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vault/Technical/Server/Actual (finance).md
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---
note type:
- note
- server
date: 2026-07-08
done: true
---
# 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:
``` python
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.