Merge pull request #497 from icovada/pagination_simplification

refactor(api): apply CustomNumberPagination to all API views

.dockerignore

@@ -0,0 +1 @@
+__pycache__/

.github/workflows/translations.yml

@@ -32,15 +32,16 @@ jobs:
           token: ${{ secrets.PAT }}
           ref: ${{ github.head_ref }}
 
-      - name: Set up Python 3.11
-        uses: actions/setup-python@v4
+      - name: Install uv
+        uses: astral-sh/setup-uv@v5
         with:
-          python-version: '3.11'
+          enable-cache: true
+
+      - name: Set up Python 3.11
+        run: uv python install 3.11
 
       - name: Install dependencies
-        run: |
-          python -m pip install --upgrade pip
-          pip install -r requirements.txt
+        run: uv sync --frozen --no-dev
 
       - name: Install gettext
         run: sudo apt-get install -y gettext
@@ -48,7 +49,7 @@ jobs:
       - name: Run makemessages
         run: |
           cd app
-          python manage.py makemessages -a
+          uv run python manage.py makemessages -a
 
       - name: Check for changes
         id: check_changes

app/WYGIWYH/settings.py

@@ -70,6 +70,7 @@ INSTALLED_APPS = [
     "apps.api.apps.ApiConfig",
     "cachalot",
     "rest_framework",
+    "rest_framework.authtoken",
     "drf_spectacular",
     "django_cotton",
     "apps.rules.apps.RulesConfig",
@@ -433,8 +434,16 @@ REST_FRAMEWORK = {
         "apps.api.permissions.NotInDemoMode",
         "rest_framework.permissions.DjangoModelPermissions",
     ],
-    "DEFAULT_PAGINATION_CLASS": "rest_framework.pagination.PageNumberPagination",
-    "PAGE_SIZE": 10,
+    'DEFAULT_FILTER_BACKENDS': [
+        'django_filters.rest_framework.DjangoFilterBackend',
+        'rest_framework.filters.OrderingFilter',
+    ],
+    'DEFAULT_AUTHENTICATION_CLASSES': [
+        'rest_framework.authentication.BasicAuthentication',
+        'rest_framework.authentication.SessionAuthentication',
+        'rest_framework.authentication.TokenAuthentication',
+    ],
+    "DEFAULT_PAGINATION_CLASS": "apps.api.custom.pagination.CustomPageNumberPagination",
     "DEFAULT_SCHEMA_CLASS": "drf_spectacular.openapi.AutoSchema",
 }
 

app/apps/accounts/views/account_groups.py

@@ -25,7 +25,7 @@ def account_groups_index(request):
 @login_required
 @require_http_methods(["GET"])
 def account_groups_list(request):
-    account_groups = AccountGroup.objects.all().order_by("id")
+    account_groups = AccountGroup.objects.all().order_by("name")
     return render(
         request,
         "account_groups/fragments/list.html",

app/apps/accounts/views/accounts.py

@@ -25,7 +25,7 @@ def accounts_index(request):
 @login_required
 @require_http_methods(["GET"])
 def accounts_list(request):
-    accounts = Account.objects.all().order_by("id")
+    accounts = Account.objects.all().order_by("name")
     return render(
         request,
         "accounts/fragments/list.html",

app/apps/api/tests/__init__.py

@@ -1,4 +1,5 @@
 # Import all test classes for Django test discovery
 from .test_imports import *
 from .test_accounts import *
-
+from .test_data_isolation import *
+from .test_shared_access import *

app/apps/api/tests/test_data_isolation.py

@@ -0,0 +1,719 @@
+from datetime import date
+from decimal import Decimal
+
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+from rest_framework import status
+from rest_framework.test import APIClient
+
+from apps.accounts.models import Account, AccountGroup
+from apps.currencies.models import Currency
+from apps.dca.models import DCAStrategy, DCAEntry
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    TransactionEntity,
+    InstallmentPlan,
+    RecurringTransaction,
+)
+
+
+ACCESS_DENIED_CODES = [status.HTTP_403_FORBIDDEN, status.HTTP_404_NOT_FOUND]
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class AccountDataIsolationTests(TestCase):
+    """Tests to ensure users cannot access other users' accounts."""
+
+    def setUp(self):
+        """Set up test data with two distinct users."""
+        User = get_user_model()
+
+        # User 1 - the requester
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        # User 2 - owner of data that user1 should NOT access
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        # Shared currency
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's account
+        self.user1_account_group = AccountGroup.all_objects.create(
+            name="User1 Group", owner=self.user1
+        )
+        self.user1_account = Account.all_objects.create(
+            name="User1 Account",
+            group=self.user1_account_group,
+            currency=self.currency,
+            owner=self.user1,
+        )
+
+        # User 2's account (private, should be invisible to user1)
+        self.user2_account_group = AccountGroup.all_objects.create(
+            name="User2 Group", owner=self.user2
+        )
+        self.user2_account = Account.all_objects.create(
+            name="User2 Account",
+            group=self.user2_account_group,
+            currency=self.currency,
+            owner=self.user2,
+        )
+
+    def test_user_cannot_see_other_users_accounts_in_list(self):
+        """GET /api/accounts/ should only return user's own accounts."""
+        response = self.client1.get("/api/accounts/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        # User1 should only see their own account
+        account_ids = [acc["id"] for acc in response.data["results"]]
+        self.assertIn(self.user1_account.id, account_ids)
+        self.assertNotIn(self.user2_account.id, account_ids)
+
+    def test_user_cannot_access_other_users_account_detail(self):
+        """GET /api/accounts/{id}/ should deny access to other user's account."""
+        response = self.client1.get(f"/api/accounts/{self.user2_account.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_account(self):
+        """PATCH on other user's account should deny access."""
+        response = self.client1.patch(
+            f"/api/accounts/{self.user2_account.id}/",
+            {"name": "Hacked Account"},
+        )
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        # Verify account name wasn't changed
+        self.user2_account.refresh_from_db()
+        self.assertEqual(self.user2_account.name, "User2 Account")
+
+    def test_user_cannot_delete_other_users_account(self):
+        """DELETE on other user's account should deny access."""
+        response = self.client1.delete(f"/api/accounts/{self.user2_account.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        # Verify account still exists
+        self.assertTrue(Account.all_objects.filter(id=self.user2_account.id).exists())
+
+    def test_user_cannot_get_balance_of_other_users_account(self):
+        """Balance action on other user's account should deny access."""
+        response = self.client1.get(f"/api/accounts/{self.user2_account.id}/balance/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_can_access_own_account(self):
+        """User can access their own account normally."""
+        response = self.client1.get(f"/api/accounts/{self.user1_account.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "User1 Account")
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class AccountGroupDataIsolationTests(TestCase):
+    """Tests to ensure users cannot access other users' account groups."""
+
+    def setUp(self):
+        """Set up test data with two distinct users."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+
+        # User 1's account group
+        self.user1_group = AccountGroup.all_objects.create(
+            name="User1 Group", owner=self.user1
+        )
+
+        # User 2's account group
+        self.user2_group = AccountGroup.all_objects.create(
+            name="User2 Group", owner=self.user2
+        )
+
+    def test_user_cannot_see_other_users_account_groups(self):
+        """GET /api/account-groups/ should only return user's own groups."""
+        response = self.client1.get("/api/account-groups/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        group_ids = [grp["id"] for grp in response.data["results"]]
+        self.assertIn(self.user1_group.id, group_ids)
+        self.assertNotIn(self.user2_group.id, group_ids)
+
+    def test_user_cannot_access_other_users_account_group_detail(self):
+        """GET /api/account-groups/{id}/ should deny access to other user's group."""
+        response = self.client1.get(f"/api/account-groups/{self.user2_group.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_account_group(self):
+        """PATCH on other user's account group should deny access."""
+        response = self.client1.patch(
+            f"/api/account-groups/{self.user2_group.id}/",
+            {"name": "Hacked Group"},
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.user2_group.refresh_from_db()
+        self.assertEqual(self.user2_group.name, "User2 Group")
+
+    def test_user_cannot_delete_other_users_account_group(self):
+        """DELETE on other user's account group should deny access."""
+        response = self.client1.delete(f"/api/account-groups/{self.user2_group.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.assertTrue(
+            AccountGroup.all_objects.filter(id=self.user2_group.id).exists()
+        )
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class TransactionDataIsolationTests(TestCase):
+    """Tests to ensure users cannot access other users' transactions."""
+
+    def setUp(self):
+        """Set up test data with transactions for two distinct users."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's account and transaction
+        self.user1_account = Account.all_objects.create(
+            name="User1 Account", currency=self.currency, owner=self.user1
+        )
+        self.user1_transaction = Transaction.userless_all_objects.create(
+            account=self.user1_account,
+            type=Transaction.Type.INCOME,
+            amount=Decimal("100.00"),
+            is_paid=True,
+            date=date(2025, 1, 1),
+            description="User1 Income",
+            owner=self.user1,
+        )
+
+        # User 2's account and transaction
+        self.user2_account = Account.all_objects.create(
+            name="User2 Account", currency=self.currency, owner=self.user2
+        )
+        self.user2_transaction = Transaction.userless_all_objects.create(
+            account=self.user2_account,
+            type=Transaction.Type.EXPENSE,
+            amount=Decimal("50.00"),
+            is_paid=True,
+            date=date(2025, 1, 1),
+            description="User2 Expense",
+            owner=self.user2,
+        )
+
+    def test_user_cannot_see_other_users_transactions_in_list(self):
+        """GET /api/transactions/ should only return user's own transactions."""
+        response = self.client1.get("/api/transactions/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        transaction_ids = [t["id"] for t in response.data["results"]]
+        self.assertIn(self.user1_transaction.id, transaction_ids)
+        self.assertNotIn(self.user2_transaction.id, transaction_ids)
+
+    def test_user_cannot_access_other_users_transaction_detail(self):
+        """GET /api/transactions/{id}/ should deny access to other user's transaction."""
+        response = self.client1.get(f"/api/transactions/{self.user2_transaction.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_transaction(self):
+        """PATCH on other user's transaction should deny access."""
+        response = self.client1.patch(
+            f"/api/transactions/{self.user2_transaction.id}/",
+            {"description": "Hacked Transaction"},
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.user2_transaction.refresh_from_db()
+        self.assertEqual(self.user2_transaction.description, "User2 Expense")
+
+    def test_user_cannot_delete_other_users_transaction(self):
+        """DELETE on other user's transaction should deny access."""
+        response = self.client1.delete(
+            f"/api/transactions/{self.user2_transaction.id}/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.assertTrue(
+            Transaction.userless_all_objects.filter(
+                id=self.user2_transaction.id
+            ).exists()
+        )
+
+    def test_user_cannot_create_transaction_in_other_users_account(self):
+        """POST /api/transactions/ with other user's account should fail."""
+        response = self.client1.post(
+            "/api/transactions/",
+            {
+                "account": self.user2_account.id,
+                "type": "IN",
+                "amount": "100.00",
+                "date": "2025-01-15",
+                "description": "Sneaky transaction",
+            },
+            format="json",
+        )
+
+        # Should deny access - 400 (validation error), 403, or 404
+        self.assertIn(
+            response.status_code,
+            ACCESS_DENIED_CODES + [status.HTTP_400_BAD_REQUEST],
+        )
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class CategoryTagEntityIsolationTests(TestCase):
+    """Tests for isolation of categories, tags, and entities between users."""
+
+    def setUp(self):
+        """Set up test data."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+
+        # User 1's categories, tags, entities
+        self.user1_category = TransactionCategory.all_objects.create(
+            name="User1 Category", owner=self.user1
+        )
+        self.user1_tag = TransactionTag.all_objects.create(
+            name="User1 Tag", owner=self.user1
+        )
+        self.user1_entity = TransactionEntity.all_objects.create(
+            name="User1 Entity", owner=self.user1
+        )
+
+        # User 2's categories, tags, entities
+        self.user2_category = TransactionCategory.all_objects.create(
+            name="User2 Category", owner=self.user2
+        )
+        self.user2_tag = TransactionTag.all_objects.create(
+            name="User2 Tag", owner=self.user2
+        )
+        self.user2_entity = TransactionEntity.all_objects.create(
+            name="User2 Entity", owner=self.user2
+        )
+
+    def test_user_cannot_see_other_users_categories(self):
+        """GET /api/categories/ should only return user's own categories."""
+        response = self.client1.get("/api/categories/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        category_ids = [c["id"] for c in response.data["results"]]
+        self.assertIn(self.user1_category.id, category_ids)
+        self.assertNotIn(self.user2_category.id, category_ids)
+
+    def test_user_cannot_access_other_users_category_detail(self):
+        """GET /api/categories/{id}/ should deny access to other user's category."""
+        response = self.client1.get(f"/api/categories/{self.user2_category.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_see_other_users_tags(self):
+        """GET /api/tags/ should only return user's own tags."""
+        response = self.client1.get("/api/tags/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        tag_ids = [t["id"] for t in response.data["results"]]
+        self.assertIn(self.user1_tag.id, tag_ids)
+        self.assertNotIn(self.user2_tag.id, tag_ids)
+
+    def test_user_cannot_access_other_users_tag_detail(self):
+        """GET /api/tags/{id}/ should deny access to other user's tag."""
+        response = self.client1.get(f"/api/tags/{self.user2_tag.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_see_other_users_entities(self):
+        """GET /api/entities/ should only return user's own entities."""
+        response = self.client1.get("/api/entities/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        entity_ids = [e["id"] for e in response.data["results"]]
+        self.assertIn(self.user1_entity.id, entity_ids)
+        self.assertNotIn(self.user2_entity.id, entity_ids)
+
+    def test_user_cannot_access_other_users_entity_detail(self):
+        """GET /api/entities/{id}/ should deny access to other user's entity."""
+        response = self.client1.get(f"/api/entities/{self.user2_entity.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_category(self):
+        """PATCH on other user's category should deny access."""
+        response = self.client1.patch(
+            f"/api/categories/{self.user2_category.id}/",
+            {"name": "Hacked Category"},
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_delete_other_users_tag(self):
+        """DELETE on other user's tag should deny access."""
+        response = self.client1.delete(f"/api/tags/{self.user2_tag.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.assertTrue(
+            TransactionTag.all_objects.filter(id=self.user2_tag.id).exists()
+        )
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class DCADataIsolationTests(TestCase):
+    """Tests to ensure users cannot access other users' DCA strategies and entries."""
+
+    def setUp(self):
+        """Set up test data."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+
+        self.currency1 = Currency.objects.create(
+            code="BTC", name="Bitcoin", decimal_places=8, prefix=""
+        )
+        self.currency2 = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's DCA strategy and entry
+        self.user1_strategy = DCAStrategy.all_objects.create(
+            name="User1 BTC Strategy",
+            target_currency=self.currency1,
+            payment_currency=self.currency2,
+            owner=self.user1,
+        )
+        self.user1_entry = DCAEntry.objects.create(
+            strategy=self.user1_strategy,
+            date=date(2025, 1, 1),
+            amount_paid=Decimal("100.00"),
+            amount_received=Decimal("0.001"),
+        )
+
+        # User 2's DCA strategy and entry
+        self.user2_strategy = DCAStrategy.all_objects.create(
+            name="User2 BTC Strategy",
+            target_currency=self.currency1,
+            payment_currency=self.currency2,
+            owner=self.user2,
+        )
+        self.user2_entry = DCAEntry.objects.create(
+            strategy=self.user2_strategy,
+            date=date(2025, 1, 1),
+            amount_paid=Decimal("200.00"),
+            amount_received=Decimal("0.002"),
+        )
+
+    def test_user_cannot_see_other_users_dca_strategies(self):
+        """GET /api/dca/strategies/ should only return user's own strategies."""
+        response = self.client1.get("/api/dca/strategies/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        strategy_ids = [s["id"] for s in response.data["results"]]
+        self.assertIn(self.user1_strategy.id, strategy_ids)
+        self.assertNotIn(self.user2_strategy.id, strategy_ids)
+
+    def test_user_cannot_access_other_users_dca_strategy_detail(self):
+        """GET /api/dca/strategies/{id}/ should deny access to other user's strategy."""
+        response = self.client1.get(f"/api/dca/strategies/{self.user2_strategy.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_access_other_users_dca_entries(self):
+        """GET /api/dca/entries/ filtered by other user's strategy should return empty."""
+        response = self.client1.get(
+            f"/api/dca/entries/?strategy={self.user2_strategy.id}"
+        )
+
+        # Either OK with empty results or error
+        if response.status_code == status.HTTP_200_OK:
+            entry_ids = [e["id"] for e in response.data["results"]]
+            self.assertNotIn(self.user2_entry.id, entry_ids)
+
+    def test_user_cannot_access_other_users_dca_entry_detail(self):
+        """GET /api/dca/entries/{id}/ should deny access to other user's entry."""
+        response = self.client1.get(f"/api/dca/entries/{self.user2_entry.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_access_other_users_strategy_investment_frequency(self):
+        """investment_frequency action on other user's strategy should deny access."""
+        response = self.client1.get(
+            f"/api/dca/strategies/{self.user2_strategy.id}/investment_frequency/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_access_other_users_strategy_price_comparison(self):
+        """price_comparison action on other user's strategy should deny access."""
+        response = self.client1.get(
+            f"/api/dca/strategies/{self.user2_strategy.id}/price_comparison/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_access_other_users_strategy_current_price(self):
+        """current_price action on other user's strategy should deny access."""
+        response = self.client1.get(
+            f"/api/dca/strategies/{self.user2_strategy.id}/current_price/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_dca_strategy(self):
+        """PATCH on other user's DCA strategy should deny access."""
+        response = self.client1.patch(
+            f"/api/dca/strategies/{self.user2_strategy.id}/",
+            {"name": "Hacked Strategy"},
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_delete_other_users_dca_entry(self):
+        """DELETE on other user's DCA entry should deny access."""
+        response = self.client1.delete(f"/api/dca/entries/{self.user2_entry.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.assertTrue(DCAEntry.objects.filter(id=self.user2_entry.id).exists())
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class InstallmentRecurringIsolationTests(TestCase):
+    """Tests for isolation of installment plans and recurring transactions."""
+
+    def setUp(self):
+        """Set up test data."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's account
+        self.user1_account = Account.all_objects.create(
+            name="User1 Account", currency=self.currency, owner=self.user1
+        )
+
+        # User 2's account
+        self.user2_account = Account.all_objects.create(
+            name="User2 Account", currency=self.currency, owner=self.user2
+        )
+
+        # User 1's installment plan
+        self.user1_installment = InstallmentPlan.all_objects.create(
+            account=self.user1_account,
+            type=Transaction.Type.EXPENSE,
+            description="User1 Installment",
+            number_of_installments=12,
+            start_date=date(2025, 1, 1),
+            installment_amount=Decimal("100.00"),
+        )
+
+        # User 2's installment plan
+        self.user2_installment = InstallmentPlan.all_objects.create(
+            account=self.user2_account,
+            type=Transaction.Type.EXPENSE,
+            description="User2 Installment",
+            number_of_installments=6,
+            start_date=date(2025, 1, 1),
+            installment_amount=Decimal("200.00"),
+        )
+
+        # User 1's recurring transaction
+        self.user1_recurring = RecurringTransaction.all_objects.create(
+            account=self.user1_account,
+            type=Transaction.Type.EXPENSE,
+            amount=Decimal("50.00"),
+            description="User1 Recurring",
+            start_date=date(2025, 1, 1),
+            recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
+            recurrence_interval=1,
+        )
+
+        # User 2's recurring transaction
+        self.user2_recurring = RecurringTransaction.all_objects.create(
+            account=self.user2_account,
+            type=Transaction.Type.INCOME,
+            amount=Decimal("1000.00"),
+            description="User2 Recurring",
+            start_date=date(2025, 1, 1),
+            recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
+            recurrence_interval=1,
+        )
+
+    def test_user_cannot_see_other_users_installment_plans(self):
+        """GET /api/installment-plans/ should only return user's own plans."""
+        response = self.client1.get("/api/installment-plans/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        plan_ids = [p["id"] for p in response.data["results"]]
+        self.assertIn(self.user1_installment.id, plan_ids)
+        self.assertNotIn(self.user2_installment.id, plan_ids)
+
+    def test_user_cannot_access_other_users_installment_plan_detail(self):
+        """GET /api/installment-plans/{id}/ should deny access to other user's plan."""
+        response = self.client1.get(
+            f"/api/installment-plans/{self.user2_installment.id}/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_see_other_users_recurring_transactions(self):
+        """GET /api/recurring-transactions/ should only return user's own recurring."""
+        response = self.client1.get("/api/recurring-transactions/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        recurring_ids = [r["id"] for r in response.data["results"]]
+        self.assertIn(self.user1_recurring.id, recurring_ids)
+        self.assertNotIn(self.user2_recurring.id, recurring_ids)
+
+    def test_user_cannot_access_other_users_recurring_transaction_detail(self):
+        """GET /api/recurring-transactions/{id}/ should deny access to other user's recurring."""
+        response = self.client1.get(
+            f"/api/recurring-transactions/{self.user2_recurring.id}/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_modify_other_users_installment_plan(self):
+        """PATCH on other user's installment plan should deny access."""
+        response = self.client1.patch(
+            f"/api/installment-plans/{self.user2_installment.id}/",
+            {"description": "Hacked Installment"},
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_cannot_delete_other_users_recurring_transaction(self):
+        """DELETE on other user's recurring transaction should deny access."""
+        response = self.client1.delete(
+            f"/api/recurring-transactions/{self.user2_recurring.id}/"
+        )
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+        self.assertTrue(
+            RecurringTransaction.all_objects.filter(id=self.user2_recurring.id).exists()
+        )

