kinda there

.vscode/settings.json

@@ -0,0 +1,3 @@
+{
+	"vscode-postgres.defaultConnection": "sql.caseytimm.com"
+}

package-lock.json

@@ -8,7 +8,9 @@
 			"name": "budget",
 			"version": "0.0.1",
 			"dependencies": {
+				"@auth/sveltekit": "^1.10.0",
 				"@tailwindcss/vite": "^4.1.11",
+				"cron": "^4.3.2",
 				"postgres": "^3.4.7",
 				"tailwindcss": "^4.1.11"
 			},
@@ -37,6 +39,63 @@
 				"node": ">=6.0.0"
 			}
 		},
+		"node_modules/@auth/core": {
+			"version": "0.40.0",
+			"resolved": "https://registry.npmjs.org/@auth/core/-/core-0.40.0.tgz",
+			"integrity": "sha512-n53uJE0RH5SqZ7N1xZoMKekbHfQgjd0sAEyUbE+IYJnmuQkbvuZnXItCU7d+i7Fj8VGOgqvNO7Mw4YfBTlZeQw==",
+			"license": "ISC",
+			"dependencies": {
+				"@panva/hkdf": "^1.2.1",
+				"jose": "^6.0.6",
+				"oauth4webapi": "^3.3.0",
+				"preact": "10.24.3",
+				"preact-render-to-string": "6.5.11"
+			},
+			"peerDependencies": {
+				"@simplewebauthn/browser": "^9.0.1",
+				"@simplewebauthn/server": "^9.0.2",
+				"nodemailer": "^6.8.0"
+			},
+			"peerDependenciesMeta": {
+				"@simplewebauthn/browser": {
+					"optional": true
+				},
+				"@simplewebauthn/server": {
+					"optional": true
+				},
+				"nodemailer": {
+					"optional": true
+				}
+			}
+		},
+		"node_modules/@auth/sveltekit": {
+			"version": "1.10.0",
+			"resolved": "https://registry.npmjs.org/@auth/sveltekit/-/sveltekit-1.10.0.tgz",
+			"integrity": "sha512-nTKS3FoFvgdqUwb7a8HZpLxDlx+pHndygcodM16J/iFHbe/0wha0MUCuTkVeUYZuKwL63L2ujmMAC1WEoki2+g==",
+			"license": "ISC",
+			"dependencies": {
+				"@auth/core": "0.40.0",
+				"set-cookie-parser": "^2.7.0"
+			},
+			"peerDependencies": {
+				"@simplewebauthn/browser": "^9.0.1",
+				"@simplewebauthn/server": "^9.0.3",
+				"@sveltejs/kit": "^1.0.0 || ^2.0.0",
+				"nodemailer": "^6.6.5",
+				"svelte": "^3.54.0 || ^4.0.0 || ^5.0.0-0"
+			},
+			"peerDependenciesMeta": {
+				"@simplewebauthn/browser": {
+					"optional": true
+				},
+				"@simplewebauthn/server": {
+					"optional": true
+				},
+				"nodemailer": {
+					"optional": true
+				}
+			}
+		},
 		"node_modules/@esbuild/aix-ppc64": {
 			"version": "0.25.5",
 			"resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.25.5.tgz",
@@ -497,11 +556,19 @@
 				"@jridgewell/sourcemap-codec": "^1.4.14"
 			}
 		},
+		"node_modules/@panva/hkdf": {
+			"version": "1.2.1",
+			"resolved": "https://registry.npmjs.org/@panva/hkdf/-/hkdf-1.2.1.tgz",
+			"integrity": "sha512-6oclG6Y3PiDFcoyk8srjLfVKyMfVCKJ27JwNPViuXziFpmdz+MZnZN/aKY0JGXgYuO/VghU0jcOAZgWXZ1Dmrw==",
+			"license": "MIT",
+			"funding": {
+				"url": "https://github.com/sponsors/panva"
+			}
+		},
 		"node_modules/@polka/url": {
 			"version": "1.0.0-next.29",
 			"resolved": "https://registry.npmjs.org/@polka/url/-/url-1.0.0-next.29.tgz",
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-			"dev": true,
 			"license": "MIT"
 		},
 		"node_modules/@rollup/rollup-android-arm-eabi": {
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-			"dev": true,
 			"license": "MIT",
 			"peerDependencies": {
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@@ -788,7 +854,6 @@
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 			"license": "MIT",
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-			"dev": true,
 			"license": "MIT",
 			"dependencies": {
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@@ -843,7 +907,6 @@
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-			"dev": true,
 			"license": "MIT",
 			"dependencies": {
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@@ -1139,7 +1202,6 @@
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-			"dev": true,
 			"license": "MIT"
 		},
 		"node_modules/@types/estree": {
@@ -1148,11 +1210,16 @@
 			"integrity": "sha512-dWHzHa2WqEXI/O1E9OjrocMTKJl2mSrEolh1Iomrv6U+JuNwaHXsXx9bLu5gG7BUWFIN0skIQJQ/L1rIex4X6w==",
 			"license": "MIT"
 		},
+		"node_modules/@types/luxon": {
+			"version": "3.6.2",
+			"resolved": "https://registry.npmjs.org/@types/luxon/-/luxon-3.6.2.tgz",
+			"integrity": "sha512-R/BdP7OxEMc44l2Ex5lSXHoIXTB2JLNa3y2QISIbr58U/YcsffyQrYW//hZSdrfxrjRZj3GcUoxMPGdO8gSYuw==",
+			"license": "MIT"
+		},
 		"node_modules/acorn": {
 			"version": "8.15.0",
 			"resolved": "https://registry.npmjs.org/acorn/-/acorn-8.15.0.tgz",
 			"integrity": "sha512-NZyJarBfL7nWwIq+FDL6Zp/yHEhePMNnnJ0y3qfieCrmNvYct8uvtiV41UvlSe6apAfk0fY1FbWx+NwfmpvtTg==",
-			"dev": true,
 			"license": "MIT",
 			"bin": {
 				"acorn": "bin/acorn"
@@ -1165,7 +1232,6 @@
 			"version": "5.3.2",
 			"resolved": "https://registry.npmjs.org/aria-query/-/aria-query-5.3.2.tgz",
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-			"dev": true,
 			"license": "Apache-2.0",
 			"engines": {
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@@ -1175,7 +1241,6 @@
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-			"dev": true,
 			"license": "Apache-2.0",
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@@ -1194,7 +1259,6 @@
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@@ -1204,12 +1268,24 @@
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-			"dev": true,
 			"license": "MIT",
 			"engines": {
 				"node": ">= 0.6"
 			}
 		},
+		"node_modules/cron": {
+			"version": "4.3.2",
+			"resolved": "https://registry.npmjs.org/cron/-/cron-4.3.2.tgz",
+			"integrity": "sha512-JxBBnf5zRz+NhW9XcP16gwUKAKIimy2G0QCCQu8kk5XwM4aCGwMt+nntouAfXF9A57965XzB6hitBlJAz5Ts6w==",
+			"license": "MIT",
+			"dependencies": {
+				"@types/luxon": "~3.6.0",
+				"luxon": "~3.7.0"
+			},
+			"engines": {
+				"node": ">=18.x"
+			}
+		},
 		"node_modules/cssesc": {
 			"version": "3.0.0",
 			"resolved": "https://registry.npmjs.org/cssesc/-/cssesc-3.0.0.tgz",
@@ -1237,7 +1313,6 @@
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-			"dev": true,
 			"license": "MIT",
 			"dependencies": {
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@@ -1255,7 +1330,6 @@
 			"version": "4.3.1",
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-			"dev": true,
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@@ -1274,7 +1348,6 @@
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-			"dev": true,
 			"license": "MIT"
 		},
 		"node_modules/enhanced-resolve": {
@@ -1334,14 +1407,12 @@
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-			"dev": true,
 			"license": "MIT"
 		},
 		"node_modules/esrap": {
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@@ -1385,7 +1456,6 @@
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-			"dev": true,
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 			"dependencies": {
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@@ -1400,11 +1470,19 @@
 				"jiti": "lib/jiti-cli.mjs"
 			}
 		},
+		"node_modules/jose": {
+			"version": "6.0.12",
+			"resolved": "https://registry.npmjs.org/jose/-/jose-6.0.12.tgz",
+			"integrity": "sha512-T8xypXs8CpmiIi78k0E+Lk7T2zlK4zDyg+o1CZ4AkOHgDg98ogdP2BeZ61lTFKFyoEwJ9RgAgN+SdM3iPgNonQ==",
+			"license": "MIT",
+			"funding": {
+				"url": "https://github.com/sponsors/panva"
+			}
+		},
 		"node_modules/kleur": {
 			"version": "4.1.5",
 			"resolved": "https://registry.npmjs.org/kleur/-/kleur-4.1.5.tgz",
 			"integrity": "sha512-o+NO+8WrRiQEE4/7nwRJhN1HWpVmJm511pBHUxPLtp0BUISzlBplORYSmTclCnJvQq2tKu/sgl3xVpkc7ZWuQQ==",
-			"dev": true,
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@@ -1642,7 +1720,6 @@
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-			"dev": true,
 			"license": "MIT"
 		},
 		"node_modules/lodash.castarray": {
@@ -1666,6 +1743,15 @@
 			"dev": true,
 			"license": "MIT"
 		},
+		"node_modules/luxon": {
+			"version": "3.7.1",
+			"resolved": "https://registry.npmjs.org/luxon/-/luxon-3.7.1.tgz",
+			"integrity": "sha512-RkRWjA926cTvz5rAb1BqyWkKbbjzCGchDUIKMCUvNi17j6f6j8uHGDV82Aqcqtzd+icoYpELmG3ksgGiFNNcNg==",
+			"license": "MIT",
+			"engines": {
+				"node": ">=12"
+			}
+		},
 		"node_modules/magic-string": {
 			"version": "0.30.17",
 			"resolved": "https://registry.npmjs.org/magic-string/-/magic-string-0.30.17.tgz",
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@@ -1725,7 +1810,6 @@
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-			"dev": true,
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 		"node_modules/nanoid": {
@@ -1756,6 +1839,15 @@
 				"node": "^10 || ^12 || ^13.7 || ^14 || >=15.0.1"
 			}
 		},
+		"node_modules/oauth4webapi": {
+			"version": "3.6.0",
+			"resolved": "https://registry.npmjs.org/oauth4webapi/-/oauth4webapi-3.6.0.tgz",
+			"integrity": "sha512-OwXPTXjKPOldTpAa19oksrX9TYHA0rt+VcUFTkJ7QKwgmevPpNm9Cn5vFZUtIo96FiU6AfPuUUGzoXqgOzibWg==",
+			"license": "MIT",
+			"funding": {
+				"url": "https://github.com/sponsors/panva"
+			}
+		},
 		"node_modules/picocolors": {
 			"version": "1.1.1",
 			"resolved": "https://registry.npmjs.org/picocolors/-/picocolors-1.1.1.tgz",
@@ -1829,6 +1921,25 @@
 				"url": "https://github.com/sponsors/porsager"
 			}
 		},
+		"node_modules/preact": {
+			"version": "10.24.3",
+			"resolved": "https://registry.npmjs.org/preact/-/preact-10.24.3.tgz",
+			"integrity": "sha512-Z2dPnBnMUfyQfSQ+GBdsGa16hz35YmLmtTLhM169uW944hYL6xzTYkJjC07j+Wosz733pMWx0fgON3JNw1jJQA==",
+			"license": "MIT",
+			"funding": {
+				"type": "opencollective",
+				"url": "https://opencollective.com/preact"
+			}
+		},
+		"node_modules/preact-render-to-string": {
+			"version": "6.5.11",
+			"resolved": "https://registry.npmjs.org/preact-render-to-string/-/preact-render-to-string-6.5.11.tgz",
+			"integrity": "sha512-ubnauqoGczeGISiOh6RjX0/cdaF8v/oDXIjO85XALCQjwQP+SB4RDXXtvZ6yTYSjG+PC1QRP2AhPgCEsM2EvUw==",
+			"license": "MIT",
+			"peerDependencies": {
+				"preact": ">=10"
+			}
+		},
 		"node_modules/prettier": {
 			"version": "3.6.2",
 			"resolved": "https://registry.npmjs.org/prettier/-/prettier-3.6.2.tgz",
@@ -1899,7 +2010,6 @@
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@@ -1912,14 +2022,12 @@
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-			"dev": true,
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@@ -1943,7 +2051,6 @@
 			"version": "5.34.9",
 			"resolved": "https://registry.npmjs.org/svelte/-/svelte-5.34.9.tgz",
 			"integrity": "sha512-sld35zFpooaSRSj4qw8Vl/cyyK0/sLQq9qhJ7BGZo/Kd0ggYtEnvNYLlzhhoqYsYQzA0hJqkzt3RBO/8KoTZOg==",
-			"dev": true,
 			"license": "MIT",
 			"dependencies": {
 				"@ampproject/remapping": "^2.3.0",
@@ -2017,7 +2124,6 @@
 			"version": "3.0.1",
 			"resolved": "https://registry.npmjs.org/totalist/-/totalist-3.0.1.tgz",
 			"integrity": "sha512-sf4i37nQ2LBx4m3wB74y+ubopq6W/dIzXg0FDGjsYnZHVa1Da8FH853wlL2gtUhg+xJXjfk3kUZS3BRoQeoQBQ==",
-			"dev": true,
 			"license": "MIT",
 			"engines": {
 				"node": ">=6"
@@ -2108,7 +2214,6 @@
 			"version": "1.0.7",
 			"resolved": "https://registry.npmjs.org/vitefu/-/vitefu-1.0.7.tgz",
 			"integrity": "sha512-eRWXLBbJjW3X5z5P5IHcSm2yYbYRPb2kQuc+oqsbAl99WB5kVsPbiiox+cymo8twTzifA6itvhr2CmjnaZZp0Q==",
-			"dev": true,
 			"license": "MIT",
 			"workspaces": [
 				"tests/deps/*",
@@ -2136,7 +2241,6 @@
 			"version": "1.1.2",
 			"resolved": "https://registry.npmjs.org/zimmerframe/-/zimmerframe-1.1.2.tgz",
 			"integrity": "sha512-rAbqEGa8ovJy4pyBxZM70hg4pE6gDgaQ0Sl9M3enG3I0d6H4XSAM3GeNGLKnsBpuijUow064sf7ww1nutC5/3w==",
-			"dev": true,
 			"license": "MIT"
 		}
 	}

