From 768b3d0feab07c37469e25ffb604bf4cebf49ac2 Mon Sep 17 00:00:00 2001
From: simse <hello@simse.io>
Date: Thu, 16 Oct 2025 13:20:14 +0100
Subject: [PATCH 1/2] feat: Create configuration reference page

---
 .gitignore                    |   1 +
 docs/.vitepress/config.ts     |   1 +
 docs/config-reference.data.ts |  39 ++++
 docs/config-reference.md      | 337 ++++++++++++++++++++++++++++++++++
 package.json                  |   7 +-
 src/config.ts                 | 120 ++++++++----
 src/index.ts                  |  42 ++++-
 7 files changed, 509 insertions(+), 38 deletions(-)
 create mode 100644 docs/config-reference.data.ts
 create mode 100644 docs/config-reference.md

diff --git a/.gitignore b/.gitignore
index e96e106..0728873 100644
--- a/.gitignore
+++ b/.gitignore
@@ -184,6 +184,7 @@ ynab_connect
 # docs
 docs/.vitepress/dist
 docs/.vitepress/cache
+docs/.vitepress/config-schema.json
 
 # Claude Code
 .claude
\ No newline at end of file
diff --git a/docs/.vitepress/config.ts b/docs/.vitepress/config.ts
index 732e618..2626bf6 100644
--- a/docs/.vitepress/config.ts
+++ b/docs/.vitepress/config.ts
@@ -59,6 +59,7 @@ export default defineConfig({
 				items: [
 					{ text: "Quick Start", link: "/quick-start" },
 					{ text: "Configuration", link: "/configuration" },
+					{ text: "Configuration Reference", link: "/config-reference" },
 				],
 			},
 			{
diff --git a/docs/config-reference.data.ts b/docs/config-reference.data.ts
new file mode 100644
index 0000000..ab064b8
--- /dev/null
+++ b/docs/config-reference.data.ts
@@ -0,0 +1,39 @@
+import fs from "node:fs";
+import path from "node:path";
+
+interface JsonSchemaProperty {
+	type?: string;
+	properties?: Record<string, JsonSchemaProperty>;
+	items?: JsonSchemaProperty;
+	anyOf?: JsonSchemaProperty[];
+	required?: string[];
+	minLength?: number;
+	maxLength?: number;
+	minimum?: number;
+	maximum?: number;
+	exclusiveMinimum?: number;
+	exclusiveMaximum?: number;
+	pattern?: string;
+	format?: string;
+	default?: unknown;
+	const?: unknown;
+	minItems?: number;
+	maxItems?: number;
+	additionalProperties?: boolean;
+}
+
+interface JsonSchema {
+	$schema?: string;
+	type?: string;
+	properties?: Record<string, JsonSchemaProperty>;
+	required?: string[];
+	additionalProperties?: boolean;
+}
+
+export default {
+	load() {
+		const schemaPath = path.join(__dirname, ".vitepress/config-schema.json");
+		const schema: JsonSchema = JSON.parse(fs.readFileSync(schemaPath, "utf-8"));
+		return schema;
+	},
+};
diff --git a/docs/config-reference.md b/docs/config-reference.md
new file mode 100644
index 0000000..4cc75ff
--- /dev/null
+++ b/docs/config-reference.md
@@ -0,0 +1,337 @@
+---
+title: Configuration Reference
+---
+
+<script setup>
+import { data as schema } from './config-reference.data'
+
+// Helper to format property type
+const formatType = (prop) => {
+  if (prop.type === 'string' && prop.format === 'email') return 'Email'
+  if (prop.type === 'string' && prop.const) return `"${prop.const}"`
+  if (prop.type === 'integer') return 'Integer'
+  if (prop.type === 'string') return 'String'
+  if (prop.type === 'object') return 'Object'
+  if (prop.type === 'array') return 'Array'
+  return prop.type || 'Unknown'
+}
+
+// Check if a property is required
+const isRequired = (parentRequired, key) => {
+  return parentRequired?.includes(key) ? 'Yes' : 'No'
+}
+
+// Get account types from schema
+const getAccountTypes = () => {
+  const accountsProperty = schema.properties?.accounts
+  if (!accountsProperty?.items?.anyOf) return []
+
+  return accountsProperty.items.anyOf.map(typeSchema => {
+    const typeValue = typeSchema.properties?.type?.const
+    return {
+      type: typeValue,
+      schema: typeSchema
+    }
+  })
+}
+
+const accountTypes = getAccountTypes()
+
+// Helper to format connector type name (e.g., "uk_student_loan" -> "Uk Student Loan")
+const formatConnectorName = (type) => {
+  return type.split('_').map(w => w.charAt(0).toUpperCase() + w.slice(1)).join(' ')
+}
+
+// Helper to format connector slug (e.g., "uk_student_loan" -> "uk-student-loan")
+const formatConnectorSlug = (type) => {
+  return type.replace(/_/g, '-')
+}
+
+// Get top-level properties (excluding 'accounts' which we handle separately)
+const getTopLevelSections = () => {
+  const props = schema.properties || {}
+  return Object.entries(props)
+    .filter(([key]) => key !== 'accounts')
+    .map(([key, prop]) => ({ key, prop }))
+}
+
+const topLevelSections = getTopLevelSections()
+
+// Get common account fields (fields that appear in all account types)