app/apps/api/tests/test_shared_access.py

@@ -0,0 +1,587 @@
+from datetime import date
+from decimal import Decimal
+
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+from rest_framework import status
+from rest_framework.test import APIClient
+
+from apps.accounts.models import Account, AccountGroup
+from apps.currencies.models import Currency
+from apps.dca.models import DCAStrategy, DCAEntry
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    TransactionEntity,
+)
+
+
+ACCESS_DENIED_CODES = [status.HTTP_403_FORBIDDEN, status.HTTP_404_NOT_FOUND]
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class SharedAccountAccessTests(TestCase):
+    """Tests for shared account access via shared_with field."""
+
+    def setUp(self):
+        """Set up test data with shared accounts."""
+        User = get_user_model()
+
+        # User 1 - owner
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        # User 2 - will have shared access
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        # User 3 - no shared access
+        self.user3 = User.objects.create_user(
+            email="user3@test.com", password="testpass123"
+        )
+        self.client3 = APIClient()
+        self.client3.force_authenticate(user=self.user3)
+
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's account shared with user 2
+        self.shared_account = Account.all_objects.create(
+            name="Shared Account",
+            currency=self.currency,
+            owner=self.user1,
+            visibility="private",
+        )
+        self.shared_account.shared_with.add(self.user2)
+
+        # User 1's private account (not shared)
+        self.private_account = Account.all_objects.create(
+            name="Private Account",
+            currency=self.currency,
+            owner=self.user1,
+            visibility="private",
+        )
+
+        # Transaction in shared account
+        self.shared_transaction = Transaction.userless_all_objects.create(
+            account=self.shared_account,
+            type=Transaction.Type.INCOME,
+            amount=Decimal("100.00"),
+            is_paid=True,
+            date=date(2025, 1, 1),
+            description="Shared Transaction",
+            owner=self.user1,
+        )
+
+        # Transaction in private account
+        self.private_transaction = Transaction.userless_all_objects.create(
+            account=self.private_account,
+            type=Transaction.Type.EXPENSE,
+            amount=Decimal("50.00"),
+            is_paid=True,
+            date=date(2025, 1, 1),
+            description="Private Transaction",
+            owner=self.user1,
+        )
+
+    def test_user_can_see_accounts_shared_with_them(self):
+        """User2 should see the account shared with them."""
+        response = self.client2.get("/api/accounts/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        account_ids = [acc["id"] for acc in response.data["results"]]
+        self.assertIn(self.shared_account.id, account_ids)
+
+    def test_user_cannot_see_accounts_not_shared_with_them(self):
+        """User2 should NOT see user1's private (non-shared) account."""
+        response = self.client2.get("/api/accounts/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        account_ids = [acc["id"] for acc in response.data["results"]]
+        self.assertNotIn(self.private_account.id, account_ids)
+
+    def test_user_can_access_shared_account_detail(self):
+        """User2 should be able to access shared account details."""
+        response = self.client2.get(f"/api/accounts/{self.shared_account.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared Account")
+
+    def test_user_without_share_cannot_access_shared_account(self):
+        """User3 should NOT be able to access the shared account."""
+        response = self.client3.get(f"/api/accounts/{self.shared_account.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_can_see_transactions_in_shared_account(self):
+        """User2 should see transactions in the shared account."""
+        response = self.client2.get("/api/transactions/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        transaction_ids = [t["id"] for t in response.data["results"]]
+        self.assertIn(self.shared_transaction.id, transaction_ids)
+        self.assertNotIn(self.private_transaction.id, transaction_ids)
+
+    def test_user_can_access_transaction_in_shared_account(self):
+        """User2 should be able to access transaction details in shared account."""
+        response = self.client2.get(f"/api/transactions/{self.shared_transaction.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["description"], "Shared Transaction")
+
+    def test_user_cannot_access_transaction_in_non_shared_account(self):
+        """User2 should NOT access transactions in user1's private account."""
+        response = self.client2.get(f"/api/transactions/{self.private_transaction.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)
+
+    def test_user_can_get_balance_of_shared_account(self):
+        """User2 should be able to get balance of shared account."""
+        response = self.client2.get(f"/api/accounts/{self.shared_account.id}/balance/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertIn("current_balance", response.data)
+
+    def test_sharing_works_with_multiple_users(self):
+        """Account shared with multiple users should be accessible by all."""
+        # Add user3 to shared_with
+        self.shared_account.shared_with.add(self.user3)
+
+        # User2 still has access
+        response2 = self.client2.get(f"/api/accounts/{self.shared_account.id}/")
+        self.assertEqual(response2.status_code, status.HTTP_200_OK)
+
+        # User3 now has access
+        response3 = self.client3.get(f"/api/accounts/{self.shared_account.id}/")
+        self.assertEqual(response3.status_code, status.HTTP_200_OK)
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class PublicVisibilityTests(TestCase):
+    """Tests for public visibility access."""
+
+    def setUp(self):
+        """Set up test data with public accounts."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's public account
+        self.public_account = Account.all_objects.create(
+            name="Public Account",
+            currency=self.currency,
+            owner=self.user1,
+            visibility="public",
+        )
+
+        # User 1's private account
+        self.private_account = Account.all_objects.create(
+            name="Private Account",
+            currency=self.currency,
+            owner=self.user1,
+            visibility="private",
+        )
+
+        # Transaction in public account
+        self.public_transaction = Transaction.userless_all_objects.create(
+            account=self.public_account,
+            type=Transaction.Type.INCOME,
+            amount=Decimal("100.00"),
+            is_paid=True,
+            date=date(2025, 1, 1),
+            description="Public Transaction",
+            owner=self.user1,
+        )
+
+    def test_user_can_see_public_accounts(self):
+        """User2 should see user1's public account."""
+        response = self.client2.get("/api/accounts/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        account_ids = [acc["id"] for acc in response.data["results"]]
+        self.assertIn(self.public_account.id, account_ids)
+        self.assertNotIn(self.private_account.id, account_ids)
+
+    def test_user_can_access_public_account_detail(self):
+        """User2 should be able to access public account details."""
+        response = self.client2.get(f"/api/accounts/{self.public_account.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Public Account")
+
+    def test_user_can_see_transactions_in_public_accounts(self):
+        """User2 should see transactions in public accounts."""
+        response = self.client2.get("/api/transactions/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        transaction_ids = [t["id"] for t in response.data["results"]]
+        self.assertIn(self.public_transaction.id, transaction_ids)
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class SharedCategoryTagEntityTests(TestCase):
+    """Tests for shared categories, tags, and entities."""
+
+    def setUp(self):
+        """Set up test data with shared categories/tags/entities."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        self.user3 = User.objects.create_user(
+            email="user3@test.com", password="testpass123"
+        )
+        self.client3 = APIClient()
+        self.client3.force_authenticate(user=self.user3)
+
+        # User 1's category shared with user 2
+        self.shared_category = TransactionCategory.all_objects.create(
+            name="Shared Category", owner=self.user1
+        )
+        self.shared_category.shared_with.add(self.user2)
+
+        # User 1's private category
+        self.private_category = TransactionCategory.all_objects.create(
+            name="Private Category", owner=self.user1
+        )
+
+        # User 1's public category
+        self.public_category = TransactionCategory.all_objects.create(
+            name="Public Category", owner=self.user1, visibility="public"
+        )
+
+        # User 1's tag shared with user 2
+        self.shared_tag = TransactionTag.all_objects.create(
+            name="Shared Tag", owner=self.user1
+        )
+        self.shared_tag.shared_with.add(self.user2)
+
+        # User 1's entity shared with user 2
+        self.shared_entity = TransactionEntity.all_objects.create(
+            name="Shared Entity", owner=self.user1
+        )
+        self.shared_entity.shared_with.add(self.user2)
+
+    def test_user_can_see_shared_categories(self):
+        """User2 should see categories shared with them."""
+        response = self.client2.get("/api/categories/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        category_ids = [c["id"] for c in response.data["results"]]
+        self.assertIn(self.shared_category.id, category_ids)
+        self.assertNotIn(self.private_category.id, category_ids)
+
+    def test_user_can_access_shared_category_detail(self):
+        """User2 should be able to access shared category details."""
+        response = self.client2.get(f"/api/categories/{self.shared_category.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared Category")
+
+    def test_user_can_see_public_categories(self):
+        """User3 should see public categories."""
+        response = self.client3.get("/api/categories/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        category_ids = [c["id"] for c in response.data["results"]]
+        self.assertIn(self.public_category.id, category_ids)
+
+    def test_user_without_share_cannot_see_shared_category(self):
+        """User3 should NOT see category shared only with user2."""
+        response = self.client3.get("/api/categories/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        category_ids = [c["id"] for c in response.data["results"]]
+        self.assertNotIn(self.shared_category.id, category_ids)
+
+    def test_user_can_see_shared_tags(self):
+        """User2 should see tags shared with them."""
+        response = self.client2.get("/api/tags/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        tag_ids = [t["id"] for t in response.data["results"]]
+        self.assertIn(self.shared_tag.id, tag_ids)
+
+    def test_user_can_access_shared_tag_detail(self):
+        """User2 should be able to access shared tag details."""
+        response = self.client2.get(f"/api/tags/{self.shared_tag.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared Tag")
+
+    def test_user_can_see_shared_entities(self):
+        """User2 should see entities shared with them."""
+        response = self.client2.get("/api/entities/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        entity_ids = [e["id"] for e in response.data["results"]]
+        self.assertIn(self.shared_entity.id, entity_ids)
+
+    def test_user_can_access_shared_entity_detail(self):
+        """User2 should be able to access shared entity details."""
+        response = self.client2.get(f"/api/entities/{self.shared_entity.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared Entity")
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class SharedDCAAccessTests(TestCase):
+    """Tests for shared DCA strategy access."""
+
+    def setUp(self):
+        """Set up test data with shared DCA strategies."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        self.user3 = User.objects.create_user(
+            email="user3@test.com", password="testpass123"
+        )
+        self.client3 = APIClient()
+        self.client3.force_authenticate(user=self.user3)
+
+        self.currency1 = Currency.objects.create(
+            code="BTC", name="Bitcoin", decimal_places=8, prefix=""
+        )
+        self.currency2 = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+
+        # User 1's DCA strategy shared with user 2
+        self.shared_strategy = DCAStrategy.all_objects.create(
+            name="Shared BTC Strategy",
+            target_currency=self.currency1,
+            payment_currency=self.currency2,
+            owner=self.user1,
+        )
+        self.shared_strategy.shared_with.add(self.user2)
+
+        # Entry in shared strategy
+        self.shared_entry = DCAEntry.objects.create(
+            strategy=self.shared_strategy,
+            date=date(2025, 1, 1),
+            amount_paid=Decimal("100.00"),
+            amount_received=Decimal("0.001"),
+        )
+
+        # User 1's private strategy
+        self.private_strategy = DCAStrategy.all_objects.create(
+            name="Private BTC Strategy",
+            target_currency=self.currency1,
+            payment_currency=self.currency2,
+            owner=self.user1,
+        )
+
+    def test_user_can_see_shared_dca_strategies(self):
+        """User2 should see DCA strategies shared with them."""
+        response = self.client2.get("/api/dca/strategies/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        strategy_ids = [s["id"] for s in response.data["results"]]
+        self.assertIn(self.shared_strategy.id, strategy_ids)
+        self.assertNotIn(self.private_strategy.id, strategy_ids)
+
+    def test_user_can_access_shared_dca_strategy_detail(self):
+        """User2 should be able to access shared strategy details."""
+        response = self.client2.get(f"/api/dca/strategies/{self.shared_strategy.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared BTC Strategy")
+
+    def test_user_without_share_cannot_see_shared_strategy(self):
+        """User3 should NOT see strategy shared only with user2."""
+        response = self.client3.get("/api/dca/strategies/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        strategy_ids = [s["id"] for s in response.data["results"]]
+        self.assertNotIn(self.shared_strategy.id, strategy_ids)
+
+    def test_user_can_access_shared_strategy_actions(self):
+        """User2 should be able to access actions on shared strategy."""
+        # investment_frequency
+        response1 = self.client2.get(
+            f"/api/dca/strategies/{self.shared_strategy.id}/investment_frequency/"
+        )
+        self.assertEqual(response1.status_code, status.HTTP_200_OK)
+
+        # price_comparison
+        response2 = self.client2.get(
+            f"/api/dca/strategies/{self.shared_strategy.id}/price_comparison/"
+        )
+        self.assertEqual(response2.status_code, status.HTTP_200_OK)
+
+        # current_price
+        response3 = self.client2.get(
+            f"/api/dca/strategies/{self.shared_strategy.id}/current_price/"
+        )
+        self.assertEqual(response3.status_code, status.HTTP_200_OK)
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class SharedAccountGroupTests(TestCase):
+    """Tests for shared account group access."""
+
+    def setUp(self):
+        """Set up test data with shared account groups."""
+        User = get_user_model()
+
+        self.user1 = User.objects.create_user(
+            email="user1@test.com", password="testpass123"
+        )
+        self.client1 = APIClient()
+        self.client1.force_authenticate(user=self.user1)
+
+        self.user2 = User.objects.create_user(
+            email="user2@test.com", password="testpass123"
+        )
+        self.client2 = APIClient()
+        self.client2.force_authenticate(user=self.user2)
+
+        self.user3 = User.objects.create_user(
+            email="user3@test.com", password="testpass123"
+        )
+        self.client3 = APIClient()
+        self.client3.force_authenticate(user=self.user3)
+
+        # User 1's account group shared with user 2
+        self.shared_group = AccountGroup.all_objects.create(
+            name="Shared Group", owner=self.user1
+        )
+        self.shared_group.shared_with.add(self.user2)
+
+        # User 1's private account group
+        self.private_group = AccountGroup.all_objects.create(
+            name="Private Group", owner=self.user1
+        )
+
+        # User 1's public account group
+        self.public_group = AccountGroup.all_objects.create(
+            name="Public Group", owner=self.user1, visibility="public"
+        )
+
+    def test_user_can_see_shared_account_groups(self):
+        """User2 should see account groups shared with them."""
+        response = self.client2.get("/api/account-groups/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        group_ids = [g["id"] for g in response.data["results"]]
+        self.assertIn(self.shared_group.id, group_ids)
+        self.assertNotIn(self.private_group.id, group_ids)
+
+    def test_user_can_access_shared_account_group_detail(self):
+        """User2 should be able to access shared account group details."""
+        response = self.client2.get(f"/api/account-groups/{self.shared_group.id}/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["name"], "Shared Group")
+
+    def test_user_can_see_public_account_groups(self):
+        """User3 should see public account groups."""
+        response = self.client3.get("/api/account-groups/")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        group_ids = [g["id"] for g in response.data["results"]]
+        self.assertIn(self.public_group.id, group_ids)
+
+    def test_user_without_share_cannot_access_shared_group(self):
+        """User3 should NOT be able to access shared account group."""
+        response = self.client3.get(f"/api/account-groups/{self.shared_group.id}/")
+
+        self.assertIn(response.status_code, ACCESS_DENIED_CODES)

app/apps/api/views/accounts.py

@@ -6,8 +6,11 @@ from rest_framework.response import Response
 
 from apps.accounts.models import AccountGroup, Account
 from apps.accounts.services import get_account_balance
-from apps.api.custom.pagination import CustomPageNumberPagination
-from apps.api.serializers import AccountGroupSerializer, AccountSerializer, AccountBalanceSerializer
+from apps.api.serializers import (
+    AccountGroupSerializer,
+    AccountSerializer,
+    AccountBalanceSerializer,
+)
 
 
 class AccountGroupViewSet(viewsets.ModelViewSet):
@@ -15,10 +18,16 @@ class AccountGroupViewSet(viewsets.ModelViewSet):
 
     queryset = AccountGroup.objects.all()
     serializer_class = AccountGroupSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return AccountGroup.objects.all().order_by("id")
+        return AccountGroup.objects.all()
 