package.json

@@ -23,7 +23,9 @@
 		"vite": "^6.2.6"
 	},
 	"dependencies": {
+		"@auth/sveltekit": "^1.10.0",
 		"@tailwindcss/vite": "^4.1.11",
+		"cron": "^4.3.2",
 		"postgres": "^3.4.7",
 		"tailwindcss": "^4.1.11"
 	}

src/hooks.server.js

@@ -0,0 +1,18 @@
+import { CronJob } from 'cron';
+import { fetchAccounts } from '$lib/simplefin';
+
+import type { Handle } from "@sveltejs/kit";
+
+const job = new CronJob(
+	'10 0 * * * *', // cronTime
+	async function () {
+		const statDate = Math.floor(new Date(new Date().getFullYear(), new Date().getMonth()).getTime() / 1000);
+		const res = await fetchAccounts(startDate);
+        await updateAccounts(res);
+        await runRules();
+	}, // onTick
+	null, // onComplete
+	true, // start
+	'America/Detroit' // timeZone
+);
+

src/lib/db.js

@@ -1,14 +1,31 @@
 // db.js
-import postgres from 'postgres'
+import postgres from 'postgres';
 
-const db = postgres({ host:'192.168.1.126', username:'budget', password:'budget', database:'budget'}) // will use psql environment variables
+const db = postgres({
+	host: '192.168.1.126',
+	username: 'budget',
+	password: 'budget',
+	database: 'budget'
+}); // will use psql environment variables
+
+export { db };
+
+export async function getTotal() {
+	const result = await db` 
+        select sum(balance) as total
+        from account
+        where in_total is true
+    `;
+	// result = Result [{ total: 1000.00 }]
+	return result[0].total;
+}
 
 export async function setAccountInTotal(accountId, total) {
 	return await db`
         update account
         set in_total = ${total}
         where id = ${accountId}
-    `
+    `;
 }
 
 export async function setAccountHide(accountId, hide) {
@@ -16,56 +33,37 @@ export async function setAccountHide(accountId, hide) {
         update account
         set hide = ${hide}
         where id = ${accountId}
-    `
+    `;
 }
 
-export async function deleteBudget(id) {
+export async function addBudget(name, notes) {
-    return await db`
-        UPDATE budget
-        SET delete = true
-        WHERE id = ${id}
-    `
-}
-
-export async function createBudgetTable() {
-    return await db`
-        create table if not exists budget (
-            id serial primary key,
-            name text not null,
-            amount numeric(10,2) not null,
-            notes text,
-            delete boolean default false
-        )
-    `
-}
-
-export async function createBudgetTransactionTable() {
-    return await db`
-        create table if not exists budget_transaction (
-            id serial primary key,
-            budget_id integer not null references budget(id),
-            transaction_id text not null references transaction(id),
-            amount numeric(10,2) not null
-        )`
-}
-
-export async function addBudget(name, amount, notes) {
 	const result = await db`
-        insert into budget (name, amount, notes)
+        insert into budget (name, notes)
-        values (${name}, ${amount}, ${notes})
+        values (${name}, ${notes})
         returning id
-    `
+    `;
 	// result = Result [{ id: 1 }]
-    return result[0].id
+	return result[0].id;
 }
 
 export async function deleteBudget(id) {
 	const result = await db`
-        delete from budget
+        update budget
+        set delete = true
         where id = ${id}
-    `   
+    `;
 	// result = Result [{ id: 1 }]
-    return result
+	return result;
+}
+
+export async function restoreBudget(id) {
+	const result = await db`
+        update budget
+        set delete = false
+        where id = ${id}
+    `;
+	// result = Result [{ id: 1 }]
+	return result;
 }
 
 export async function updateBudget(id, name, amount, notes) {
@@ -75,59 +73,90 @@ export async function updateBudget(id, name, amount, notes) {
             amount = ${amount},
             notes = ${notes}
         where id = ${id}
-    `
+    `;
 	// result = Result [{ id: 1 }]
-    return result
+	return result;
 }
 
-
 export async function getBudgetTransactions(id) {
 	// Fetch all transactions associated with a specific budget
 	try {
-    const transactions = await db`
+		let transactions = await db`
         select
             transaction.id as id,
             transaction.posted as posted,
             transaction.amount as amount,
             transaction.description as description,
             transaction.pending as pending, 
-            transaction.notes as notes,
+            budget_transaction.notes as notes,
+            transaction.payee as payee,
             budget_transaction.amount as budget_amount,
             budget_transaction.id as budget_transaction_id
         from budget_transaction
         join transaction on budget_transaction.transaction_id = transaction.id
         where budget_transaction.budget_id = ${id}
         order by transaction.posted desc
-    `
+    `;
-
+		console.log(`Fetched ${transactions.length} transactions for budget ${id}`);
+		transactions = transactions.map((t) => ({
+			...t,
+			date: new Date(t.posted * 1000)
+		}));
 		// transactions = Result [{ id: 1, posted: 1633036800, amount: 50.00, description: "Grocery Store", pending: false, notes: "Weekly groceries" }, ...]
-    return { transactions }
+		return { transactions };
-}
+	} catch {
-    catch {
+		return [];
-        await createBudgetTransactionTable();
-        return []
 	}
 }
 
-export async function deleteBudgetTransaction(budgetId, transactionId) {
+export async function updateBudgetTransaction(id, amount, notes) {
+	// Delete a transaction from a budget
+	const result = await db`
+        update from budget_transaction
+        where id= ${id}
+        SET amount = ${amount}, notes = ${notes}
+    `;
+	// result = Result [{ id: 1 }]
+	return result;
+}
+
+export async function deleteBudgetTransaction(id) {
 	// Delete a transaction from a budget
 	const result = await db`
         delete from budget_transaction
-        where budget_id = ${budgetId} and transaction_id = ${transactionId}
+        where id = ${id}
-    `
+    `;
 	// result = Result [{ id: 1 }]
-    return result
+	return result;
+}
+
+export async function addBudgetTransaction(budgetId, transactionId, amount, notes, ruleId = null) {
+	const existingTransactions = await db`
+        select amount from budget_transaction
+        where transaction_id = ${transactionId}        
+    `;
+	const realTransactionAmount = await db`
+        select amount from transaction
+        where id = ${transactionId}
+        `;
+
+	if (existingTransactions.length > 0) {
+		if (
+			existingTransactions.reduce((acc, curr) => acc + curr.amount, 0) + amount >
+			realTransactionAmount
+		) {
+			return -1;
+		}
 	}
 
-export async function addBudgetTransaction(budgetId, transactionId, amount) {
 	// Add a transaction to a budget
 	const result = await db`
-        insert into budget_transaction (budget_id, transaction_id, amount)
+        insert into budget_transaction (budget_id, transaction_id, amount, notes, rule_id)
-        values (${budgetId}, ${transactionId}, ${amount})
+        values (${budgetId}, ${transactionId}, ${amount}, ${notes}, ${ruleId ?? null})
         returning id
-    `
+    `;
 	// result = Result [{ id: 1 }]
-    return result[0].id
+	return result[0].id;
 }
 
 export async function getBudgets() {
@@ -135,17 +164,31 @@ export async function getBudgets() {
         select
         budget.id as id,
         budget.name as name,
-        budget.amount as amount,
+        budget.sum as sum,
         budget.notes as notes
-        from budget 
+        from budget_with_sum as budget 
         WHERE budget.delete is false
-    `
+    `;
-    if (!budgets) {
-        await createBudgetTable();
-        return await getBudgets()
-    }
 	// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
-    return budgets
+	return budgets;
+}
+
+export async function getBudget(id) {
+	const budget = await db`
+        select
+        budget.id as id,
+        budget.name as name,
+        budget.sum as sum,
+        budget.notes as notes,
+        budget.delete as delete
+        from budget_with_sum as budget
+        where budget.id = ${id}
+    `;
+	// budget = Result [{ id: 1, name: "Groceries", notes: "Monthly grocery budget" }]
+	if (!budget || budget.length === 0) {
+		return null;
+	}
+	return budget[0];
 }
 
 export async function getDeletedBudgets() {
@@ -153,17 +196,12 @@ export async function getDeletedBudgets() {
         select
         budget.id as id,
         budget.name as name,
-        budget.amount as amount,
         budget.notes as notes
         from budget 
         WHERE budget.delete is true
-    `
+    `;
-    if (!budgets) {
-        await createBudgetTable();
-        return await getBudgets()
-    }
 	// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
-    return budgets
+	return budgets;
 }
 