+const getCommonAccountFields = () => {
+  if (accountTypes.length === 0) return []
+
+  const firstType = accountTypes[0].schema.properties
+  const commonFields = []
+
+  for (const [key, prop] of Object.entries(firstType)) {
+    // Check if this field exists in all account types
+    const isCommon = accountTypes.every(at => at.schema.properties[key])
+    if (isCommon) {
+      commonFields.push({ key, prop })
+    }
+  }
+
+  return commonFields
+}
+
+const commonAccountFields = getCommonAccountFields()
+
+// Generate example value from schema property
+const generateExampleValue = (key, prop) => {
+  if (prop.const) return `"${prop.const}"`
+  if (prop.default !== undefined) return prop.default
+
+  if (prop.type === 'string') {
+    if (prop.format === 'email') return '"your@email.com"'
+    if (key.toLowerCase().includes('token')) return '"your-token"'
+    if (key.toLowerCase().includes('key')) return `"your-${key.replace(/([A-Z])/g, '-$1').toLowerCase()}"`
+    if (key.toLowerCase().includes('id')) return `"your-${key.replace(/([A-Z])/g, '-$1').toLowerCase()}"`
+    if (key.toLowerCase().includes('password')) return '"your-password"'
+    if (key.toLowerCase().includes('endpoint')) return '"wss://chrome.browserless.io?token=YOUR_TOKEN"'
+    if (key === 'interval') return '"0 2 * * *"'
+    if (key === 'name') return '"My Account"'
+    if (key.toLowerCase().includes('username')) return '"your-username"'
+    if (key.toLowerCase().includes('answer')) return '"your-answer"'
+    if (key.toLowerCase().includes('number')) return '"your-number"'
+    return `"your-${key}"`
+  }
+
+  if (prop.type === 'integer' || prop.type === 'number') {
+    return prop.default !== undefined ? prop.default : 0
+  }
+
+  return '""'
+}
+
+// Generate YAML for an object
+const generateYamlObject = (properties, required = [], indent = 0) => {
+  const indentStr = '  '.repeat(indent)
+  const lines = []
+
+  for (const [key, prop] of Object.entries(properties)) {
+    const value = generateExampleValue(key, prop)
+    const comment = !required?.includes(key) ? '  # Optional' : ''
+
+    if (prop.default !== undefined && !required?.includes(key)) {
+      lines.push(`${indentStr}${key}: ${value}${comment}, defaults to ${prop.default}`)
+    } else {
+      lines.push(`${indentStr}${key}: ${value}${comment}`)
+    }
+  }
+
+  return lines.join('\n')
+}
+
+// Generate example YAML for an account type
+const generateAccountExample = (accountType, index) => {
+  const lines = []
+  const indent = '  '
+
+  // Generate a descriptive name based on the type
+  const typeName = formatConnectorName(accountType.type)
+  const exampleNames = {
+    'trading212': 'My Trading 212',
+    'uk_student_loan': 'Student Loan',
+    'standard_life_pension': 'My Pension'
+  }
+
+  const exampleIntervals = {
+    'trading212': '0 * * * *',
+    'uk_student_loan': '0 2 * * *',
+    'standard_life_pension': '0 3 * * 1'
+  }
+
+  const intervalComments = {
+    'trading212': '  # Every hour',
+    'uk_student_loan': '  # Daily at 2 AM',
+    'standard_life_pension': '  # Weekly on Monday at 3 AM'
+  }
+
+  lines.push(`${indent}- name: "${exampleNames[accountType.type] || typeName}"`)
+  lines.push(`${indent}  type: "${accountType.type}"`)
+  lines.push(`${indent}  interval: "${exampleIntervals[accountType.type] || '0 2 * * *'}"${intervalComments[accountType.type] || ''}`)
+  lines.push(`${indent}  ynabAccountId: "your-ynab-account-id"`)
+
+  // Add connector-specific fields
+  for (const [key, prop] of Object.entries(accountType.schema.properties)) {
+    if (!['name', 'type', 'interval', 'ynabAccountId'].includes(key)) {
+      const value = generateExampleValue(key, prop)
+      lines.push(`${indent}  ${key}: ${value}`)
+    }
+  }
+
+  return lines.join('\n')
+}
+
+// Generate complete example YAML
+const generateExampleYaml = () => {
+  const lines = []
+
+  // Generate top-level sections (ynab, browser, server)
+  for (const section of topLevelSections) {
+    lines.push(`${section.key}:`)
+    const sectionLines = generateYamlObject(section.prop.properties, section.prop.required, 1)
+    lines.push(sectionLines)
+    lines.push('')
+  }
+
+  // Generate accounts array
+  lines.push('accounts:')
+  for (let i = 0; i < accountTypes.length; i++) {
+    lines.push(generateAccountExample(accountTypes[i], i))
+    if (i < accountTypes.length - 1) {
+      lines.push('')
+    }
+  }
+
+  return lines.join('\n')
+}
+
+const exampleYaml = generateExampleYaml()
+</script>
+
+# Configuration Reference
+
+{{ schema.description }}
+
+## Top-Level Configuration