 
 @extend_schema_view(
@@ -33,28 +42,38 @@ class AccountViewSet(viewsets.ModelViewSet):
 
     queryset = Account.objects.all()
     serializer_class = AccountSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "group": ["exact", "isnull"],
+        "currency": ["exact"],
+        "exchange_currency": ["exact", "isnull"],
+        "is_asset": ["exact"],
+        "is_archived": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return (
-            Account.objects.all()
-            .order_by("id")
-            .select_related("group", "currency", "exchange_currency")
+        return Account.objects.all().select_related(
+            "group", "currency", "exchange_currency"
         )
 
     @action(detail=True, methods=["get"], permission_classes=[IsAuthenticated])
     def balance(self, request, pk=None):
         """Get current and projected balance for an account."""
         account = self.get_object()
-        
+
         current_balance = get_account_balance(account, paid_only=True)
         projected_balance = get_account_balance(account, paid_only=False)
-        
-        serializer = AccountBalanceSerializer({
-            "current_balance": current_balance,
-            "projected_balance": projected_balance,
-            "currency": account.currency,
-        })
-        
-        return Response(serializer.data)
 
+        serializer = AccountBalanceSerializer(
+            {
+                "current_balance": current_balance,
+                "projected_balance": projected_balance,
+                "currency": account.currency,
+            }
+        )
+
+        return Response(serializer.data)

app/apps/api/views/currencies.py

@@ -9,8 +9,28 @@ from apps.currencies.models import ExchangeRate
 class CurrencyViewSet(viewsets.ModelViewSet):
     queryset = Currency.objects.all()
     serializer_class = CurrencySerializer
+    filterset_fields = {
+        'name': ['exact', 'icontains'],
+        'code': ['exact', 'icontains'],
+        'decimal_places': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'prefix': ['exact', 'icontains'],
+        'suffix': ['exact', 'icontains'],
+        'exchange_currency': ['exact'],
+        'is_archived': ['exact'],
+    }
+    search_fields = '__all__'
+    ordering_fields = '__all__'
 
 
 class ExchangeRateViewSet(viewsets.ModelViewSet):
     queryset = ExchangeRate.objects.all()
     serializer_class = ExchangeRateSerializer
+    filterset_fields = {
+        'from_currency': ['exact'],
+        'to_currency': ['exact'],
+        'rate': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'date': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'automatic': ['exact'],
+    }
+    search_fields = '__all__'
+    ordering_fields = '__all__'

app/apps/api/views/dca.py

@@ -8,6 +8,19 @@ from apps.api.serializers import DCAStrategySerializer, DCAEntrySerializer
 class DCAStrategyViewSet(viewsets.ModelViewSet):
     queryset = DCAStrategy.objects.all()
     serializer_class = DCAStrategySerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "target_currency": ["exact"],
+        "payment_currency": ["exact"],
+        "notes": ["exact", "icontains"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+    }
+    search_fields = ["name", "notes"]
+    ordering_fields = "__all__"
+
+    def get_queryset(self):
+        return DCAStrategy.objects.all()
 
     @action(detail=True, methods=["get"])
     def investment_frequency(self, request, pk=None):
@@ -32,10 +45,22 @@ class DCAStrategyViewSet(viewsets.ModelViewSet):
 class DCAEntryViewSet(viewsets.ModelViewSet):
     queryset = DCAEntry.objects.all()
     serializer_class = DCAEntrySerializer
+    filterset_fields = {
+        "strategy": ["exact"],
+        "date": ["exact", "gte", "lte", "gt", "lt"],
+        "amount_paid": ["exact", "gte", "lte", "gt", "lt"],
+        "amount_received": ["exact", "gte", "lte", "gt", "lt"],
+        "expense_transaction": ["exact", "isnull"],
+        "income_transaction": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+    }
+    search_fields = ["notes"]
+    ordering_fields = "__all__"
+    ordering = ["-date"]
 
     def get_queryset(self):
-        queryset = DCAEntry.objects.all()
-        strategy_id = self.request.query_params.get("strategy", None)
-        if strategy_id is not None:
-            queryset = queryset.filter(strategy_id=strategy_id)
-        return queryset
+        # Filter entries by strategies the user has access to
+        accessible_strategies = DCAStrategy.objects.all()
+        return DCAEntry.objects.filter(strategy__in=accessible_strategies)

app/apps/api/views/imports.py

@@ -28,6 +28,14 @@ class ImportProfileViewSet(viewsets.ReadOnlyModelViewSet):
     queryset = ImportProfile.objects.all()
     serializer_class = ImportProfileSerializer
     permission_classes = [IsAuthenticated]
+    filterset_fields = {
+        'name': ['exact', 'icontains'],
+        'yaml_config': ['exact', 'icontains'],
+        'version': ['exact'],
+    }
+    search_fields = ['name', 'yaml_config']
+    ordering_fields = '__all__'
+    ordering = ['name']
 
 
 @extend_schema_view(
@@ -55,6 +63,22 @@ class ImportRunViewSet(viewsets.ReadOnlyModelViewSet):
     queryset = ImportRun.objects.all().order_by("-id")
     serializer_class = ImportRunSerializer
     permission_classes = [IsAuthenticated]
+    filterset_fields = {
+        'status': ['exact'],
+        'profile': ['exact'],
+        'file_name': ['exact', 'icontains'],
+        'logs': ['exact', 'icontains'],
+        'processed_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'total_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'successful_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'skipped_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'failed_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'started_at': ['exact', 'gte', 'lte', 'gt', 'lt', 'isnull'],
+        'finished_at': ['exact', 'gte', 'lte', 'gt', 'lt', 'isnull'],
+    }
+    search_fields = ['file_name', 'logs']
+    ordering_fields = '__all__'
+    ordering = ['-id']
 
     def get_queryset(self):
         queryset = super().get_queryset()

app/apps/api/views/transactions.py

@@ -2,7 +2,6 @@ from copy import deepcopy
 
 from rest_framework import viewsets
 
-from apps.api.custom.pagination import CustomPageNumberPagination
 from apps.api.serializers import (
     TransactionSerializer,
     TransactionCategorySerializer,
@@ -25,7 +24,34 @@ from apps.rules.signals import transaction_updated, transaction_created
 class TransactionViewSet(viewsets.ModelViewSet):
     queryset = Transaction.objects.all()
     serializer_class = TransactionSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "account": ["exact"],
+        "type": ["exact"],
+        "is_paid": ["exact"],
+        "date": ["exact", "gte", "lte", "gt", "lt"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt"],
+        "mute": ["exact"],
+        "amount": ["exact", "gte", "lte", "gt", "lt"],
+        "description": ["exact", "icontains"],
+        "notes": ["exact", "icontains"],
+        "category": ["exact", "isnull"],
+        "installment_plan": ["exact", "isnull"],
+        "installment_id": ["exact", "gte", "lte"],
+        "recurring_transaction": ["exact", "isnull"],
+        "internal_note": ["exact", "icontains"],
+        "internal_id": ["exact"],
+        "deleted": ["exact"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+        "deleted_at": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "owner": ["exact"],
+    }
+    search_fields = ["description", "notes", "internal_note"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
+
+    def get_queryset(self):
+        return Transaction.objects.all()
 
     def perform_create(self, serializer):
         instance = serializer.save()
@@ -40,50 +66,109 @@ class TransactionViewSet(viewsets.ModelViewSet):
         kwargs["partial"] = True
         return self.update(request, *args, **kwargs)
 
-    def get_queryset(self):
-        return Transaction.objects.all().order_by("-id")
-
 
 class TransactionCategoryViewSet(viewsets.ModelViewSet):
     queryset = TransactionCategory.objects.all()
     serializer_class = TransactionCategorySerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "mute": ["exact"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionCategory.objects.all().order_by("id")
+        return TransactionCategory.objects.all()
 
 
 class TransactionTagViewSet(viewsets.ModelViewSet):
     queryset = TransactionTag.objects.all()
     serializer_class = TransactionTagSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionTag.objects.all().order_by("id")
+        return TransactionTag.objects.all()
 
 
 class TransactionEntityViewSet(viewsets.ModelViewSet):
     queryset = TransactionEntity.objects.all()
     serializer_class = TransactionEntitySerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionEntity.objects.all().order_by("id")
+        return TransactionEntity.objects.all()
 
 
 class InstallmentPlanViewSet(viewsets.ModelViewSet):
     queryset = InstallmentPlan.objects.all()
     serializer_class = InstallmentPlanSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "account": ["exact"],
+        "type": ["exact"],
+        "description": ["exact", "icontains"],
+        "number_of_installments": ["exact", "gte", "lte", "gt", "lt"],
+        "installment_start": ["exact", "gte", "lte", "gt", "lt"],
+        "installment_total_number": ["exact", "gte", "lte", "gt", "lt"],
+        "start_date": ["exact", "gte", "lte", "gt", "lt"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "end_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "recurrence": ["exact"],
+        "installment_amount": ["exact", "gte", "lte", "gt", "lt"],
+        "category": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "add_description_to_transaction": ["exact"],
+        "add_notes_to_transaction": ["exact"],
+    }
+    search_fields = ["description", "notes"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
 
     def get_queryset(self):
-        return InstallmentPlan.objects.all().order_by("-id")
+        return InstallmentPlan.objects.all()
 
 
 class RecurringTransactionViewSet(viewsets.ModelViewSet):
     queryset = RecurringTransaction.objects.all()
     serializer_class = RecurringTransactionSerializer
-    pagination_class = CustomPageNumberPagination
+    filterset_fields = {
+        "is_paused": ["exact"],
+        "account": ["exact"],
+        "type": ["exact"],
+        "amount": ["exact", "gte", "lte", "gt", "lt"],
+        "description": ["exact", "icontains"],
+        "category": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "start_date": ["exact", "gte", "lte", "gt", "lt"],
+        "end_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "recurrence_type": ["exact"],
+        "recurrence_interval": ["exact", "gte", "lte", "gt", "lt"],
+        "keep_at_most": ["exact", "gte", "lte", "gt", "lt"],
+        "last_generated_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "last_generated_reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "add_description_to_transaction": ["exact"],
+        "add_notes_to_transaction": ["exact"],
+    }
+    search_fields = ["description", "notes"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
 
     def get_queryset(self):
-        return RecurringTransaction.objects.all().order_by("-id")
+        return RecurringTransaction.objects.all()

app/apps/common/apps.py

@@ -23,3 +23,6 @@ class CommonConfig(AppConfig):
         # Delete the cache for update checks to prevent false-positives when the app is restarted
         # this will be recreated by the check_for_updates task
         cache.delete("update_check")
+
+        # Register system checks for required environment variables
+        from apps.common import checks  # noqa: F401

app/apps/common/checks.py

@@ -0,0 +1,103 @@
+"""
+Django System Checks for required environment variables.
+
+This module validates that required environment variables (those without defaults)
+are present before the application starts.
+"""
+
+import os
+
+from django.core.checks import Error, register
+
+
+# List of environment variables that are required (no default values)
+# Based on the README.md documentation
+REQUIRED_ENV_VARS = [
+    ("SECRET_KEY", "This is used to provide cryptographic signing."),
+    ("SQL_DATABASE", "The name of your postgres database."),
+]
+
+# List of environment variables that must be valid integers if set
+INT_ENV_VARS = [
+    ("TASK_WORKERS", "How many workers to have for async tasks."),
+    ("SESSION_EXPIRY_TIME", "The age of session cookies, in seconds."),
+    ("INTERNAL_PORT", "The port on which the app listens on."),
+    ("DJANGO_VITE_DEV_SERVER_PORT", "The port where Vite's dev server is running"),
+]
+
+
+@register()
+def check_required_env_vars(app_configs, **kwargs):
+    """
+    Check that all required environment variables are set.
+
+    Returns a list of Error objects for any missing required variables.
+    """
+    errors = []
+
+    for var_name, description in REQUIRED_ENV_VARS:
+        value = os.getenv(var_name)
+        if not value:
+            errors.append(
+                Error(
+                    f"Required environment variable '{var_name}' is not set.",
+                    hint=f"{description} Please set this variable in your .env file or environment.",
+                    id="wygiwyh.E001",
+                )
+            )
+
+    return errors
+
+
+@register()
+def check_int_env_vars(app_configs, **kwargs):
+    """
+    Check that environment variables that should be integers are valid.
+
+    Returns a list of Error objects for any invalid integer variables.
+    """
+    errors = []
+
+    for var_name, description in INT_ENV_VARS:
+        value = os.getenv(var_name)
+        if value is not None:
+            try:
+                int(value)
+            except ValueError:
+                errors.append(
+                    Error(
+                        f"Environment variable '{var_name}' must be a valid integer, got '{value}'.",
+                        hint=f"{description}",
+                        id="wygiwyh.E002",
+                    )
+                )
+
+    return errors
+
+
+@register()
+def check_soft_delete_config(app_configs, **kwargs):
+    """
+    Check that KEEP_DELETED_TRANSACTIONS_FOR is a valid integer when ENABLE_SOFT_DELETE is enabled.
+
+    Returns a list of Error objects if the configuration is invalid.
+    """
+    errors = []
+
+    enable_soft_delete = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
+
+    if enable_soft_delete:
+        keep_deleted_for = os.getenv("KEEP_DELETED_TRANSACTIONS_FOR")
+        if keep_deleted_for is not None:
+            try:
+                int(keep_deleted_for)
+            except ValueError:
+                errors.append(
+                    Error(
+                        f"Environment variable 'KEEP_DELETED_TRANSACTIONS_FOR' must be a valid integer when ENABLE_SOFT_DELETE is enabled, got '{keep_deleted_for}'.",
+                        hint="Time in days to keep soft deleted transactions for. Set to 0 to keep all transactions indefinitely.",
+                        id="wygiwyh.E003",
+                    )
+                )
+
+    return errors

app/apps/currencies/exchange_rates/fetcher.py

@@ -1,5 +1,4 @@
 import logging
-from datetime import timedelta
 
 from django.db.models import QuerySet
 from django.utils import timezone
@@ -258,7 +257,10 @@ class ExchangeRateFetcher:
                     processed_pairs.add((from_currency.id, to_currency.id))
 
             service.last_fetch = timezone.now()
+            service.failure_count = 0
             service.save()
 
         except Exception as e:
             logger.error(f"Error fetching rates for {service.name}: {e}")
+            service.failure_count += 1
+            service.save()

app/apps/currencies/migrations/0023_add_failure_count.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.10 on 2026-01-10 06:08
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0022_currency_is_archived'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='failure_count',
+            field=models.PositiveIntegerField(default=0),
+        ),
+    ]

app/apps/currencies/models.py

@@ -136,6 +136,8 @@ class ExchangeRateService(models.Model):
         null=True, blank=True, verbose_name=_("Last Successful Fetch")
     )
 
+    failure_count = models.PositiveIntegerField(default=0)
+
     target_currencies = models.ManyToManyField(
         Currency,
         verbose_name=_("Target Currencies"),
@@ -237,7 +239,7 @@ class ExchangeRateService(models.Model):
                     hours = self._parse_hour_ranges(self.fetch_interval)
                     # Store in normalized format (optional)
                     self.fetch_interval = ",".join(str(h) for h in sorted(hours))
-                except ValueError as e:
+                except ValueError:
                     raise ValidationError(
                         {
                             "fetch_interval": _(
@@ -248,7 +250,7 @@ class ExchangeRateService(models.Model):
                     )
         except ValidationError:
             raise
-        except Exception as e:
+        except Exception:
             raise ValidationError(
                 {
                     "fetch_interval": _(

app/apps/currencies/tests/__init__.py

@@ -0,0 +1 @@
+# Tests package for currencies app

app/apps/currencies/tests/test_automatic_exchange_rates.py

@@ -0,0 +1,109 @@
+from decimal import Decimal
+from unittest.mock import patch, MagicMock
+
+from django.test import TestCase
+from django.utils import timezone
+
+from apps.currencies.models import Currency, ExchangeRateService
+from apps.currencies.exchange_rates.fetcher import ExchangeRateFetcher
+
+
+class ExchangeRateServiceFailureTrackingTests(TestCase):
+    """Tests for the failure count tracking functionality."""
+
+    def setUp(self):
+        """Set up test data."""
+        self.usd = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+        self.eur = Currency.objects.create(
+            code="EUR", name="Euro", decimal_places=2, prefix="€ "
+        )
+        self.eur.exchange_currency = self.usd
+        self.eur.save()
+
+        self.service = ExchangeRateService.objects.create(
+            name="Test Service",
+            service_type=ExchangeRateService.ServiceType.FRANKFURTER,
+            is_active=True,
+        )
+        self.service.target_currencies.add(self.eur)
+
+    def test_failure_count_increments_on_provider_error(self):
+        """Test that failure_count increments when provider raises an exception."""
+        self.assertEqual(self.service.failure_count, 0)
+
+        with patch.object(
+            self.service, "get_provider", side_effect=Exception("API Error")
+        ):
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+
+        self.service.refresh_from_db()
+        self.assertEqual(self.service.failure_count, 1)
+
+    def test_failure_count_resets_on_success(self):
+        """Test that failure_count resets to 0 on successful fetch."""
+        # Set initial failure count
+        self.service.failure_count = 5
+        self.service.save()
+
+        # Mock a successful provider
+        mock_provider = MagicMock()
+        mock_provider.requires_api_key.return_value = False
+        mock_provider.get_rates.return_value = [(self.usd, self.eur, Decimal("0.85"))]
+        mock_provider.rates_inverted = False
+
+        with patch.object(self.service, "get_provider", return_value=mock_provider):
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+
+        self.service.refresh_from_db()
+        self.assertEqual(self.service.failure_count, 0)
+
+    def test_failure_count_accumulates_across_fetches(self):
+        """Test that failure_count accumulates with consecutive failures."""
+        self.assertEqual(self.service.failure_count, 0)
+
+        with patch.object(
+            self.service, "get_provider", side_effect=Exception("API Error")
+        ):
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+            self.service.refresh_from_db()
+            self.assertEqual(self.service.failure_count, 1)
+
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+            self.service.refresh_from_db()
+            self.assertEqual(self.service.failure_count, 2)
+
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+            self.service.refresh_from_db()
+            self.assertEqual(self.service.failure_count, 3)
+
+    def test_last_fetch_not_updated_on_failure(self):
+        """Test that last_fetch is NOT updated when a failure occurs."""
+        original_last_fetch = self.service.last_fetch
+        self.assertIsNone(original_last_fetch)
+
+        with patch.object(
+            self.service, "get_provider", side_effect=Exception("API Error")
+        ):
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+
+        self.service.refresh_from_db()
+        self.assertIsNone(self.service.last_fetch)
+        self.assertEqual(self.service.failure_count, 1)
+
+    def test_last_fetch_updated_on_success(self):
+        """Test that last_fetch IS updated when fetch succeeds."""
+        self.assertIsNone(self.service.last_fetch)
+
+        mock_provider = MagicMock()
+        mock_provider.requires_api_key.return_value = False
+        mock_provider.get_rates.return_value = [(self.usd, self.eur, Decimal("0.85"))]
+        mock_provider.rates_inverted = False
+
+        with patch.object(self.service, "get_provider", return_value=mock_provider):
+            ExchangeRateFetcher._fetch_service_rates(self.service)
+
+        self.service.refresh_from_db()
+        self.assertIsNotNone(self.service.last_fetch)
+        self.assertEqual(self.service.failure_count, 0)