 export async function getAccount(id) {
@@ -184,9 +222,9 @@ export async function getAccount(id) {
     from account
     left join org on account.org_id = org.id
     where account.id = ${id}
-  `
+  `;
 	if (!account || account.length === 0) {
-    return null
+		return null;
 	}
 	return account[0];
 }
@@ -199,9 +237,23 @@ export async function getAccounts(age) {
       balance
     from account
     where hide is false
-  `
+  `;
 	// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
-  return accounts
+	return accounts;
+}
+
+export async function getBudgetTransactionsForAccount(accountID) {
+	const transactions = await db`
+    select budget_transaction.id as id, 
+    budget_transaction.budget_id as budget_id, 
+    budget_transaction.transaction_id as transaction_id, 
+    budget_transaction.amount as amount, 
+    budget_transaction.notes as notes 
+    from budget_transaction 
+    join transaction on budget_transaction.transaction_id = transaction.id
+    where transaction.account_id = ${accountID}
+    `;
+	return transactions;
 }
 
 export async function getHiddenAccounts(age) {
@@ -211,9 +263,9 @@ export async function getHiddenAccounts(age) {
       account.name as name
     from account
     where account.hide is true
-  `
+  `;
 	// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
-  return accounts
+	return accounts;
 }
 
 export async function getTransactions(accountId) {
@@ -224,15 +276,17 @@ export async function getTransactions(accountId) {
       transaction.amount as amount,
       transaction.description as description,
       transaction.pending as pending, 
-      transaction.notes as notes
+      transaction.notes as notes,
+      transaction.payee as payee
     from transaction
     where account_id = ${accountId}
     order by posted desc
-  `
+  `;
 	transactions = transactions.map((t) => ({
-    ...t, date: new Date(t.posted * 1000)
+		...t,
+		date: new Date(t.posted * 1000)
 	}));
-    return transactions
+	return transactions;
 }
 
 export async function setTransactionNote(transactionId, note) {
@@ -240,8 +294,8 @@ export async function setTransactionNote(transactionId, note) {
     update transaction
     set notes = ${note}
     where id = ${transactionId}
-  `
+  `;
-  return result
+	return result;
 }
 
 export async function updateAccounts(data) {
@@ -308,7 +362,7 @@ export async function updateAccounts(data) {
 					}
 					console.log(`Preparing to upsert transaction: ${txn.id} with data:`, txn);
 					await db`
-                        insert into transaction (id, account_id, posted, amount, description, pending, transacted_at)
+                        insert into transaction (id, account_id, posted, amount, description, pending, transacted_at, payee)
                         values (
                             ${txn.id},
                             ${account.id},
@@ -316,7 +370,8 @@ export async function updateAccounts(data) {
                             ${txn.amount ?? null},
                             ${txn.description ?? null},
                             ${txn.pending ?? false},
-                            ${txn.transacted_at ?? 0}
+                            ${txn.transacted_at ?? 0},
+                            ${txn.payee ?? null}
                         )
                         on conflict (id) do update set
                             account_id = excluded.account_id,
@@ -324,7 +379,8 @@ export async function updateAccounts(data) {
                             amount = excluded.amount,
                             description = excluded.description,
                             pending = excluded.pending,
-                            transacted_at = excluded.transacted_at
+                            transacted_at = excluded.transacted_at,
+                            payee = excluded.payee
                     `;
 				}
 			}
@@ -336,5 +392,187 @@ export async function updateAccounts(data) {
 	}
 }
 
+export async function getRules(data) {
+	try {
+		const rules = await db`
+            select
+                id,
+                name,
+                description,
+                payee,
+                amount,
+                transdescription,
+                action,
+                priority,
+                action_amount,
+                account_id,
+                amount_is_precent,
+                use_priority
+            from rules
+            order by priority asc
+        `;
+		return rules;
+	} catch (error) {
+		console.error('getRules error:', error);
+		return [];
+	}
+}
 
-export default db
+export async function addRule(
+	name,
+	description,
+	payee,
+	amount,
+	transdescription,
+	action,
+	actionAmount,
+	account,
+	amount_is_precent,
+	priority,
+	use_priority
+) {
+	try {
+		const result = await db`
+            insert into rules (name, description, payee, amount, transdescription, action, action_amount, account_id, amount_is_precent, priority, use_priority)
+            values (${name}, ${description}, ${payee}, ${amount}, ${transdescription}, ${action}, ${actionAmount}, ${account}, ${amount_is_precent}, ${priority}, ${use_priority}) 
+            `;
+		return result;
+	} catch (error) {
+		console.error('addRule error:', error);
+		return null;
+	}
+}
+
+export async function deleteRule(id) {
+	try {
+		const result = await db`
+            delete from rules
+            where id = ${id}
+        `;
+		return result;
+	} catch (error) {
+		console.error('deleteRule error:', error);
+		return null;
+	}
+}
+
+export async function updateRule(
+	name,
+	description,
+	payee,
+	amount,
+	transdescription,
+	action,
+	actionAmount,
+	account,
+	amount_is_precent,
+	priority,
+	use_priority,
+	id
+) {
+	console.log(`Updating rule with id: ${id}`);
+	try {
+		const result = await db`
+            update rules
+            set name = ${name},
+                description = ${description},
+                payee = ${payee},
+                amount = ${amount},
+                transdescription = ${transdescription},
+                action = ${action},
+                action_amount = ${actionAmount},
+                account_id = ${account ?? null},
+                amount_is_precent = ${amount_is_precent},
+                priority = ${priority},
+                use_priority = ${use_priority}
+            where id = ${id}
+        `;
+		return result;
+	} catch (error) {
+		console.error('updateRule error:', error);
+		console.log(`
+            update rules
+            set name = ${name},
+                description = ${description},
+                payee = ${payee},
+                amount = ${amount},
+                transdescription = ${transdescription},
+                action = ${action},
+                action_amount = ${actionAmount},
+                account_id = ${account ?? null},
+                amount_is_precent = ${amount_is_precent},
+                use_priority = ${use_priority}
+            where id = ${id}
+        `);
+		return null;
+	}
+}
+
+export async function runRules() {
+	try {
+		const rules = await getRules();
+		let transactions = await db`
+            select id, account_id, payee, amount, description from transaction
+        `;
+		let budgetTransactions = await db`
+            select id, transaction_id, budget_id, notes, amount, rule_id from budget_transaction
+        `;
+
+		console.log(`Running ${rules.length} rules on ${transactions.length} transactions`);
+
+		for (const rule of rules.sort((a, b) => a.priority - b.priority)) {
+			console.log(
+				`Running rule: ${rule.name} (${rule.id}, ${rule.payee}, ${rule.amount}, ${rule.transdescription})`
+			);
+			console.log(
+				`Rule:  payee: ${rule.payee}, amount: ${rule.amount}, transdescription: ${rule.transdescription}, account: ${rule.account_id}`
+			);
+
+			const amountRE = new RegExp(rule.amount);
+			const descriptionRE = new RegExp(rule.transdescription);
+			console.log(rule.account_id);
+			const accountRE = new RegExp(rule.account_id === null ? '.*' : rule.account_id);
+			console.log(accountRE);
+			const payeeRE = new RegExp(rule.payee);
+
+			for (const transaction of transactions) {
+				if (
+					amountRE.test(transaction.amount) &&
+					descriptionRE.test(transaction.description) &&
+					accountRE.test(transaction.account_id) &&
+					payeeRE.test(transaction.payee)
+				) {
+					if (
+						rule.action &&
+						!budgetTransactions.some(
+							(bt) => bt.transaction_id === transaction.id && bt.rule_id === rule.id
+						)
+					) {
+						const amount = rule.amount_is_precent
+							? (transaction.amount * rule.action_amount) / 100
+							: rule.action_amount;
+						const notes = `Rule - ${rule.name}`;
+
+						const budgetTransactionId = await addBudgetTransaction(
+							rule.action,
+							transaction.id,
+							amount,
+							notes,
+							rule.id
+						);
+						await db`
+                                    update transaction set processed = true
+                                    where id = ${transaction.id}`;
+						console.log(
+							`Added budget transaction ${budgetTransactionId} for rule ${rule.name} on transaction ${transaction.id}`
+						);
+					}
+				}
+			}
+		}
+	} catch (error) {
+		console.error('runRules error:', error);
+	}
+}
+
+export default db;

src/lib/editSymbol.svelte

@@ -0,0 +1,38 @@
+<script module>
+	export { EditSymbol };
+</script>
+
+{#snippet EditSymbol(onClick)}
+	<svg
+		fill="#000000"
+		version="1.1"
+		id="Capa_1"
+		xmlns="http://www.w3.org/2000/svg"
+		xmlns:xlink="http://www.w3.org/1999/xlink"
+		width="25px"
+		height="25px"
+		viewBox="0 0 494.936 494.936"
+		xml:space="preserve"
+	>
+		<g>
+			<g>
+				<path
+					fill="#FEFEFE"
+					d="M389.844,182.85c-6.743,0-12.21,5.467-12.21,12.21v222.968c0,23.562-19.174,42.735-42.736,42.735H67.157
+			c-23.562,0-42.736-19.174-42.736-42.735V150.285c0-23.562,19.174-42.735,42.736-42.735h267.741c6.743,0,12.21-5.467,12.21-12.21
+			s-5.467-12.21-12.21-12.21H67.157C30.126,83.13,0,113.255,0,150.285v267.743c0,37.029,30.126,67.155,67.157,67.155h267.741
+			c37.03,0,67.156-30.126,67.156-67.155V195.061C402.054,188.318,396.587,182.85,389.844,182.85z"
+				/>
+				<path
+					fill="#FEFEFE"
+					d="M483.876,20.791c-14.72-14.72-38.669-14.714-53.377,0L221.352,229.944c-0.28,0.28-3.434,3.559-4.251,5.396l-28.963,65.069
+			c-2.057,4.619-1.056,10.027,2.521,13.6c2.337,2.336,5.461,3.576,8.639,3.576c1.675,0,3.362-0.346,4.96-1.057l65.07-28.963
+			c1.83-0.815,5.114-3.97,5.396-4.25L483.876,74.169c7.131-7.131,11.06-16.61,11.06-26.692
+			C494.936,37.396,491.007,27.915,483.876,20.791z M466.61,56.897L257.457,266.05c-0.035,0.036-0.055,0.078-0.089,0.107
+			l-33.989,15.131L238.51,247.3c0.03-0.036,0.071-0.055,0.107-0.09L447.765,38.058c5.038-5.039,13.819-5.033,18.846,0.005
+			c2.518,2.51,3.905,5.855,3.905,9.414C470.516,51.036,469.127,54.38,466.61,56.897z"
+				/>
+			</g>
+		</g>
+	</svg>
+{/snippet}

src/lib/loadingModal.svelte

@@ -0,0 +1,13 @@
+<script module>
+	export { loadingModal };
+</script>
+
+{#snippet loadingModal()}
+	<dialog id="my_modal_1" class="modal modal-open">
+		<div class="modal-box">
+			<div class="flex items-center justify-center">
+				<span class="loading loading-spinner loading-xl"></span>
+			</div>
+		</div>
+	</dialog>
+{/snippet}

