Merge pull request #256

feat(net-worth): display consolidated amounts for currencies without transactions
feat(transactions:calculations): add deep_search param to return consolidated amounts for currencies without transactions / sort results by their final total
2026-02-25 17:04:51 +01:00 · 2025-05-12 20:45:09 -03:00 · 2025-05-12 20:43:47 -03:00 · 2025-05-12 20:33:50 -03:00 · 2025-05-12 20:29:43 -03:00 · 2025-05-12 14:16:54 +00:00
16 changed files with 4295 additions and 1023 deletions
--- a/app/apps/api/fields/transactions.py
+++ b/app/apps/api/fields/transactions.py
@@ -41,7 +41,10 @@ class TransactionCategoryField(serializers.Field):
    def get_schema():
        return {
            "type": "array",
-            "items": {"type": "string", "description": "TransactionTag ID or name"},
+            "items": {
+                "type": "string",
+                "description": "TransactionCategory ID or name",
+            },
        }


--- a/app/apps/api/serializers/accounts.py
+++ b/app/apps/api/serializers/accounts.py
@@ -1,3 +1,4 @@
+from django.db.models import Q
 from rest_framework import serializers
 from rest_framework.permissions import IsAuthenticated

@@ -22,6 +23,7 @@ class AccountSerializer(serializers.ModelSerializer):
        write_only=True,
        allow_null=True,
    )
+
    currency = CurrencySerializer(read_only=True)
    currency_id = serializers.PrimaryKeyRelatedField(
        queryset=Currency.objects.all(), source="currency", write_only=True
@@ -50,6 +52,13 @@ class AccountSerializer(serializers.ModelSerializer):
            "is_asset",
        ]

+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        request = self.context.get("request")
+        if request and request.user.is_authenticated:
+            # Reload the queryset to get an updated version with the requesting user
+            self.fields["group_id"].queryset = AccountGroup.objects.all()
+
    def create(self, validated_data):
        return Account.objects.create(**validated_data)

--- a/app/apps/common/forms.py
+++ b/app/apps/common/forms.py
@@ -2,6 +2,7 @@ from crispy_forms.bootstrap import FormActions
 from django import forms
 from django.contrib.auth import get_user_model
 from django.utils.translation import gettext_lazy as _
+from django.core.exceptions import ValidationError
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Submit, Div, HTML

@@ -81,6 +82,23 @@ class SharedObjectForm(forms.Form):
            ),
        )

+    def clean(self):
+        cleaned_data = super().clean()
+        owner = cleaned_data.get("owner")
+        shared_with_users = cleaned_data.get("shared_with_users", [])
+
+        # Raise validation error if owner is in shared_with_users
+        if owner and owner in shared_with_users:
+            self.add_error(
+                "shared_with_users",
+                ValidationError(
+                    _("You cannot share this item with its owner."),
+                    code="invalid_share",
+                ),
+            )
+
+        return cleaned_data
+
    def save(self):
        instance = self.instance

--- a/app/apps/net_worth/views.py
+++ b/app/apps/net_worth/views.py
@@ -32,7 +32,7 @@ def net_worth_current(request):
    )

    currency_net_worth = calculate_currency_totals(
-        transactions_queryset=transactions_currency_queryset
+        transactions_queryset=transactions_currency_queryset, deep_search=True
    )
    account_net_worth = calculate_account_totals(
        transactions_queryset=transactions_account_queryset
@@ -137,7 +137,7 @@ def net_worth_projected(request):
    )

    currency_net_worth = calculate_currency_totals(
-        transactions_queryset=transactions_currency_queryset
+        transactions_queryset=transactions_currency_queryset, deep_search=True
    )
    account_net_worth = calculate_account_totals(
        transactions_queryset=transactions_account_queryset
--- a/app/apps/transactions/models.py
+++ b/app/apps/transactions/models.py
@@ -118,13 +118,20 @@ class SoftDeleteManager(models.Manager):
        qs = SoftDeleteQuerySet(self.model, using=self._db)
        user = get_current_user()
        if user and not user.is_anonymous:
-            return qs.filter(
-                Q(account__visibility="public")
-                | Q(account__owner=user)
-                | Q(account__shared_with=user)
-                | Q(account__visibility="private", account__owner=None),
-                deleted=False,
-            ).distinct()
+            account_ids = (
+                qs.filter(
+                    Q(account__visibility="public")
+                    | Q(account__owner=user)
+                    | Q(account__shared_with=user)
+                    | Q(account__visibility="private", account__owner=None),
+                    deleted=False,
+                )
+                .values_list("account__id", flat=True)
+                .distinct()
+            )
+
+            return qs.filter(account_id__in=account_ids, deleted=False)
+
        else:
            return qs.filter(
                deleted=False,
--- a/app/apps/transactions/utils/calculations.py
+++ b/app/apps/transactions/utils/calculations.py
@@ -9,9 +9,11 @@ from apps.currencies.utils.convert import convert
 from apps.currencies.models import Currency


-def calculate_currency_totals(transactions_queryset, ignore_empty=False):
+def calculate_currency_totals(
+    transactions_queryset, ignore_empty=False, deep_search=False
+):
    # Prepare the aggregation expressions
-    currency_totals = (
+    currency_totals_from_transactions = (
        transactions_queryset.values(
            "account__currency",
            "account__currency__code",
@@ -19,7 +21,14 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
            "account__currency__decimal_places",
            "account__currency__prefix",
            "account__currency__suffix",
-            "account__currency__exchange_currency",
+            "account__currency__exchange_currency",  # ID of the exchange currency for the account's currency
+            # Fields for the exchange currency itself (if account.currency.exchange_currency is set)
+            # These might be null if not set, so handle appropriately.
+            "account__currency__exchange_currency__code",
+            "account__currency__exchange_currency__name",
+            "account__currency__exchange_currency__decimal_places",
+            "account__currency__exchange_currency__prefix",
+            "account__currency__exchange_currency__suffix",
        )
        .annotate(
            expense_current=Coalesce(
@@ -72,36 +81,55 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
        .order_by()
    )

-    # First pass: Process basic totals and store all currency data
    result = {}
-    currencies_using_exchange = (
-        {}
-    )  # Track which currencies use which exchange currencies
+    # currencies_using_exchange maps:
+    # exchange_currency_id -> list of [
+    #   { "currency_id": original_currency_id, (the currency that was exchanged FROM)
+    #     "exchanged": { field: amount_in_exchange_currency, ... } (the values of original_currency_id converted TO exchange_currency_id)
+    #   }
+    # ]
+    currencies_using_exchange = {}

-    for total in currency_totals:
-        # Skip empty currencies if ignore_empty is True
-        if ignore_empty and all(
-            total[field] == Decimal("0")
-            for field in [
-                "expense_current",
-                "expense_projected",
-                "income_current",
-                "income_projected",
-            ]
+    # --- First Pass: Process transactions from the queryset ---
+    for total in currency_totals_from_transactions:
+        if (
+            ignore_empty
+            and not deep_search
+            and all(
+                total[field] == Decimal("0")
+                for field in [
+                    "expense_current",
+                    "expense_projected",
+                    "income_current",
+                    "income_projected",
+                ]
+            )
        ):
            continue

-        # Calculate derived totals
+        currency_id = total["account__currency"]
+        try:
+            from_currency_obj = Currency.objects.get(id=currency_id)
+        except Currency.DoesNotExist:
+            # This should ideally not happen if database is consistent
+            continue
+
+        exchange_currency_for_this_total_id = total[
+            "account__currency__exchange_currency"
+        ]
+        exchange_currency_obj_for_this_total = None
+        if exchange_currency_for_this_total_id:
+            try:
+                # Use pre-fetched values if available, otherwise query
+                exchange_currency_obj_for_this_total = Currency.objects.get(
+                    id=exchange_currency_for_this_total_id
+                )
+            except Currency.DoesNotExist:
+                pass  # Exchange currency might not exist or be set
+
        total_current = total["income_current"] - total["expense_current"]
        total_projected = total["income_projected"] - total["expense_projected"]
        total_final = total_current + total_projected
-        currency_id = total["account__currency"]
-        from_currency = Currency.objects.get(id=currency_id)
-        exchange_currency = (
-            Currency.objects.get(id=total["account__currency__exchange_currency"])
-            if total["account__currency__exchange_currency"]
-            else None
-        )

        currency_data = {
            "currency": {
@@ -120,9 +148,16 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
            "total_final": total_final,
        }