+
+The configuration file is a YAML file with the following top-level properties:
+
+<table>
+<thead>
+<tr>
+<th>Property</th>
+<th>Type</th>
+<th>Required</th>
+<th>Description</th>
+</tr>
+</thead>
+<tbody>
+<tr v-for="section in topLevelSections" :key="section.key">
+<td><code>{{ section.key }}</code></td>
+<td>{{ formatType(section.prop) }}</td>
+<td>{{ isRequired(schema.required, section.key) }}</td>
+<td>{{ section.prop.description || '' }}</td>
+</tr>
+<tr>
+<td><code>accounts</code></td>
+<td>Array</td>
+<td>{{ isRequired(schema.required, 'accounts') }}</td>
+<td>{{ schema.properties?.accounts?.description || '' }}</td>
+</tr>
+</tbody>
+</table>
+
+<div v-for="section in topLevelSections" :key="section.key">
+
+## {{ section.key.charAt(0).toUpperCase() + section.key.slice(1) }} Configuration
+
+{{ section.prop.description }}
+
+<table>
+<thead>
+<tr>
+<th>Property</th>
+<th>Type</th>
+<th>Required</th>
+<th v-if="section.prop.default">Default</th>
+<th>Description</th>
+</tr>
+</thead>
+<tbody>
+<tr v-for="(prop, key) in section.prop.properties" :key="key">
+<td><code>{{ key }}</code></td>
+<td>{{ formatType(prop) }}</td>
+<td>{{ isRequired(section.prop.required, key) }}</td>
+<td v-if="section.prop.default">{{ prop.default !== undefined ? prop.default : '-' }}</td>
+<td>{{ prop.description || '' }}</td>
+</tr>
+</tbody>
+</table>
+
+<div v-if="section.key === 'ynab'">
+
+See the [Create YNAB Token](/guide/create-ynab-token) guide for instructions on obtaining these values.
+
+</div>
+
+<div v-if="section.key === 'browser'">
+
+See the [Browser](/browser) documentation for more information.
+
+</div>
+
+</div>
+
+## Accounts Configuration
+
+{{ schema.properties?.accounts?.description }}
+
+### Common Account Fields
+
+All account types share these fields:
+
+<table>
+<thead>
+<tr>
+<th>Property</th>
+<th>Type</th>
+<th>Required</th>
+<th>Description</th>
+</tr>
+</thead>
+<tbody>
+<tr v-for="field in commonAccountFields" :key="field.key">
+<td><code>{{ field.key }}</code></td>
+<td>{{ formatType(field.prop) }}</td>
+<td>Yes</td>
+<td>{{ field.prop.description || '' }}</td>
+</tr>
+</tbody>
+</table>
+
+### Account Types
+
+<div v-for="accountType in accountTypes" :key="accountType.type">
+
+#### {{ formatConnectorName(accountType.type) }}
+
+**Type:** `{{ accountType.type }}`
+
+<table>
+<thead>
+<tr>
+<th>Property</th>
+<th>Type</th>
+<th>Required</th>
+<th>Description</th>
+</tr>
+</thead>
+<tbody>
+<tr v-for="(prop, key) in accountType.schema.properties" :key="key" v-if="!commonAccountFields.some(f => f.key === key)">
+<td><code>{{ key }}</code></td>
+<td>{{ formatType(prop) }}</td>
+<td>{{ isRequired(accountType.schema.required, key) }}</td>
+<td>{{ prop.description || '' }}</td>
+</tr>
+</tbody>
+</table>
+
+<p>See the <a :href="`/connectors/${formatConnectorSlug(accountType.type)}`">{{ formatConnectorName(accountType.type) }}</a> connector documentation for setup instructions.</p>
+
+</div>
+
+## Example Configuration
+
+Here's a complete example showing all configuration options:
+
+<div class="language-yaml"><button title="Copy Code" class="copy"></button><span class="lang">yaml</span><pre class="shiki-themes github-light github-dark vp-code"><code>{{ exampleYaml }}</code></pre></div>
+
+## Notes
+
+- You can configure multiple accounts of the same type
+- The `interval` field uses cron syntax. Use [crontab.guru](https://crontab.guru/) to help create cron expressions
+- Make sure each account has a unique `name`
+- The configuration file should be placed at `/config.yaml` in production, or in the project root for development
diff --git a/package.json b/package.json
index 5c79544..3bd44f0 100644
--- a/package.json
+++ b/package.json
@@ -5,10 +5,11 @@
 	"scripts": {
 		"lint": "biome check",
 		"lint:fix": "biome check --write",
-        "types": "tsc --noEmit",
+		"types": "tsc --noEmit",
 		"build:binary": "bun build src/index.ts --compile --minify --sourcemaps --outfile ynab-connect",
-		"docs:dev": "vitepress dev docs",
-		"docs:build": "vitepress build docs",
+		"schema:export": "bun run src/index.ts export-schema > docs/.vitepress/config-schema.json",
+		"docs:dev": "bun run schema:export && vitepress dev docs",
+		"docs:build": "bun run schema:export && vitepress build docs",
 		"docs:preview": "vitepress preview docs"
 	},
 	"devDependencies": {
diff --git a/src/config.ts b/src/config.ts
index bc1ba03..2b7c740 100644
--- a/src/config.ts
+++ b/src/config.ts
@@ -7,59 +7,113 @@ import { fromError } from "zod-validation-error";
 import logger from "./logger.ts";
 