app/apps/currencies/views/currencies.py

@@ -23,7 +23,7 @@ def currencies_index(request):
 @login_required
 @require_http_methods(["GET"])
 def currencies_list(request):
-    currencies = Currency.objects.all().order_by("id")
+    currencies = Currency.objects.all().order_by("name")
     return render(
         request,
         "currencies/fragments/list.html",

app/apps/dca/views.py

@@ -1,4 +1,3 @@
-# apps/dca_tracker/views.py
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.db.models import Sum, Avg
@@ -23,7 +22,7 @@ def strategy_index(request):
 @only_htmx
 @login_required
 def strategy_list(request):
-    strategies = DCAStrategy.objects.all().order_by("created_at")
+    strategies = DCAStrategy.objects.all().order_by("name")
     return render(
         request, "dca/fragments/strategy/list.html", {"strategies": strategies}
     )
@@ -234,7 +233,7 @@ def strategy_entry_add(request, strategy_id):
     if request.method == "POST":
         form = DCAEntryForm(request.POST, strategy=strategy)
         if form.is_valid():
-            entry = form.save()
+            form.save()
             messages.success(request, _("Entry added successfully"))
 
             return HttpResponse(

app/apps/export_app/resources/transactions.py

@@ -1,8 +1,10 @@
 from import_export import fields, resources
-from import_export.widgets import ForeignKeyWidget
 
 from apps.accounts.models import Account
-from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.export_app.widgets.foreign_key import (
+    AllObjectsForeignKeyWidget,
+    AutoCreateForeignKeyWidget,
+)
 from apps.export_app.widgets.many_to_many import AutoCreateManyToManyWidget
 from apps.export_app.widgets.string import EmptyStringToNoneField
 from apps.transactions.models import (
@@ -20,7 +22,7 @@ class TransactionResource(resources.ModelResource):
     account = fields.Field(
         attribute="account",
         column_name="account",
-        widget=ForeignKeyWidget(Account, "name"),
+        widget=AllObjectsForeignKeyWidget(Account, "name"),
     )
 
     category = fields.Field(
@@ -86,7 +88,7 @@ class RecurringTransactionResource(resources.ModelResource):
     account = fields.Field(
         attribute="account",
         column_name="account",
-        widget=ForeignKeyWidget(Account, "name"),
+        widget=AllObjectsForeignKeyWidget(Account, "name"),
     )
 
     category = fields.Field(
@@ -119,12 +121,16 @@ class RecurringTransactionResource(resources.ModelResource):
     def get_queryset(self):
         return RecurringTransaction.all_objects.all()
 
+    def dehydrate_account_owner(self, obj):
+        """Export the account's owner ID for proper import matching."""
+        return obj.account.owner_id if obj.account else None
+
 
 class InstallmentPlanResource(resources.ModelResource):
     account = fields.Field(
         attribute="account",
         column_name="account",
-        widget=ForeignKeyWidget(Account, "name"),
+        widget=AllObjectsForeignKeyWidget(Account, "name"),
     )
 
     category = fields.Field(
@@ -156,3 +162,7 @@ class InstallmentPlanResource(resources.ModelResource):
 
     def get_queryset(self):
         return InstallmentPlan.all_objects.all()
+
+    def dehydrate_account_owner(self, obj):
+        """Export the account's owner ID for proper import matching."""
+        return obj.account.owner_id if obj.account else None

app/apps/export_app/widgets/foreign_key.py

@@ -1,6 +1,60 @@
 from import_export.widgets import ForeignKeyWidget
 
 
+class AllObjectsForeignKeyWidget(ForeignKeyWidget):
+    """
+    ForeignKeyWidget that uses 'all_objects' manager for lookups,
+    bypassing user-filtered managers like SharedObjectManager.
+    Also filters by owner if available in the row data.
+    """
+
+    def get_queryset(self, value, row, *args, **kwargs):
+        # Use all_objects manager if available, otherwise fall back to default
+        if hasattr(self.model, "all_objects"):
+            qs = self.model.all_objects.all()
+            # Filter by owner if the row has an owner field and the model has owner
+            if row:
+                # Check for direct owner field first
+                owner_id = row.get("owner") if "owner" in row else None
+                # Fall back to account_owner for models like InstallmentPlan
+                if not owner_id and "account_owner" in row:
+                    owner_id = row.get("account_owner")
+                # If still no owner, try to get it from the existing record's account
+                # This handles backward compatibility with older exports
+                if not owner_id and "id" in row and row.get("id"):
+                    try:
+                        # Try to find the existing record and get owner from its account
+                        from apps.transactions.models import (
+                            InstallmentPlan,
+                            RecurringTransaction,
+                        )
+
+                        record_id = row.get("id")
+                        # Try to find the existing InstallmentPlan or RecurringTransaction
+                        for model_class in [InstallmentPlan, RecurringTransaction]:
+                            try:
+                                existing = model_class.all_objects.get(id=record_id)
+                                if existing.account:
+                                    owner_id = existing.account.owner_id
+                                    break
+                            except model_class.DoesNotExist:
+                                continue
+                    except Exception:
+                        pass
+                # Final fallback: use the current logged-in user
+                # This handles restoring to a fresh database with older exports
+                if not owner_id:
+                    from apps.common.middleware.thread_local import get_current_user
+
+                    user = get_current_user()
+                    if user and user.is_authenticated:
+                        owner_id = user.id
+                if owner_id:
+                    qs = qs.filter(owner_id=owner_id)
+            return qs
+        return super().get_queryset(value, row, *args, **kwargs)
+
+
 class AutoCreateForeignKeyWidget(ForeignKeyWidget):
     def clean(self, value, row=None, *args, **kwargs):
         if value:

app/apps/import_app/tests/test_import_service_v1.py

@@ -8,7 +8,6 @@ is only used for string fields (not dates, decimals, etc.).
 
 from datetime import date
 from decimal import Decimal
-from unittest.mock import MagicMock, patch
 
 from django.test import TestCase
 

app/apps/insights/urls.py

@@ -49,4 +49,14 @@ urlpatterns = [
         views.emergency_fund,
         name="insights_emergency_fund",
     ),
+    path(
+        "insights/year-by-year/",
+        views.year_by_year,
+        name="insights_year_by_year",
+    ),
+    path(
+        "insights/month-by-month/",
+        views.month_by_month,
+        name="insights_month_by_month",
+    ),
 ]

app/apps/insights/utils/month_by_month.py

@@ -0,0 +1,316 @@
+from collections import OrderedDict
+from decimal import Decimal
+
+from django.db import models
+from django.db.models import Sum, Case, When, Value
+from django.db.models.functions import Coalesce
+from django.utils import timezone
+
+from apps.currencies.models import Currency
+from apps.currencies.utils.convert import convert
+from apps.transactions.models import Transaction
+
+
+def get_month_by_month_data(year=None, group_by="categories"):
+    """
+    Aggregate transaction totals by month for a specific year, grouped by categories, tags, or entities.
+
+    Args:
+        year: The year to filter transactions (defaults to current year)
+        group_by: One of "categories", "tags", or "entities"
+
+    Returns:
+        {
+            "year": 2025,
+            "available_years": [2025, 2024, ...],
+            "months": [1, 2, 3, ..., 12],
+            "items": {
+                item_id: {
+                    "name": "Item Name",
+                    "month_totals": {
+                        1: {"currencies": {...}},
+                        ...
+                    },
+                    "total": {"currencies": {...}}
+                },
+                ...
+            },
+            "month_totals": {...},
+            "grand_total": {"currencies": {...}}
+        }
+    """
+    if year is None:
+        year = timezone.localdate(timezone.now()).year
+
+    # Base queryset - all paid transactions, non-muted
+    transactions = Transaction.objects.filter(
+        is_paid=True,
+        account__is_archived=False,
+    ).exclude(account__currency__is_archived=True)
+
+    # Get available years for the selector
+    available_years = list(
+        transactions.values_list("reference_date__year", flat=True)
+        .distinct()
+        .order_by("-reference_date__year")
+    )
+
+    # Filter by the selected year
+    transactions = transactions.filter(reference_date__year=year)
+
+    # Define grouping fields based on group_by parameter
+    if group_by == "tags":
+        group_field = "tags"
+        name_field = "tags__name"
+    elif group_by == "entities":
+        group_field = "entities"
+        name_field = "entities__name"
+    else:  # Default to categories
+        group_field = "category"
+        name_field = "category__name"
+
+    # Months 1-12
+    months = list(range(1, 13))
+
+    if not available_years:
+        return {
+            "year": year,
+            "available_years": [],
+            "months": months,
+            "items": {},
+            "month_totals": {},
+            "grand_total": {"currencies": {}},
+        }
+
+    # Aggregate by group, month, and currency
+    metrics = (
+        transactions.values(
+            group_field,
+            name_field,
+            "reference_date__month",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        )
+        .annotate(
+            expense_total=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.EXPENSE, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_total=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+        .order_by(name_field, "reference_date__month")
+    )
+
+    # Build result structure
+    result = {
+        "year": year,
+        "available_years": available_years,
+        "months": months,
+        "items": OrderedDict(),
+        "month_totals": {},
+        "grand_total": {"currencies": {}},
+    }
+
+    # Store currency info for later use in totals
+    currency_info = {}
+
+    for metric in metrics:
+        item_id = metric[group_field]
+        item_name = metric[name_field]
+        month = metric["reference_date__month"]
+        currency_id = metric["account__currency"]
+
+        # Use a consistent key for None (uncategorized/untagged/no entity)
+        item_key = item_id if item_id is not None else "__none__"
+
+        if item_key not in result["items"]:
+            result["items"][item_key] = {
+                "name": item_name,
+                "month_totals": {},
+                "total": {"currencies": {}},
+            }
+
+        if month not in result["items"][item_key]["month_totals"]:
+            result["items"][item_key]["month_totals"][month] = {"currencies": {}}
+
+        # Calculate final total (income - expense)
+        final_total = metric["income_total"] - metric["expense_total"]
+
+        # Store currency info for totals calculation
+        if currency_id not in currency_info:
+            currency_info[currency_id] = {
+                "code": metric["account__currency__code"],
+                "name": metric["account__currency__name"],
+                "decimal_places": metric["account__currency__decimal_places"],
+                "prefix": metric["account__currency__prefix"],
+                "suffix": metric["account__currency__suffix"],
+                "exchange_currency_id": metric["account__currency__exchange_currency"],
+            }
+
+        currency_data = {
+            "currency": {
+                "code": metric["account__currency__code"],
+                "name": metric["account__currency__name"],
+                "decimal_places": metric["account__currency__decimal_places"],
+                "prefix": metric["account__currency__prefix"],
+                "suffix": metric["account__currency__suffix"],
+            },
+            "final_total": final_total,
+            "income_total": metric["income_total"],
+            "expense_total": metric["expense_total"],
+        }
+
+        # Handle currency conversion if exchange currency is set
+        if metric["account__currency__exchange_currency"]:
+            from_currency = Currency.objects.get(id=currency_id)
+            exchange_currency = Currency.objects.get(
+                id=metric["account__currency__exchange_currency"]
+            )
+
+            converted_amount, prefix, suffix, decimal_places = convert(
+                amount=final_total,
+                from_currency=from_currency,
+                to_currency=exchange_currency,
+            )
+
+            if converted_amount is not None:
+                currency_data["exchanged"] = {
+                    "final_total": converted_amount,
+                    "currency": {
+                        "prefix": prefix,
+                        "suffix": suffix,
+                        "decimal_places": decimal_places,
+                        "code": exchange_currency.code,
+                        "name": exchange_currency.name,
+                    },
+                }
+
+        result["items"][item_key]["month_totals"][month]["currencies"][currency_id] = (
+            currency_data
+        )
+
+        # Accumulate item total (across all months for this item)
+        if currency_id not in result["items"][item_key]["total"]["currencies"]:
+            result["items"][item_key]["total"]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["items"][item_key]["total"]["currencies"][currency_id][
+            "final_total"
+        ] += final_total
+
+        # Accumulate month total (across all items for this month)
+        if month not in result["month_totals"]:
+            result["month_totals"][month] = {"currencies": {}}
+        if currency_id not in result["month_totals"][month]["currencies"]:
+            result["month_totals"][month]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["month_totals"][month]["currencies"][currency_id]["final_total"] += (
+            final_total
+        )
+
+        # Accumulate grand total
+        if currency_id not in result["grand_total"]["currencies"]:
+            result["grand_total"]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["grand_total"]["currencies"][currency_id]["final_total"] += final_total
+
+    # Add currency conversion for item totals
+    for item_key, item_data in result["items"].items():
+        for currency_id, total_data in item_data["total"]["currencies"].items():
+            if currency_info[currency_id]["exchange_currency_id"]:
+                from_currency = Currency.objects.get(id=currency_id)
+                exchange_currency = Currency.objects.get(
+                    id=currency_info[currency_id]["exchange_currency_id"]
+                )
+                converted_amount, prefix, suffix, decimal_places = convert(
+                    amount=total_data["final_total"],
+                    from_currency=from_currency,
+                    to_currency=exchange_currency,
+                )
+                if converted_amount is not None:
+                    total_data["exchanged"] = {
+                        "final_total": converted_amount,
+                        "currency": {
+                            "prefix": prefix,
+                            "suffix": suffix,
+                            "decimal_places": decimal_places,
+                            "code": exchange_currency.code,
+                            "name": exchange_currency.name,
+                        },
+                    }
+
+    # Add currency conversion for month totals
+    for month, month_data in result["month_totals"].items():
+        for currency_id, total_data in month_data["currencies"].items():
+            if currency_info[currency_id]["exchange_currency_id"]:
+                from_currency = Currency.objects.get(id=currency_id)
+                exchange_currency = Currency.objects.get(
+                    id=currency_info[currency_id]["exchange_currency_id"]
+                )
+                converted_amount, prefix, suffix, decimal_places = convert(
+                    amount=total_data["final_total"],
+                    from_currency=from_currency,
+                    to_currency=exchange_currency,
+                )
+                if converted_amount is not None:
+                    total_data["exchanged"] = {
+                        "final_total": converted_amount,
+                        "currency": {
+                            "prefix": prefix,
+                            "suffix": suffix,
+                            "decimal_places": decimal_places,
+                            "code": exchange_currency.code,
+                            "name": exchange_currency.name,
+                        },
+                    }
+
+    # Add currency conversion for grand total
+    for currency_id, total_data in result["grand_total"]["currencies"].items():
+        if currency_info[currency_id]["exchange_currency_id"]:
+            from_currency = Currency.objects.get(id=currency_id)
+            exchange_currency = Currency.objects.get(
+                id=currency_info[currency_id]["exchange_currency_id"]
+            )
+            converted_amount, prefix, suffix, decimal_places = convert(
+                amount=total_data["final_total"],
+                from_currency=from_currency,
+                to_currency=exchange_currency,
+            )
+            if converted_amount is not None:
+                total_data["exchanged"] = {
+                    "final_total": converted_amount,
+                    "currency": {
+                        "prefix": prefix,
+                        "suffix": suffix,
+                        "decimal_places": decimal_places,
+                        "code": exchange_currency.code,
+                        "name": exchange_currency.name,
+                    },
+                }
+
+    return result

