Sync Guideline to Home Assistant
BankSync may support connections to Guideline 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 Guideline to Home Assistant
Search for Guideline in BankSync
Sign up for BankSync and, if Guideline 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 Guideline 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 Guideline to Home Assistant
Transactions
Sync available Guideline transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Guideline accounts.
Holdings
Sync supported investment positions, quantities, and market values from Guideline.
Trades
Sync supported investment trade and activity history from Guideline.
Loans
Sync supported loan balances and provider-supplied liability details from Guideline.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.
Custom Field Mappings
Map any Guideline 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 Guideline 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 Guideline somewhere else
The same Guideline connection can feed any of these destinations.
- Sync Guideline to Actual Budget
- Sync Guideline to Airtable
- Sync Guideline to Firefly III
- Sync Guideline to Google Sheets
- Sync Guideline to Microsoft Excel
- Sync Guideline to MongoDB
- Sync Guideline to MySQL
- Sync Guideline to Notion
- Sync Guideline to PostgreSQL
- Sync Guideline to Securo
- Sync Guideline to SimpleFIN
- Sync Guideline 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 Guideline or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.