Successfully Integrating Up Bank with Node-Red and Home Assistant

Hi everyone! I wanted to share my recent project integrating the Up Bank API into my Home Assistant setup using Node-Red. It’s been a fun weekend challenge, and I think others might find it useful too!

I’ve been exploring the world of APIs and automation, so when Up released their API, I jumped at the chance to connect my finances with my smart home. The goal was to create a dashboard showing my account balances and recent transactions right within Home Assistant.

First, I had to register for the Up API and get my bearer token. I used Postman to handle the authentication, but there are plenty of ways to do this. Once I had the token, I set up a Node-Red flow to fetch the data. The flow uses both webhooks and periodic updates to keep everything fresh.

Here’s a quick breakdown of what I did:

  1. Registered the Webhook: I followed Up’s API guide to set up the webhook endpoint in Node-Red.
  2. Created the Flow: I used a combination of HTTP requests, functions, and joins to process the data from Up. The flow fetches both account balances and transaction history.
  3. Integrated with Home Assistant: I used the ha-entity nodes to create sensors for each account balance and recent transaction. This allows me to display the data in a Lovelace dashboard.
  4. Designed the Dashboard: I set up a vertical stack with markdown cards to show the balances and a list of recent transactions. It’s super clean and easy to read!

The result is a seamless integration where I can glance at my finances from my living room dashboard. It’s been incredibly satisfying to see everything come together, and I hope this guide helps others who want to try something similar.

If anyone has questions or wants more details, feel free to ask! I’d love to hear if others have integrated their banking into their smart homes too. :slight_smile: