2024.11.2
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Monarch Money

Monarch Money is a personal finance aggregation and budgeting service that integrates with Plaid, MX, and FinCity, the three major financial backends.

Prerequisites

  • You need a Monarch Money account to use this integration.
  • You need account credentials. This integration supports both username and password login, as well as accounts configured with MFA.

Configuration

To add the Monarch Money integration 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 Monarch Money.

  • Follow the instructions on screen to complete the setup.

Accounts & devices

Each account is set up as a device in Home Assistant and contain the following sensors:

Sensor Description
Balance Account balance
Age This sensor shows when the data was retrieved by Monarch’s back end