app/apps/insights/utils/year_by_year.py

@@ -0,0 +1,303 @@
+from collections import OrderedDict
+from decimal import Decimal
+
+from django.db import models
+from django.db.models import Sum, Case, When, Value
+from django.db.models.functions import Coalesce
+
+from apps.currencies.models import Currency
+from apps.currencies.utils.convert import convert
+from apps.transactions.models import Transaction
+
+
+def get_year_by_year_data(group_by="categories"):
+    """
+    Aggregate transaction totals by year for categories, tags, or entities.
+
+    Args:
+        group_by: One of "categories", "tags", or "entities"
+
+    Returns:
+        {
+            "years": [2025, 2024, ...],  # Sorted descending
+            "items": {
+                item_id: {
+                    "name": "Item Name",
+                    "year_totals": {
+                        2025: {"currencies": {...}},
+                        ...
+                    },
+                    "total": {"currencies": {...}}  # Sum across all years
+                },
+                ...
+            },
+            "year_totals": {  # Sum across all items for each year
+                2025: {"currencies": {...}},
+                ...
+            },
+            "grand_total": {"currencies": {...}}  # Sum of everything
+        }
+    """
+    # Base queryset - all paid transactions, non-muted
+    transactions = Transaction.objects.filter(
+        is_paid=True,
+        account__is_archived=False,
+    ).exclude(account__currency__is_archived=True)
+
+    # Define grouping fields based on group_by parameter
+    if group_by == "tags":
+        group_field = "tags"
+        name_field = "tags__name"
+    elif group_by == "entities":
+        group_field = "entities"
+        name_field = "entities__name"
+    else:  # Default to categories
+        group_field = "category"
+        name_field = "category__name"
+
+    # Get all unique years with transactions
+    years = (
+        transactions.values_list("reference_date__year", flat=True)
+        .distinct()
+        .order_by("-reference_date__year")
+    )
+    years = list(years)
+
+    if not years:
+        return {
+            "years": [],
+            "items": {},
+            "year_totals": {},
+            "grand_total": {"currencies": {}},
+        }
+
+    # Aggregate by group, year, and currency
+    metrics = (
+        transactions.values(
+            group_field,
+            name_field,
+            "reference_date__year",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        )
+        .annotate(
+            expense_total=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.EXPENSE, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_total=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+        .order_by(name_field, "-reference_date__year")
+    )
+
+    # Build result structure
+    result = {
+        "years": years,
+        "items": OrderedDict(),
+        "year_totals": {},  # Totals per year across all items
+        "grand_total": {"currencies": {}},  # Grand total across everything
+    }
+
+    # Store currency info for later use in totals
+    currency_info = {}
+
+    for metric in metrics:
+        item_id = metric[group_field]
+        item_name = metric[name_field]
+        year = metric["reference_date__year"]
+        currency_id = metric["account__currency"]
+
+        # Use a consistent key for None (uncategorized/untagged/no entity)
+        item_key = item_id if item_id is not None else "__none__"
+
+        if item_key not in result["items"]:
+            result["items"][item_key] = {
+                "name": item_name,
+                "year_totals": {},
+                "total": {"currencies": {}},  # Total for this item across all years
+            }
+
+        if year not in result["items"][item_key]["year_totals"]:
+            result["items"][item_key]["year_totals"][year] = {"currencies": {}}
+
+        # Calculate final total (income - expense)
+        final_total = metric["income_total"] - metric["expense_total"]
+
+        # Store currency info for totals calculation
+        if currency_id not in currency_info:
+            currency_info[currency_id] = {
+                "code": metric["account__currency__code"],
+                "name": metric["account__currency__name"],
+                "decimal_places": metric["account__currency__decimal_places"],
+                "prefix": metric["account__currency__prefix"],
+                "suffix": metric["account__currency__suffix"],
+                "exchange_currency_id": metric["account__currency__exchange_currency"],
+            }
+
+        currency_data = {
+            "currency": {
+                "code": metric["account__currency__code"],
+                "name": metric["account__currency__name"],
+                "decimal_places": metric["account__currency__decimal_places"],
+                "prefix": metric["account__currency__prefix"],
+                "suffix": metric["account__currency__suffix"],
+            },
+            "final_total": final_total,
+            "income_total": metric["income_total"],
+            "expense_total": metric["expense_total"],
+        }
+
+        # Handle currency conversion if exchange currency is set
+        if metric["account__currency__exchange_currency"]:
+            from_currency = Currency.objects.get(id=currency_id)
+            exchange_currency = Currency.objects.get(
+                id=metric["account__currency__exchange_currency"]
+            )
+
+            converted_amount, prefix, suffix, decimal_places = convert(
+                amount=final_total,
+                from_currency=from_currency,
+                to_currency=exchange_currency,
+            )
+
+            if converted_amount is not None:
+                currency_data["exchanged"] = {
+                    "final_total": converted_amount,
+                    "currency": {
+                        "prefix": prefix,
+                        "suffix": suffix,
+                        "decimal_places": decimal_places,
+                        "code": exchange_currency.code,
+                        "name": exchange_currency.name,
+                    },
+                }
+
+        result["items"][item_key]["year_totals"][year]["currencies"][currency_id] = (
+            currency_data
+        )
+
+        # Accumulate item total (across all years for this item)
+        if currency_id not in result["items"][item_key]["total"]["currencies"]:
+            result["items"][item_key]["total"]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["items"][item_key]["total"]["currencies"][currency_id][
+            "final_total"
+        ] += final_total
+
+        # Accumulate year total (across all items for this year)
+        if year not in result["year_totals"]:
+            result["year_totals"][year] = {"currencies": {}}
+        if currency_id not in result["year_totals"][year]["currencies"]:
+            result["year_totals"][year]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["year_totals"][year]["currencies"][currency_id]["final_total"] += (
+            final_total
+        )
+
+        # Accumulate grand total
+        if currency_id not in result["grand_total"]["currencies"]:
+            result["grand_total"]["currencies"][currency_id] = {
+                "currency": currency_data["currency"].copy(),
+                "final_total": Decimal("0"),
+            }
+        result["grand_total"]["currencies"][currency_id]["final_total"] += final_total
+
+    # Add currency conversion for item totals
+    for item_key, item_data in result["items"].items():
+        for currency_id, total_data in item_data["total"]["currencies"].items():
+            if currency_info[currency_id]["exchange_currency_id"]:
+                from_currency = Currency.objects.get(id=currency_id)
+                exchange_currency = Currency.objects.get(
+                    id=currency_info[currency_id]["exchange_currency_id"]
+                )
+                converted_amount, prefix, suffix, decimal_places = convert(
+                    amount=total_data["final_total"],
+                    from_currency=from_currency,
+                    to_currency=exchange_currency,
+                )
+                if converted_amount is not None:
+                    total_data["exchanged"] = {
+                        "final_total": converted_amount,
+                        "currency": {
+                            "prefix": prefix,
+                            "suffix": suffix,
+                            "decimal_places": decimal_places,
+                            "code": exchange_currency.code,
+                            "name": exchange_currency.name,
+                        },
+                    }
+
+    # Add currency conversion for year totals
+    for year, year_data in result["year_totals"].items():
+        for currency_id, total_data in year_data["currencies"].items():
+            if currency_info[currency_id]["exchange_currency_id"]:
+                from_currency = Currency.objects.get(id=currency_id)
+                exchange_currency = Currency.objects.get(
+                    id=currency_info[currency_id]["exchange_currency_id"]
+                )
+                converted_amount, prefix, suffix, decimal_places = convert(
+                    amount=total_data["final_total"],
+                    from_currency=from_currency,
+                    to_currency=exchange_currency,
+                )
+                if converted_amount is not None:
+                    total_data["exchanged"] = {
+                        "final_total": converted_amount,
+                        "currency": {
+                            "prefix": prefix,
+                            "suffix": suffix,
+                            "decimal_places": decimal_places,
+                            "code": exchange_currency.code,
+                            "name": exchange_currency.name,
+                        },
+                    }
+
+    # Add currency conversion for grand total
+    for currency_id, total_data in result["grand_total"]["currencies"].items():
+        if currency_info[currency_id]["exchange_currency_id"]:
+            from_currency = Currency.objects.get(id=currency_id)
+            exchange_currency = Currency.objects.get(
+                id=currency_info[currency_id]["exchange_currency_id"]
+            )
+            converted_amount, prefix, suffix, decimal_places = convert(
+                amount=total_data["final_total"],
+                from_currency=from_currency,
+                to_currency=exchange_currency,
+            )
+            if converted_amount is not None:
+                total_data["exchanged"] = {
+                    "final_total": converted_amount,
+                    "currency": {
+                        "prefix": prefix,
+                        "suffix": suffix,
+                        "decimal_places": decimal_places,
+                        "code": exchange_currency.code,
+                        "name": exchange_currency.name,
+                    },
+                }
+
+    return result

app/apps/insights/views.py

@@ -26,6 +26,8 @@ from apps.insights.utils.sankey import (
     generate_sankey_data_by_currency,
 )
 from apps.insights.utils.transactions import get_transactions
+from apps.insights.utils.year_by_year import get_year_by_year_data
+from apps.insights.utils.month_by_month import get_month_by_month_data
 from apps.transactions.models import TransactionCategory, Transaction
 from apps.transactions.utils.calculations import calculate_currency_totals
 
@@ -306,3 +308,71 @@ def emergency_fund(request):
         "insights/fragments/emergency_fund.html",
         {"data": currency_net_worth},
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def year_by_year(request):
+    if "group_by" in request.GET:
+        group_by = request.GET["group_by"]
+        request.session["insights_year_by_year_group_by"] = group_by
+    else:
+        group_by = request.session.get("insights_year_by_year_group_by", "categories")
+
+    # Validate group_by value
+    if group_by not in ("categories", "tags", "entities"):
+        group_by = "categories"
+
+    data = get_year_by_year_data(group_by=group_by)
+
+    return render(
+        request,
+        "insights/fragments/year_by_year.html",
+        {
+            "data": data,
+            "group_by": group_by,
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def month_by_month(request):
+    # Handle year selection
+    if "year" in request.GET:
+        try:
+            year = int(request.GET["year"])
+            request.session["insights_month_by_month_year"] = year
+        except (ValueError, TypeError):
+            year = request.session.get(
+                "insights_month_by_month_year", timezone.localdate(timezone.now()).year
+            )
+    else:
+        year = request.session.get(
+            "insights_month_by_month_year", timezone.localdate(timezone.now()).year
+        )
+
+    # Handle group_by selection
+    if "group_by" in request.GET:
+        group_by = request.GET["group_by"]
+        request.session["insights_month_by_month_group_by"] = group_by
+    else:
+        group_by = request.session.get("insights_month_by_month_group_by", "categories")
+
+    # Validate group_by value
+    if group_by not in ("categories", "tags", "entities"):
+        group_by = "categories"
+
+    data = get_month_by_month_data(year=year, group_by=group_by)
+
+    return render(
+        request,
+        "insights/fragments/month_by_month.html",
+        {
+            "data": data,
+            "group_by": group_by,
+            "selected_year": year,
+        },
+    )

app/apps/monthly_overview/tests/test_summary.py

@@ -0,0 +1,331 @@
+from datetime import date
+from decimal import Decimal
+
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+
+from apps.accounts.models import Account, AccountGroup
+from apps.currencies.models import Currency
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+)
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class MonthlySummaryFilterBehaviorTests(TestCase):
+    """Tests for monthly summary views filter behavior.
+
+    These tests verify that:
+    1. Views work correctly without any filters
+    2. Views work correctly with filters applied
+    3. The filter detection logic properly uses different querysets
+    4. Calculated values reflect the applied filters
+    """
+
+    def setUp(self):
+        """Set up test data"""
+        User = get_user_model()
+        self.user = User.objects.create_user(
+            email="testuser@test.com", password="testpass123"
+        )
+        self.client.login(username="testuser@test.com", password="testpass123")
+
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+        self.account_group = AccountGroup.objects.create(name="Test Group")
+        self.account = Account.objects.create(
+            name="Test Account",
+            group=self.account_group,
+            currency=self.currency,
+            is_asset=False,
+        )
+        self.category = TransactionCategory.objects.create(
+            name="Test Category", owner=self.user
+        )
+        self.tag = TransactionTag.objects.create(name="TestTag", owner=self.user)
+
+        # Create test transactions for December 2025
+        # Income: 1000 (paid)
+        self.income_transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.INCOME,
+            is_paid=True,
+            date=date(2025, 12, 10),
+            reference_date=date(2025, 12, 1),
+            amount=Decimal("1000.00"),
+            description="December Income",
+            owner=self.user,
+        )
+
+        # Expense: 200 (paid)
+        self.expense_transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            is_paid=True,
+            date=date(2025, 12, 15),
+            reference_date=date(2025, 12, 1),
+            amount=Decimal("200.00"),
+            description="December Expense",
+            category=self.category,
+            owner=self.user,
+        )
+        self.expense_transaction.tags.add(self.tag)
+
+        # Expense: 150 (projected/unpaid)
+        self.projected_expense = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            is_paid=False,
+            date=date(2025, 12, 20),
+            reference_date=date(2025, 12, 1),
+            amount=Decimal("150.00"),
+            description="Projected Expense",
+            owner=self.user,
+        )
+
+    def _get_currency_data(self, context_dict):
+        """Helper to extract data for our test currency from context dict.
+
+        The context dict is keyed by currency ID, so we need to find
+        the entry for our currency.
+        """
+        if not context_dict:
+            return None
+        for currency_id, data in context_dict.items():
+            if data.get("currency", {}).get("code") == "USD":
+                return data
+        return None
+
+    # --- monthly_summary view tests ---
+
+    def test_monthly_summary_no_filter_returns_200(self):
+        """Test that monthly_summary returns 200 without filters"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/",
+            HTTP_HX_REQUEST="true",
+        )
+        self.assertEqual(response.status_code, 200)
+
+    def test_monthly_summary_no_filter_includes_all_transactions(self):
+        """Without filters, summary should include all transactions"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # income_current should have the income: 1000
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
+
+        # expense_current should have paid expense: 200
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
+
+        # expense_projected should have unpaid expense: 150
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
+
+    def test_monthly_summary_type_filter_only_income(self):
+        """With type=IN filter, summary should only include income"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/?type=IN",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # income_current should still have 1000
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
+
+        # expense_current should be empty/zero (filtered out)
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
+
+        # expense_projected should be empty/zero (filtered out)
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        if usd_data:
+            self.assertEqual(usd_data.get("expense_projected", 0), Decimal("0"))
+
+    def test_monthly_summary_type_filter_only_expenses(self):
+        """With type=EX filter, summary should only include expenses"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/?type=EX",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # income_current should be empty/zero (filtered out)
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
+
+        # expense_current should have 200
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
+
+        # expense_projected should have 150
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
+
+    def test_monthly_summary_is_paid_filter_only_paid(self):
+        """With is_paid=1 filter, summary should only include paid transactions"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/?is_paid=1",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # income_current should have 1000 (paid)
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
+
+        # expense_current should have 200 (paid)
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
+
+        # expense_projected should be empty/zero (filtered out - unpaid)
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        if usd_data:
+            self.assertEqual(usd_data.get("expense_projected", 0), Decimal("0"))
+
+    def test_monthly_summary_is_paid_filter_only_unpaid(self):
+        """With is_paid=0 filter, summary should only include unpaid transactions"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/?is_paid=0",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # income_current should be empty/zero (filtered out - paid)
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
+
+        # expense_current should be empty/zero (filtered out - paid)
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
+
+        # expense_projected should have 150 (unpaid)
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
+
+    def test_monthly_summary_description_filter(self):
+        """With description filter, summary should only include matching transactions"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/?description=Income",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # Only income matches "Income" description
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
+
+        # Expenses should be filtered out
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
+
+    def test_monthly_summary_amount_filter(self):
+        """With amount filter, summary should only include transactions in range"""
+        # Filter to only get transactions between 100 and 250 (should get 200 and 150)
+        response = self.client.get(
+            "/monthly/12/2025/summary/?from_amount=100&to_amount=250",
+            HTTP_HX_REQUEST="true",
+        )
+        context = response.context
+
+        # Income (1000) should be filtered out
+        income_current = context.get("income_current", {})
+        usd_data = self._get_currency_data(income_current)
+        if usd_data:
+            self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
+
+        # expense_current should have 200
+        expense_current = context.get("expense_current", {})
+        usd_data = self._get_currency_data(expense_current)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
+
+        # expense_projected should have 150
+        expense_projected = context.get("expense_projected", {})
+        usd_data = self._get_currency_data(expense_projected)
+        self.assertIsNotNone(usd_data)
+        self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
+
+    # --- monthly_account_summary view tests ---
+
+    def test_monthly_account_summary_no_filter_returns_200(self):
+        """Test that monthly_account_summary returns 200 without filters"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/accounts/",
+            HTTP_HX_REQUEST="true",
+        )
+        self.assertEqual(response.status_code, 200)
+
+    def test_monthly_account_summary_with_filter_returns_200(self):
+        """Test that monthly_account_summary returns 200 with filter"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/accounts/?type=IN",
+            HTTP_HX_REQUEST="true",
+        )
+        self.assertEqual(response.status_code, 200)
+
+    # --- monthly_currency_summary view tests ---
+
+    def test_monthly_currency_summary_no_filter_returns_200(self):
+        """Test that monthly_currency_summary returns 200 without filters"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/currencies/",
+            HTTP_HX_REQUEST="true",
+        )
+        self.assertEqual(response.status_code, 200)
+
+    def test_monthly_currency_summary_with_filter_returns_200(self):
+        """Test that monthly_currency_summary returns 200 with filter"""
+        response = self.client.get(
+            "/monthly/12/2025/summary/currencies/?type=EX",
+            HTTP_HX_REQUEST="true",
+        )
+        self.assertEqual(response.status_code, 200)

app/apps/monthly_overview/views.py

@@ -2,7 +2,8 @@ from django.contrib.auth.decorators import login_required
 from django.db.models import (
     Q,
 )
-from django.http import HttpResponse
+from django.http import HttpResponse, Http404
+
 from django.shortcuts import render, redirect
 from django.utils import timezone
 from django.views.decorators.http import require_http_methods
@@ -36,8 +37,6 @@ def monthly_overview(request, month: int, year: int):
     summary_tab = request.session.get("monthly_summary_tab", "summary")
 
     if month < 1 or month > 12:
-        from django.http import Http404
-
         raise Http404("Month is out of range")
 
     next_month = 1 if month == 12 else month + 1
@@ -76,6 +75,8 @@ def transactions_list(request, month: int, year: int):
         if order != request.session.get("monthly_transactions_order", "default"):
             request.session["monthly_transactions_order"] = order
 
+    today = timezone.localdate(timezone.now())
+
     f = TransactionsFilter(request.GET)
     transactions_filtered = f.qs.filter(
         reference_date__year=year,
@@ -93,12 +94,28 @@ def transactions_list(request, month: int, year: int):
         "dca_income_entries",
     )
 
+    # Late transactions: date < today and is_paid = False (only shown for default ordering)
+    late_transactions = None
+    if order == "default":
+        late_transactions = transactions_filtered.filter(
+            date__lt=today,
+            is_paid=False,
+        ).order_by("date", "id")
+        # Exclude late transactions from the main list
+        transactions_filtered = transactions_filtered.exclude(
+            date__lt=today,
+            is_paid=False,
+        )
+
     transactions_filtered = default_order(transactions_filtered, order=order)
 
     return render(
         request,
         "monthly_overview/fragments/list.html",
-        context={"transactions": transactions_filtered},
+        context={
+            "transactions": transactions_filtered,
+            "late_transactions": late_transactions,
+        },
     )
 
 
@@ -107,17 +124,48 @@ def transactions_list(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = (
-        Transaction.objects.filter(
-            reference_date__year=year,
-            reference_date__month=month,
-            account__is_asset=False,
-        )
-        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
-        .exclude(account__in=request.user.untracked_accounts.all())
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
     )
 