 const commonFields = {
-	name: z.string().min(1, "Account name is required"),
-	ynabAccountId: z.string().min(1, "YNAB Account ID is required"),
+	name: z
+		.string()
+		.min(1, "Account name is required")
+		.describe("Unique name for this account"),
+	ynabAccountId: z
+		.string()
+		.min(1, "YNAB Account ID is required")
+		.describe("The ID of the YNAB account to sync to"),
 	interval: z
 		.string()
-		.refine((val) => cron.validate(val), { error: "Invalid CRON expression" }),
+		.refine((val) => cron.validate(val), { error: "Invalid CRON expression" })
+		.describe(
+			"Cron expression for sync schedule (e.g., '0 2 * * *' for daily at 2 AM)",
+		),
 };
 
 const accountConfig = z.discriminatedUnion("type", [
 	z.object({
 		...commonFields,
-		type: z.literal("trading212"),
-		trading212ApiKey: z.string().min(1, "Trading212 API Key is required"),
-		trading212SecretKey: z.string().min(1, "Trading212 Secret Key is required"),
+		type: z.literal("trading212").describe("Connector type"),
+		trading212ApiKey: z
+			.string()
+			.min(1, "Trading212 API Key is required")
+			.describe("Your Trading 212 API key"),
+		trading212SecretKey: z
+			.string()
+			.min(1, "Trading212 Secret Key is required")
+			.describe("Your Trading 212 API secret"),
 	}),
 	z.object({
 		...commonFields,
-		type: z.literal("uk_student_loan"),
-		email: z.email("UK Student Loan email is required"),
-		password: z.string().min(1, "UK Student Loan password is required"),
+		type: z.literal("uk_student_loan").describe("Connector type"),
+		email: z
+			.email("UK Student Loan email is required")
+			.describe("Email address for login"),
+		password: z
+			.string()
+			.min(1, "UK Student Loan password is required")
+			.describe("Password for login"),
 		secretAnswer: z
 			.string()
-			.min(1, "UK Student Loan secret answer is required"),
+			.min(1, "UK Student Loan secret answer is required")
+			.describe("Secret answer for security question"),
 	}),
 	z.object({
 		...commonFields,
-		type: z.literal("standard_life_pension"),
-		username: z.string().min(1, "Standard Life username is required"),
-		password: z.string().min(1, "Standard Life password is required"),
-		policyNumber: z.string().min(1, "Standard Life policy number is required"),
+		type: z.literal("standard_life_pension").describe("Connector type"),
+		username: z
+			.string()
+			.min(1, "Standard Life username is required")
+			.describe("Username for login"),
+		password: z
+			.string()
+			.min(1, "Standard Life password is required")
+			.describe("Password for login"),
+		policyNumber: z
+			.string()
+			.min(1, "Standard Life policy number is required")
+			.describe("Policy number for the pension account"),
 	}),
 ]);
 
 export type Account = z.infer<typeof accountConfig>;
 