src/lib/settingsSymbol.svelte

@@ -0,0 +1,51 @@
+<script module>
+	export { settingsSymbol };
+</script>
+
+{#snippet settingsSymbol()}
+	<svg
+		fill="#000000"
+		height="20px"
+		width="20px"
+		version="1.1"
+		id="Capa_1"
+		xmlns="http://www.w3.org/2000/svg"
+		xmlns:xlink="http://www.w3.org/1999/xlink"
+		viewBox="0 0 478.703 478.703"
+		xml:space="preserve"
+	>
+		<g>
+			<g>
+				<path
+					fill="#FEFEFE"
+					d="M454.2,189.101l-33.6-5.7c-3.5-11.3-8-22.2-13.5-32.6l19.8-27.7c8.4-11.8,7.1-27.9-3.2-38.1l-29.8-29.8
+			c-5.6-5.6-13-8.7-20.9-8.7c-6.2,0-12.1,1.9-17.1,5.5l-27.8,19.8c-10.8-5.7-22.1-10.4-33.8-13.9l-5.6-33.2
+			c-2.4-14.3-14.7-24.7-29.2-24.7h-42.1c-14.5,0-26.8,10.4-29.2,24.7l-5.8,34c-11.2,3.5-22.1,8.1-32.5,13.7l-27.5-19.8
+			c-5-3.6-11-5.5-17.2-5.5c-7.9,0-15.4,3.1-20.9,8.7l-29.9,29.8c-10.2,10.2-11.6,26.3-3.2,38.1l20,28.1
+			c-5.5,10.5-9.9,21.4-13.3,32.7l-33.2,5.6c-14.3,2.4-24.7,14.7-24.7,29.2v42.1c0,14.5,10.4,26.8,24.7,29.2l34,5.8
+			c3.5,11.2,8.1,22.1,13.7,32.5l-19.7,27.4c-8.4,11.8-7.1,27.9,3.2,38.1l29.8,29.8c5.6,5.6,13,8.7,20.9,8.7c6.2,0,12.1-1.9,17.1-5.5
+			l28.1-20c10.1,5.3,20.7,9.6,31.6,13l5.6,33.6c2.4,14.3,14.7,24.7,29.2,24.7h42.2c14.5,0,26.8-10.4,29.2-24.7l5.7-33.6
+			c11.3-3.5,22.2-8,32.6-13.5l27.7,19.8c5,3.6,11,5.5,17.2,5.5l0,0c7.9,0,15.3-3.1,20.9-8.7l29.8-29.8c10.2-10.2,11.6-26.3,3.2-38.1
+			l-19.8-27.8c5.5-10.5,10.1-21.4,13.5-32.6l33.6-5.6c14.3-2.4,24.7-14.7,24.7-29.2v-42.1
+			C478.9,203.801,468.5,191.501,454.2,189.101z M451.9,260.401c0,1.3-0.9,2.4-2.2,2.6l-42,7c-5.3,0.9-9.5,4.8-10.8,9.9
+			c-3.8,14.7-9.6,28.8-17.4,41.9c-2.7,4.6-2.5,10.3,0.6,14.7l24.7,34.8c0.7,1,0.6,2.5-0.3,3.4l-29.8,29.8c-0.7,0.7-1.4,0.8-1.9,0.8
+			c-0.6,0-1.1-0.2-1.5-0.5l-34.7-24.7c-4.3-3.1-10.1-3.3-14.7-0.6c-13.1,7.8-27.2,13.6-41.9,17.4c-5.2,1.3-9.1,5.6-9.9,10.8l-7.1,42
+			c-0.2,1.3-1.3,2.2-2.6,2.2h-42.1c-1.3,0-2.4-0.9-2.6-2.2l-7-42c-0.9-5.3-4.8-9.5-9.9-10.8c-14.3-3.7-28.1-9.4-41-16.8
+			c-2.1-1.2-4.5-1.8-6.8-1.8c-2.7,0-5.5,0.8-7.8,2.5l-35,24.9c-0.5,0.3-1,0.5-1.5,0.5c-0.4,0-1.2-0.1-1.9-0.8l-29.8-29.8
+			c-0.9-0.9-1-2.3-0.3-3.4l24.6-34.5c3.1-4.4,3.3-10.2,0.6-14.8c-7.8-13-13.8-27.1-17.6-41.8c-1.4-5.1-5.6-9-10.8-9.9l-42.3-7.2
+			c-1.3-0.2-2.2-1.3-2.2-2.6v-42.1c0-1.3,0.9-2.4,2.2-2.6l41.7-7c5.3-0.9,9.6-4.8,10.9-10c3.7-14.7,9.4-28.9,17.1-42
+			c2.7-4.6,2.4-10.3-0.7-14.6l-24.9-35c-0.7-1-0.6-2.5,0.3-3.4l29.8-29.8c0.7-0.7,1.4-0.8,1.9-0.8c0.6,0,1.1,0.2,1.5,0.5l34.5,24.6
+			c4.4,3.1,10.2,3.3,14.8,0.6c13-7.8,27.1-13.8,41.8-17.6c5.1-1.4,9-5.6,9.9-10.8l7.2-42.3c0.2-1.3,1.3-2.2,2.6-2.2h42.1
+			c1.3,0,2.4,0.9,2.6,2.2l7,41.7c0.9,5.3,4.8,9.6,10,10.9c15.1,3.8,29.5,9.7,42.9,17.6c4.6,2.7,10.3,2.5,14.7-0.6l34.5-24.8
+			c0.5-0.3,1-0.5,1.5-0.5c0.4,0,1.2,0.1,1.9,0.8l29.8,29.8c0.9,0.9,1,2.3,0.3,3.4l-24.7,34.7c-3.1,4.3-3.3,10.1-0.6,14.7
+			c7.8,13.1,13.6,27.2,17.4,41.9c1.3,5.2,5.6,9.1,10.8,9.9l42,7.1c1.3,0.2,2.2,1.3,2.2,2.6v42.1H451.9z"
+				/>
+				<path
+					fill="#FEFEFE"
+					d="M239.4,136.001c-57,0-103.3,46.3-103.3,103.3s46.3,103.3,103.3,103.3s103.3-46.3,103.3-103.3S296.4,136.001,239.4,136.001
+			z M239.4,315.601c-42.1,0-76.3-34.2-76.3-76.3s34.2-76.3,76.3-76.3s76.3,34.2,76.3,76.3S281.5,315.601,239.4,315.601z"
+				/>
+			</g>
+		</g>
+	</svg>
+{/snippet}

src/lib/simplefin.js

@@ -1,10 +1,13 @@
+const url =
+	'https://19443E0E8171E175EC5DA0C69B35DD50197F234B9A74C00D27FD606121257ECF:DAA3702E2100CFFD3B544251E6D755E86B1EDDFBFCC7F6FA9CE77AB3677E60DE@beta-bridge.simplefin.org/simplefin';
 
-export async function fetchAccounts(url, startDate) {
+export async function fetchAccounts(startDate) {
 	const { username, password, origin, pathname } = new URL(url);
-    const start = Math.floor(startDate.getTime() / 1000);
+	const apiUrl = `${origin}${pathname}/accounts?start-date=${startDate}`;
-    const apiUrl = `${origin}${pathname}/accounts?start-date=${start}`;
 	const headers = {};
 
+	console.log(`Fetching accounts from: ${apiUrl}`);
+
 	if (username && password) {
 		headers['Authorization'] = 'Basic ' + btoa(`${username}:${password}`);
 	}

src/lib/trashbin.svelte

@@ -0,0 +1,18 @@
+<script module>
+	export { TrashBin };
+</script>
+
+{#snippet TrashBin()}
+	<svg
+		xmlns="http://www.w3.org/2000/svg"
+		viewBox="0 0 30 30"
+		width="30px"
+		height="30px"
+		class="cursor-pointer hover:scale-110 transition"
+	>
+		<path
+			fill="#FEFEFE"
+			d="M 14.984375 2.4863281 A 1.0001 1.0001 0 0 0 14 3.5 L 14 4 L 8.5 4 A 1.0001 1.0001 0 0 0 7.4863281 5 L 6 5 A 1.0001 1.0001 0 1 0 6 7 L 24 7 A 1.0001 1.0001 0 1 0 24 5 L 22.513672 5 A 1.0001 1.0001 0 0 0 21.5 4 L 16 4 L 16 3.5 A 1.0001 1.0001 0 0 0 14.984375 2.4863281 z M 6 9 L 7.7929688 24.234375 C 7.9109687 25.241375 8.7633438 26 9.7773438 26 L 20.222656 26 C 21.236656 26 22.088031 25.241375 22.207031 24.234375 L 24 9 L 6 9 z"
+		/>
+	</svg>
+{/snippet}

src/routes/+layout.server.js

@@ -1,9 +1,10 @@
-import { getAccounts, getBudgets } from "$lib/db";
+import { getAccounts, getBudgets, getTotal } from '$lib/db';
-import { get } from "svelte/store";
+import { get } from 'svelte/store';
 
 export async function load({ params }) {
 	let accounts = await getAccounts();
 	let budgets = await getBudgets();
+	let total = await getTotal();
 
-	return { accounts, budgets };
+	return { accounts, budgets, total };
 }

src/routes/+layout.svelte

@@ -2,72 +2,55 @@
 	import '../app.css';
 	let { children, data } = $props();
 	let budgets = $derived(data.budgets);
-	let newBudget = $state({
+	let total = $derived(data.total);
-		name: '',
-		amount: 0,
-		notes: ''
-	});
-	async function saveBudget() {
-		let res = await fetch('/budget', {
-			method: 'POST',
-			headers: {
-				'Content-Type': 'application/json'
-			},
-			body: JSON.stringify(newBudget)
-		});
-		if (res.ok) {
-			AddBudgetModal.close();
-			budgets.push({
-				id: res.text(), // Temporary ID, replace with actual ID from the server
-				...newBudget
-			});
-			newBudget = { name: '', amount: 0, notes: '' }; // Reset the form
-			// Optionally, you can refresh the budgets list or show a success message
-		} else {
-			console.error('Failed to save budget');
-		}
-	}
 </script>
 
