SimpleFIN integration for Home Assistant.
- Entites for balances for each of your accounts
- Entities for more fine-grained investment holdings
- Transaction data?
First add this repository as a custom repository.
Before setting up this integration, you need to get credentials by creating a SimpleFIN account. Connect your financial institutions to the platform, create a new "app", and record your setup token as this will need to be provided to the HA integration.
Run the following to set up your development environment
python3 -m venv venv
source venv/bin/activate
pip3 install -r requirements_test.txt
To run Home Assistant with this integration loaded:
hass -c config
To run unit tests with coverage:
pytest tests --cov=custom_components.simplefin --cov-report term-missing
Create a new GitHub release. The release workflow takes care of the rest. When finished, it will be available to download via HACS.