Lunch Money for Home Assistant
Puts your Lunch Money balances on your own Home Assistant dashboard.
Nothing here
no account · no server · no one in between
Nothing here
no account · no server · no one in between
Who this is for
For people who track their money in Lunch Money and run Home Assistant at home. The usual reasons are net worth on a wall tablet, and being told when a bank link dies instead of noticing weeks later that a number stopped moving.
It reads your budget and never writes to it, so it suits someone who wants their balances visible in the house, not someone looking to edit transactions from Home Assistant.
How to set it up
- 01In HACS, open ⋮ → Custom repositories, paste github.com/plain-and-simple/lunchmoney-ha, and choose Integration as the category.
- 02Find Lunch Money in HACS, click Download, then restart Home Assistant.
- 03In Lunch Money, open Settings → Developers, choose Request new access token, and give it a label you will recognise later.
- 04Go to Settings → Devices & Services → Add Integration → Lunch Money and paste the token. Your accounts appear as devices within a few seconds.
- 05Put them on a dashboard. Every balance is an ordinary sensor, so an Entities card is enough to start.
What it does
Every account you have — bank-linked or typed in by hand — arrives as its own Home Assistant device, with a balance you can chart, template against, and automate on.
Next to each balance is the moment Lunch Money last knew it to be correct, and for bank-linked accounts a connection sensor that goes to relink, error, or revoked when a bank needs re-authorising. For the budget as a whole there is net worth, total assets, and total liabilities, in your primary currency, with credit cards and loans subtracted rather than added.
There is no configuration.yaml to edit, no REST templates to write, and no restart needed to pick up a new account. How often it checks, and whether closed accounts are included, are both options you can change later.
It only ever reads. The single thing it asks Lunch Money to do is refresh from your banks, and only when you press the button. Your token is stored in your own Home Assistant, sent nowhere but Lunch Money's own API, and redacted from diagnostics downloads so a bug report is safe to post in public.
What you can put on a dashboard
- The accounts you actually check, in one Entities card — current account, savings, the credit card — instead of opening an app to find out.
- Net worth as a single large number on a wall tablet, with a statistics graph of it underneath. Balances arrive as monetary sensors, so Home Assistant keeps their long-term history for you and the graph fills itself in over the months.
- A card that only appears when something is wrong: a conditional card on the connection sensors, showing a bank the moment it goes to relink, error, or revoked, and staying invisible the rest of the time.
- A staleness check for the accounts you update by hand. Each balance carries the moment Lunch Money last knew it to be correct, so a template can quietly flag the brokerage you haven't touched in two months.
- Every account and the moment its balance was last correct, oldest first, as a plain two-column table. It is a Markdown card and a template, so there is nothing to install for it beyond the integration itself.
- Assets and liabilities side by side, with the refresh button next to them, for the once-a-week look at whether the direction is right.