-        # Add exchanged values if exchange_currency exists
-        if exchange_currency:
-            exchanged = {}
+        if exchange_currency_obj_for_this_total:
+            exchanged_details = {
+                "currency": {
+                    "code": exchange_currency_obj_for_this_total.code,
+                    "name": exchange_currency_obj_for_this_total.name,
+                    "decimal_places": exchange_currency_obj_for_this_total.decimal_places,
+                    "prefix": exchange_currency_obj_for_this_total.prefix,
+                    "suffix": exchange_currency_obj_for_this_total.suffix,
+                }
+            }
            for field in [
                "expense_current",
                "expense_projected",
@@ -132,50 +167,142 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                "total_projected",
                "total_final",
            ]:
-                amount, prefix, suffix, decimal_places = convert(
-                    amount=currency_data[field],
-                    from_currency=from_currency,
-                    to_currency=exchange_currency,
+                amount_to_convert = currency_data[field]
+                converted_val, _, _, _ = convert(
+                    amount=amount_to_convert,
+                    from_currency=from_currency_obj,
+                    to_currency=exchange_currency_obj_for_this_total,
+                )
+                exchanged_details[field] = (
+                    converted_val if converted_val is not None else Decimal("0")
                )
-                if amount is not None:
-                    exchanged[field] = amount
-                    if "currency" not in exchanged:
-                        exchanged["currency"] = {
-                            "prefix": prefix,
-                            "suffix": suffix,
-                            "decimal_places": decimal_places,
-                            "code": exchange_currency.code,
-                            "name": exchange_currency.name,
-                        }

-            if exchanged:
-                currency_data["exchanged"] = exchanged
-                # Track which currencies are using which exchange currencies
-                if exchange_currency.id not in currencies_using_exchange:
-                    currencies_using_exchange[exchange_currency.id] = []
-                currencies_using_exchange[exchange_currency.id].append(
-                    {"currency_id": currency_id, "exchanged": exchanged}
-                )
+            currency_data["exchanged"] = exchanged_details
+
+            if exchange_currency_obj_for_this_total.id not in currencies_using_exchange:
+                currencies_using_exchange[exchange_currency_obj_for_this_total.id] = []
+            currencies_using_exchange[exchange_currency_obj_for_this_total.id].append(
+                {"currency_id": currency_id, "exchanged": exchanged_details}
+            )

        result[currency_id] = currency_data

-    # Second pass: Add consolidated totals for currencies that are used as exchange currencies
-    for currency_id, currency_data in result.items():
-        if currency_id in currencies_using_exchange:
-            consolidated = {
-                "currency": currency_data["currency"].copy(),
-                "expense_current": currency_data["expense_current"],
-                "expense_projected": currency_data["expense_projected"],
-                "income_current": currency_data["income_current"],
-                "income_projected": currency_data["income_projected"],
-                "total_current": currency_data["total_current"],
-                "total_projected": currency_data["total_projected"],
-                "total_final": currency_data["total_final"],
-            }
+    # --- Deep Search: Add transaction-less currencies that are exchange targets ---
+    if deep_search:
+        # Iteratively add exchange targets that might not have had direct transactions
+        # Start with known exchange targets from the first pass
+        queue = list(currencies_using_exchange.keys())
+        processed_for_deep_add = set(
+            result.keys()
+        )  # Track currencies already in result or added by this deep search step

-            # Add exchanged values from all currencies using this as exchange currency
-            for using_currency in currencies_using_exchange[currency_id]:
-                exchanged = using_currency["exchanged"]
+        while queue:
+            target_id = queue.pop(0)
+            if target_id in processed_for_deep_add:
+                continue
+            processed_for_deep_add.add(target_id)
+
+            if (
+                target_id not in result
+            ):  # If this exchange target had no direct transactions
+                try:
+                    db_currency = Currency.objects.get(id=target_id)
+                except Currency.DoesNotExist:
+                    continue
+
+                # Initialize data for this transaction-less exchange target currency
+                currency_data_for_db_currency = {
+                    "currency": {
+                        "code": db_currency.code,
+                        "name": db_currency.name,
+                        "decimal_places": db_currency.decimal_places,
+                        "prefix": db_currency.prefix,
+                        "suffix": db_currency.suffix,
+                    },
+                    "expense_current": Decimal("0"),
+                    "expense_projected": Decimal("0"),
+                    "income_current": Decimal("0"),
+                    "income_projected": Decimal("0"),
+                    "total_current": Decimal("0"),
+                    "total_projected": Decimal("0"),
+                    "total_final": Decimal("0"),
+                }
+
+                # If this newly added transaction-less currency ALSO has an exchange_currency set for itself
+                if db_currency.exchange_currency:
+                    exchanged_details_for_db_currency = {
+                        "currency": {
+                            "code": db_currency.exchange_currency.code,
+                            "name": db_currency.exchange_currency.name,
+                            "decimal_places": db_currency.exchange_currency.decimal_places,
+                            "prefix": db_currency.exchange_currency.prefix,
+                            "suffix": db_currency.exchange_currency.suffix,
+                        }
+                    }
+                    for field in [
+                        "expense_current",
+                        "expense_projected",
+                        "income_current",
+                        "income_projected",
+                        "total_current",
+                        "total_projected",
+                        "total_final",
+                    ]:
+                        converted_val, _, _, _ = convert(
+                            Decimal("0"), db_currency, db_currency.exchange_currency
+                        )
+                        exchanged_details_for_db_currency[field] = (
+                            converted_val if converted_val is not None else Decimal("0")
+                        )
+
+                    currency_data_for_db_currency["exchanged"] = (
+                        exchanged_details_for_db_currency
+                    )
+
+                    # Ensure its own exchange_currency is registered in currencies_using_exchange
+                    # and add it to the queue if it hasn't been processed yet for deep add.
+                    target_id_for_this_db_curr = db_currency.exchange_currency.id
+                    if target_id_for_this_db_curr not in currencies_using_exchange:
+                        currencies_using_exchange[target_id_for_this_db_curr] = []
+
+                    # Avoid adding duplicate entries
+                    already_present_in_cue = any(
+                        entry["currency_id"] == db_currency.id
+                        for entry in currencies_using_exchange[
+                            target_id_for_this_db_curr
+                        ]
+                    )
+                    if not already_present_in_cue:
+                        currencies_using_exchange[target_id_for_this_db_curr].append(
+                            {
+                                "currency_id": db_currency.id,
+                                "exchanged": exchanged_details_for_db_currency,
+                            }
+                        )
+
+                    if target_id_for_this_db_curr not in processed_for_deep_add:
+                        queue.append(target_id_for_this_db_curr)
+
+                result[db_currency.id] = currency_data_for_db_currency
+
+    # --- Second Pass: Calculate consolidated totals for all currencies in result ---
+    for currency_id_consolidated, data_consolidated_currency in result.items():
+        consolidated_data = {
+            "currency": data_consolidated_currency["currency"].copy(),
+            "expense_current": data_consolidated_currency["expense_current"],
+            "expense_projected": data_consolidated_currency["expense_projected"],
+            "income_current": data_consolidated_currency["income_current"],
+            "income_projected": data_consolidated_currency["income_projected"],
+            "total_current": data_consolidated_currency["total_current"],
+            "total_projected": data_consolidated_currency["total_projected"],
+            "total_final": data_consolidated_currency["total_final"],
+        }
+
+        if currency_id_consolidated in currencies_using_exchange:
+            for original_currency_info in currencies_using_exchange[
+                currency_id_consolidated
+            ]:
+                exchanged_values_from_original = original_currency_info["exchanged"]
                for field in [
                    "expense_current",
                    "expense_projected",
@@ -185,10 +312,25 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                    "total_projected",
                    "total_final",
                ]:
-                    if field in exchanged:
-                        consolidated[field] += exchanged[field]
+                    if field in exchanged_values_from_original:
+                        consolidated_data[field] += exchanged_values_from_original[
+                            field
+                        ]

-            result[currency_id]["consolidated"] = consolidated
+        result[currency_id_consolidated]["consolidated"] = consolidated_data
+
+    # Sort currencies by their final_total or consolidated final_total, descending
+    result = {
+        k: v
+        for k, v in sorted(
+            result.items(),
+            reverse=True,
+            key=lambda item: max(
+                item[1].get("total_final", Decimal("0")),
+                item[1].get("consolidated", {}).get("total_final", Decimal("0")),
+            ),
+        )
+    }

    return result

--- a/app/locale/de/LC_MESSAGES/django.po
+++ b/app/locale/de/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
 "PO-Revision-Date: 2025-04-13 02:40+0000\n"
 "Last-Translator: Prefill add-on <noreply-addon-prefill@weblate.org>\n"
 "Language-Team: German <https://translations.herculino.com/projects/wygiwyh/"
@@ -76,8 +76,8 @@ msgstr "Neuer Saldo"
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -89,8 +89,8 @@ msgstr "Kategorie"
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -99,8 +99,8 @@ msgstr "Tags"

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -166,8 +166,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr "Konto"

@@ -261,19 +261,19 @@ msgstr "Eine Kategorie mit dieser ID existiert nicht."
 msgid "Invalid category data. Provide an ID or name."
 msgstr "Ungültige Kategorie-Daten. Gib eine ID oder einen Namen an."

