 Evolve HR to Home Assistant
Search for Evolve HR in BankSync
Sign up for BankSync and, if Evolve HR 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 Evolve HR 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 Evolve HR to Home Assistant
Transactions
Sync available Evolve HR transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Evolve HR accounts.
Holdings
Sync supported investment positions, quantities, and market values from Evolve HR.
Trades
Sync supported investment trade and activity history from Evolve HR.
Loans
Sync supported loan balances and provider-supplied liability details from Evolve HR.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.
Custom Field Mappings
Map any Evolve HR 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 Evolve HR 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 Evolve HR somewhere else
The same Evolve HR connection can feed any of these destinations.
- Sync Evolve HR to Actual Budget
- Sync Evolve HR to Airtable
- Sync Evolve HR to Firefly III
- Sync Evolve HR to Google Sheets
- Sync Evolve HR to Microsoft Excel
- Sync Evolve HR to MongoDB
- Sync Evolve HR to MySQL
- Sync Evolve HR to Notion
- Sync Evolve HR to PostgreSQL
- Sync Evolve HR to Securo
- Sync Evolve HR to SimpleFIN
- Sync Evolve HR to Sure
Other banks that sync to Home Assistant
Institutions in the same market that can also route account data to Home Assistant.
- Sync Chase to Home Assistant🇺🇸 United States
- Sync American Express to Home Assistant🇺🇸 United States
- Sync Capital One to Home Assistant🇺🇸 United States
- Sync Wells Fargo to Home Assistant🇺🇸 United States
- Sync Citibank Online to Home Assistant🇺🇸 United States
- Sync Fidelity to Home Assistant🇺🇸 United States
- Sync Bank of America to Home Assistant🇺🇸 United States
- Sync Charles Schwab to Home Assistant🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Evolve HR or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.