2024.11.3
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SimpleFin

SimpleFIN allows users to share read-only financial data. This is a paid service although it is quite affordable ($1.50 a month).

Configuration

To add the SimpleFin service to your Home Assistant instance, use this My button:

Manual configuration steps

If the above My button doesn’t work, you can also perform the following steps manually:

  • Browse to your Home Assistant instance.

  • Go to Settings > Devices & Services.

  • In the bottom right corner, select the Add Integration button.

  • From the list, select SimpleFin.

  • Follow the instructions on screen to complete the setup.

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