Budget Flows

graph TD
    Start((Start Script)) -->|Pull Transactions and Balances| PullData["Pull Transactions and Balances"]
    PullData --> CheckCadence["Check Refresh Cadence"]
    CheckCadence -->|Budget Reset Date Reached| CreateBatch["Create New Budget Batch"]
    CheckCadence -->|No Action Required| AutoAssociate["Automatically Associate Transactions"]
    CreateBatch -->|Insert New Batch into DB| UpdateDB["Update Database with New Batch"]
    UpdateDB -->|Associate Transactions with Batches| AutoAssociate
    AutoAssociate --> End((End Script))
    AutoAssociate -->|Optional User Review| UserIntervention["Allow User to Review Associations"]
    UserIntervention -->|Set Verified Status| VerifyTransaction["User Sets Verified Status"]
    VerifyTransaction --> End((End Script))

    %% Descriptions
    Start((Start Script))
    PullData["Fetch transaction and balance data"]
    CheckCadence["Evaluate if today is the reset date for budget batch"]
    CreateBatch["If condition met, create a new budget batch"]
    UpdateDB["Insert the newly created batch into the database"]
    AutoAssociate["Automatically associate transactions with budget batches using predefined rules"]
    UserIntervention["Provide the user with the ability to review and modify associations optionally after automation"]
    VerifyTransaction["User must set the 'verified' status of each transaction"]
    End((End Script))
Other Formats
