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| title | description | ha_category | ha_iot_class | ha_release | ha_codeowners | ha_domain | ha_config_flow | ha_platforms | ha_integration_type | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SimpleFin | Instructions on the SimpleFIN Integration for personal finance. |
|
Cloud Polling | 2024.8 |
|
simplefin | true |
|
service |
SimpleFIN 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 account will be set up as a device in Home Assistant, and it will contain the following sensors:
| Sensor | Description |
|---|---|
| Age | This sensor shows when the data was retrieved by the SimpleFin API |
| Balance | Account balance |
| Problem | Binary sensor that indicates whether the account sync may have a problem |