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home-assistant.io/source/_integrations/simplefin.markdown
Jeef 3de3df351e
Simplefin Doc Update (#33966) 
* clean up existing code for next release

* Update source/_integrations/simplefin.markdown

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title, description, ha_category, ha_iot_class, ha_release, ha_codeowners, ha_domain, ha_config_flow, ha_platforms, ha_dhcp, ha_integration_type
title description ha_category ha_iot_class ha_release ha_codeowners ha_domain ha_config_flow ha_platforms ha_dhcp ha_integration_type
Simplefin Instructions on the SimpleFIN Integration for personal finance.
Sensor
Cloud Polling 2024.8
@jeeftor
@scottg489
simplefin true
sensor
false integration

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:

  • balance