Integrations

Integrations are configured in the app under Integrations, per workspace. Secrets are stored encrypted. Env variables with the same purpose are only temporary fallback defaults for bootstrap.

Catalog

Integration	What it does
SMTP email	Sends workspace invitations, password reset links and email change confirmations
App URL	The public URL used in invitations and shared links
S3-compatible storage	Syncs statements with a bucket such as MinIO
WebDAV storage	Imports and syncs files from Nextcloud or another WebDAV server
IMAP inbox	Polls a mailbox for receipts and invoice attachments
Bank sync via SimpleFIN	Pulls statements from your own SimpleFIN Bridge account through the regular import — see below
Telegram	Scheduled reports to a chat or channel; set up in Settings → Telegram

Notes

• Endpoints and hosts saved here (SMTP, S3, WebDAV, IMAP, SimpleFIN) must resolve to public addresses: the egress guard rejects private and loopback hosts when you save and again on every connection. An SMTP relay on a private network goes in SMTP_HOST/SMTP_FROM on the server instead.
• Without SMTP, invitation links are still returned by the API, but password reset and email change cannot complete — their links travel only by email.
• The Telegram webhook needs TELEGRAM_WEBHOOK_SECRET on the backend.
• There is no Gmail, Google Drive or Dropbox integration: mail receipts come in over IMAP, files through S3-compatible storage or WebDAV.
• Receipt maps use self-hosted services configured through env, not the catalog — see Receipt Maps.

Bank sync via SimpleFIN

Stoic Budget holds no bank integration of its own. What it offers is a connector for an aggregator account you hold yourself: SimpleFIN Bridge (a paid service from SimpleFIN, North America) exposes your bank accounts over the open SimpleFIN protocol, and Stoic Budget pulls from it.

1. In SimpleFIN Bridge, connect your bank and create a new connection; it shows a setup token.
2. In Stoic Budget, open Integrations → Bank sync via SimpleFIN, paste the token and connect. A token works once: Stoic Budget exchanges it for an access credential and stores only that, encrypted.
3. Choose which accounts to pull and, optionally, which Stoic Budget wallet each one lands in. Accounts the provider adds later start switched off.
4. Pull now, or leave Pull automatically every 6 hours on.

Each pull writes the new rows of an account as an OFX statement and hands it to the regular statement import, so dedupe, rules, the review inbox and the audit log behave exactly as for a file you upload. The first pull reaches 90 days back; later pulls overlap the previous one by a week, and a row whose provider id is already in the workspace is never imported twice. Pending transactions are skipped until they post. If the provider rejects the stored credential, the integration shows Needs a new token; disconnecting deletes the credential and keeps the imported statements.

The claim URL and the access URL go through the same egress guard as every other integration host.

Next: Categorization