-const schemaConfig = z.object({
-	ynab: z.object({
-		accessToken: z.string().min(1, "YNAB Access Token is required"),
-		budgetId: z.string().min(1, "YNAB Budget ID is required"),
-	}),
-	browser: z
-		.object({
-			endpoint: z.string(),
-		})
-		.optional(),
-	server: z
-		.object({
-			port: z.number().int().positive().default(4030),
-		})
-		.default({ port: 4030 }),
-	accounts: accountConfig
-		.array()
-		.min(1, "At least one account must be configured"),
-});
+const schemaConfig = z
+	.object({
+		ynab: z
+			.object({
+				accessToken: z
+					.string()
+					.min(1, "YNAB Access Token is required")
+					.describe("Your YNAB personal access token"),
+				budgetId: z
+					.string()
+					.min(1, "YNAB Budget ID is required")
+					.describe("The ID of your YNAB budget"),
+			})
+			.describe("YNAB API configuration"),
+		browser: z
+			.object({
+				endpoint: z
+					.string()
+					.describe(
+						"URL of a browserless endpoint for headless browser automation",
+					),
+			})
+			.optional()
+			.describe("Browser automation configuration (optional)"),
+		server: z
+			.object({
+				port: z
+					.number()
+					.int()
+					.positive()
+					.default(4030)
+					.describe("Port number for the 2FA server"),
+			})
+			.optional()
+			.describe("2FA server configuration (optional)"),
+		accounts: accountConfig
+			.array()
+			.min(1, "At least one account must be configured")
+			.describe("List of accounts to sync"),
+	})
+	.describe("ynab-connect configuration");
+
+export { schemaConfig };
 
 const configPath =
 	Bun.env.NODE_ENV === "production"
diff --git a/src/index.ts b/src/index.ts
index f7626fb..1f5c769 100644
--- a/src/index.ts
+++ b/src/index.ts
@@ -1,12 +1,28 @@
 import cron, { type ScheduledTask } from "node-cron";
+import { z } from "zod";
 import { start2FAServer, stop2FAServer } from "./2fa.ts";
-import config from "./config.ts";
 import logger, { createLogger } from "./logger.ts";
 import { runSyncJob } from "./runtime.ts";
 import { ensureBudgetExists } from "./ynab.ts";
 
+// parse command line arguments
+const args = Bun.argv.slice(2);
+const command = args[0];
+const connectorName = args[1];
+
+// handle "export-schema" command before loading config
+if (command === "export-schema") {
+	const { schemaConfig } = await import("./config.ts");
+	const jsonSchema = z.toJSONSchema(schemaConfig);
+	console.log(JSON.stringify(jsonSchema, null, 2));
+	process.exit(0);
+}
+
 logger.info("Welcome to ynab-connect");
 
+// load config only when needed
+const config = (await import("./config.ts")).default;
+
 // check YNAB budget exists
 const budgetExists = await ensureBudgetExists(config.ynab.budgetId);
 
@@ -19,8 +35,30 @@ if (!budgetExists) {
 
 logger.info(`Using YNAB budget ID: ${config.ynab.budgetId}`);
 
+// handle "run <connector_name>" command
+if (command === "run") {
+	if (!connectorName) {
+		logger.error("Please provide a connector name: run <connector_name>");
+		process.exit(1);
+	}
+
+	const account = config.accounts.find((acc) => acc.name === connectorName);
+
+	if (!account) {
+		logger.error(
+			`Connector "${connectorName}" not found. Available connectors: ${config.accounts.map((acc) => acc.name).join(", ")}`,
+		);
+		process.exit(1);
+	}
+
+	logger.info(`Running connector "${connectorName}"`);
+	await runSyncJob(account);
+	logger.info(`Connector "${connectorName}" completed`);
+	process.exit(0);
+}
+
 // start 2FA server
-start2FAServer(config.server.port);
+start2FAServer(config.server?.port || 4030);
 
 // schedule jobs for each account
 const jobs: Map<string, ScheduledTask> = new Map();

From cd25f763a4ca6b21651a0cd5616f65402718e8fa Mon Sep 17 00:00:00 2001
From: simse <hello@simse.io>
Date: Thu, 16 Oct 2025 18:50:37 +0100
Subject: [PATCH 2/2] docs: Add config reference

---
 docs/.vitepress/config.ts     |  15 ++--
 docs/browser.md               |  51 +++++++++++--
 docs/config-reference.data.ts |   4 +-
 docs/config-reference.md      | 139 ++++------------------------------
 docs/configuration.md         |  76 ++++++++++++++-----
 docs/guide/sms-forwarding.md  |  13 ++--
 6 files changed, 132 insertions(+), 166 deletions(-)