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr "Tag mit dieser ID existiert nicht."

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr "Ungültige Tag-Daten. Gib eine ID oder einen Namen an."

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr "Entität mit dieser ID existiert nicht."

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Ungültige Entitäts-Daten. Gib eine ID oder einen Namen an."

@@ -301,11 +301,11 @@ msgstr "Ungültiges Datumsformat. Nutze JJJJ-MM."
 msgid "Invalid date format. Use YYYY-MM."
 msgstr "Ungültiges Datumsformat. Nutze JJJJ-MM."

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr "Besitzer"

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
@@ -313,19 +313,19 @@ msgstr ""
 "Der Besitzer dieses Objekts, falls leer können alle Nutzer es sehen, "
 "bearbeiten und die Besitzeigenschaft übernehmen."

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr "Mit Nutzern geteilt"

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr "Nutzer auswählen, mit dem das Objekt geteilt werden soll"

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr "Sichtbarkeit"

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
@@ -333,10 +333,14 @@ msgstr ""
 "Privat: Nur für den Besitzer und geteilte Nutzer sichtbar.<br/>Öffentlich: "
 "Sichtbar für alle Nutzer. Nur bearbeitbar durch Besitzer."

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr "Speichern"

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr ""
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr "Privat"
@@ -463,7 +467,7 @@ msgstr "Suffix"
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -544,8 +548,8 @@ msgstr "Dienstname"
 msgid "Service Type"
 msgstr "Diensttyp"

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -723,8 +727,8 @@ msgstr "Startwährung"

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr "Notizen"

@@ -787,7 +791,7 @@ msgid "Users"
 msgstr "Nutzer"

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -805,22 +809,22 @@ msgstr "Kategorien"
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Entitäten"

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Wiederkehrende Transaktionen"

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1059,14 +1063,14 @@ msgid "Operator"
 msgstr "Bediener"

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr "Typ"

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1076,31 +1080,31 @@ msgstr "Bezahlt"
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr "Referenzdatum"

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr "Betrag"

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr "Beschreibung"

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr "Interne Notiz"

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr "Interne ID"

@@ -1314,11 +1318,11 @@ msgstr "Ausgeblendete Kategorien zählen nicht zu deiner Monatsübersicht"
 msgid "End date should be after the start date"
 msgstr "Enddatum sollte hinter dem Startdatum liegen"

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr "Deaktivieren"

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
@@ -1326,26 +1330,26 @@ msgstr ""
 "Ausgeblendete Kategorien können bei der Erstellung neuer Transaktionen nicht "
 "ausgewählt werden"

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr "Transaktionskategorie"

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr "Transaktionskategorien"

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "Deaktivierte Tags können bei der Erstellung neuer Transaktionen nicht "
 "ausgewählt werden"

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr "Tranksaktionstags"

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
@@ -1353,11 +1357,11 @@ msgstr ""
 "Deaktivierte Entitäten können bei der Erstellung neuer Transaktionen nicht "
 "ausgewählt werden"

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr "Entität"

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1368,7 +1372,7 @@ msgstr "Entität"
 msgid "Income"
 msgstr "Einnahme"

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1378,126 +1382,126 @@ msgstr "Einnahme"
 msgid "Expense"
 msgstr "Ausgabe"

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr "Ratenzahlungs-Plan"

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr "Wiederkehrende Transaktion"

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr "Gelöscht"

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr "Gelöscht am"

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr "Transaktion"

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr "Keine Tags"

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr "Keine Kategorie"

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr "Keine Beschreibung"

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr "Jährlich"

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr "Monatlich"

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr "Wöchentlich"

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr "Täglich"

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr "Anzahl von Ratenzahlungen"

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr "Start der Ratenzahlung"

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr ""
 "Die Zahl mit der bei der Zählung der Ratenzahlungen begonnen werden soll"

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr "Startdatum"

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr "Enddatum"

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr "Regelmäßigkeit"

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr "Ratenzahlungs-Wert"

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr "Beschreibung zu Transaktionen hinzufügen"

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr "Notizen zu Transaktionen hinzufügen"

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr "Tag(e)"

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr "Woche(n)"

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr "Monat(e)"

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr "Jahr(e)"

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr "Pausiert"

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr "Regelmäßigkeit"

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr "Wiederholungsintervall"

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr "Letztes generiertes Datum"

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr "Letztes generiertes Referenzdatum"

--- a/app/locale/en/LC_MESSAGES/django.po
+++ b/app/locale/en/LC_MESSAGES/django.po
@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -75,8 +75,8 @@ msgstr ""
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -88,8 +88,8 @@ msgstr ""
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -98,8 +98,8 @@ msgstr ""

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -162,8 +162,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr ""

@@ -255,19 +255,19 @@ msgstr ""
 msgid "Invalid category data. Provide an ID or name."
 msgstr ""

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr ""

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr ""

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr ""

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""

@@ -293,38 +293,42 @@ msgstr ""
 msgid "Invalid date format. Use YYYY-MM."
 msgstr ""

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr ""

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
 msgstr ""

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr ""

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr ""

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr ""

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr ""

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr ""
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr ""
@@ -451,7 +455,7 @@ msgstr ""
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -532,8 +536,8 @@ msgstr ""
 msgid "Service Type"
 msgstr ""

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -701,8 +705,8 @@ msgstr ""

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr ""

@@ -765,7 +769,7 @@ msgid "Users"
 msgstr ""

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -783,22 +787,22 @@ msgstr ""
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr ""

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1035,14 +1039,14 @@ msgid "Operator"
 msgstr ""

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr ""

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1052,31 +1056,31 @@ msgstr ""
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr ""

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr ""

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr ""

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr ""

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr ""

@@ -1283,44 +1287,44 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr ""

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr ""

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr ""

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr ""

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr ""

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1331,7 +1335,7 @@ msgstr ""
 msgid "Income"
 msgstr ""

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1341,125 +1345,125 @@ msgstr ""
 msgid "Expense"
 msgstr ""

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr ""

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr ""

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr ""

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr ""

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr ""

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr ""

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr ""

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr ""

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr ""

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr ""

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr ""

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr ""

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr ""

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr ""

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr ""

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr ""

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr ""

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr ""

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr ""

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr ""

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr ""

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr ""

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr ""

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr ""

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr ""

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr ""

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr ""

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr ""

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr ""

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr ""

--- a/app/locale/es/LC_MESSAGES/django.po
+++ b/app/locale/es/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
 "PO-Revision-Date: 2025-04-13 02:40+0000\n"
 "Last-Translator: Prefill add-on <noreply-addon-prefill@weblate.org>\n"
 "Language-Team: Spanish <https://translations.herculino.com/projects/wygiwyh/"
@@ -81,8 +81,8 @@ msgstr "New balance"
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 #, fuzzy
@@ -95,8 +95,8 @@ msgstr "Category"
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -106,8 +106,8 @@ msgstr "Tags"

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -181,8 +181,8 @@ msgstr "Archived accounts don't show up nor count towards your net worth"
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 #, fuzzy
 msgid "Account"
 msgstr "Account"
@@ -291,22 +291,22 @@ msgstr "Category with this ID does not exist."
 msgid "Invalid category data. Provide an ID or name."
 msgstr "Invalid category data. Provide an ID or name."

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 #, fuzzy
 msgid "Tag with this ID does not exist."
 msgstr "Tag with this ID does not exist."

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 #, fuzzy
 msgid "Invalid tag data. Provide an ID or name."
 msgstr "Invalid tag data. Provide an ID or name."

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 #, fuzzy
 msgid "Entity with this ID does not exist."
 msgstr "Entity with this ID does not exist."

