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org_roam/Misc/20260101143401-actual_self_hosted.org
Zaine 9a7a145390
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fix
2026-05-08 16:15:01 +01:00

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Actual

Notes:

  • <2026-04-01 Wed>: There is one transaction waiting to show on the statement for <2026-03-31 Tue>. Will need to redo March full. [ ]

Setup

In order to update the balance, I have decided for the moment to export as csv the monthly transactions from Halifax. Place the file into the ~/master-folder/attachments/bank-statements/ folder and name it as halifax-YYYY-MM.csv, where YYYY is the four-digit year and MM is the two-digit month.

Then run the following command in the terminal whilst being in the ~/master-folder/projects/scripts/ directory:

  python3 clean-halifax-actual.py ../../attachments/bank-statements/halifax-YYYY-MM.csv ../../attachments/bank-statements/halifax-YYYY-MM-cleaned.csv

Then you can go to the website https://actual.zainezq.com/ and upload the cleaned file to update the balance.