-    data = calculate_currency_totals(base_queryset, ignore_empty=True)
+    # Apply filters and check if any are active
+    f = TransactionsFilter(request.GET, queryset=base_queryset)
+
+    # Check if any filter has a non-default value
+    # Default values are: type=['IN', 'EX'], is_paid=['1', '0'], everything else empty
+    has_active_filter = False
+    if f.form.is_valid():
+        for name, value in f.form.cleaned_data.items():
+            # Skip fields with default/empty values
+            if not value:
+                continue
+            # Skip type if it has both default values
+            if name == "type" and set(value) == {"IN", "EX"}:
+                continue
+            # Skip is_paid if it has both default values (values are strings)
+            if name == "is_paid" and set(value) == {"1", "0"}:
+                continue
+            # Skip mute_status if it has both default values
+            if name == "mute_status" and set(value) == {"active", "muted"}:
+                continue
+            # If we get here, there's an active filter
+            has_active_filter = True
+            break
+
+    if has_active_filter:
+        queryset = f.qs
+    else:
+        queryset = (
+            base_queryset.exclude(
+                Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+            .exclude(account__is_asset=True)
+        )
+
+    data = calculate_currency_totals(queryset, ignore_empty=True)
+
     percentages = calculate_percentage_distribution(data)
 
     context = {
@@ -132,6 +180,7 @@ def monthly_summary(request, month: int, year: int):
             currency_totals=data, month=month, year=year
         ),
         "percentages": percentages,
+        "has_active_filter": has_active_filter,
     }
 
     return render(
@@ -149,9 +198,38 @@ def monthly_account_summary(request, month: int, year: int):
     base_queryset = Transaction.objects.filter(
         reference_date__year=year,
         reference_date__month=month,
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+    )
 
-    account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
+    # Apply filters and check if any are active
+    f = TransactionsFilter(request.GET, queryset=base_queryset)
+
+    # Check if any filter has a non-default value
+    has_active_filter = False
+    if f.form.is_valid():
+        for name, value in f.form.cleaned_data.items():
+            if not value:
+                continue
+            if name == "type" and set(value) == {"IN", "EX"}:
+                continue
+            if name == "is_paid" and set(value) == {"1", "0"}:
+                continue
+            if name == "mute_status" and set(value) == {"active", "muted"}:
+                continue
+            has_active_filter = True
+            break
+
+    if has_active_filter:
+        queryset = f.qs
+    else:
+        queryset = (
+            base_queryset.exclude(
+                Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+            .exclude(account__is_asset=True)
+        )
+
+    account_data = calculate_account_totals(transactions_queryset=queryset.all())
     account_percentages = calculate_percentage_distribution(account_data)
 
     context = {
@@ -171,16 +249,41 @@ def monthly_account_summary(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_currency_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = (
-        Transaction.objects.filter(
-            reference_date__year=year,
-            reference_date__month=month,
-        )
-        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
-        .exclude(account__in=request.user.untracked_accounts.all())
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
     )
 
-    currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
+    # Apply filters and check if any are active
+    f = TransactionsFilter(request.GET, queryset=base_queryset)
+
+    # Check if any filter has a non-default value
+    has_active_filter = False
+    if f.form.is_valid():
+        for name, value in f.form.cleaned_data.items():
+            if not value:
+                continue
+            if name == "type" and set(value) == {"IN", "EX"}:
+                continue
+            if name == "is_paid" and set(value) == {"1", "0"}:
+                continue
+            if name == "mute_status" and set(value) == {"active", "muted"}:
+                continue
+            has_active_filter = True
+            break
+
+    if has_active_filter:
+        queryset = f.qs
+    else:
+        queryset = (
+            base_queryset.exclude(
+                Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+            .exclude(account__is_asset=True)
+        )
+
+    currency_data = calculate_currency_totals(queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {

app/apps/transactions/filters.py

@@ -23,6 +23,11 @@ SITUACAO_CHOICES = (
     ("0", _("Projected")),
 )
 
+MUTE_STATUS_CHOICES = (
+    ("active", _("Active")),
+    ("muted", _("Muted")),
+)
+
 
 def content_filter(queryset, name, value):
     queryset = queryset.filter(
@@ -78,6 +83,11 @@ class TransactionsFilter(django_filters.FilterSet):
         choices=SITUACAO_CHOICES,
         field_name="is_paid",
     )
+    mute_status = django_filters.MultipleChoiceFilter(
+        choices=MUTE_STATUS_CHOICES,
+        method="filter_mute_status",
+        label=_("Mute Status"),
+    )
     date_start = django_filters.DateFilter(
         field_name="date",
         lookup_expr="gte",
@@ -140,6 +150,9 @@ class TransactionsFilter(django_filters.FilterSet):
             if data.get("is_paid") is None:
                 data.setlist("is_paid", ["1", "0"])
 
+            if data.get("mute_status") is None:
+                data.setlist("mute_status", ["active", "muted"])
+
         super().__init__(data, *args, **kwargs)
 
         self.form.helper = FormHelper()
@@ -155,6 +168,10 @@ class TransactionsFilter(django_filters.FilterSet):
                 "is_paid",
                 template="transactions/widgets/transaction_type_filter_buttons.html",
             ),
+            Field(
+                "mute_status",
+                template="transactions/widgets/transaction_type_filter_buttons.html",
+            ),
             Field("description"),
             Row(Column("date_start"), Column("date_end")),
             Row(
@@ -268,3 +285,36 @@ class TransactionsFilter(django_filters.FilterSet):
             return queryset.filter(q).distinct()
 
         return queryset
+
+    @staticmethod
+    def filter_mute_status(queryset, name, value):
+        from apps.common.middleware.thread_local import get_current_user
+
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        # If both are selected, return all
+        if "active" in value and "muted" in value:
+            return queryset
+
+        user = get_current_user()
+
+        # Only Active selected: exclude muted transactions
+        if "active" in value:
+            return (
+                queryset.exclude(account__untracked_by=user)
+                .filter(
+                    mute=False,
+                )
+                .filter(Q(category__mute=False) | Q(category__isnull=True))
+            )
+
+        # Only Muted selected: include only muted transactions
+        if "muted" in value:
+            return queryset.filter(
+                Q(account__untracked_by=user) | Q(category__mute=True) | Q(mute=True)
+            )
+
+        return queryset

app/apps/transactions/models.py

@@ -383,6 +383,10 @@ class Transaction(OwnedObject):
     def clean(self):
         super().clean()
 
+        # Convert empty internal_id to None to allow multiple "empty" values with unique constraint
+        if self.internal_id == "":
+            self.internal_id = None
+
         # Only process amount and reference_date if account exists
         # If account is missing, Django's required field validation will handle it
         try:

app/apps/transactions/tests/test_models.py

@@ -125,6 +125,70 @@ class TransactionTests(TestCase):
             datetime.datetime(day=1, month=2, year=2000).date(),
         )
 
+    def test_empty_internal_id_converts_to_none(self):
+        """Test that empty string internal_id is converted to None"""
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction",
+            internal_id="",  # Empty string should become None
+        )
+        self.assertIsNone(transaction.internal_id)
+
+    def test_unique_internal_id_works(self):
+        """Test that unique non-empty internal_id values work correctly"""
+        transaction1 = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction 1",
+            internal_id="unique-id-123",
+        )
+        transaction2 = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction 2",
+            internal_id="unique-id-456",
+        )
+        self.assertEqual(transaction1.internal_id, "unique-id-123")
+        self.assertEqual(transaction2.internal_id, "unique-id-456")
+
+    def test_multiple_transactions_with_empty_internal_id(self):
+        """Test that multiple transactions can have empty/None internal_id"""
+        transaction1 = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction 1",
+            internal_id="",
+        )
+        transaction2 = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction 2",
+            internal_id="",
+        )
+        transaction3 = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction 3",
+            internal_id=None,
+        )
+        # All should be saved successfully with None internal_id
+        self.assertIsNone(transaction1.internal_id)
+        self.assertIsNone(transaction2.internal_id)
+        self.assertIsNone(transaction3.internal_id)
+
 
 class InstallmentPlanTests(TestCase):
     def setUp(self):

app/apps/transactions/views/categories.py

@@ -35,7 +35,7 @@ def categories_list(request):
 @login_required
 @require_http_methods(["GET"])
 def categories_table_active(request):
-    categories = TransactionCategory.objects.filter(active=True).order_by("id")
+    categories = TransactionCategory.objects.filter(active=True).order_by("name")
     return render(
         request,
         "categories/fragments/table.html",
@@ -47,7 +47,7 @@ def categories_table_active(request):
 @login_required
 @require_http_methods(["GET"])
 def categories_table_archived(request):
-    categories = TransactionCategory.objects.filter(active=False).order_by("id")
+    categories = TransactionCategory.objects.filter(active=False).order_by("name")
     return render(
         request,
         "categories/fragments/table.html",

app/apps/transactions/views/entities.py

@@ -35,7 +35,7 @@ def entities_list(request):
 @login_required
 @require_http_methods(["GET"])
 def entities_table_active(request):
-    entities = TransactionEntity.objects.filter(active=True).order_by("id")
+    entities = TransactionEntity.objects.filter(active=True).order_by("name")
     return render(
         request,
         "entities/fragments/table.html",
@@ -47,7 +47,7 @@ def entities_table_active(request):
 @login_required
 @require_http_methods(["GET"])
 def entities_table_archived(request):
-    entities = TransactionEntity.objects.filter(active=False).order_by("id")
+    entities = TransactionEntity.objects.filter(active=False).order_by("name")
     return render(
         request,
         "entities/fragments/table.html",

app/apps/transactions/views/tags.py

@@ -35,7 +35,7 @@ def tags_list(request):
 @login_required
 @require_http_methods(["GET"])
 def tags_table_active(request):
-    tags = TransactionTag.objects.filter(active=True).order_by("id")
+    tags = TransactionTag.objects.filter(active=True).order_by("name")
     return render(
         request,
         "tags/fragments/table.html",
@@ -47,7 +47,7 @@ def tags_table_active(request):
 @login_required
 @require_http_methods(["GET"])
 def tags_table_archived(request):
-    tags = TransactionTag.objects.filter(active=False).order_by("id")
+    tags = TransactionTag.objects.filter(active=False).order_by("name")
     return render(
         request,
         "tags/fragments/table.html",

app/apps/transactions/views/transactions.py

@@ -152,7 +152,9 @@ def transaction_simple_add(request):
     date_param = request.GET.get("date")
     if date_param:
         try:
-            initial_data["date"] = datetime.datetime.strptime(date_param, "%Y-%m-%d").date()
+            initial_data["date"] = datetime.datetime.strptime(
+                date_param, "%Y-%m-%d"
+            ).date()
         except ValueError:
             pass
 
@@ -160,7 +162,9 @@ def transaction_simple_add(request):
     reference_date_param = request.GET.get("reference_date")
     if reference_date_param:
         try:
-            initial_data["reference_date"] = datetime.datetime.strptime(reference_date_param, "%Y-%m-%d").date()
+            initial_data["reference_date"] = datetime.datetime.strptime(
+                reference_date_param, "%Y-%m-%d"
+            ).date()
         except ValueError:
             pass
 
@@ -172,7 +176,10 @@ def transaction_simple_add(request):
         except (ValueError, TypeError):
             # Try to find by name
             from apps.accounts.models import Account
-            account = Account.objects.filter(name__iexact=account_param, is_archived=False).first()
+
+            account = Account.objects.filter(
+                name__iexact=account_param, is_archived=False
+            ).first()
             if account:
                 initial_data["account"] = account.pk
 
@@ -207,7 +214,10 @@ def transaction_simple_add(request):
         except (ValueError, TypeError):
             # Try to find by name
             from apps.transactions.models import TransactionCategory
-            category = TransactionCategory.objects.filter(name__iexact=category_param, active=True).first()
+
+            category = TransactionCategory.objects.filter(
+                name__iexact=category_param, active=True
+            ).first()
             if category:
                 initial_data["category"] = category.pk
 
@@ -457,7 +467,7 @@ def transaction_pay(request, transaction_id):
         context={"transaction": transaction, **request.GET},
     )
     response.headers["HX-Trigger"] = (
-        f'{"paid" if new_is_paid else "unpaid"}, selective_update'
+        f"{'paid' if new_is_paid else 'unpaid'}, selective_update"
     )
     return response
 
@@ -552,6 +562,8 @@ def transaction_all_list(request):
         if order != request.session.get("all_transactions_order", "default"):
             request.session["all_transactions_order"] = order
 
+    today = timezone.localdate(timezone.now())
+
     transactions = Transaction.objects.prefetch_related(
         "account",
         "account__group",
@@ -565,12 +577,27 @@ def transaction_all_list(request):
         "dca_income_entries",
     ).all()
 
-    transactions = default_order(transactions, order=order)
-
     f = TransactionsFilter(request.GET, queryset=transactions)
 
+    # Late transactions: date < today and is_paid = False (only shown for default ordering on first page)
+    late_transactions = None
     page_number = request.GET.get("page", 1)
-    paginator = Paginator(f.qs, 100)
+    if order == "default" and str(page_number) == "1":
+        late_transactions = f.qs.filter(
+            date__lt=today,
+            is_paid=False,
+        ).order_by("date", "id")
+        # Exclude late transactions from the main paginated list
+        main_transactions = f.qs.exclude(
+            date__lt=today,
+            is_paid=False,
+        )
+    else:
+        main_transactions = f.qs
+
+    main_transactions = default_order(main_transactions, order=order)
+
+    paginator = Paginator(main_transactions, 100)
     page_obj = paginator.get_page(page_number)
 
     return render(
@@ -579,6 +606,7 @@ def transaction_all_list(request):
         {
             "page_obj": page_obj,
             "paginator": paginator,
+            "late_transactions": late_transactions,
         },
     )
 

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: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+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"
@@ -66,24 +66,30 @@ msgstr ""
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr ""
@@ -91,7 +97,7 @@ 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -160,8 +166,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -170,11 +176,11 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
@@ -189,8 +195,8 @@ msgstr ""
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -204,7 +210,7 @@ msgid "Account Group updated successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -215,14 +221,14 @@ msgid "Account Group deleted successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -355,7 +361,7 @@ msgid "Public"
 msgstr ""
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr ""
 
@@ -453,10 +459,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -495,11 +501,11 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr ""
@@ -560,9 +566,9 @@ msgstr ""
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -590,57 +596,57 @@ msgstr ""
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -739,8 +745,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr ""
 
@@ -772,27 +778,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -812,34 +818,42 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -991,10 +1005,12 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr ""
 
@@ -1087,15 +1103,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1106,14 +1122,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1124,27 +1140,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr ""
 
@@ -1300,53 +1316,65 @@ msgstr ""
 msgid "Projected"
 msgstr ""
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr ""
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:84
-msgid "Date from"
-msgstr ""
-
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
-msgid "Until"
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
 msgstr ""
 
 #: apps/transactions/filters.py:94
-msgid "Reference date from"
+msgid "Date from"
+msgstr ""
+
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+msgid "Until"
 msgstr ""
 
 #: apps/transactions/filters.py:104
+msgid "Reference date from"
+msgstr ""
+
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr ""
 
@@ -1434,10 +1462,12 @@ msgid ""
 msgstr ""
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1445,11 +1475,11 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1460,11 +1490,11 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1476,113 +1506,113 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1591,7 +1621,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1697,7 +1727,7 @@ msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1737,30 +1767,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1802,10 +1832,10 @@ msgid "This account is deactivated"
 msgstr ""
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2225,10 +2255,6 @@ msgstr ""
 msgid "Edit category"
 msgstr ""
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr ""
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2247,9 +2273,9 @@ msgstr ""
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr ""
 
@@ -2477,8 +2503,8 @@ msgid "No entries for this DCA"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr ""
 
@@ -2603,7 +2629,7 @@ msgstr ""
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr ""
 
@@ -2623,15 +2649,22 @@ msgstr ""
 msgid "Last fetch"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr ""
 
@@ -2881,7 +2914,11 @@ msgid "Final total"
 msgstr ""
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr ""
 
@@ -2925,6 +2962,63 @@ msgstr ""
 msgid "No recent transactions"
 msgstr ""
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+msgid "Tag"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr ""
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr ""
@@ -2933,6 +3027,10 @@ msgstr ""
 msgid "Percentage"
 msgstr ""
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr ""
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr ""
@@ -2982,6 +3080,14 @@ msgstr ""
 msgid "Emergency Fund"
 msgstr ""
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -3053,35 +3159,40 @@ msgstr ""
 msgid "Item"
 msgstr ""
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr ""
 
@@ -3089,27 +3200,27 @@ msgstr ""
 msgid "Summary"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3350,7 +3461,7 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""
 

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: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: 2025-12-16 05:24+0000\n"
 "Last-Translator: BRodolfo <simplysmartbydesign@gmail.com>\n"
 "Language-Team: Spanish <https://translations.herculino.com/projects/wygiwyh/"
@@ -67,24 +67,30 @@ msgstr "Nuevo balance"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categoría"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Etiquetas"
@@ -92,7 +98,7 @@ msgstr "Etiquetas"
 #: 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -162,8 +168,8 @@ msgstr "Las cuentas archivadas no aparecen ni cuentan para su patrimonio neto"
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -172,11 +178,11 @@ msgid "Account"
 msgstr "Cuenta"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Cuentas"
@@ -193,8 +199,8 @@ msgstr "Grupo de Cuenta añadido exitosamente"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -208,7 +214,7 @@ msgid "Account Group updated successfully"
 msgstr "Grupo de Cuenta actualizado exitosamente"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -219,14 +225,14 @@ msgid "Account Group deleted successfully"
 msgstr "Grupo de Cuenta eliminado exitosamente"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "Propiedad tomada exitosamete"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -364,7 +370,7 @@ msgid "Public"
 msgstr "Público"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "hoy"
 
@@ -462,10 +468,10 @@ msgstr "Remover"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "Limpiar"
 
@@ -504,11 +510,11 @@ msgid "Decimal Places"
 msgstr "Cantidad de decimales"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "Monedas"
@@ -569,9 +575,9 @@ msgstr "Nombre del Servicio"
 msgid "Service Type"
 msgstr "Tipo de Servicio"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -599,11 +605,11 @@ msgstr "Intervalo"
 msgid "Last Successful Fetch"
 msgstr "Última Sincronización Exitosa"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "Monedas de Destino"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
@@ -612,11 +618,11 @@ msgstr ""
 "tasas se consultarán para cada moneda en relación con su moneda de "
 "referencia establecida."
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "Cuentas de Destino"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
@@ -625,33 +631,33 @@ msgstr ""
 "tasas se consultarán para la moneda de cada cuenta en relación con su moneda "
 "de referencia establecida."
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr "Tasa de cambio única"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 "Crea una única tasa de cambio y mantenla actualizada. Evita la acumulación "
 "de datos en la base de datos."
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "Servicio de Tasas de Cambio"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "Servicios de Tasas de Cambio"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "El tipo de intervalo 'Cada X horas' requiere un entero positivo."
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "El tipo de intervalo 'Cada X horas' debe ser ente 1 y 24."
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -659,7 +665,7 @@ msgstr ""
 "Formato de hora no válido. Usa horas separadas por coma (0-23) y/o rangos "
 "(p. ej., \"1-5,8,10-12\")."
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -760,8 +766,8 @@ msgstr "Moneda de pago"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "Notas"
 