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 #, fuzzy
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Invalid entity data. Provide an ID or name."
@@ -338,12 +338,12 @@ msgstr "Invalid date format. Use YYYY-MM or YYYY-MM-DD."
 msgid "Invalid date format. Use YYYY-MM."
 msgstr "Invalid date format. Use YYYY-MM."

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 #, fuzzy
 msgid "Owner"
 msgstr "Owner"

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 #, fuzzy
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
@@ -352,22 +352,22 @@ msgstr ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 #, fuzzy
 msgid "Shared with users"
 msgstr "Shared with users"

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 #, fuzzy
 msgid "Select users to share this object with"
 msgstr "Select users to share this object with"

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 #, fuzzy
 msgid "Visibility"
 msgstr "Visibility"

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 #, fuzzy
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
@@ -376,11 +376,15 @@ msgstr ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 #, fuzzy
 msgid "Save"
 msgstr "Save"

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr ""
+
 #: apps/common/models.py:29
 #, fuzzy
 msgid "Private"
@@ -526,7 +530,7 @@ msgstr "Suffix"
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -624,8 +628,8 @@ msgstr "Service Name"
 msgid "Service Type"
 msgstr "Service Type"

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -838,8 +842,8 @@ msgstr "Payment Currency"

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 #, fuzzy
 msgid "Notes"
 msgstr "Notes"
@@ -917,7 +921,7 @@ msgid "Users"
 msgstr "Users"

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -937,16 +941,16 @@ msgstr "Categories"
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 #, fuzzy
 msgid "Entities"
 msgstr "Entities"

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 #, fuzzy
@@ -954,7 +958,7 @@ msgid "Recurring Transactions"
 msgstr "Recurring Transactions"

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 #, fuzzy
@@ -1238,15 +1242,15 @@ msgid "Operator"
 msgstr "Operator"

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 #, fuzzy
 msgid "Type"
 msgstr "Type"

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1257,35 +1261,35 @@ msgstr "Paid"
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 #, fuzzy
 msgid "Reference Date"
 msgstr "Reference Date"

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 #, fuzzy
 msgid "Amount"
 msgstr "Amount"

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 #, fuzzy
 msgid "Description"
 msgstr "Description"

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 #, fuzzy
 msgid "Internal Note"
 msgstr "Internal Note"

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 #, fuzzy
 msgid "Internal ID"
 msgstr "Internal ID"
@@ -1542,12 +1546,12 @@ msgstr "Muted categories won't count towards your monthly total"
 msgid "End date should be after the start date"
 msgstr "End date should be after the start date"

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 #, fuzzy
 msgid "Mute"
 msgstr "Mute"

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 #, fuzzy
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
@@ -1556,29 +1560,29 @@ msgstr ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 #, fuzzy
 msgid "Transaction Category"
 msgstr "Transaction Category"

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 #, fuzzy
 msgid "Transaction Categories"
 msgstr "Transaction Categories"

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 #, fuzzy
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "Deactivated tags won't be able to be selected when creating new transactions"

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 #, fuzzy
 msgid "Transaction Tags"
 msgstr "Transaction Tags"

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 #, fuzzy
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
@@ -1587,12 +1591,12 @@ msgstr ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 #, fuzzy
 msgid "Entity"
 msgstr "Entity"

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1604,7 +1608,7 @@ msgstr "Entity"
 msgid "Income"
 msgstr "Income"

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1615,154 +1619,154 @@ msgstr "Income"
 msgid "Expense"
 msgstr "Expense"

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 #, fuzzy
 msgid "Installment Plan"
 msgstr "Installment Plan"

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 #, fuzzy
 msgid "Recurring Transaction"
 msgstr "Recurring Transaction"

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 #, fuzzy
 msgid "Deleted"
 msgstr "Deleted"

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 #, fuzzy
 msgid "Deleted At"
 msgstr "Deleted At"

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 #, fuzzy
 msgid "Transaction"
 msgstr "Transaction"

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 #, fuzzy
 msgid "No tags"
 msgstr "No tags"

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 #, fuzzy
 msgid "No category"
 msgstr "No category"

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 #, fuzzy
 msgid "No description"
 msgstr "No description"

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 #, fuzzy
 msgid "Yearly"
 msgstr "Yearly"

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 #, fuzzy
 msgid "Monthly"
 msgstr "Monthly"

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 #, fuzzy
 msgid "Weekly"
 msgstr "Weekly"

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 #, fuzzy
 msgid "Daily"
 msgstr "Daily"

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 #, fuzzy
 msgid "Number of Installments"
 msgstr "Number of Installments"

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 #, fuzzy
 msgid "Installment Start"
 msgstr "Installment Start"

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 #, fuzzy
 msgid "The installment number to start counting from"
 msgstr "The installment number to start counting from"

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 #, fuzzy
 msgid "Start Date"
 msgstr "Start Date"

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 #, fuzzy
 msgid "End Date"
 msgstr "End Date"

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 #, fuzzy
 msgid "Recurrence"
 msgstr "Recurrence"

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 #, fuzzy
 msgid "Installment Amount"
 msgstr "Installment Amount"

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 #, fuzzy
 msgid "Add description to transactions"
 msgstr "Add description to transactions"

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 #, fuzzy
 msgid "Add notes to transactions"
 msgstr "Add notes to transactions"

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 #, fuzzy
 msgid "day(s)"
 msgstr "day(s)"

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 #, fuzzy
 msgid "week(s)"
 msgstr "week(s)"

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 #, fuzzy
 msgid "month(s)"
 msgstr "month(s)"

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 #, fuzzy
 msgid "year(s)"
 msgstr "year(s)"

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 #, fuzzy
 msgid "Paused"
 msgstr "Paused"

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 #, fuzzy
 msgid "Recurrence Type"
 msgstr "Recurrence Type"

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 #, fuzzy
 msgid "Recurrence Interval"
 msgstr "Recurrence Interval"

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 #, fuzzy
 msgid "Last Generated Date"
 msgstr "Last Generated Date"

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 #, fuzzy
 msgid "Last Generated Reference Date"
 msgstr "Last Generated Reference Date"
--- a/app/locale/fr/LC_MESSAGES/django.po
+++ b/app/locale/fr/LC_MESSAGES/django.po
--- a/app/locale/nl/LC_MESSAGES/django.po
+++ b/app/locale/nl/LC_MESSAGES/django.po
@@ -7,8 +7,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
-"PO-Revision-Date: 2025-04-14 08:16+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
+"PO-Revision-Date: 2025-05-01 09:16+0000\n"
 "Last-Translator: Dimitri Decrock <dj.flashpower@gmail.com>\n"
 "Language-Team: Dutch <https://translations.herculino.com/projects/wygiwyh/"
 "app/nl/>\n"
@@ -17,7 +17,7 @@ msgstr ""
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: 8bit\n"
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
-"X-Generator: Weblate 5.10.4\n"
+"X-Generator: Weblate 5.11.1\n"

 #: apps/accounts/forms.py:24
 msgid "Group name"
@@ -76,8 +76,8 @@ msgstr "Nieuw saldo"
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -89,8 +89,8 @@ msgstr "Categorie"
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -99,8 +99,8 @@ msgstr "Labels"

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -167,8 +167,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr "Rekening"

@@ -261,19 +261,19 @@ msgstr "De categorie met deze ID bestaat niet."
 msgid "Invalid category data. Provide an ID or name."
 msgstr "Ongeldige categoriegegevens. Geef een ID of naam op."

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr "Label met dit ID bestaat niet."

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr "Ongeldige labelgegevens. Geef een ID of naam op."

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr "Bedrijf met dit ID bestaat niet."

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Ongeldige bedrijfsgegevens. Geef een ID of naam op."

@@ -299,11 +299,11 @@ msgstr "Ongeldige datumnotatie. Gebruik JJJJ-MM of JJJJ-MM-DD."
 msgid "Invalid date format. Use YYYY-MM."
 msgstr "Ongeldige datumnotatie. Gebruik JJJJ-MM."

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr "Eigenaar"

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
@@ -311,19 +311,19 @@ msgstr ""
 "De eigenaar van dit object, indien leeg kunnen alle gebruikers dit object "
 "zien, bewerken en er eigenaar van worden."

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr "Gedeeld met gebruikers"

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr "Selecteer gebruikers om dit object mee te delen"

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr "Zichtbaarheid"

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
@@ -332,10 +332,14 @@ msgstr ""
 "bewerkbaar door de eigenaar.<br/>Publiek: Weergegeven voor alle gebruikers. "
 "Alleen bewerkbaar door de eigenaar."

