Monarch for Home Assistant

Integration for Monarch in Home Assistant

Monarch is modern way to manage your money and lets you track all of your account balances, transactions, and investments in one place.

Home Assistant is an open source home automation package that puts local control and privacy first. This integration leverages Monarch's API to collect the accounts' data in Home Assistant.

Installation

HACS Install

• Use HACS and add ha-monarchmoney as a custom repo.
• Go to HACS (Community). Select Integrations and click the + to add a new integration repository. Search for Monarch to find this repository, select it and install.
• Restart Home Assistant after installation.

Manual Install

• Copy the monarchmoney folder inside custom_components to your Home Assistant's custom_components folder.
• Restart Home Assistant after installation.

Setup

After restarting go to Configuration, Integrations, click the + to add a new integration and find the Monarch integration to set up.

Log in with your Monarch account.

The integration will detect all accounts added to your Monarch account. You can override the name and entity ID in Home Assistant's entity settings.

Credits

• monarchmoney from hammem

ToDo List

• Better exception handling
• config flow handler for options (timeout, scan interval, monitored categories)
• Maybe brokerage transactions
• Maybe investment holdings