diff --git a/docs/.vitepress/config.ts b/docs/.vitepress/config.ts
index 2626bf6..8c64812 100644
--- a/docs/.vitepress/config.ts
+++ b/docs/.vitepress/config.ts
@@ -56,19 +56,20 @@ export default defineConfig({
 		sidebar: [
 			{
 				text: "Get Started",
+				items: [{ text: "Quick Start", link: "/quick-start" }],
+			},
+			{
+				text: "Configuration",
 				items: [
-					{ text: "Quick Start", link: "/quick-start" },
-					{ text: "Configuration", link: "/configuration" },
+					{ text: "Overview", link: "/configuration" },
 					{ text: "Configuration Reference", link: "/config-reference" },
+					{ text: "Browser Setup", link: "/browser" },
+					{ text: "SMS Forwarding for 2FA", link: "/guide/sms-forwarding" },
 				],
 			},
 			{
 				text: "Guides",
-				items: generateSidebarItems("guide", "guide"),
-			},
-			{
-				text: "Features",
-				items: [{ text: "Browser", link: "/browser" }],
+				items: [{ text: "Create YNAB Token", link: "/guide/create-ynab-token" }],
 			},
 			{
 				text: "Connectors",
diff --git a/docs/browser.md b/docs/browser.md
index a27170d..b6ec90e 100644
--- a/docs/browser.md
+++ b/docs/browser.md
@@ -1,14 +1,51 @@
 ---
-title: Browser
+title: Browser Setup
 ---
-# Set up a browser
-Some sources require a browser to be configured. `ynab-connect` uses Puppeteer for browser automation.
+# Browser Setup
+
+Some connectors require browser automation to access your data. `ynab-connect` uses Puppeteer for browser automation.
+
+## When is this needed?
+
+Some financial institutions do not provide an API to access your data. In these cases, `ynab-connect` can use a headless browser to log in to your account and retrieve your balance.
+
+Connectors that require browser automation will indicate this in their documentation.
+
+## Configuration
+
+Set up a headless browser service like [Browserless](https://github.com/browserless/browserless) and add the following to your configuration:
+
+```yaml
+browser:
+  endpoint: "wss://your-browserless-endpoint"
+```
+
+### Using Browserless Cloud
+
+The easiest way to get started is with [Browserless Cloud](https://www.browserless.io/):
+
+1. Sign up for a free account
+2. Get your connection URL (includes your token)
+3. Add it to your configuration:
+
+```yaml
+browser:
+  endpoint: "wss://chrome.browserless.io?token=YOUR_TOKEN"
+```
+
+### Self-Hosting Browserless
+
+You can also run Browserless yourself using Docker:
+
+```bash
+docker run -d -p 3000:3000 browserless/chrome
+```
+
+Then configure:
 
-Set up a headless browser like [Browserless](https://github.com/browserless/browserless) and add the following to your configuration:
 ```yaml
 browser:
-  endpoint: "ws://your-browserless-endpoint:3000"
+  endpoint: "ws://localhost:3000"
 ```
 
-## Why might a browser be needed?
-Some sources do not provide an API to access your data. In these cases, `ynab-connect` can use a headless browser to log in to your account and retrieve your data.
\ No newline at end of file
+See the [Browserless documentation](https://docs.browserless.io/) for more details on self-hosting.
\ No newline at end of file
diff --git a/docs/config-reference.data.ts b/docs/config-reference.data.ts
index ab064b8..82589ba 100644
--- a/docs/config-reference.data.ts
+++ b/docs/config-reference.data.ts
@@ -20,6 +20,7 @@ interface JsonSchemaProperty {
 	minItems?: number;
 	maxItems?: number;
 	additionalProperties?: boolean;
+	description?: string;
 }
 
 interface JsonSchema {
@@ -28,12 +29,13 @@ interface JsonSchema {
 	properties?: Record<string, JsonSchemaProperty>;
 	required?: string[];
 	additionalProperties?: boolean;
+	description?: string;
 }
 
 export default {
 	load() {
 		const schemaPath = path.join(__dirname, ".vitepress/config-schema.json");
 		const schema: JsonSchema = JSON.parse(fs.readFileSync(schemaPath, "utf-8"));
-		return schema;
+		return { schema };
 	},
 };
diff --git a/docs/config-reference.md b/docs/config-reference.md
index 4cc75ff..8f6046b 100644
--- a/docs/config-reference.md
+++ b/docs/config-reference.md
@@ -3,7 +3,9 @@ title: Configuration Reference
 ---
 
 <script setup>
-import { data as schema } from './config-reference.data'
+import { data } from './config-reference.data'
+
+const schema = data.schema
 
 // Helper to format property type
 const formatType = (prop) => {
@@ -65,6 +67,9 @@ const getCommonAccountFields = () => {
   const commonFields = []
 
   for (const [key, prop] of Object.entries(firstType)) {
+    // Skip 'type' field as it has different const values for each account type
+    if (key === 'type') continue
+
     // Check if this field exists in all account types
     const isCommon = accountTypes.every(at => at.schema.properties[key])
     if (isCommon) {
@@ -77,118 +82,12 @@ const getCommonAccountFields = () => {
 
 const commonAccountFields = getCommonAccountFields()
 