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr "Opslaan"

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr "Je kunt dit item niet delen met zijn eigenaar."
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr "Privé"
@@ -462,7 +466,7 @@ msgstr "Achtervoegsel"
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -543,8 +547,8 @@ msgstr "Dienstnaam"
 msgid "Service Type"
 msgstr "Soort Dienst"

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -722,8 +726,8 @@ msgstr "Betaal Munteenheid"

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr "Opmerkingen"

@@ -786,7 +790,7 @@ msgid "Users"
 msgstr "Gebruikers"

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -804,22 +808,22 @@ msgstr "Categorieën"
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Bedrijven"

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Terugkerende Verrichtingen"

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1058,14 +1062,14 @@ msgid "Operator"
 msgstr "Operator"

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr "Soort"

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1075,31 +1079,31 @@ msgstr "Betaald"
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr "Referentiedatum"

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr "Bedrag"

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr "Beschrijving"

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr "Interne opmerking"

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr "Interne ID"

@@ -1269,11 +1273,11 @@ msgstr "Meer"

 #: apps/transactions/forms.py:216
 msgid "Save and add similar"
-msgstr ""
+msgstr "Opslaan en vergelijkbaar toevoegen"

 #: apps/transactions/forms.py:221
 msgid "Save and add another"
-msgstr ""
+msgstr "Opslaan en een andere toevoegen"

 #: apps/transactions/forms.py:302
 msgid "From Amount"
@@ -1308,11 +1312,11 @@ msgstr "Gedempte categorieën tellen niet mee voor je maandtotaal"
 msgid "End date should be after the start date"
 msgstr "De einddatum moet na de begindatum vallen"

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr "Dempen"

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
@@ -1320,26 +1324,26 @@ msgstr ""
 "Gedeactiveerde categorieën kunnen niet worden geselecteerd bij het maken van "
 "nieuwe transacties"

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr "Transactie categorie"

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr "Transactie categorieën"

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "Gedeactiveerde labels kunnen niet worden geselecteerd bij het maken van "
 "nieuwe verrichtingen"

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr "Verrichting Labels"

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
@@ -1347,11 +1351,11 @@ msgstr ""
 "Gedeactiveerde bedrijven kunnen niet worden geselecteerd bij het maken van "
 "nieuwe verrichtingen"

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr "Bedrijf"

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1362,7 +1366,7 @@ msgstr "Bedrijf"
 msgid "Income"
 msgstr "Ontvangsten Transactie"

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1372,125 +1376,125 @@ msgstr "Ontvangsten Transactie"
 msgid "Expense"
 msgstr "Uitgave"

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr "Afbetalingsplan"

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr "Terugkerende verrichting"

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr "Verwijderd"

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr "Verwijderd Op"

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr "Verrichting"

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr "Geen labels"

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr "Geen categorie"

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr "Geen Beschrijving"

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr "Jaarlijks"

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr "Maandelijks"

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr "Wekelijks"

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr "Dagelijks"

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr "Aantal aflossingen"

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr "Begin afbetaling"

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr "Het nummer van de aflevering om mee te beginnen"

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr "Startdatum"

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr "Einddatum"

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr "Terugkeerpatroon"

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr "Termijnbedrag"

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr "Beschrijving toevoegen aan verrichting"

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr "Notities toevoegen aan verrichting"

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr "dag(en)"

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr "we(e)k(en)"

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr "maand(en)"

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr "ja(a)r(en)"

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr "Gepauzeerd"

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr "Type Terugkeerpatroon"

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr "Terugkeer Interval"

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr "Laatste Gegenereerde Datum"

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr "Laatste Gegenereerde Referentiedatum"

@@ -2692,23 +2696,23 @@ msgstr "Inkomsten/uitgaven per Munteenheid"

 #: templates/insights/fragments/category_overview/index.html:14
 msgid "Table"
-msgstr ""
+msgstr "Tabel"

 #: templates/insights/fragments/category_overview/index.html:24
 msgid "Bars"
-msgstr ""
+msgstr "Balken"

 #: templates/insights/fragments/category_overview/index.html:38
 msgid ""
 "Transaction amounts associated with multiple tags will be counted once for "
 "each tag"
 msgstr ""
+"Transactiebedragen die gekoppeld zijn aan meerdere tags worden één keer "
+"geteld voor elke tag"

 #: templates/insights/fragments/category_overview/index.html:54
-#, fuzzy
-#| msgid "final total"
 msgid "Final total"
-msgstr "eindtotaal"
+msgstr "Eindtotaal"

 #: templates/insights/fragments/category_overview/index.html:66
 #: templates/monthly_overview/fragments/monthly_summary.html:167
@@ -2717,7 +2721,7 @@ msgstr "Totaal"

 #: templates/insights/fragments/category_overview/index.html:166
 msgid "Untagged"
-msgstr ""
+msgstr "Niet gelabeld"

 #: templates/insights/fragments/category_overview/index.html:407
 msgid "Final Total"
--- a/app/locale/pt/LC_MESSAGES/django.po
+++ b/app/locale/pt/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
 "PO-Revision-Date: 2025-04-13 08:16+0000\n"
 "Last-Translator: Herculino Trotta <netotrotta@gmail.com>\n"
 "Language-Team: Portuguese <https://translations.herculino.com/projects/"
@@ -76,8 +76,8 @@ msgstr "Novo saldo"
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -89,8 +89,8 @@ msgstr "Categoria"
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -99,8 +99,8 @@ msgstr "Tags"

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -166,8 +166,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr "Conta"

@@ -259,19 +259,19 @@ msgstr "Categoria com esse ID não existe."
 msgid "Invalid category data. Provide an ID or name."
 msgstr "Dados da categoria inválidos. Forneça um ID ou nome."

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr "Tag com esse ID não existe."

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr "Dados da tag inválidos. Forneça um ID ou nome."

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr "Entidade com esse ID não existe."

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Dados da entidade inválidos. Forneça um ID ou nome."

@@ -297,11 +297,11 @@ msgstr "Formato de data inválido. Use AAAA-MM ou AAAA-MM-DD."
 msgid "Invalid date format. Use YYYY-MM."
 msgstr "Formato de data inválido. Use AAAA-MM."

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr "Proprietário"

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
@@ -309,19 +309,19 @@ msgstr ""
 "O proprietário desse objeto, se estiver vazio, todos os usuários poderão "
 "ver, editar e assumir a propriedade."

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr "Compartilhado com os usuários"

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr "Selecione os usuários com os quais compartilhar esse objeto"

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr "Visibilidade"

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
@@ -330,10 +330,14 @@ msgstr ""
 "Somente editável pelo proprietário.<br/>Público: Exibido para todos os "
 "usuários. Somente editável pelo proprietário."

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr "Salvar"

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr ""
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr "Privado"
@@ -460,7 +464,7 @@ msgstr "Sufixo"
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -541,8 +545,8 @@ msgstr "Nome do Serviço"
 msgid "Service Type"
 msgstr "Tipo de Serviço"

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -720,8 +724,8 @@ msgstr "Moeda de pagamento"

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr "Notas"

@@ -784,7 +788,7 @@ msgid "Users"
 msgstr "Usuários"

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -802,22 +806,22 @@ msgstr "Categorias"
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Entidades"

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transações Recorrentes"

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1056,14 +1060,14 @@ msgid "Operator"
 msgstr "Operador"

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr "Tipo"

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1073,31 +1077,31 @@ msgstr "Pago"
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr "Data de Referência"

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr "Quantia"

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr "Descrição"

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr "Nota Interna"

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr "ID Interna"

@@ -1306,11 +1310,11 @@ msgstr "As categorias silenciadas não serão contabilizadas em seu total mensal
 msgid "End date should be after the start date"
 msgstr "Data final deve ser após data inicial"

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr "Silenciada"

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
@@ -1318,25 +1322,25 @@ msgstr ""
 "As categorias desativadas não poderão ser selecionadas ao criar novas "
 "transações"

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr "Categoria da Transação"

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr "Categorias da Trasanção"

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "As tags desativadas não poderão ser selecionadas ao criar novas transações"

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr "Tags da Transação"

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
@@ -1344,11 +1348,11 @@ msgstr ""
 "As entidades desativadas não poderão ser selecionadas ao criar novas "
 "transações"

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr "Entidade"

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1359,7 +1363,7 @@ msgstr "Entidade"
 msgid "Income"
 msgstr "Renda"