@@ -793,27 +799,27 @@ msgstr "Entrada DCA"
 msgid "DCA Entries"
 msgstr "Entradas DCA"
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr "Estrategia DCA agregada con éxito"
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr "Estrategia DCA actualizada con éxito"
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr "Estrategia DCA eliminada con éxito"
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "Entrada agregada con éxito"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "Entrada actualizada con éxito"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "Entrada eliminada con éxito"
 
@@ -833,34 +839,42 @@ msgid "Transactions"
 msgstr "Transacciones"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "Categorías"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr "Entidades"
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transacciones Recurrentes"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1013,10 +1027,12 @@ msgid "Run deleted successfully"
 msgstr "Tarea de importación eliminada con éxito"
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr "Sin categoría"
 
@@ -1109,15 +1125,15 @@ msgstr "Operador"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr "Tipo"
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1128,14 +1144,14 @@ msgstr "Pagado"
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr "Fecha de Referencia"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1146,27 +1162,27 @@ msgstr "Monto"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr "Descripción"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr "Nota Interna"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr "ID Interno"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr "Silenciar"
 
@@ -1324,53 +1340,67 @@ msgstr "Acción de Actualizar o Crear Transacción eliminada con éxito"
 msgid "Projected"
 msgstr "Proyectado"
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr "Silenciado"
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr "Contenido"
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr "Tipo de Transacción"
 
-#: apps/transactions/filters.py:84
+#: apps/transactions/filters.py:89
+#, fuzzy
+#| msgid "Status"
+msgid "Mute Status"
+msgstr "Estado"
+
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr "Desde la fecha"
 
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr "Hasta"
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr "Desde la fecha de referencia"
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr "Monto mínimo"
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr "Monto máximo"
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr "Con Categoría"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr "Etiquetado"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr "Sin etiqueta"
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr "Cualquier entidad"
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr "Ninguna entidad"
 
@@ -1466,10 +1496,12 @@ msgstr ""
 "transacciones"
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr "Entidad"
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1477,11 +1509,11 @@ msgstr "Entidad"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr "Ingreso"
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1492,11 +1524,11 @@ msgstr "Ingreso"
 msgid "Expense"
 msgstr "Gasto"
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr "Plan de Cuotas"
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr "Transacción Recurrente"
 
@@ -1508,113 +1540,113 @@ msgstr "Eliminado"
 msgid "Deleted At"
 msgstr "Eliminado en"
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Sin etiquetas"
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr "Sin categoría"
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr "Sin descripción"
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Anual"
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensual"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr "Semanal"
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr "Diario"
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr "Cantidad de cuotas"
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr "Cuota de Inicio"
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr "El número de la cuota desde la cual comenzar a contar"
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr "Fecha de Inicio"
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr "Fecha de Fin"
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr "Recurrencia"
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr "Monto de la Cuota"
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr "Agregar descripción a las transacciones"
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr "Agregar notas a las transacciones"
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr "día(s)"
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr "semana(s)"
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr "mes(es)"
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr "año(s)"
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Pausado"
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr "Tipo de Recurrencia"
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr "Intervalo de Recurrencia"
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr "Mantener como máximo"
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr "Última Fecha Generada"
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr "Última Fecha de Referencia Generada"
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1623,7 +1655,7 @@ msgstr "Última Fecha de Referencia Generada"
 msgid "Quick Transaction"
 msgstr "Transacción Rápida"
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1729,7 +1761,7 @@ msgstr "Ítem eliminado con éxito"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr "Transacción añadida exitosamente"
 
@@ -1769,30 +1801,30 @@ msgstr "Etiqueta actualizada con éxito"
 msgid "Tag deleted successfully"
 msgstr "Etiqueta eliminada con éxito"
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr "Transacción actualizada con éxito"
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transacción actualizada exitosamente"
 msgstr[1] "%(count)s transacciones actualizadas exitosamente"
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr "Transacción duplicada exitosamente"
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr "Transacción borrada exitosamente"
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr "Transacción restaurada exitosamente"
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr "Transferencia añadida exitosamente"
 
@@ -1834,10 +1866,10 @@ msgid "This account is deactivated"
 msgstr "Esta cuenta está desactivada"
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr "Por Defecto"
 
@@ -2265,10 +2297,6 @@ msgstr "Agregar categoría"
 msgid "Edit category"
 msgstr "Editar categoría"
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr "Silenciado"
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2287,9 +2315,9 @@ msgstr "Cerrar"
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr "Buscar"
 
@@ -2517,8 +2545,8 @@ msgid "No entries for this DCA"
 msgstr "Sin entradas para este DCA"
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr "Prueba agregar una"
 
@@ -2644,7 +2672,7 @@ msgstr "No hay tasas de cambio"
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr "Navegación entre páginas"
 
@@ -2664,15 +2692,22 @@ msgstr "Dirigido a"
 msgid "Last fetch"
 msgstr "Última sincronización"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr "monedas"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr "cuentas"
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr "No hay servicios configurados"
 
@@ -2927,7 +2962,11 @@ msgid "Final total"
 msgstr "Total final"
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr "Total"
 
@@ -2971,6 +3010,75 @@ msgstr "No hay transacciones atrasadas"
 msgid "No recent transactions"
 msgstr "No hay transacciones recientes"
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+#, fuzzy
+#| msgid "Tags"
+msgid "Tag"
+msgstr "Etiquetas"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+#, fuzzy
+#| msgid "Max"
+msgid "Mar"
+msgstr "Máximo"
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+#, fuzzy
+#| msgid "Max"
+msgid "May"
+msgstr "Máximo"
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+#, fuzzy
+#| msgid "Set"
+msgid "Sep"
+msgstr "Establecer"
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+#, fuzzy
+#| msgid "Now"
+msgid "Nov"
+msgstr "Ahora"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+#, fuzzy
+#| msgid "No transactions on this date"
+msgid "No transactions for this year"
+msgstr "No hay transacciones en esta fecha"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr "Desde"
@@ -2979,6 +3087,12 @@ msgstr "Desde"
 msgid "Percentage"
 msgstr "Porcentaje"
 
+#: templates/insights/fragments/year_by_year.html:202
+#, fuzzy
+#| msgid "transactions"
+msgid "No transactions"
+msgstr "transacciones"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr "Mes"
@@ -3028,6 +3142,16 @@ msgstr "Últimas Transacciones"
 msgid "Emergency Fund"
 msgstr "Fondo de Emergencia"
 
+#: templates/insights/pages/index.html:127
+#, fuzzy
+#| msgid "Yearly by account"
+msgid "Year by Year"
+msgstr "Anual por cuenta"
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Agregar plan de cuotas"
@@ -3101,35 +3225,40 @@ msgstr "Precio unitario"
 msgid "Item"
 msgstr "Ítem"
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr "Sin transacciones este mes"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr "Asignación de gastos diarios"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr "Este es el total final dividido por los días restantes del mes"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr "actual"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr "proyectado"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr "Gastos"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr "Distribución"
 
@@ -3137,27 +3266,27 @@ msgstr "Distribución"
 msgid "Summary"
 msgstr "Resumen"
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr "Lo más antiguo primero"
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr "Lo más nuevo primero"
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr "Filtrar transacciones"
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr "Ordenar por"
 
@@ -3402,7 +3531,7 @@ msgstr "Edición"
 msgid "transactions"
 msgstr "transacciones"
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr "No se encontraron transacciones"
 

app/locale/fr/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: 2025-10-07 20:17+0000\n"
 "Last-Translator: Erwan Colin <zephone@protonmail.com>\n"
 "Language-Team: French <https://translations.herculino.com/projects/wygiwyh/"
@@ -67,24 +67,30 @@ msgstr "Nouveau solde"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Catégorie"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Etiquettes"
@@ -92,7 +98,7 @@ msgstr "Etiquettes"
 #: 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -164,8 +170,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -174,11 +180,11 @@ msgid "Account"
 msgstr "Compte"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Comptes"
@@ -195,8 +201,8 @@ msgstr "Groupe de compte ajouté avec succès"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -210,7 +216,7 @@ msgid "Account Group updated successfully"
 msgstr "Groupe de compte mis à jour avec succès"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -221,14 +227,14 @@ msgid "Account Group deleted successfully"
 msgstr "Groupe de compte supprimé avec succès"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "Propriété acquise avec succès"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -366,7 +372,7 @@ msgid "Public"
 msgstr "Publique"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "aujourd'hui"
 
@@ -464,10 +470,10 @@ msgstr "Enlever"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "Vider"
 
@@ -506,11 +512,11 @@ msgid "Decimal Places"
 msgstr "Décimales"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "Devises"
@@ -571,9 +577,9 @@ msgstr "Nom du Service"
 msgid "Service Type"
 msgstr "Type de Service"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -601,11 +607,11 @@ msgstr "Intervalle"
 msgid "Last Successful Fetch"
 msgstr "Dernière récupération avec succès"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "Devises cibles"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
@@ -613,11 +619,11 @@ msgstr ""
 "Sélectionnez les devises pour récupérer leur taux de changes. Les taux "
 "seront récupérés pour chaque devises par rapport à leur devise d'échange."
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "Comptes cibles"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
@@ -625,33 +631,33 @@ msgstr ""
 "Sélectionnez les comptes pour récupérer leur taux de change. Les taux seront "
 "récupérés pour chaque compte par rapport à leur devise d'échange."
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr "Taux de change unique"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 "Ne créer qu'un seul taux de change et le mettre à jour. Evite d'engorger la "
 "base de donnée."
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "Service de taux de change"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "Services de taux de change"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "'Toutes les X heures' l'intervalle requiert un entier positif."
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "'Toutes les X heures' l'intervalle doit être compris entre 1 et 24."
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -659,7 +665,7 @@ msgstr ""
 "Format d'heure invalide. Utilisez les heures séparé par virgule (0-23) et/ou "
 "une plage (ex : '1-5,8,10-12')."
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -761,8 +767,8 @@ msgstr "Devise de paiement"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "Notes"
 
@@ -794,27 +800,27 @@ msgstr "Entrée DCA"
 msgid "DCA Entries"
 msgstr "Entrées DCA"
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr "Stratégie DCA ajouté avec succès"
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr "Stratégie DCA mise à jour avec succès"
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr "Stratégie DCA supprimé avec succès"
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "Entrée ajoutée avec succès"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "Entrée mise à jour avec succès"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "Entrée supprimée avec succès"
 
@@ -834,34 +840,42 @@ msgid "Transactions"
 msgstr "Transactions"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "Catégories"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr "Entités"
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transactions récurrentes"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1015,10 +1029,12 @@ msgid "Run deleted successfully"
 msgstr "Exécution supprimé avec succès"
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr "Sans catégorie"
 
@@ -1111,15 +1127,15 @@ msgstr "Opérateur"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr "Type"
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1130,14 +1146,14 @@ msgstr "Payé"
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr "Date de référence"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1148,27 +1164,27 @@ msgstr "Montant"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr "Description"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr "Note interne"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr "ID interne"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr "Silencieux"
 
@@ -1328,53 +1344,67 @@ msgstr ""
 msgid "Projected"
 msgstr "Projeté"
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr "Muet"
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr "Contenu"
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr "Type de transaction"
 
-#: apps/transactions/filters.py:84
+#: apps/transactions/filters.py:89
+#, fuzzy
+#| msgid "Status"
+msgid "Mute Status"
+msgstr "Statut"
+
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr "Date de départ"
 
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr "Jusqu'au"
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr "Référencer une date de"
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr "Montant min"
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr "Montant max"
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr "Catégorisé"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr "Avec étiquettes"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr "Sans étiquettes"
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr "N'importe quelle entité"
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr "Pas d'entité"
 
@@ -1470,10 +1500,12 @@ msgstr ""
 "créations de nouvelles transactions"
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr "Entité"
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1481,11 +1513,11 @@ msgstr "Entité"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr "Revenus"
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1496,11 +1528,11 @@ msgstr "Revenus"
 msgid "Expense"
 msgstr "Dépense"
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr "Plan d'aménagement"
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr "Transaction récurrente"
 
@@ -1512,113 +1544,113 @@ msgstr "Supprimé"
 msgid "Deleted At"
 msgstr "Supprimé à"
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Aucunes étiquettes"
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr "Pas de catégorie"
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr "Pas de description"
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Annuel"
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensuel"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr "Hebdomadaire"
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr "Quotidien"
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr "Nombre d'écheances"
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr "Commencer à l'échéance"
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr "L'échéance à partir de laquelle compter"
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr "Date de début"
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr "Date de fin"
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr "Récurrence"
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr "Montant des échéances"
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr "Rajouter une description à la transaction"
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr "Ajouter des notes aux transactions"
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr "jour(s)"
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr "semaine(s)"
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr "mois"
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr "année(s)"
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Interrompu"
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr "Type de récurrence"
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr "Interval de récurrence"
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr "Répéter un maximum de"
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr "Dernière date générée"
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr "Dernière date de référence générée"
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1627,7 +1659,7 @@ msgstr "Dernière date de référence générée"
 msgid "Quick Transaction"
 msgstr "Transaction rapide"
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1733,7 +1765,7 @@ msgstr "Item supprimée avec succès"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr "Transaction ajoutée avec succès"
 
@@ -1773,30 +1805,30 @@ msgstr "Etiquette mise à jour avec succès"
 msgid "Tag deleted successfully"
 msgstr "Etiquette supprimée avec succès"
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr "Transaction mise à jour avec succès"
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transaction mise à jour avec succès"
 msgstr[1] "%(count)s transactions mises à jour avec succès"
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr "Transaction dupliquée avec succès"
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr "Transaction supprimée avec succès"
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr "Transaction restaurée avec succès"
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr "Virement ajouté avec succès"
 
@@ -1838,10 +1870,10 @@ msgid "This account is deactivated"
 msgstr "Ce compte est désactivé"
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr "Par défaut"
 
@@ -2274,10 +2306,6 @@ msgstr "Ajouter une catégorie"
 msgid "Edit category"
 msgstr "Modifier la catégorie"
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr "Muet"
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2296,9 +2324,9 @@ msgstr "Fermer"
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr "Rechercher"
 
@@ -2532,8 +2560,8 @@ msgid "No entries for this DCA"
 msgstr "Pas d'entrées pour ce DCA"
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr "Essayer d'en ajouter une"
 
@@ -2659,7 +2687,7 @@ msgstr "Pas de taux de change"
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr "Navigation dans les pages"
 
@@ -2679,15 +2707,22 @@ msgstr "Ciblage"
 msgid "Last fetch"
 msgstr "Dernière récupération"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr "devises"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr "Comptes"
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr "Pas de services configurés"
 
@@ -2946,7 +2981,11 @@ msgid "Final total"
 msgstr "Total final"
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr "Total"
 
@@ -2990,6 +3029,75 @@ msgstr "Aucunes transactions en retard"
 msgid "No recent transactions"
 msgstr "Aucunes transactions récentes"
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+#, fuzzy
+#| msgid "Tags"
+msgid "Tag"
+msgstr "Etiquettes"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+#, fuzzy
+#| msgid "Max"
+msgid "Mar"
+msgstr "Max"
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+#, fuzzy
+#| msgid "Max"
+msgid "May"
+msgstr "Max"
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+#, fuzzy
+#| msgid "Set"
+msgid "Sep"
+msgstr "Définir"
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+#, fuzzy
+#| msgid "Now"
+msgid "Nov"
+msgstr "Maintenant"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+#, fuzzy
+#| msgid "No transactions on this date"
+msgid "No transactions for this year"
+msgstr "Aucunes transactions à cette date"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr "De"
@@ -2998,6 +3106,12 @@ msgstr "De"
 msgid "Percentage"
 msgstr "Pourcentage"
 
+#: templates/insights/fragments/year_by_year.html:202
+#, fuzzy
+#| msgid "transactions"
+msgid "No transactions"
+msgstr "transactions"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr "Mois"
@@ -3047,6 +3161,16 @@ msgstr "Transactions récentes"
 msgid "Emergency Fund"
 msgstr "Fonds de secours"
 
+#: templates/insights/pages/index.html:127
+#, fuzzy
+#| msgid "Yearly by account"
+msgid "Year by Year"
+msgstr "Annuel par comptes"
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Ajouter un paiement en plusieurs fois"
@@ -3122,35 +3246,40 @@ msgstr "Prix unitaire"
 msgid "Item"
 msgstr "Eléments"
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr "Aucunes transactions ce mois-ci"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr "Montant disponible pour les dépenses quotidiennes"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr "Total final divisé par le nombre de jour restant dans le mois"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr "A date"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr "Prévisionnel"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr "Dépenses"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr "Répartition"
 
@@ -3158,27 +3287,27 @@ msgstr "Répartition"
 msgid "Summary"
 msgstr "Résumé"
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr "Plus ancien en premier"
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr "Plus récent en premier"
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr "Filtrer les transactions"
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr "Trier par"
 
@@ -3428,7 +3557,7 @@ msgstr "Modification en cours"
 msgid "transactions"
 msgstr "transactions"
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr "Aucunes transactions trouvées"
 

app/locale/id/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: Automatically generated\n"
 "Language-Team: none\n"
@@ -65,24 +65,30 @@ msgstr ""
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr ""
@@ -90,7 +96,7 @@ 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -159,8 +165,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -169,11 +175,11 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
@@ -188,8 +194,8 @@ msgstr ""
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -203,7 +209,7 @@ msgid "Account Group updated successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -214,14 +220,14 @@ msgid "Account Group deleted successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -354,7 +360,7 @@ msgid "Public"
 msgstr ""
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr ""
 
@@ -452,10 +458,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -494,11 +500,11 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr ""
@@ -559,9 +565,9 @@ msgstr ""
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -589,57 +595,57 @@ msgstr ""
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -738,8 +744,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr ""
 
@@ -771,27 +777,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -811,34 +817,42 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -990,10 +1004,12 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr ""
 
@@ -1086,15 +1102,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1105,14 +1121,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1123,27 +1139,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr ""
 
@@ -1299,53 +1315,65 @@ msgstr ""
 msgid "Projected"
 msgstr ""
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr ""
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:84
-msgid "Date from"
-msgstr ""
-
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
-msgid "Until"
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
 msgstr ""
 