-// Generate example value from schema property
-const generateExampleValue = (key, prop) => {
-  if (prop.const) return `"${prop.const}"`
-  if (prop.default !== undefined) return prop.default
-
-  if (prop.type === 'string') {
-    if (prop.format === 'email') return '"your@email.com"'
-    if (key.toLowerCase().includes('token')) return '"your-token"'
-    if (key.toLowerCase().includes('key')) return `"your-${key.replace(/([A-Z])/g, '-$1').toLowerCase()}"`
-    if (key.toLowerCase().includes('id')) return `"your-${key.replace(/([A-Z])/g, '-$1').toLowerCase()}"`
-    if (key.toLowerCase().includes('password')) return '"your-password"'
-    if (key.toLowerCase().includes('endpoint')) return '"wss://chrome.browserless.io?token=YOUR_TOKEN"'
-    if (key === 'interval') return '"0 2 * * *"'
-    if (key === 'name') return '"My Account"'
-    if (key.toLowerCase().includes('username')) return '"your-username"'
-    if (key.toLowerCase().includes('answer')) return '"your-answer"'
-    if (key.toLowerCase().includes('number')) return '"your-number"'
-    return `"your-${key}"`
-  }
-
-  if (prop.type === 'integer' || prop.type === 'number') {
-    return prop.default !== undefined ? prop.default : 0
-  }
-
-  return '""'
-}
-
-// Generate YAML for an object
-const generateYamlObject = (properties, required = [], indent = 0) => {
-  const indentStr = '  '.repeat(indent)
-  const lines = []
-
-  for (const [key, prop] of Object.entries(properties)) {
-    const value = generateExampleValue(key, prop)
-    const comment = !required?.includes(key) ? '  # Optional' : ''
-
-    if (prop.default !== undefined && !required?.includes(key)) {
-      lines.push(`${indentStr}${key}: ${value}${comment}, defaults to ${prop.default}`)
-    } else {
-      lines.push(`${indentStr}${key}: ${value}${comment}`)
-    }
-  }
-
-  return lines.join('\n')
-}
-
-// Generate example YAML for an account type
-const generateAccountExample = (accountType, index) => {
-  const lines = []
-  const indent = '  '
-
-  // Generate a descriptive name based on the type
-  const typeName = formatConnectorName(accountType.type)
-  const exampleNames = {
-    'trading212': 'My Trading 212',
-    'uk_student_loan': 'Student Loan',
-    'standard_life_pension': 'My Pension'
-  }
-
-  const exampleIntervals = {
-    'trading212': '0 * * * *',
-    'uk_student_loan': '0 2 * * *',
-    'standard_life_pension': '0 3 * * 1'
-  }
-
-  const intervalComments = {
-    'trading212': '  # Every hour',
-    'uk_student_loan': '  # Daily at 2 AM',
-    'standard_life_pension': '  # Weekly on Monday at 3 AM'
-  }
-
-  lines.push(`${indent}- name: "${exampleNames[accountType.type] || typeName}"`)
-  lines.push(`${indent}  type: "${accountType.type}"`)
-  lines.push(`${indent}  interval: "${exampleIntervals[accountType.type] || '0 2 * * *'}"${intervalComments[accountType.type] || ''}`)
-  lines.push(`${indent}  ynabAccountId: "your-ynab-account-id"`)
-
-  // Add connector-specific fields
-  for (const [key, prop] of Object.entries(accountType.schema.properties)) {
-    if (!['name', 'type', 'interval', 'ynabAccountId'].includes(key)) {
-      const value = generateExampleValue(key, prop)
-      lines.push(`${indent}  ${key}: ${value}`)
-    }
-  }
-
-  return lines.join('\n')
-}
-
-// Generate complete example YAML
-const generateExampleYaml = () => {
-  const lines = []
-
-  // Generate top-level sections (ynab, browser, server)
-  for (const section of topLevelSections) {
-    lines.push(`${section.key}:`)
-    const sectionLines = generateYamlObject(section.prop.properties, section.prop.required, 1)
-    lines.push(sectionLines)
-    lines.push('')
-  }
-
-  // Generate accounts array
-  lines.push('accounts:')
-  for (let i = 0; i < accountTypes.length; i++) {
-    lines.push(generateAccountExample(accountTypes[i], i))
-    if (i < accountTypes.length - 1) {
-      lines.push('')
-    }
-  }
-
-  return lines.join('\n')
+// Get account-specific fields (excluding common fields)
+const getAccountSpecificFields = (accountType) => {
+  return Object.entries(accountType.schema.properties)
+    .filter(([key]) => !commonAccountFields.some(f => f.key === key))
+    .map(([key, prop]) => ({ key, prop }))
 }
-
-const exampleYaml = generateExampleYaml()
 </script>
 
 # Configuration Reference
@@ -310,11 +209,11 @@ All account types share these fields:
 </tr>
 </thead>
 <tbody>
-<tr v-for="(prop, key) in accountType.schema.properties" :key="key" v-if="!commonAccountFields.some(f => f.key === key)">
-<td><code>{{ key }}</code></td>
-<td>{{ formatType(prop) }}</td>
-<td>{{ isRequired(accountType.schema.required, key) }}</td>
-<td>{{ prop.description || '' }}</td>
+<tr v-for="field in getAccountSpecificFields(accountType)" :key="field.key">
+<td><code>{{ field.key }}</code></td>
+<td>{{ formatType(field.prop) }}</td>
+<td>{{ isRequired(accountType.schema.required, field.key) }}</td>
+<td>{{ field.prop.description || '' }}</td>
 </tr>
 </tbody>
 </table>
@@ -323,12 +222,6 @@ All account types share these fields:
 
