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