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1369,125 +1373,125 @@ msgstr "Renda"
 msgid "Expense"
 msgstr "Despesa"

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr "Parcelamento"

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr "Transação Recorrente"

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr "Apagado"

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr "Apagado Em"

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr "Transação"

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr "Nenhuma tag"

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr "Sem categoria"

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr "Sem descrição"

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr "Anual"

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr "Mensal"

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr "Semanal"

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr "Diária"

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr "Número de Parcelas"

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr "Parcela inicial"

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr "O número da parcela a partir do qual se inicia a contagem"

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr "Data de Início"

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr "Data Final"

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr "Recorrência"

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr "Valor da Parcela"

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr "Adicionar descrição às transações"

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr "Adicionar notas às transações"

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr "dia(s)"

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr "semana(s)"

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr "mês(es)"

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr "ano(s)"

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr "Pausado"

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr "Tipo de recorrência"

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr "Intervalo de recorrência"

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr "Última data gerada"

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"

--- a/app/locale/pt_BR/LC_MESSAGES/django.po
+++ b/app/locale/pt_BR/LC_MESSAGES/django.po
@@ -7,8 +7,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
-"PO-Revision-Date: 2025-04-20 21:16+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
+"PO-Revision-Date: 2025-04-27 20:17+0000\n"
 "Last-Translator: Herculino Trotta <netotrotta@gmail.com>\n"
 "Language-Team: Portuguese (Brazil) <https://translations.herculino.com/"
 "projects/wygiwyh/app/pt_BR/>\n"
@@ -17,7 +17,7 @@ msgstr ""
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: 8bit\n"
 "Plural-Forms: nplurals=2; plural=n > 1;\n"
-"X-Generator: Weblate 5.10.4\n"
+"X-Generator: Weblate 5.11\n"

 #: apps/accounts/forms.py:24
 msgid "Group name"
@@ -76,8 +76,8 @@ msgstr "Novo saldo"
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -89,8 +89,8 @@ msgstr "Categoria"
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -99,8 +99,8 @@ msgstr "Tags"

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -166,8 +166,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr "Conta"

@@ -259,19 +259,19 @@ msgstr "Categoria com esse ID não existe."
 msgid "Invalid category data. Provide an ID or name."
 msgstr "Dados da categoria inválidos. Forneça um ID ou nome."

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr "Tag com esse ID não existe."

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr "Dados da tag inválidos. Forneça um ID ou nome."

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr "Entidade com esse ID não existe."

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr "Dados da entidade inválidos. Forneça um ID ou nome."

@@ -297,11 +297,11 @@ msgstr "Formato de data inválido. Use AAAA-MM ou AAAA-MM-DD."
 msgid "Invalid date format. Use YYYY-MM."
 msgstr "Formato de data inválido. Use AAAA-MM."

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr "Proprietário"

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
@@ -309,19 +309,19 @@ msgstr ""
 "O proprietário desse objeto, se estiver vazio, todos os usuários poderão "
 "ver, editar e assumir a propriedade."

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr "Compartilhado com os usuários"

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr "Selecione os usuários com os quais compartilhar esse objeto"

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr "Visibilidade"

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
@@ -330,10 +330,14 @@ msgstr ""
 "Somente editável pelo proprietário.<br/>Público: Exibido para todos os "
 "usuários. Somente editável pelo proprietário."

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr "Salvar"

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr "Você não pode compartilhar este item com o seu proprietário."
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr "Privado"
@@ -460,7 +464,7 @@ msgstr "Sufixo"
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -541,8 +545,8 @@ msgstr "Nome do Serviço"
 msgid "Service Type"
 msgstr "Tipo de Serviço"

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -720,8 +724,8 @@ msgstr "Moeda de pagamento"

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr "Notas"

@@ -784,7 +788,7 @@ msgid "Users"
 msgstr "Usuários"

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -802,22 +806,22 @@ msgstr "Categorias"
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Entidades"

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transações Recorrentes"

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1056,14 +1060,14 @@ msgid "Operator"
 msgstr "Operador"

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr "Tipo"

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1073,31 +1077,31 @@ msgstr "Pago"
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr "Data de Referência"

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr "Quantia"

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr "Descrição"

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr "Nota Interna"

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr "ID Interna"

@@ -1306,11 +1310,11 @@ msgstr "As categorias silenciadas não serão contabilizadas em seu total mensal
 msgid "End date should be after the start date"
 msgstr "Data final deve ser após data inicial"

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr "Silenciada"

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
@@ -1318,25 +1322,25 @@ msgstr ""
 "As categorias desativadas não poderão ser selecionadas ao criar novas "
 "transações"

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr "Categoria da Transação"

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr "Categorias da Trasanção"

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "As tags desativadas não poderão ser selecionadas ao criar novas transações"

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr "Tags da Transação"

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
@@ -1344,11 +1348,11 @@ msgstr ""
 "As entidades desativadas não poderão ser selecionadas ao criar novas "
 "transações"

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr "Entidade"

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1359,7 +1363,7 @@ msgstr "Entidade"
 msgid "Income"
 msgstr "Renda"

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1369,125 +1373,125 @@ msgstr "Renda"
 msgid "Expense"
 msgstr "Despesa"

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr "Parcelamento"

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr "Transação Recorrente"

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr "Apagado"

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr "Apagado Em"

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr "Transação"

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr "Nenhuma tag"

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr "Sem categoria"

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr "Sem descrição"

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr "Anual"

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr "Mensal"

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr "Semanal"

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr "Diária"

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr "Número de Parcelas"

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr "Parcela inicial"

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr "O número da parcela a partir do qual se inicia a contagem"

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr "Data de Início"

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr "Data Final"

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr "Recorrência"

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr "Valor da Parcela"

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr "Adicionar descrição às transações"

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr "Adicionar notas às transações"

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr "dia(s)"

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr "semana(s)"

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr "mês(es)"

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr "ano(s)"

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr "Pausado"

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr "Tipo de recorrência"

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr "Intervalo de recorrência"

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr "Última data gerada"

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"

--- a/app/locale/sv/LC_MESSAGES/django.po
+++ b/app/locale/sv/LC_MESSAGES/django.po
@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-21 18:45+0000\n"
+"POT-Creation-Date: 2025-05-11 15:47+0000\n"
 "PO-Revision-Date: 2025-04-14 06:16+0000\n"
 "Last-Translator: Emil <emil.bjorkroth@gmail.com>\n"
 "Language-Team: Swedish <https://translations.herculino.com/projects/wygiwyh/"
@@ -76,8 +76,8 @@ msgstr ""
 #: apps/rules/models.py:38 apps/rules/models.py:286
 #: apps/transactions/forms.py:41 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:522
-#: apps/transactions/forms.py:783 apps/transactions/models.py:305
-#: apps/transactions/models.py:488 apps/transactions/models.py:688
+#: apps/transactions/forms.py:783 apps/transactions/models.py:312
+#: apps/transactions/models.py:495 apps/transactions/models.py:695
 #: templates/insights/fragments/category_overview/index.html:63
 #: templates/insights/fragments/category_overview/index.html:420
 msgid "Category"
@@ -89,8 +89,8 @@ msgstr ""
 #: apps/rules/models.py:290 apps/transactions/filters.py:74
 #: apps/transactions/forms.py:49 apps/transactions/forms.py:331
 #: apps/transactions/forms.py:339 apps/transactions/forms.py:515
-#: apps/transactions/forms.py:776 apps/transactions/models.py:311
-#: apps/transactions/models.py:490 apps/transactions/models.py:692
+#: apps/transactions/forms.py:776 apps/transactions/models.py:318
+#: apps/transactions/models.py:497 apps/transactions/models.py:699
 #: templates/includes/navbar.html:108
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
@@ -99,8 +99,8 @@ msgstr ""

 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:198 apps/transactions/models.py:223
-#: apps/transactions/models.py:247
+#: apps/transactions/models.py:205 apps/transactions/models.py:230
+#: apps/transactions/models.py:254
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -163,8 +163,8 @@ msgstr ""
 #: apps/accounts/models.py:70 apps/rules/forms.py:166 apps/rules/forms.py:179
 #: apps/rules/models.py:30 apps/rules/models.py:242
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:507
-#: apps/transactions/forms.py:768 apps/transactions/models.py:278
-#: apps/transactions/models.py:448 apps/transactions/models.py:670
+#: apps/transactions/forms.py:768 apps/transactions/models.py:285
+#: apps/transactions/models.py:455 apps/transactions/models.py:677
 msgid "Account"
 msgstr ""