 <div class="drawer lg:drawer-open">
 	<input id="my-drawer-2" type="checkbox" class="drawer-toggle" />
 	<div class="drawer-content flex flex-col m-5">
-		<!-- Page content here -->
+		<div class="navbar bg-base-100 shadow-sm">
+			<div class="flex-none">
+				<label
+					for="my-drawer-2"
+					class="btn btn-primary drawer-button lg:hidden btn-square btn-ghost"
+				>
+					<svg
+						xmlns="http://www.w3.org/2000/svg"
+						fill="none"
+						viewBox="0 0 24 24"
+						class="inline-block h-5 w-5 stroke-current"
+					>
+						<path
+							stroke-linecap="round"
+							stroke-linejoin="round"
+							stroke-width="2"
+							d="M4 6h16M4 12h16M4 18h16"
+						></path>
+					</svg>
+				</label>
+			</div>
+			<div class="flex-1">
+				<a class="btn btn-ghost text-xl">Timm Budget</a>
+			</div>
+		</div>
 		{@render children()}
-		<label for="my-drawer-2" class="btn btn-primary drawer-button lg:hidden"> Open drawer </label>
 	</div>
 	<div class="drawer-side">
 		<label for="my-drawer-2" aria-label="close sidebar" class="drawer-overlay"></label>
 		<ul class="menu bg-base-200 text-base-content min-h-full w-80 p-4">
+			<li>
+				<a href="/">
+					<span class="text-lg font-bold">Total: {total}</span>
+				</a>
+			</li>
 			<li><div class="divider">Budgets</div></li>
 			{#each budgets as budget}
 				<li>
 					<a href={`/budget/${budget.id}`}>
-						{budget.name} ({budget.amount})
+						{budget.name} ({budget.sum})
 					</a>
 				</li>
 			{/each}
-			<li>
-				<button class="btn btn-circle" aria-label="Add" onclick={() => AddBudgetModal.showModal()}>
-					<svg
-						fill="#F0F0F0F0"
-						height="800px"
-						width="800px"
-						version="1.1"
-						id="Layer_1"
-						xmlns="http://www.w3.org/2000/svg"
-						xmlns:xlink="http://www.w3.org/1999/xlink"
-						viewBox="0 0 500 500"
-						enable-background="new 0 0 500 500"
-						xml:space="preserve"
-					>
-						<path
-							d="M306,192h-48v-48c0-4.4-3.6-8-8-8s-8,3.6-8,8v48h-48c-4.4,0-8,3.6-8,8s3.6,8,8,8h48v48c0,4.4,3.6,8,8,8s8-3.6,8-8v-48h48
-	c4.4,0,8-3.6,8-8S310.4,192,306,192z"
-						/>
-					</svg>
-				</button>
-			</li>
 			<li><div class="divider">Accounts</div></li>
 			{#each data.accounts as account}
 				<li>
@@ -77,31 +60,8 @@
 				</li>
 			{/each}
 			<li><div class="divider"></div></li>
+			<li><a href="/rules">Rules</a></li>
 			<li><a href="/settings">Settings</a></li>
 		</ul>
 	</div>
 </div>
-
-<dialog id="AddBudgetModal" class="modal">
-	<div class="modal-box">
-		<form method="dialog">
-			<button class="btn btn-sm btn-circle btn-ghost absolute right-2 top-2">✕</button>
-		</form>
-		<div>
-			<input
-				bind:value={newBudget.name}
-				type="text"
-				placeholder="Budget Name"
-				class="input input-bordered w-full max-w-xs"
-			/>
-			<input
-				bind:value={newBudget.amount}
-				type="number"
-				placeholder="Budget Amount"
-				class="input input-bordered w-full max-w-xs mt-2"
-			/>
-			<textarea bind:value={newBudget.notes} class="textarea w-100"></textarea>
-		</div>
-		<button onclick={() => saveBudget()} class="btn btn-primary mt-4">Save</button>
-	</div>
-</dialog>

src/routes/account/[slug]/+page.server.js

@@ -1,15 +1,17 @@
 import { error } from '@sveltejs/kit';
-import { getAccount, getTransactions } from '$lib/db';
+import { getAccount, getTransactions, getBudgets, getBudgetTransactionsForAccount } from '$lib/db';
 
 /** @type {import('./$types').PageServerLoad} */
 export async function load({ params }) {
-	const transactions = await getTransactions(params.slug);
-    const account = await getAccount(params.slug);
 	const slug = params.slug;
+	const transactions = await getTransactions(slug);
+	const account = await getAccount(slug);
+	const budgets = await getBudgets();
+	const budgetTransactions = await getBudgetTransactionsForAccount(slug);
+
 	if (transactions) {
-		return {transactions, account};
+		return { transactions, account, budgets, slug, budgetTransactions };
 	}
 
 	error(404, 'Not found');
 }
-

src/routes/account/[slug]/+page.svelte

@@ -1,9 +1,12 @@
 <script>
+	import { EditSymbol } from '$lib/editSymbol.svelte';
+	import { settingsSymbol } from '$lib/settingsSymbol.svelte';
 	let { data } = $props();
-    console.log(data);
 	let trans = $derived(data.transactions);
+	let budgets = $derived(data.budgets);
+	let budgetTransactions = $derived(data.budgetTransactions);
 	let notes = $state('');
-	let currentTransaction = $state(null);
+	let currentTransaction = $state({ budget_id: null, amount: 0, notes: '' });
 	let account = $derived(data.account);
 	let hide = $derived(account?.hide || false);
 	let inTotal = $derived(account?.in_total || false);
@@ -53,39 +56,12 @@
 </script>
 
 <div class="flex mb-4">
-    <div class="w-128 flex-none justify-bottom"><h1 class="text-xl font-bold">{account?.name}</h1></div>
+	<div class="w-128 flex-none justify-bottom">
+		<h1 class="text-xl font-bold">{account?.name}</h1>
+	</div>
 	<div class="w-64 grow">{account?.balance}</div>
 	<div class="w-14 flex-none text-right">
-       <svg onclick={()=>settings_modal.showModal()} fill="#000000" height="20px" width="20px" version="1.1" id="Capa_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" 
+		<button class="btn btn-square btn-ghost">{@render settingsSymbol()} </button>
-	 viewBox="0 0 478.703 478.703" xml:space="preserve">
-<g>
-	<g>
-		<path fill="#FEFEFE" d="M454.2,189.101l-33.6-5.7c-3.5-11.3-8-22.2-13.5-32.6l19.8-27.7c8.4-11.8,7.1-27.9-3.2-38.1l-29.8-29.8
-			c-5.6-5.6-13-8.7-20.9-8.7c-6.2,0-12.1,1.9-17.1,5.5l-27.8,19.8c-10.8-5.7-22.1-10.4-33.8-13.9l-5.6-33.2
-			c-2.4-14.3-14.7-24.7-29.2-24.7h-42.1c-14.5,0-26.8,10.4-29.2,24.7l-5.8,34c-11.2,3.5-22.1,8.1-32.5,13.7l-27.5-19.8
-			c-5-3.6-11-5.5-17.2-5.5c-7.9,0-15.4,3.1-20.9,8.7l-29.9,29.8c-10.2,10.2-11.6,26.3-3.2,38.1l20,28.1
-			c-5.5,10.5-9.9,21.4-13.3,32.7l-33.2,5.6c-14.3,2.4-24.7,14.7-24.7,29.2v42.1c0,14.5,10.4,26.8,24.7,29.2l34,5.8
-			c3.5,11.2,8.1,22.1,13.7,32.5l-19.7,27.4c-8.4,11.8-7.1,27.9,3.2,38.1l29.8,29.8c5.6,5.6,13,8.7,20.9,8.7c6.2,0,12.1-1.9,17.1-5.5
-			l28.1-20c10.1,5.3,20.7,9.6,31.6,13l5.6,33.6c2.4,14.3,14.7,24.7,29.2,24.7h42.2c14.5,0,26.8-10.4,29.2-24.7l5.7-33.6
-			c11.3-3.5,22.2-8,32.6-13.5l27.7,19.8c5,3.6,11,5.5,17.2,5.5l0,0c7.9,0,15.3-3.1,20.9-8.7l29.8-29.8c10.2-10.2,11.6-26.3,3.2-38.1
-			l-19.8-27.8c5.5-10.5,10.1-21.4,13.5-32.6l33.6-5.6c14.3-2.4,24.7-14.7,24.7-29.2v-42.1
-			C478.9,203.801,468.5,191.501,454.2,189.101z M451.9,260.401c0,1.3-0.9,2.4-2.2,2.6l-42,7c-5.3,0.9-9.5,4.8-10.8,9.9
-			c-3.8,14.7-9.6,28.8-17.4,41.9c-2.7,4.6-2.5,10.3,0.6,14.7l24.7,34.8c0.7,1,0.6,2.5-0.3,3.4l-29.8,29.8c-0.7,0.7-1.4,0.8-1.9,0.8
-			c-0.6,0-1.1-0.2-1.5-0.5l-34.7-24.7c-4.3-3.1-10.1-3.3-14.7-0.6c-13.1,7.8-27.2,13.6-41.9,17.4c-5.2,1.3-9.1,5.6-9.9,10.8l-7.1,42
-			c-0.2,1.3-1.3,2.2-2.6,2.2h-42.1c-1.3,0-2.4-0.9-2.6-2.2l-7-42c-0.9-5.3-4.8-9.5-9.9-10.8c-14.3-3.7-28.1-9.4-41-16.8
-			c-2.1-1.2-4.5-1.8-6.8-1.8c-2.7,0-5.5,0.8-7.8,2.5l-35,24.9c-0.5,0.3-1,0.5-1.5,0.5c-0.4,0-1.2-0.1-1.9-0.8l-29.8-29.8
-			c-0.9-0.9-1-2.3-0.3-3.4l24.6-34.5c3.1-4.4,3.3-10.2,0.6-14.8c-7.8-13-13.8-27.1-17.6-41.8c-1.4-5.1-5.6-9-10.8-9.9l-42.3-7.2
-			c-1.3-0.2-2.2-1.3-2.2-2.6v-42.1c0-1.3,0.9-2.4,2.2-2.6l41.7-7c5.3-0.9,9.6-4.8,10.9-10c3.7-14.7,9.4-28.9,17.1-42
-			c2.7-4.6,2.4-10.3-0.7-14.6l-24.9-35c-0.7-1-0.6-2.5,0.3-3.4l29.8-29.8c0.7-0.7,1.4-0.8,1.9-0.8c0.6,0,1.1,0.2,1.5,0.5l34.5,24.6
-			c4.4,3.1,10.2,3.3,14.8,0.6c13-7.8,27.1-13.8,41.8-17.6c5.1-1.4,9-5.6,9.9-10.8l7.2-42.3c0.2-1.3,1.3-2.2,2.6-2.2h42.1
-			c1.3,0,2.4,0.9,2.6,2.2l7,41.7c0.9,5.3,4.8,9.6,10,10.9c15.1,3.8,29.5,9.7,42.9,17.6c4.6,2.7,10.3,2.5,14.7-0.6l34.5-24.8
-			c0.5-0.3,1-0.5,1.5-0.5c0.4,0,1.2,0.1,1.9,0.8l29.8,29.8c0.9,0.9,1,2.3,0.3,3.4l-24.7,34.7c-3.1,4.3-3.3,10.1-0.6,14.7
-			c7.8,13.1,13.6,27.2,17.4,41.9c1.3,5.2,5.6,9.1,10.8,9.9l42,7.1c1.3,0.2,2.2,1.3,2.2,2.6v42.1H451.9z"/>
-		<path fill="#FEFEFE" d="M239.4,136.001c-57,0-103.3,46.3-103.3,103.3s46.3,103.3,103.3,103.3s103.3-46.3,103.3-103.3S296.4,136.001,239.4,136.001
-			z M239.4,315.601c-42.1,0-76.3-34.2-76.3-76.3s34.2-76.3,76.3-76.3s76.3,34.2,76.3,76.3S281.5,315.601,239.4,315.601z"/>
-	</g>
-</g>
-</svg>
 	</div>
 </div>
 
