From 76a2208af04a3f4de845401981532acf62f5e641 Mon Sep 17 00:00:00 2001 From: Jeef Date: Wed, 10 Jul 2024 16:42:16 -0600 Subject: [PATCH] SimpleFIN Integration Docs (#30933) Co-authored-by: Franck Nijhof --- source/_integrations/simplefin.markdown | 31 +++++++++++++++++++++++++ 1 file changed, 31 insertions(+) create mode 100644 source/_integrations/simplefin.markdown diff --git a/source/_integrations/simplefin.markdown b/source/_integrations/simplefin.markdown new file mode 100644 index 00000000000..de88c0a8767 --- /dev/null +++ b/source/_integrations/simplefin.markdown @@ -0,0 +1,31 @@ +--- +title: Simplefin +description: Instructions on the SimpleFIN Integration for personal finance. +ha_category: + - Sensor +ha_iot_class: Cloud Polling +ha_release: 2024.8 +ha_codeowners: + - '@jeeftor' + - '@scottg489' +ha_domain: simplefin +ha_config_flow: true +ha_platforms: + - sensor +ha_dhcp: false +ha_integration_type: integration +--- + +[SimpleFIN](http://simplefin.org) allows users to share read-only financial data. This is a paid service although it is quite affordable ($1.50 a month). + +{% include integrations/config_flow.md %} + + + +## Setup Guide + +Within the SimpleFIN Interface, you can create a **Claim Token**, a one-time token that can be exchanged for an **Access URL**. You can enter either a **Claim Token** or an **Access URL** as a configuration element for this integration. + +### Accounts & Devices + +Each financial institution you setup will configured as a **Device** within Home Assistant. And any associated accounts will be linked to these devices.