@@ -256,19 +256,19 @@ msgstr ""
 msgid "Invalid category data. Provide an ID or name."
 msgstr ""

-#: apps/api/fields/transactions.py:67
+#: apps/api/fields/transactions.py:70
 msgid "Tag with this ID does not exist."
 msgstr ""

-#: apps/api/fields/transactions.py:77
+#: apps/api/fields/transactions.py:80
 msgid "Invalid tag data. Provide an ID or name."
 msgstr ""

-#: apps/api/fields/transactions.py:102
+#: apps/api/fields/transactions.py:105
 msgid "Entity with this ID does not exist."
 msgstr ""

-#: apps/api/fields/transactions.py:112
+#: apps/api/fields/transactions.py:115
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""

@@ -294,38 +294,42 @@ msgstr ""
 msgid "Invalid date format. Use YYYY-MM."
 msgstr ""

-#: apps/common/forms.py:24
+#: apps/common/forms.py:25
 msgid "Owner"
 msgstr ""

-#: apps/common/forms.py:27
+#: apps/common/forms.py:28
 msgid ""
 "The owner of this object, if empty all users can see, edit and take "
 "ownership."
 msgstr ""

-#: apps/common/forms.py:34
+#: apps/common/forms.py:35
 msgid "Shared with users"
 msgstr ""

-#: apps/common/forms.py:35
+#: apps/common/forms.py:36
 msgid "Select users to share this object with"
 msgstr ""

-#: apps/common/forms.py:40
+#: apps/common/forms.py:41
 msgid "Visibility"
 msgstr ""

-#: apps/common/forms.py:42
+#: apps/common/forms.py:43
 msgid ""
 "Private: Only shown for the owner and shared users. Only editable by the "
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""

-#: apps/common/forms.py:79 apps/users/forms.py:135
+#: apps/common/forms.py:80 apps/users/forms.py:135
 msgid "Save"
 msgstr ""

+#: apps/common/forms.py:95
+msgid "You cannot share this item with its owner."
+msgstr ""
+
 #: apps/common/models.py:29
 msgid "Private"
 msgstr ""
@@ -452,7 +456,7 @@ msgstr ""
 #: apps/currencies/forms.py:69 apps/dca/models.py:158 apps/rules/forms.py:169
 #: apps/rules/forms.py:182 apps/rules/models.py:33 apps/rules/models.py:254
 #: apps/transactions/forms.py:65 apps/transactions/forms.py:343
-#: apps/transactions/models.py:288
+#: apps/transactions/models.py:295
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -533,8 +537,8 @@ msgstr ""
 msgid "Service Type"
 msgstr ""

-#: apps/currencies/models.py:110 apps/transactions/models.py:202
-#: apps/transactions/models.py:226 apps/transactions/models.py:250
+#: apps/currencies/models.py:110 apps/transactions/models.py:209
+#: apps/transactions/models.py:233 apps/transactions/models.py:257
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -702,8 +706,8 @@ msgstr ""

 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:173
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
-#: apps/transactions/forms.py:359 apps/transactions/models.py:301
-#: apps/transactions/models.py:497 apps/transactions/models.py:698
+#: apps/transactions/forms.py:359 apps/transactions/models.py:308
+#: apps/transactions/models.py:504 apps/transactions/models.py:705
 msgid "Notes"
 msgstr ""

@@ -766,7 +770,7 @@ msgid "Users"
 msgstr ""

 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
-#: apps/transactions/models.py:362 templates/includes/navbar.html:57
+#: apps/transactions/models.py:369 templates/includes/navbar.html:57
 #: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -784,22 +788,22 @@ msgstr ""
 #: apps/rules/forms.py:178 apps/rules/forms.py:187 apps/rules/models.py:40
 #: apps/rules/models.py:282 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:57 apps/transactions/forms.py:530
-#: apps/transactions/forms.py:791 apps/transactions/models.py:261
-#: apps/transactions/models.py:316 apps/transactions/models.py:493
-#: apps/transactions/models.py:695 templates/entities/fragments/list.html:5
+#: apps/transactions/forms.py:791 apps/transactions/models.py:268
+#: apps/transactions/models.py:323 apps/transactions/models.py:500
+#: apps/transactions/models.py:702 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr ""

 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:732 templates/includes/navbar.html:74
+#: apps/transactions/models.py:739 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""

 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
-#: apps/transactions/models.py:511 templates/includes/navbar.html:72
+#: apps/transactions/models.py:518 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1036,14 +1040,14 @@ msgid "Operator"
 msgstr ""

 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
-#: apps/rules/models.py:246 apps/transactions/models.py:285
-#: apps/transactions/models.py:453 apps/transactions/models.py:676
+#: apps/rules/models.py:246 apps/transactions/models.py:292
+#: apps/transactions/models.py:460 apps/transactions/models.py:683
 msgid "Type"
 msgstr ""

 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:287 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:294 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -1053,31 +1057,31 @@ msgstr ""
 #: apps/rules/forms.py:170 apps/rules/forms.py:183 apps/rules/models.py:34
 #: apps/rules/models.py:258 apps/transactions/forms.py:69
 #: apps/transactions/forms.py:346 apps/transactions/forms.py:536
-#: apps/transactions/models.py:289 apps/transactions/models.py:471
-#: apps/transactions/models.py:700
+#: apps/transactions/models.py:296 apps/transactions/models.py:478
+#: apps/transactions/models.py:707
 msgid "Reference Date"
 msgstr ""

 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
-#: apps/rules/models.py:262 apps/transactions/models.py:294
-#: apps/transactions/models.py:681 templates/insights/fragments/sankey.html:95
+#: apps/rules/models.py:262 apps/transactions/models.py:301
+#: apps/transactions/models.py:688 templates/insights/fragments/sankey.html:95
 msgid "Amount"
 msgstr ""

 #: apps/rules/forms.py:172 apps/rules/forms.py:185 apps/rules/models.py:14
 #: apps/rules/models.py:36 apps/rules/models.py:266
-#: apps/transactions/forms.py:350 apps/transactions/models.py:299
-#: apps/transactions/models.py:455 apps/transactions/models.py:684
+#: apps/transactions/forms.py:350 apps/transactions/models.py:306
+#: apps/transactions/models.py:462 apps/transactions/models.py:691
 msgid "Description"
 msgstr ""

 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:338
+#: apps/transactions/models.py:345
 msgid "Internal Note"
 msgstr ""

 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:340
+#: apps/transactions/models.py:347
 msgid "Internal ID"
 msgstr ""

@@ -1284,44 +1288,44 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""

-#: apps/transactions/models.py:199
+#: apps/transactions/models.py:206
 msgid "Mute"
 msgstr ""

-#: apps/transactions/models.py:204
+#: apps/transactions/models.py:211
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""

-#: apps/transactions/models.py:212
+#: apps/transactions/models.py:219
 msgid "Transaction Category"
 msgstr ""

-#: apps/transactions/models.py:213
+#: apps/transactions/models.py:220
 msgid "Transaction Categories"
 msgstr ""

-#: apps/transactions/models.py:228
+#: apps/transactions/models.py:235
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""

-#: apps/transactions/models.py:236 apps/transactions/models.py:237
+#: apps/transactions/models.py:243 apps/transactions/models.py:244
 msgid "Transaction Tags"
 msgstr ""

-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:259
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""

-#: apps/transactions/models.py:260
+#: apps/transactions/models.py:267
 msgid "Entity"
 msgstr ""

-#: apps/transactions/models.py:272
+#: apps/transactions/models.py:279
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1332,7 +1336,7 @@ msgstr ""
 msgid "Income"
 msgstr ""

-#: apps/transactions/models.py:273
+#: apps/transactions/models.py:280
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1342,125 +1346,125 @@ msgstr ""
 msgid "Expense"
 msgstr ""

-#: apps/transactions/models.py:327 apps/transactions/models.py:510
+#: apps/transactions/models.py:334 apps/transactions/models.py:517
 msgid "Installment Plan"
 msgstr ""

-#: apps/transactions/models.py:336 apps/transactions/models.py:731
+#: apps/transactions/models.py:343 apps/transactions/models.py:738
 msgid "Recurring Transaction"
 msgstr ""

-#: apps/transactions/models.py:344
+#: apps/transactions/models.py:351
 msgid "Deleted"
 msgstr ""

-#: apps/transactions/models.py:349
+#: apps/transactions/models.py:356
 msgid "Deleted At"
 msgstr ""

