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Sync SWBC Mortgage to Home Assistant

BankSync may support connections to SWBC Mortgage 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.

United StatesBank SyncAvailable

How to sync SWBC Mortgage to Home Assistant

Mapping SWBC Mortgage fields into Home Assistant
map your columns once
1

Search for SWBC Mortgage in BankSync

Sign up for BankSync and, if SWBC Mortgage is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported SWBC Mortgage fields supplied by the provider to columns in Home Assistant.

4

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 SWBC Mortgage to Home Assistant

Transactions

Sync available SWBC Mortgage transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported SWBC Mortgage accounts.

Holdings

Sync supported investment positions, quantities, and market values from SWBC Mortgage.

Trades

Sync supported investment trade and activity history from SWBC Mortgage.

Loans

Sync supported loan balances and provider-supplied liability details from SWBC Mortgage.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Home Assistant.

Custom Field Mappings

Map any SWBC Mortgage 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 SWBC Mortgage 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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BankSync is not affiliated with, endorsed by, or an official partner of SWBC Mortgage or Home Assistant. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.