 </div>
 
-## Example Configuration
-
-Here's a complete example showing all configuration options:
-
-<div class="language-yaml"><button title="Copy Code" class="copy"></button><span class="lang">yaml</span><pre class="shiki-themes github-light github-dark vp-code"><code>{{ exampleYaml }}</code></pre></div>
-
 ## Notes
 
 - You can configure multiple accounts of the same type
diff --git a/docs/configuration.md b/docs/configuration.md
index d68126a..b9ef70c 100644
--- a/docs/configuration.md
+++ b/docs/configuration.md
@@ -1,30 +1,64 @@
 ---
-title: Configuration
+title: Overview
 ---
-# Configuration
-Here's a full example configuration file with all available options:
+# Configuration Overview
+
+ynab-connect uses a YAML configuration file to define which accounts to sync and how to connect to YNAB.
+
+## Configuration File Location
+
+- **Production**: `/config.yaml`
+
+## Basic Structure
+
+The configuration file has three main sections:
+
+### YNAB Configuration
+
+Configure your YNAB API access token and budget ID. See the [Create YNAB Token](/guide/create-ynab-token) guide for instructions.
 
 ```yaml
 ynab:
-  accessToken: "<YNAB_ACCESS_TOKEN>"
-  budgetId: "<YNAB_BUDGET_ID>"
-browser:
-  endpoint: "<BROWSERLESS_ENDPOINT>" # Optional
+  accessToken: "your-ynab-access-token"
+  budgetId: "your-ynab-budget-id"
+```
+
+### Accounts
+
+Define the accounts you want to sync. Each account requires:
+- A unique name
+- The connector type (e.g., `trading212`, `uk_student_loan`)
+- A sync interval (cron expression)
+- The YNAB account ID to sync to
+- Connector-specific credentials
+
+```yaml
 accounts:
-   - name: "Student Loan"
-     type: "uk_student_loan"
-     interval: "0 2 * * *"
-     ynabAccountId: "<YNAB_ACCOUNT_ID>"
-     email: "<SLC_EMAIL>"
-     password: "<SLC_PASSWORD>"
-     secretAnswer: "<SLC_SECRET_ANSWER>"
-   - name: "Trading 212"
-     type: "trading212"
-     interval: "0 * * * *"
-     ynabAccountId: "<YNAB_ACCOUNT_ID>"
-     trading212ApiKey: "<TRADING_212_API_KEY>"
-     trading212SecretKey: "<TRADING_212_API_SECRET>"
+  - name: "My Trading 212"
+    type: "trading212"
+    interval: "0 * * * *"  # Every hour
+    ynabAccountId: "your-ynab-account-id"
+    trading212ApiKey: "your-api-key"
+    trading212SecretKey: "your-api-secret"
 ```
 
+### Browser (Optional)
+
+Some connectors require browser automation. See [Browser Setup](/browser) for details.
+
+```yaml
+browser:
+  endpoint: "wss://chrome.browserless.io?token=YOUR_TOKEN"
+```
+
+## Next Steps
+
+- See the [Configuration Reference](/config-reference) for a complete list of all configuration options
+- Check out the [Connectors](/connectors/trading-212) section for connector-specific setup guides
+- Use [crontab.guru](https://crontab.guru/) to create cron expressions for sync intervals
+
 ## Notes
-You may configure multiple accounts of the same type.
\ No newline at end of file
+
+- You can configure multiple accounts of the same type
+- Each account must have a unique name
+- The configuration file is validated on startup
\ No newline at end of file
diff --git a/docs/guide/sms-forwarding.md b/docs/guide/sms-forwarding.md
index dc905e8..80b26d2 100644
--- a/docs/guide/sms-forwarding.md
+++ b/docs/guide/sms-forwarding.md
@@ -9,18 +9,17 @@ Some connectors require two-factor authentication via SMS. To enable automatic a
 
 The SMS forwarding setup allows ynab-connect to receive 2FA codes sent to your phone automatically. When a connector requires a 2FA code, it will wait for the code to be forwarded to the application.
 
-## Requirements
 
-- A smartphone (iOS or Android)
-- Access to SMS messages
-- A method to forward SMS to the ynab-connect server
+## Setup Instructions (iOS)
 
-## Setup Instructions
+To be added.
 
-Documentation for setting up SMS forwarding will be added here.
+## Setup Instructions (Android)
+
+To be added.
 
 ## Supported Connectors
 
-The following connectors support 2FA via SMS:
+The following connectors require SMS forwarding for two-factor authentication:
 
 - [Standard Life Pension](/connectors/standard-life-pension)