-#: apps/transactions/models.py:361
+#: apps/transactions/models.py:368
 msgid "Transaction"
 msgstr ""

-#: apps/transactions/models.py:433 templates/tags/fragments/table.html:71
+#: apps/transactions/models.py:440 templates/tags/fragments/table.html:71
 msgid "No tags"
 msgstr ""

-#: apps/transactions/models.py:434
+#: apps/transactions/models.py:441
 msgid "No category"
 msgstr ""

-#: apps/transactions/models.py:436
+#: apps/transactions/models.py:443
 msgid "No description"
 msgstr ""

-#: apps/transactions/models.py:442
+#: apps/transactions/models.py:449
 msgid "Yearly"
 msgstr ""

-#: apps/transactions/models.py:443 apps/users/models.py:26
+#: apps/transactions/models.py:450 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr ""

-#: apps/transactions/models.py:444
+#: apps/transactions/models.py:451
 msgid "Weekly"
 msgstr ""

-#: apps/transactions/models.py:445
+#: apps/transactions/models.py:452
 msgid "Daily"
 msgstr ""

-#: apps/transactions/models.py:458
+#: apps/transactions/models.py:465
 msgid "Number of Installments"
 msgstr ""

-#: apps/transactions/models.py:463
+#: apps/transactions/models.py:470
 msgid "Installment Start"
 msgstr ""

-#: apps/transactions/models.py:464
+#: apps/transactions/models.py:471
 msgid "The installment number to start counting from"
 msgstr ""

-#: apps/transactions/models.py:469 apps/transactions/models.py:704
+#: apps/transactions/models.py:476 apps/transactions/models.py:711
 msgid "Start Date"
 msgstr ""

-#: apps/transactions/models.py:473 apps/transactions/models.py:705
+#: apps/transactions/models.py:480 apps/transactions/models.py:712
 msgid "End Date"
 msgstr ""

-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:485
 msgid "Recurrence"
 msgstr ""

-#: apps/transactions/models.py:481
+#: apps/transactions/models.py:488
 msgid "Installment Amount"
 msgstr ""

-#: apps/transactions/models.py:500 apps/transactions/models.py:721
+#: apps/transactions/models.py:507 apps/transactions/models.py:728
 msgid "Add description to transactions"
 msgstr ""

-#: apps/transactions/models.py:503 apps/transactions/models.py:724
+#: apps/transactions/models.py:510 apps/transactions/models.py:731
 msgid "Add notes to transactions"
 msgstr ""

-#: apps/transactions/models.py:663
+#: apps/transactions/models.py:670
 msgid "day(s)"
 msgstr ""

-#: apps/transactions/models.py:664
+#: apps/transactions/models.py:671
 msgid "week(s)"
 msgstr ""

-#: apps/transactions/models.py:665
+#: apps/transactions/models.py:672
 msgid "month(s)"
 msgstr ""

-#: apps/transactions/models.py:666
+#: apps/transactions/models.py:673
 msgid "year(s)"
 msgstr ""

-#: apps/transactions/models.py:668
+#: apps/transactions/models.py:675
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr ""

-#: apps/transactions/models.py:707
+#: apps/transactions/models.py:714
 msgid "Recurrence Type"
 msgstr ""

-#: apps/transactions/models.py:710
+#: apps/transactions/models.py:717
 msgid "Recurrence Interval"
 msgstr ""

-#: apps/transactions/models.py:714
+#: apps/transactions/models.py:721
 msgid "Last Generated Date"
 msgstr ""

-#: apps/transactions/models.py:717
+#: apps/transactions/models.py:724
 msgid "Last Generated Reference Date"
 msgstr ""

--- a/app/locale/uk/LC_MESSAGES/django.po
+++ b/app/locale/uk/LC_MESSAGES/django.po
--- a/app/templates/net_worth/net_worth.html
+++ b/app/templates/net_worth/net_worth.html
@@ -46,7 +46,7 @@
                        color="grey"></c-amount.display>
                  </div>
                {% endif %}
-                {% if currency.consolidated %}
+                {% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
                  <div class="d-flex align-items-baseline w-100">
                        <div class="account-name text-start font-monospace tw-text-gray-300">
                          <span class="hierarchy-line-icon"></span>{% trans 'Consolidated' %}</div>
@@ -57,7 +57,7 @@
                            :prefix="currency.consolidated.currency.prefix"
                            :suffix="currency.consolidated.currency.suffix"
                            :decimal_places="currency.consolidated.currency.decimal_places"
-                            color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"
+                            color="{% if currency.consolidated.total_final > 0 %}green{% elif currency.consolidated.total_final < 0 %}red{% endif %}"
                            text-end></c-amount.display>
                        </div>
                      </div>
Author	SHA1	Message	Date
Herculino Trotta	a461a33dc2	Merge pull request #256 feat(net-worth): display consolidated amounts for currencies without transactions	2025-05-12 20:45:09 -03:00
Herculino Trotta	1213ffebeb	feat(transactions:calculations): add deep_search param to return consolidated amounts for currencies without transactions / sort results by their final total	2025-05-12 20:43:47 -03:00
Herculino Trotta	c5a352cf4d	feat(networth): only display consolidated amounts if they're different from the total	2025-05-12 20:33:50 -03:00
Herculino Trotta	cfcca54aa6	fix(networth): consolidated color doesn't reflect consolidated amount	2025-05-12 20:29:43 -03:00
Felix	234f8cd669	locale(Ukrainian): update translation Currently translated at 14.7% (96 of 651 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/uk/	2025-05-12 14:16:54 +00:00
eitchtee	43184140f0	chore(locale): update translation files [skip ci] Automatically generated by Django makemessages workflow	2025-05-11 15:47:57 +00:00
Herculino Trotta	acc325c150	Merge pull request #254 fix(api:accounts): unable to create an account with an account group	2025-05-11 12:47:23 -03:00
Herculino Trotta	46eb471a34	fix(api:transactions): wrong schema definition for TransactionCategory	2025-05-11 12:46:30 -03:00
Herculino Trotta	6dc14c73d6	fix(api:accounts): unable to create an account with an account group Fixes #253	2025-05-11 12:41:26 -03:00
Felix	f942924e7c	locale((Ukrainian)): added translation using Weblate	2025-05-11 06:23:59 +00:00
Dimitri Decrock	aa6019e0a9	locale(Dutch): update translation Currently translated at 100.0% (651 of 651 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/	2025-05-01 09:16:53 +00:00
Herculino Trotta	9dfbd346bc	locale(Portuguese (Brazil)): update translation Currently translated at 100.0% (651 of 651 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/	2025-04-27 20:17:02 +00:00
Herculino Trotta	73b1d36dfd	Merge remote-tracking branch 'weblate/main' fix	2025-04-27 17:14:20 -03:00
Herculino Trotta	3662fb030a	merge conflit	2025-04-27 16:48:38 -03:00
ThomasE	a423ee1032	locale(French): update translation Currently translated at 46.6% (303 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/	2025-04-27 19:12:34 +00:00
eitchtee	72eb59d24f	chore(locale): update translation files [skip ci] Automatically generated by Django makemessages workflow	2025-04-27 19:12:31 +00:00
Herculino Trotta	1a0247e028	Merge pull request #252 fix: duplicate totals when account is shared with owner & prevent SharedObject from being shared with owner	2025-04-27 16:11:49 -03:00
Herculino Trotta	281a0fccda	fix: prevent SharedObjects from being shared with their owner #247	2025-04-27 16:07:54 -03:00
Herculino Trotta	59ce50299a	fix(transactions): duplicate totals when account is shared with owner or owner-less and shared #247	2025-04-27 15:57:55 -03:00
Dimitri Decrock	be89509beb	locale(Dutch): update translation Currently translated at 100.0% (650 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/	2025-04-26 11:16:53 +00:00
H4ndrew	80cded234d	locale(French): update translation Currently translated at 45.3% (295 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/	2025-04-23 09:16:53 +00:00
H4ndrew	030bb63586	locale(French): update translation Currently translated at 39.3% (256 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/	2025-04-22 13:16:53 +00:00
H4ndrew	66e8fc5884	locale(French): update translation Currently translated at 36.6% (238 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/	2025-04-22 11:16:53 +00:00
Dimitri Decrock	363047337d	locale(Dutch): update translation Currently translated at 99.8% (649 of 650 strings) Translation: WYGIWYH/App Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/	2025-04-22 05:16:53 +00:00