For AI agents: the complete documentation index is available at /llms.txt, the full documentation bundle is available at /llms-full.txt, and this page is available as Markdown at /home-assistant/integrations/monarch_money.md.

    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.
    配置

    此集成可通过 UI 配置。前往 设置 > 设备与服务 添加。

    Accounts & devices

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

    SensorDescription
    BalanceAccount balance
    AgeThis sensor shows when the data was retrieved by Monarch's back end