diff --git a/source/_integrations/monzo.markdown b/source/_integrations/monzo.markdown new file mode 100644 index 000000000000..d41c16179199 --- /dev/null +++ b/source/_integrations/monzo.markdown @@ -0,0 +1,56 @@ +--- +title: Monzo +description: Instructions on how to integrate Monzo integration into Home Assistant. +ha_category: + - Sensor +ha_release: 2024.6 +ha_iot_class: Cloud Polling +ha_codeowners: + - '@JakeMartin-ICL' +ha_config_flow: true +ha_domain: monzo +ha_homekit: true +ha_platforms: + - sensor +--- + +The **Monzo** {% term integration %} allows you to connect your Monzo bank accounts to Home Assistant. + + +## Prerequisites and approval + +1. Before adding the Monzo integration, you'll need to create a [Monzo developer account](https://developers.monzo.com/). +2. From here, you need to create a new OAuth client for Home Assistant to use by going to **Clients** > **New OAuth Client**. +3. Then, fill in the form as follows, making sure to **copy the URL shown** - don't replace it with your own URL: + - Name: Home Assistant + - Logo URL: This can be left blank + - Redirect URLs: + - Description: For example: Used by the Monzo Home Assistant Integration + - Confidentiality: Confidential + +4. Once submitted, you can proceed with adding the integration. + - Go to {% my integrations title="**Settings** > **Devices & services**" %}, and add the **Monzo** integration. + - Fill in the OAuth details for the client you've created in the Monzo developer portal. + - **Important** - After authorizing Home Assistant access via email, for security you'll also need to verify again from within the Monzo app. + - A reminder to do this will be displayed in Home Assistant before completing the installation - don't proceed until you've done this from the popup in the mobile app. + - If you've forgotten to do this, the integration will fail to load, but you can simply accept the popup and reload the integration without entering your details again. + +{% include integrations/config_flow.md %} + +### Adding a second account + +1. To add a second Monzo account in Home Assistant, repeat the above process for creating an OAuth client. +2. Then, in Home Assistant, add the new credentials *before* trying to add the new entry. + - In the top right of **Devices & Services** page, select the three dot menu, open **Application Credentials**, and select **Add application credentials** + - It is recommended to include the person's name in the *Name* field so you can distinguish it later. +3. Once added, you can return to **Devices & Services** > **Monzo** > **Add Entry** to proceed with authentication. + +## Sensor + +The integration will create a device for each of your accounts and pots. For an account or a pot, you'll have: + +- Balance: The current balance of the account. + +Additionally, an account will also have: + +- Total Balance: The current balance of that account plus all of its pots.