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