@@ -94,18 +70,55 @@
 	<thead>
 		<tr>
 			<th>Date</th>
+			<th>Payee</th>
 			<th>Description</th>
 			<th>Amount</th>
 			<th>Notes</th>
+			<th>Budgets</th>
+			<th></th>
 		</tr>
 	</thead>
 	<tbody>
 		{#each trans as transaction}
-			<tr class="hover:bg-base-300" onclick={() => editNotes(transaction)}>
+			{@const applicableBudgets = budgetTransactions.filter(
+				(bt) => bt.transaction_id === transaction.id
+			)}
+			{@const budgetTotal = applicableBudgets.reduce(
+				(accumulator, currentValue) => accumulator + Number(currentValue.amount),
+				0
+			)}
+			<tr class="hover:bg-base-300">
 				<td>{transaction.date.toDateString()}</td>
+				<td>{transaction.payee ?? ''}</td>
 				<td>{transaction.description}</td>
-				<td>{transaction.amount}</td>
+				<td
+					><ul class="list bg-base-100 rounded-box shadow-md">
+						<li class="list-row">Amount: {transaction.amount}</li>
+						<li class="list-row">Budget: {budgetTotal.toFixed(2)}</li>
+						<li class="list-row">Remains: {(transaction.amount - budgetTotal).toFixed(2)}</li>
+					</ul></td
+				>
 				<td>{transaction.notes}</td>
+				<td>
+					<ul class="list bg-base-100 rounded-box shadow-md">
+						{#each applicableBudgets as budgetTransaction}
+							<li class="list-row">
+								<div class="flex">
+									<div class="flex-auto w-24">
+										{budgets.find((b) => b.id === budgetTransaction.budget_id)?.name}
+									</div>
+									<div class="flex-auto w-16">${budgetTransaction.amount}</div>
+									<div class="flex-auto w-48">{budgetTransaction.notes}</div>
+								</div>
+							</li>
+						{/each}
+					</ul></td
+				>
+				<td
+					><button class="btn btn-square btn-ghost" onclick={() => editNotes(transaction)}
+						>{@render EditSymbol()}</button
+					></td
+				>
 			</tr>
 		{/each}
 	</tbody>
@@ -116,14 +129,66 @@
 		<form method="dialog">
 			<button class="btn btn-sm btn-circle btn-ghost absolute right-2 top-2">✕</button>
 		</form>
-		<h3>{currentTransaction?.description}</h3>
+		<fieldset class="fieldset">
-		<h4>${currentTransaction?.amount}</h4>
+			<p class="label">{currentTransaction?.description}</p>
-		<p>{currentTransaction?.date?.toDateString()}</p>
+			<p class="label">${currentTransaction?.amount}</p>
-		<div>
+			<p class="label">{currentTransaction?.date?.toDateString()}</p>
+			<legend class="fieldset-legend">Notes</legend>
 			<textarea bind:value={notes} class="textarea w-100"></textarea>
+
+			<button class="btn btn-neutral" onclick={() => saveNotes()}>Save</button>
+
+			<legend class="fieldset-legend">Add to budget</legend>
+			<select bind:value={currentTransaction.budget_id} class="select">
+				<option disabled selected>Pick a budget</option>
+				{#each budgets as budget}
+					<option value={budget.id}>{budget.name} - {budget.sum}</option>
+				{/each}
+			</select>
+			<legend class="fieldset-legend">Amount</legend>
+			<input
+				bind:value={currentTransaction.amount}
+				type="number"
+				class="input validator"
+				required
+				placeholder="Amount"
+				title="Amount"
+			/>
+			<legend class="fieldset-legend">Notes</legend>
+			<textarea bind:value={currentTransaction.notes} class="textarea w-100"></textarea>
+			<p class="validator-hint">Must a sensible number</p>
+			<button
+				class="btn btn-primary"
+				onclick={() => {
+					if (budget_id) {
+						fetch(`/api/budget/${budget_id}/transaction`, {
+							method: 'POST',
+							headers: {
+								'Content-Type': 'application/json'
+							},
+							body: JSON.stringify({
+								transactionId: currentTransaction.id,
+								amount: currentTransaction.amount,
+								notes: currentTransaction.notes
+							})
+						}).then((res) => {
+							if (res.ok) {
+								// Optionally, you can refresh the UI or show a success message
+								console.log('Transaction added to budget successfully');
+							} else {
+								console.error('Failed to add transaction to budget');
+							}
+						});
+					} else {
+						console.error('No budget selected');
+					}
+				}}>Add to Budget</button
+			>
+		</fieldset>
 	</div>
-		<button onclick={() => saveNotes()} class="btn btn-primary mt-4">Save</button>
+	<form method="dialog" class="modal-backdrop">
-	</div>
+		<button>close</button>
+	</form>
 </dialog>
 
 <dialog id="settings_modal" class="modal">
@@ -145,4 +210,7 @@
 		</fieldset>
 		<button onclick={() => saveSettings()} class="btn btn-primary mt-4">Save</button>
 	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
 </dialog>

src/routes/api/budget/[slug]/+server.js

@@ -1,4 +1,4 @@
-import { deleteBudget } from '$lib/db.js';
+import { deleteBudget, restoreBudget } from '$lib/db.js';
 
 export function DELETE({ params }) {
     const { slug } = params;
@@ -9,3 +9,11 @@ export function DELETE({ params }) {
         .then(() => new Response(`Budget with slug ${slug} deleted successfully.`))
         .catch(err => new Response(`Error deleting budget: ${err.message}`, { status: 500 }));
 }
+
+export async function PUT({ params, request }) {
+    const { slug } = params;
+    
+    restoreBudget(slug)
+        .then(() => new Response(`Budget with slug ${slug} restored successfully.`))
+        .catch(err => new Response(`Error restoring budget: ${err.message}`, { status: 500 }));
+}

src/routes/api/budget/[slug]/transaction/+server.js

@@ -0,0 +1,46 @@
+import { addBudgetTransaction, updateBudgetTransaction, deleteBudgetTransaction } from '$lib/db.js';
+
+export async function POST({ params, request }) {
+	const { slug } = params;
+	let body = await request.json();
+
+	const { transactionId, amount, notes } = body;
+	console.log({ slug, transactionId, amount });
+
+	// Call the deleteBudget function from db.js (budgetId, transactionId, amount)
+	return addBudgetTransaction(slug, transactionId, amount, notes)
+		.then(() => new Response(`Budget transaction added successfully`, { status: 200 }))
+		.catch(
+			(err) => new Response(`Error adding transaction to budget ${err.message}`, { status: 500 })
+		);
+}
+
+export async function PATCH({ params, request }) {
+	const { slug } = params;
+	let body = await request.json();
+
+	const { amount, notes } = body;
+	console.log({ slug, transactionId, amount });
+
+	// Call the deleteBudget function from db.js (budgetId, transactionId, amount)
+	return updateBudgetTransaction(slug, amount, notes)
+		.then(() => new Response(`Budget transaction updated successfully`, { status: 200 }))
+		.catch(
+			(err) => new Response(`Error updating transaction in budget ${err.message}`, { status: 500 })
+		);
+}
+
+export async function DELETE({ params, request }) {
+	const { slug } = params;
+
+	const { transactionId } = slug;
+	console.log({ slug });
+
+	// Call the deleteBudget function from db.js (budgetId, transactionId)
+	return deleteBudgetTransaction(slug)
+		.then(() => new Response(`Budget transaction deleted successfully`, { status: 200 }))
+		.catch(
+			(err) =>
+				new Response(`Error deleting transaction from budget ${err.message}`, { status: 500 })
+		);
+}

src/routes/api/rules/+server.js

@@ -0,0 +1,19 @@
+
+import { addRule, runRules } from '$lib/db.js';
+
+export async function PUT({ params, request }) {
+    const { name, description, payee, amount, transdescription, action, actionAmount, account_id, amount_is_precent, priority, use_priority} = await request.json();
+
+    return addRule(name, description, payee, amount, transdescription, action, actionAmount, account_id, amount_is_precent, priority, use_priority)
+        .then(() => new Response(`Rule ${name} created successfully.`))
+        .catch(err => new Response(`Error creating rule: ${err.message}`, { status: 500 }));
+}
+
+
+export async function POST({ params, request }) {
+    
+   return runRules()
+        .then(() => new Response(`Rules executed successfully.`))
+}
+
+

src/routes/api/rules/[slug]/+server.js

@@ -0,0 +1,21 @@
+
+
+import { updateRule, deleteRule } from '$lib/db.js';
+
+export async function PATCH({ params, request }) {
+    const { slug } = params;
+    const { name, description, payee, amount, transdescription, action, actionAmount, account_id, amount_is_precent, priority, use_priority} = await request.json();
+    console.log(`Updating rule for with slug: ${slug}`);
+
+    return updateRule(name, description, payee, amount, transdescription, action, actionAmount, account_id, amount_is_precent, priority, use_priority, slug)
+        .then(() => new Response(`Rule with slug ${slug} updated successfully.`))
+        .catch(err => new Response(`Error updating rule: ${err.message}`, { status: 500 }));
+}
+
+export async function DELETE({ params }) {
+    const { slug } = params;
+
+    return deleteRule(slug)
+        .then(() => new Response(`Deleted rule with slug ${slug}.`))
+        .catch(err => new Response(`Error deleting rule: ${err.message}`, { status: 500 }));
+}

src/routes/api/simplefin/update/+server.js

@@ -1,10 +1,17 @@
-
 import { fetchAccounts } from '$lib/simplefin';
-import { updateAccounts } from '$lib/db' ;
+import { runRules, updateAccounts } from '$lib/db';
 
-const url = "https://19443E0E8171E175EC5DA0C69B35DD50197F234B9A74C00D27FD606121257ECF:DAA3702E2100CFFD3B544251E6D755E86B1EDDFBFCC7F6FA9CE77AB3677E60DE@beta-bridge.simplefin.org/simplefin";
+export async function POST({ request }) {
+	let body = null;
+	try {
+		let body = await request.json();
+	} catch (error) {}
+	const startDate = body?.startDate
+		? body
+		: Math.floor(new Date(new Date().getFullYear(), new Date().getMonth() - 1).getTime() / 1000);
 
-export async function POST() {
+	const res = await fetchAccounts(startDate);
-    const res = await fetchAccounts(url, new Date("2025-07-03"))
+	await updateAccounts(res);
-        return new Response(await updateAccounts(res));
+	await runRules();
+	return new Response(`Accounts updated successfully`, { status: 200 });
 }

src/routes/budget/[slug]/+page.server.js

@@ -1,12 +1,13 @@
 import { error } from '@sveltejs/kit';
-import { getBudgetTransactions } from '$lib/db.js';
+import { getBudget, getBudgetTransactions } from '$lib/db.js';
 
 export async function load({ params }) {
     const { slug } = params;
     console.log(`Loading transactions for budget: ${slug}`);
     const transactions = await getBudgetTransactions(slug);
+    const budget = await getBudget(slug);
 
-    return {  transactions, slug  };
+    return {  transactions, slug, budget };
 }
 
 

src/routes/budget/[slug]/+page.svelte

@@ -1,91 +1,193 @@
 <script>
+	import { EditSymbol } from '$lib/editSymbol.svelte';
+	import { TrashBin } from '$lib/trashbin.svelte';
 
 	let { data } = $props();
-    let budget = $derived(data.budgets.find((b) => b.id == data.slug) || {});
+	let budget = $derived(data.budget);
-    let transactions = $derived(data.transactions || []);
+	let transactions = $derived(data.transactions.transactions || []);
-    let toDeleteBudget = $state(null);
+	let newData = $state({
+		amount: 0,
+		notes: ''
+	});
+	let toDelete = $state(null);
+	let toDeleteName = $state('');
 
-    async function deleteBudget() {
+	async function saveTransaction() {
-        if (toDeleteBudget === budget.name) {
+		let res = await fetch(`/api/budget/${budget.id}/transaction`, {
-            let res = await fetch(`/api/budget/${budget.id}`, {
+			method: 'PATCH',
-                method: 'DELETE',
 			headers: {
 				'Content-Type': 'application/json'
-                }
+			},
+			body: JSON.stringify({
+				amount: $state.snapshot(newData.amount),
+				notes: $state.snapshot(newData.notes)
+			})
 		});
-            if (res.ok) {
-                window.location.href = '/'; // Redirect to budgets list after deletion
-            } else {
-                console.error('Failed to delete budget');
-            }
-        } else {
-            alert('Please type the budget name correctly to confirm deletion.');
-        }
 	}
 
