vault/Technical/Server/Actual (finance).md

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.