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