+	function edit(transaction) {
+		newData.amount = transaction.amount;
+		newData.notes = transaction.notes || '';
+		EditBudgetTransactionModal.showModal();
+	}
+
+	async function restoreBudget() {
+		let res = await fetch(`/api/budget/${budget.id}`, {
+			method: 'PUT',
+			headers: {
+				'Content-Type': 'application/json'
+			},
+			body: JSON.stringify({ delete: false })
+		});
+	}
+
+	function deleteTransaction(transaction) {
+		toDelete = transaction;
+		DeleteTransactionModal.showModal();
+	}
 </script>
 
+{#if budget.delete}
+	<div role="alert" class="alert alert-error" onclick={() => RestoreModal.showModal()}>
+		<svg
+			xmlns="http://www.w3.org/2000/svg"
+			class="h-6 w-6 shrink-0 stroke-current"
+			fill="none"
+			viewBox="0 0 24 24"
+		>
+			<path
+				stroke-linecap="round"
+				stroke-linejoin="round"
+				stroke-width="2"
+				d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"
+			/>
+		</svg>
+		<span>This budget has been deleted</span>
+	</div>
+{/if}
+
 <div class="flex mb-4">
 	<div class="w-32 flex-none justify-bottom"><h1 class="text-2xl font-bold">{budget.name}</h1></div>
 	<div class="w-64 grow">{budget.amount}</div>
-    <div class="w-14 flex-none text-right">
-        <svg
-            xmlns="http://www.w3.org/2000/svg"
-            viewBox="0 0 30 30"
-            width="30px"
-            height="30px"
-            class="cursor-pointer hover:scale-110 transition"
-            onclick={()=> DeleteBudgetModal.showModal()}
-        >
-            <path fill="#FEFEFE" d="M 14.984375 2.4863281 A 1.0001 1.0001 0 0 0 14 3.5 L 14 4 L 8.5 4 A 1.0001 1.0001 0 0 0 7.4863281 5 L 6 5 A 1.0001 1.0001 0 1 0 6 7 L 24 7 A 1.0001 1.0001 0 1 0 24 5 L 22.513672 5 A 1.0001 1.0001 0 0 0 21.5 4 L 16 4 L 16 3.5 A 1.0001 1.0001 0 0 0 14.984375 2.4863281 z M 6 9 L 7.7929688 24.234375 C 7.9109687 25.241375 8.7633438 26 9.7773438 26 L 20.222656 26 C 21.236656 26 22.088031 25.241375 22.207031 24.234375 L 24 9 L 6 9 z"/>
-        </svg>
-    </div>
 </div>
 
-
+<div class="">
-<div class="mb-4">
+	<h2>Notes:</h2>
-    <p class="text-sm">Notes: {budget.notes}</p>
+	<p>{budget.notes}</p>
 </div>
 
-<table class="min-w-full border border-gray-300">
+<table class="overflow-x-auto rounded-box border border-base-content/5 bg-base-100">
 	<thead>
 		<tr class="">
-            <th class="px-4 py-2 border-b">Date</th>
+			<th>Date</th>
-            <th class="px-4 py-2 border-b">Description</th>
+			<th>Description</th>
-            <th class="px-4 py-2 border-b">Amount</th>
+			<th>Amount</th>
+			<th>Notes</th>
+			<th></th>
 		</tr>
 	</thead>
 	<tbody>
 		{#each transactions as txn}
 			<tr>
-                <td class="px-4 py-2 border-b">{txn.date}</td>
+				<td>{txn.date.toDateString()}</td>
-                <td class="px-4 py-2 border-b">{txn.description}</td>
+				<td>{txn.description}</td>
-                <td class="px-4 py-2 border-b">${txn.amount}</td>
+				<td>${txn.budget_amount}</td>
-            </tr>
+				<td>
+					{#if txn.notes}
+						<span>{txn.notes}</span>
+					{:else}
+						<span class="text-gray-500">No notes</span>
+					{/if}
+				</td>
+
+				<td
+					><button class="btn btn-square btn-ghost" onclick={() => edit(txn)}
+						>{@render EditSymbol()}</button
+					></td
+				><td
+					><button class="btn btn-square btn-ghost" onclick={() => deleteTransaction(txn)}
+						>{@render TrashBin()}</button
+					></td
+				></tr
+			>
 		{/each}
 		{#if transactions.length === 0}
 			<tr>
-                <td class="px-4 py-2 border-b text-center" colspan="3">No transactions found.</td>
+				<td colspan="3">No transactions found.</td>
 			</tr>
 		{/if}
 	</tbody>
 </table>
 
-
+<dialog id="EditBudgetTransactionModal" class="modal">
-<dialog id="DeleteBudgetModal" class="modal">
 	<div class="modal-box">
-		<form method="dialog">
+		<fieldset class="fieldset bg-base-200 border-base-300 rounded-box w-xs border p-4">
-			<button class="btn btn-sm btn-circle btn-ghost absolute right-2 top-2">✕</button>
+			<legend class="fieldset-legend">Edit</legend>
-		</form>
+
-        <p>Are you sure you want to delete <code>{budget.name}</code>? type its name in the box below if so.</p>
+			<label class="label">Amount</label>
-		<div>
 			<input
-				bind:value={toDeleteBudget}
+				bind:value={newData.amount}
 				type="text"
-				placeholder="Budget Name"
+				placeholder="Amount"
 				class="input input-bordered w-full max-w-xs"
 			/>
+
+			<label class="label">Notes</label>
+			<textarea bind:value={newData.notes} class="textarea w-100" placeholder="Budget Notes"
+			></textarea>
+
+			<button onclick={() => saveTransaction()} class="btn btn-primary mt-4">Save</button>
+		</fieldset>
 	</div>
-		<button onclick={()=>deleteBudget()} class="btn btn-primary mt-4">Delete</button>
+	<form method="dialog" class="modal-backdrop">
-	</div>
+		<button>close</button>
+	</form>
+</dialog>
+
+<dialog id="RestoreModal" class="modal">
+	<div class="modal-box">
+		<fieldset class="fieldset bg-base-200 border-base-300 rounded-box w-xs border p-4">
+			<legend class="fieldset-legend">Restore?</legend>
+
+			<button onclick={() => restoreBudget()} class="btn btn-primary mt-4">Restore</button>
+		</fieldset>
+	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
+</dialog>
+
+<dialog id="DeleteTransactionModal" class="modal">
+	<div class="modal-box">
+		<h1>Are you sure you want to delete {toDelete?.description}?</h1>
+		<p>Type it in the box to confirm</p>
+		<input
+			bind:value={toDeleteName}
+			type="text"
+			placeholder="Type the name to confirm"
+			class="input input-bordered w-full max-w-xs"
+		/>
+		<button
+			class="btn btn-error mt-4"
+			onclick={async () => {
+				if (toDelete.description === toDeleteName) {
+					let res = await fetch(`/api/budget/${toDelete.budget_transaction_id}/transaction/`, {
+						method: 'DELETE'
+					});
+					if (res.ok) {
+						console.log('Rule deleted successfully');
+						DeleteTransactionModal.close();
+						location.reload();
+					} else {
+						console.error('Failed to delete transaction');
+					}
+				} else {
+					console.error('Name does not match');
+				}
+			}}>Delete</button
+		>
+	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
 </dialog>

src/routes/rules/+page.server.js

@@ -0,0 +1,10 @@
+import { error } from '@sveltejs/kit';
+import { getRules } from '$lib/db.js';
+
+export async function load({ params }) {    
+    const rules = await getRules();
+    return {  rules };
+}
+
+
+

src/routes/rules/+page.svelte

@@ -0,0 +1,318 @@
+<script>
+	import { EditSymbol } from '$lib/editSymbol.svelte';
+	import { TrashBin } from '$lib/trashbin.svelte';
+	import { loadingModal } from '$lib/loadingModal.svelte';
+
+	let { data } = $props();
+
+	let rules = $derived(data.rules || []);
+	let budgets = $derived(data.budgets || []);
+	let accounts = $derived(data.accounts || []);
+	let loading = $state(false);
+
+	let adding = $state(false);
+
+	let toDelete = $state(null);
+	let toDeleteName = $state('');
+
+	const newRule = $state({
+		id: 0,
+		name: '',
+		priority: 0,
+		description: '',
+		payee: '',
+		amount: '',
+		transdescription: '',
+		action: '',
+		account_id: null,
+		actionAmount: 0,
+		amount_is_precent: false,
+		use_priority: true
+	});
+
+	async function doTheThing() {
+		if (adding) {
+			await addRule();
+		} else {
+			await updateRule();
+		}
+	}
+
+	function clear() {
+		newRule.name = '';
+		newRule.priority = 0;
+		newRule.description = '';
+		newRule.payee = '';
+		newRule.amount = '';
+		newRule.transdescription = '';
+		newRule.action = '';
+		newRule.account_id = null;
+		newRule.actionAmount = 0;
+		newRule.amount_is_precent = false;
+		newRule.use_priority = true;
+	}
+
+	async function addRule() {
+		let res = await fetch('/api/rules', {
+			method: 'PUT',
+			headers: {
+				'Content-Type': 'application/json'
+			},
+			body: JSON.stringify(newRule)
+		});
+		if (res.ok) {
+			// Optionally, you can refresh the rules list or show a success message
+			console.log('Rule added successfully');
+			clear();
+			AddRuleModal.close();
+		} else {
+			console.error('Failed to add rule');
+		}
+	}
+
+	async function updateRule() {
+		let res = await fetch(`/api/rules/${newRule.id}`, {
+			method: 'PATCH',
+			headers: {
+				'Content-Type': 'application/json'
+			},
+			body: JSON.stringify(newRule)
+		});
+		if (res.ok) {
+			console.log('Rule updated successfully');
+			clear();
+			AddRuleModal.close();
+		} else {
+			console.error('Failed to update rule');
+		}
+	}
+
+	function editRule(rule) {
+		adding = false;
+		newRule.name = rule.name;
+		newRule.priority = rule.priority;
+		newRule.description = rule.description;
+		newRule.payee = rule.payee;
+		newRule.amount = rule.amount;
+		newRule.transdescription = rule.transdescription;
+		newRule.action = rule.action;
+		newRule.id = rule.id;
+		newRule.actionAmount = rule.action_amount;
+		newRule.account_id = rule.account_id;
+		newRule.amount_is_precent = rule.amount_is_precent;
+		newRule.use_priority = rule.use_priority;
+
+		AddRuleModal.showModal();
+	}
+
+	$inspect(newRule);
+
+	function deleteRule(rule) {
+		toDelete = rule;
+		DeleteModal.showModal();
+	}
+
+	function runRules() {
+		loading = true;
+		fetch('/api/rules', {
+			method: 'POST'
+		})
+			.then((response) => response.json())
+			.then((data) => {
+				console.log('Rules executed successfully:', data);
+			})
+			.catch((error) => {
+				console.error('Error executing rules:', error);
+			})
+			.finally(() => {
+				loading = false;
+			});
+	}
+	$inspect(rules);
+</script>
+
+{#if loading}
+	{@render loadingModal()}
+{/if}
+
+<div class="overflow-x-auto">
+	<table class="table">
+		<!-- head -->
+		<thead>
+			<tr>
+				<th>Priority</th>
+				<th>Use Priority</th>
+				<th>Name</th>
+				<th>Description</th>
+				<th>Payee</th>
+				<th>Amount</th>
+				<th>Transaction Description</th>
+				<th>Account</th>
+				<th>Action Amount</th>
+				<td>Precent?</td>
+				<th>Budget</th>
+				<th></th>
+			</tr>
+		</thead>
+		<tbody>
+			{#each rules as rule}
+				<tr>
+					<td>{rule.priority}</td>
+					<td>
+						{`${rule.use_priority ? 'Yes' : 'No'}`}
+					</td><td>{rule.name}</td>
+					<td>{rule.description}</td>
+					<td>{rule.payee}</td>
+					<td>{rule.amount}</td>
+					<td>{rule.transdescription}</td>
+					<td>{accounts?.find((e) => e.id == rule?.account_id)?.name}</td>
+					<td>{rule.action_amount}</td>
+					<td>{rule.amount_is_precent ? '%' : '$'}</td>
+					<td>{budgets?.find((e) => e.id == rule?.action)?.name}</td>
+					<td
+						><button class="btn btn-square btn-ghost" onclick={() => editRule(rule)}>
+							{@render EditSymbol()}</button
+						></td
+					>
+					<td
+						><button class="btn btn-square btn-ghost" onclick={() => deleteRule(rule)}>
+							{@render TrashBin()}</button
+						></td
+					>
+				</tr>
+			{/each}
+			<tr>
+				<td colspan="7"
+					><button
+						onclick={() => {
+							adding = true;
+							clear();
+							AddRuleModal.showModal();
+						}}
+						class="btn btn-neutral">Add</button
+					></td
+				></tr
+			>
+		</tbody>
+	</table>
+</div>
+
+<button onclick={() => runRules()} class="btn btn-primary">Run Rules</button>
+
+<dialog id="AddRuleModal" class="modal">
+	<div class="modal-box">
+		<h1>{`${adding ? 'New' : 'Edit'}`} Rule</h1>
+		<fieldset class="fieldset bg-base-200 border-base-300 rounded-box w-xs border p-4">
+			<label class="label">Name</label>
+			<input
+				bind:value={newRule.name}
+				type="text"
+				placeholder="Name"
+				class="input input-bordered w-full max-w-xs"
+			/>
+
+			<label class="label">Priority</label>
+			<input
+				bind:value={newRule.priority}
+				type="number"
+				placeholder="priority"
+				class="input input-bordered w-full max-w-xs"
+			/>
+
+			<label class="label">Description</label>
+			<textarea bind:value={newRule.description} class="textarea w-100" placeholder="Description"
+			></textarea>
+
+			<label class="label">Payee Filter</label>
+			<input
+				bind:value={newRule.payee}
+				type="text"
+				placeholder="regex"
+				class="input input-bordered w-full max-w-xs"
+			/>
+			<label class="label">Amount</label>
+			<input
+				bind:value={newRule.amount}
+				type="text"
+				placeholder="regex"
+				class="input input-bordered w-full max-w-xs"
+			/>
+			<label class="label">Details Filter</label>
+			<input
+				bind:value={newRule.transdescription}
+				type="text"
+				placeholder="regex"
+				class="input input-bordered w-full max-w-xs"
+			/>
+			<label class="label">Account</label>
+			<select bind:value={newRule.account_id} class="select">
+				<option disabled selected>Pick a budget</option>
+				<option value={null}>None</option>
+				{#each accounts as account}
+					<option value={account.id.toString()}>{account.name}</option>
+				{/each}
+			</select>
+			<label class="label">Budget</label>
+			<select bind:value={newRule.action} class="select">
+				<option disabled selected>Pick a budget</option>
+				{#each budgets as budget}
+					<option value={budget.id.toString()}>{budget.name} - {budget.sum}</option>
+				{/each}
+			</select>
+			<label class="label">Action Amount</label>
+			<input
+				bind:value={newRule.actionAmount}
+				type="text"
+				placeholder="regex"
+				class="input input-bordered w-full max-w-xs"
+			/>
+			<label class="label">
+				<input type="checkbox" class="checkbox" bind:checked={newRule.amount_is_precent} />
+				Precentage?
+			</label>
+			<label class="label">
+				<input type="checkbox" class="checkbox" bind:checked={newRule.use_priority} />
+				Use Priority?
+			</label>
+
+			<button onclick={() => doTheThing()} class="btn btn-primary mt-4">Save</button>
+		</fieldset>
+	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
+</dialog>
+
+<dialog id="DeleteModal" class="modal">
+	<div class="modal-box">
+		<h1>Are you sure you want to delete {toDelete?.name}?</h1>
+		<p>Type it in the box to confirm</p>
+		<input
+			bind:value={toDeleteName}
+			type="text"
+			placeholder="Type the name to confirm"
+			class="input input-bordered w-full max-w-xs"
+		/>
+		<button
+			class="btn btn-error mt-4"
+			onclick={async () => {
+				if (toDelete.name === toDeleteName) {
+					let res = await fetch(`/api/rules/${toDelete.id}`, {
+						method: 'DELETE'
+					});
+					if (res.ok) {
+						console.log('Rule deleted successfully');
+						DeleteModal.close();
+					} else {
+						console.error('Failed to delete rule');
+					}
+				} else {
+					console.error('Name does not match');
+				}
+			}}>Delete</button
+		>
+	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
+</dialog>

src/routes/settings/+page.server.js

@@ -1,9 +1,11 @@
-import { getHiddenAccounts, getDeletedBudgets } from "$lib/db";
+import { getHiddenAccounts, getDeletedBudgets, getBudgets } from "$lib/db";
-import { get } from "svelte/store";
+
 
 export async function load({ params }) {
     let accounts = await getHiddenAccounts();
-    let budgets = await getDeletedBudgets();
+    let deletedBudgets = await getDeletedBudgets();
+    let budgets = await getBudgets();
 
-    return { accounts, budgets };
+
+    return { accounts, deletedBudgets, budgets };
 }

src/routes/settings/+page.svelte

@@ -1,16 +1,75 @@
 <script>
+	import { deleteBudgetForm } from './deleteBudget.svelte';
+	import { loadingModal } from '$lib/loadingModal.svelte';
+
 	let { data } = $props();
 	let accounts = $derived(data.accounts || []);
+	let deletedBudgets = $derived(data.deletedBudgets || []);
 	let budgets = $derived(data.budgets || []);
+	let toDeleteBudget = $state({});
+	let loading = $state(false);
+	let newBudget = $state({
+		amount: 0,
+		notes: ''
+	});
+
+	async function saveBudget() {
+		loading = true;
+		let res = await fetch('/budget', {
+			method: 'POST',
+			headers: {
+				'Content-Type': 'application/json'
+			},
+			body: JSON.stringify(newBudget)
+		});
+		if (res.ok) {
+			budgets.push({
+				id: res.text(), // Temporary ID, replace with actual ID from the server
+				...newBudget
+			});
+			newBudget = { name: '', amount: 0, notes: '' }; // Reset the form
+			// Optionally, you can refresh the budgets list or show a success message
+			window.location.href = '/settings'; // Redirect to budgets list after deletion
+		} else {
+			console.error('Failed to save budget');
+		}
+		loading = false;
+	}
 
 	async function update() {
+		loading = true;
 		let res = await fetch('/api/simplefin/update', {
 			method: 'POST'
 		});
+		loading = false;
+	}
+
+	async function deleteBudget(name) {
+		loading = true;
+		if (name === toDeleteBudget.name) {
+			let res = await fetch(`/api/budget/${toDeleteBudget.id}`, {
+				method: 'DELETE',
+				headers: {
+					'Content-Type': 'application/json'
+				}
+			});
+			if (res.ok) {
+				window.location.href = '/settings'; // Redirect to budgets list after deletion
+			} else {
+				console.error('Failed to delete budget');
+			}
+		} else {
+			alert('Please type the budget name correctly to confirm deletion.');
+		}
+		loading = false;
 	}
 </script>
 
-<button onclick={update}>Update</button>
+{#if loading}
+	{@render loadingModal()}
+{/if}
+
+<button class="btn btn-primary" onclick={update}>Update</button>
 
 <div class="flex flex-col gap-4">
 	<h1 class="text-2xl font-bold">Settings</h1>
@@ -28,10 +87,35 @@
 	</div>
 
 	<div class="mb-4">
-        <h2 class="text-xl font-semibold">Deleted Budgets</h2>
+		<h2 class="text-xl font-semibold">Budgets</h2>
+		<div>
 			{#if budgets.length > 0}
 				<ul>
 					{#each budgets as budget}
+						<li>
+							<button
+								class="btn btn-error"
+								onclick={() => {
+									toDeleteBudget = budget;
+									DeleteBudgetModal.showModal();
+								}}
+							>
+								{budget.name}
+							</button>
+						</li>
+					{/each}
+				</ul>
+			{:else}
+				<p>No budgets.</p>
+			{/if}
+		</div>
+	</div>
+
+	<div class="mb-4">
+		<h2 class="text-xl font-semibold">Deleted Budgets</h2>
+		{#if deletedBudgets.length > 0}
+			<ul>
+				{#each deletedBudgets as budget}
 					<li><a href={`/budget/${budget.id}`}>{budget.name}</a></li>
 				{/each}
 			</ul>
@@ -40,3 +124,30 @@
 		{/if}
 	</div>
 </div>
+
+<fieldset class="fieldset bg-base-200 border-base-300 rounded-box w-xs border p-4">
+	<legend class="fieldset-legend">Add a budget</legend>
+
+	<label class="label">Name</label>
+	<input
+		bind:value={newBudget.name}
+		type="text"
+		placeholder="Budget Name"
+		class="input input-bordered w-full max-w-xs"
+	/>
+
+	<label class="label">Notes</label>
+	<textarea bind:value={newBudget.notes} class="textarea w-100" placeholder="Budget Notes"
+	></textarea>
+
+	<button onclick={() => saveBudget()} class="btn btn-primary mt-4">Save</button>
+</fieldset>
+
+<dialog id="DeleteBudgetModal" class="modal">
+	<div class="modal-box">
+		{@render deleteBudgetForm(toDeleteBudget.name, deleteBudget)}
+	</div>
+	<form method="dialog" class="modal-backdrop">
+		<button>close</button>
+	</form>
+</dialog>

src/routes/settings/deleteBudget.svelte

@@ -0,0 +1,23 @@
+<script module>
+	export { deleteBudgetForm };
+
+	let toDeleteBudget = $state('');
+</script>
+
+{#snippet deleteBudgetForm(name, deleteBudget)}
+	<form method="dialog">
+		<button class="btn btn-sm btn-circle btn-ghost absolute right-2 top-2">✕</button>
+	</form>
+	<p>
+		Are you sure you want to delete <code>{name}</code>? type its name in the box below if so.
+	</p>
+	<div>
+		<input
+			bind:value={toDeleteBudget}
+			type="text"
+			placeholder="Budget Name"
+			class="input input-bordered w-full max-w-xs"
+		/>
+	</div>
+	<button onclick={() => deleteBudget(toDeleteBudget)} class="btn btn-primary mt-4">Delete</button>
+{/snippet}

src/routes/transcation/[slug]/+server.js

@@ -3,8 +3,7 @@ import {setTransactionNote} from '$lib/db';
 export async function POST(request) {
     let body =  await request.request.json();
     let res = await setTransactionNote(request.params.slug, body.notes);
-    console.log({slug: request.params.slug, notes: body.notes});
+
-    console.log(res);
     return new Response(JSON.stringify({success: true}), {
         headers: {
             'Content-Type': 'application/json'

wipedata.psql

@@ -0,0 +1,4 @@
+\c budget budget sql.caseytimm.com
+TRUNCATE budget_transaction;
+UPDATE transaction
+SET processed = false;