 #: apps/transactions/filters.py:94
-msgid "Reference date from"
+msgid "Date from"
+msgstr ""
+
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+msgid "Until"
 msgstr ""
 
 #: apps/transactions/filters.py:104
+msgid "Reference date from"
+msgstr ""
+
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr ""
 
@@ -1433,10 +1461,12 @@ msgid ""
 msgstr ""
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1444,11 +1474,11 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1459,11 +1489,11 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1475,113 +1505,113 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1590,7 +1620,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1696,7 +1726,7 @@ msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1736,30 +1766,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1801,10 +1831,10 @@ msgid "This account is deactivated"
 msgstr ""
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2224,10 +2254,6 @@ msgstr ""
 msgid "Edit category"
 msgstr ""
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr ""
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2246,9 +2272,9 @@ msgstr ""
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr ""
 
@@ -2476,8 +2502,8 @@ msgid "No entries for this DCA"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr ""
 
@@ -2602,7 +2628,7 @@ msgstr ""
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr ""
 
@@ -2622,15 +2648,21 @@ msgstr ""
 msgid "Last fetch"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr ""
 
@@ -2880,7 +2912,11 @@ msgid "Final total"
 msgstr ""
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr ""
 
@@ -2924,6 +2960,63 @@ msgstr ""
 msgid "No recent transactions"
 msgstr ""
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+msgid "Tag"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr ""
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr ""
@@ -2932,6 +3025,10 @@ msgstr ""
 msgid "Percentage"
 msgstr ""
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr ""
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr ""
@@ -2981,6 +3078,14 @@ msgstr ""
 msgid "Emergency Fund"
 msgstr ""
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -3052,35 +3157,40 @@ msgstr ""
 msgid "Item"
 msgstr ""
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr ""
 
@@ -3088,27 +3198,27 @@ msgstr ""
 msgid "Summary"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3349,7 +3459,7 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""
 

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: 2025-12-20 02:59+0000\n"
-"PO-Revision-Date: 2025-12-15 05:24+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
+"PO-Revision-Date: 2026-01-11 13:24+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 5.14.3\n"
+"X-Generator: Weblate 5.15.1\n"
 
 #: apps/accounts/forms.py:24
 msgid "Group name"
@@ -67,24 +67,30 @@ msgstr "Nieuw saldo"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categorie"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Labels"
@@ -92,7 +98,7 @@ 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -165,8 +171,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -175,11 +181,11 @@ msgid "Account"
 msgstr "Rekening"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Rekeningen"
@@ -195,8 +201,8 @@ msgstr "Rekeninggroep succesvol toegevoegd"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -210,7 +216,7 @@ msgid "Account Group updated successfully"
 msgstr "Rekeninggroep succesvol bijgewerkt"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -221,14 +227,14 @@ msgid "Account Group deleted successfully"
 msgstr "Rekeninggroep succesvol verwijderd"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "Eigendom succesvol genomen"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -366,7 +372,7 @@ msgid "Public"
 msgstr "Openbaar"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "vandaag"
 
@@ -464,10 +470,10 @@ msgstr "Verwijder"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "Leegmaken"
 
@@ -506,11 +512,11 @@ msgid "Decimal Places"
 msgstr "Cijfers na de komma"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "Munteenheden"
@@ -571,9 +577,9 @@ msgstr "Dienstnaam"
 msgid "Service Type"
 msgstr "Soort Dienst"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -601,11 +607,11 @@ msgstr "Interval"
 msgid "Last Successful Fetch"
 msgstr "Laatste Succesvolle Ophaling"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "Doel Munteenheden"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
@@ -613,11 +619,11 @@ msgstr ""
 "Selecteer munteenheden om wisselkoersen voor op te halen. De koersen worden "
 "voor elke munteenheid opgehaald ten opzichte van de ingestelde wisselkoers."
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "Naar rekeningen"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
@@ -626,33 +632,33 @@ msgstr ""
 "opgehaald voor de munteenheid van elke rekening ten opzichte van de "
 "ingestelde wisselkoers."
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr "Enkele Wisselkoers"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 "Maak één wisselkoers aan en houd deze bijgewerkt. Voorkomt een overvolle "
 "database."
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "Wisselkoersdienst"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "Wisselkoersdiensten"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "Voor het intervaltype ‘Elke X uur’ is een positief geheel getal nodig."
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Het interval ‘Elke X uur’ moet tussen 1 en 24 liggen."
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -660,7 +666,7 @@ msgstr ""
 "Ongeldige urennotatie. Gebruik door komma's gescheiden uren (0-23) en/of "
 "reeksen (bijv. ‘1-5,8,10-12’)."
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -762,8 +768,8 @@ msgstr "Betaal Munteenheid"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "Opmerkingen"
 
@@ -795,27 +801,27 @@ msgstr "DCA Instap"
 msgid "DCA Entries"
 msgstr "DCA Idems"
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr "Strategie voor DCA succesvol toegevoegd"
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr "Strategie voor DCA succesvol bijgewerkt"
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr "Strategie voor DCA succesvol verwijderd"
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "Item succesvol toegevoegd"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "Invoer succesvol bijgewerkt"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "Invoer succesvol verwijderd"
 
@@ -835,34 +841,42 @@ msgid "Transactions"
 msgstr "Verrichtingen"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "Categorieën"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr "Bedrijven"
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Terugkerende Verrichtingen"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1016,10 +1030,12 @@ msgid "Run deleted successfully"
 msgstr "Run met succes verwijderd"
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr "Ongecategoriseerd"
 
@@ -1112,15 +1128,15 @@ msgstr "Operator"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr "Soort"
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1131,14 +1147,14 @@ msgstr "Betaald"
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr "Referentiedatum"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1149,27 +1165,27 @@ msgstr "Bedrag"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr "Beschrijving"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr "Interne opmerking"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr "Interne ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr "Dempen"
 
@@ -1327,53 +1343,65 @@ msgstr "Verrichting Bijwerken Of Maken succesvol verwijderd"
 msgid "Projected"
 msgstr "Ingepland"
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr "Gedempt"
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr "Inhoud"
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr "Soort transactie"
 
-#: apps/transactions/filters.py:84
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
+msgstr "Demp Status"
+
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr "Datum vanaf"
 
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr "Tot"
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr "Referentiedatum vanaf"
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr "Minimum bedrag"
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr "Maximaal bedrag"
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr "Gecategoriseerd"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr "Gelabeld"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr "Niet gelabeld"
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr "Elk bedrijf"
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr "Geen bedrijf"
 
@@ -1467,10 +1495,12 @@ msgstr ""
 "nieuwe verrichtingen"
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr "Bedrijf"
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1478,11 +1508,11 @@ msgstr "Bedrijf"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr "Ontvangsten Transactie"
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1493,11 +1523,11 @@ msgstr "Ontvangsten Transactie"
 msgid "Expense"
 msgstr "Uitgave"
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr "Afbetalingsplan"
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr "Terugkerende verrichting"
 
@@ -1509,113 +1539,113 @@ msgstr "Verwijderd"
 msgid "Deleted At"
 msgstr "Verwijderd Op"
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Geen labels"
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr "Geen categorie"
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr "Geen Beschrijving"
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Jaarlijks"
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Maandelijks"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr "Wekelijks"
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr "Dagelijks"
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr "Aantal aflossingen"
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr "Begin afbetaling"
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr "Het nummer van de aflevering om mee te beginnen"
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr "Startdatum"
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr "Einddatum"
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr "Terugkeerpatroon"
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr "Termijnbedrag"
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr "Beschrijving toevoegen aan verrichting"
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr "Notities toevoegen aan verrichting"
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr "dag(en)"
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr "we(e)k(en)"
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr "maand(en)"
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr "ja(a)r(en)"
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Gepauzeerd"
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr "Type Terugkeerpatroon"
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr "Terugkeer Interval"
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr "Bewaar maximaal"
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr "Laatste Gegenereerde Datum"
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr "Laatste Gegenereerde Referentiedatum"
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1624,7 +1654,7 @@ msgstr "Laatste Gegenereerde Referentiedatum"
 msgid "Quick Transaction"
 msgstr "Snelle verrichting"
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1730,7 +1760,7 @@ msgstr "Item succesvol verwijderd"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr "Verrichting succesvol toegevoegd"
 
@@ -1770,30 +1800,30 @@ msgstr "Label succesvol bijgewerkt"
 msgid "Tag deleted successfully"
 msgstr "Label succesvol verwijderd"
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr "Verrichting succesvol bijgewerkt"
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s verrichting succesvol bijgewerkt"
 msgstr[1] "%(count)s verrichtingen succesvol bijgewerkt"
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr "Verrichting succesvol gedupliceerd"
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr "Verrichting succesvol verwijderd"
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr "Verrichting succesvol hersteld"
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr "Transactie succesvol toegevoegd"
 
@@ -1835,10 +1865,10 @@ msgid "This account is deactivated"
 msgstr "Deze gebruiker is gedeactiveerd"
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr "Standaard"
 
@@ -2265,10 +2295,6 @@ msgstr "Categorie toevoegen"
 msgid "Edit category"
 msgstr "Categorie bewerken"
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr "Gedempt"
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2287,9 +2313,9 @@ msgstr "Sluiten"
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr "Zoeken"
 
@@ -2517,8 +2543,8 @@ msgid "No entries for this DCA"
 msgstr "Geen idems in deze DCA"
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr "Probeer er een toe te voegen"
 
@@ -2643,7 +2669,7 @@ msgstr "Geen wisselkoersen"
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr "Paginanavigatie"
 
@@ -2663,15 +2689,22 @@ msgstr "Gericht op"
 msgid "Last fetch"
 msgstr "Laatst opgehaald"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] "%(counter)s opeenvolgende mislukking"
+msgstr[1] "%(counter)s opeenvolgende mislukkingen"
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr "munteenheden"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr "rekeningen"
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr "Geen diensten ingesteld"
 
@@ -2928,7 +2961,11 @@ msgid "Final total"
 msgstr "Eindtotaal"
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr "Totaal"
 
@@ -2972,6 +3009,63 @@ msgstr "Geen betalingsachterstanden"
 msgid "No recent transactions"
 msgstr "Geen recente betalingen"
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+msgid "Tag"
+msgstr "Label"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr "Jan"
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr "Feb"
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr "Mrt"
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr "Apr"
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr "Mei"
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr "Jun"
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr "Jul"
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr "Aug"
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr "Sep"
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr "Okt"
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr "Nov"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr "Dec"
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr "Geen verrichtingen voor dit jaar"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr "Van"
@@ -2980,6 +3074,10 @@ msgstr "Van"
 msgid "Percentage"
 msgstr "Percentage"
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr "Geen verrichtingen"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr "Maand"
@@ -3029,6 +3127,14 @@ msgstr "Laatste Verrichtingen"
 msgid "Emergency Fund"
 msgstr "Noodfonds"
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr "Jaar bij Jaar"
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr "Maand bij Maand"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Afbetalingsplan toevoegen"
@@ -3103,35 +3209,40 @@ msgstr "Eenheidsprijs"
 msgid "Item"
 msgstr "Artikel"
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr "laat"
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr "Geen verrichtingen deze maand"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr "Dagelijks Toegestane Besteding"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr "Dit is het eindtotaal gedeeld door de resterende dagen in de maand"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr "actueel"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr "verwacht"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr "Uitgaven"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr "Verdeling"
 
@@ -3139,27 +3250,27 @@ msgstr "Verdeling"
 msgid "Summary"
 msgstr "Samenvatting"
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr "Oudste eerst"
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr "Nieuwste eerst"
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr "Filter verrichtingen"
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr "Sorteer op"
 
@@ -3406,7 +3517,7 @@ msgstr "Bewerking"
 msgid "transactions"
 msgstr "verrichtingen"
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr "Geen Verrichtingen gevonden"
 

app/locale/pl/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: 2025-11-08 12:20+0000\n"
 "Last-Translator: Marcin Kisielewski <kisielewski.mar@gmail.com>\n"
 "Language-Team: Polish <https://translations.herculino.com/projects/wygiwyh/"
@@ -68,24 +68,30 @@ msgstr "Nowe saldo"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Kategoria"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Tagi"
@@ -93,7 +99,7 @@ msgstr "Tagi"
 #: 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -162,8 +168,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -172,11 +178,11 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
@@ -191,8 +197,8 @@ msgstr ""
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -206,7 +212,7 @@ msgid "Account Group updated successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -217,14 +223,14 @@ msgid "Account Group deleted successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -357,7 +363,7 @@ msgid "Public"
 msgstr ""
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr ""
 
@@ -455,10 +461,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -497,11 +503,11 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr ""
@@ -562,9 +568,9 @@ msgstr ""
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -592,57 +598,57 @@ msgstr ""
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -741,8 +747,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr ""
 
@@ -774,27 +780,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -814,34 +820,42 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -993,10 +1007,12 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr ""
 
@@ -1089,15 +1105,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1108,14 +1124,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1126,27 +1142,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr ""
 
@@ -1302,53 +1318,65 @@ msgstr ""
 msgid "Projected"
 msgstr ""
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr ""
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:84
-msgid "Date from"
-msgstr ""
-
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
-msgid "Until"
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
 msgstr ""
 
 #: apps/transactions/filters.py:94
-msgid "Reference date from"
+msgid "Date from"
+msgstr ""
+
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+msgid "Until"
 msgstr ""
 
 #: apps/transactions/filters.py:104
+msgid "Reference date from"
+msgstr ""
+
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr ""
 
@@ -1436,10 +1464,12 @@ msgid ""
 msgstr ""
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1447,11 +1477,11 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1462,11 +1492,11 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1478,113 +1508,113 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1593,7 +1623,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1699,7 +1729,7 @@ msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1739,30 +1769,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1804,10 +1834,10 @@ msgid "This account is deactivated"
 msgstr ""
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2227,10 +2257,6 @@ msgstr ""
 msgid "Edit category"
 msgstr ""
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr ""
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2249,9 +2275,9 @@ msgstr ""
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr ""
 
@@ -2479,8 +2505,8 @@ msgid "No entries for this DCA"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr ""
 
@@ -2605,7 +2631,7 @@ msgstr ""
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr ""
 
@@ -2625,15 +2651,23 @@ msgstr ""
 msgid "Last fetch"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+msgstr[2] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr ""
 
@@ -2883,7 +2917,11 @@ msgid "Final total"
 msgstr ""
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr ""
 
@@ -2927,6 +2965,65 @@ msgstr ""
 msgid "No recent transactions"
 msgstr ""
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+#, fuzzy
+#| msgid "Tags"
+msgid "Tag"
+msgstr "Tagi"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr ""
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr ""
@@ -2935,6 +3032,10 @@ msgstr ""
 msgid "Percentage"
 msgstr ""
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr ""
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr ""
@@ -2984,6 +3085,14 @@ msgstr ""
 msgid "Emergency Fund"
 msgstr ""
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -3055,35 +3164,40 @@ msgstr ""
 msgid "Item"
 msgstr ""
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr ""
 
@@ -3091,27 +3205,27 @@ msgstr ""
 msgid "Summary"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3352,7 +3466,7 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""
 

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: 2025-12-20 02:59+0000\n"
-"PO-Revision-Date: 2025-12-14 15:07+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
+"PO-Revision-Date: 2026-01-11 16:55+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 5.14.3\n"
+"X-Generator: Weblate 5.15.1\n"
 
 #: apps/accounts/forms.py:24
 msgid "Group name"
@@ -67,24 +67,30 @@ msgstr "Novo saldo"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Categoria"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Tags"
@@ -92,7 +98,7 @@ 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -164,8 +170,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -174,11 +180,11 @@ msgid "Account"
 msgstr "Conta"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Contas"
@@ -193,8 +199,8 @@ msgstr "Grupo de Conta adicionado com sucesso"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -208,7 +214,7 @@ msgid "Account Group updated successfully"
 msgstr "Grupo de Conta atualizado com sucesso"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -219,14 +225,14 @@ msgid "Account Group deleted successfully"
 msgstr "Grupo de Conta apagado com sucesso"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "Propriedade assumida com sucesso"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -364,7 +370,7 @@ msgid "Public"
 msgstr "Público"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "hoje"
 
@@ -462,10 +468,10 @@ msgstr "Remover"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "Limpar"
 
@@ -504,11 +510,11 @@ msgid "Decimal Places"
 msgstr "Casas Decimais"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "Moedas"
@@ -569,9 +575,9 @@ msgstr "Nome do Serviço"
 msgid "Service Type"
 msgstr "Tipo de Serviço"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -599,11 +605,11 @@ msgstr "Intervalo"
 msgid "Last Successful Fetch"
 msgstr "Última execução bem-sucedida"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "Moedas-alvo"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
@@ -611,11 +617,11 @@ msgstr ""
 "Selecione as moedas para as quais deseja obter as taxas de câmbio. As taxas "
 "serão obtidas para cada moeda em relação à moeda de câmbio definida."
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "Contas-alvo"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
@@ -624,34 +630,34 @@ msgstr ""
 "serão obtidas para a moeda de cada conta em relação à moeda de câmbio "
 "definida."
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr "Taxa de câmbio única"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 "Cria uma taxa de câmbio e mantenha-a atualizada. Evita a poluição do banco "
 "de dados."
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "Serviço de Taxa de Câmbio"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "Serviços de Taxa de Câmbio"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 "Intervalo do tipo 'A cada X horas' requerer um número inteiro positivo."
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Intervalo do tipo 'A cada X horas' requerer um número entre 1 e 24."
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -659,7 +665,7 @@ msgstr ""
 "Formato inválido de hora. Use uma lista de horas separada por vírgulas "
 "(0-23) e/ou uma faixa (ex.: '1-5,8,10-12')."
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -760,8 +766,8 @@ msgstr "Moeda de pagamento"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "Notas"
 
@@ -793,27 +799,27 @@ msgstr "Entrada CMP"
 msgid "DCA Entries"
 msgstr "Entradas CMP"
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr "Estratégia CMP adicionada com sucesso"
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr "Estratégia CMP atualizada com sucesso"
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr "Estratégia CMP apagada com sucesso"
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "Entrada adicionada com sucesso"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "Entrada atualizada com sucesso"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "Entrada apagada com sucesso"
 
@@ -833,34 +839,42 @@ msgid "Transactions"
 msgstr "Transações"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "Categorias"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr "Entidades"
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Transações Recorrentes"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1014,10 +1028,12 @@ msgid "Run deleted successfully"
 msgstr "Importação apagada com sucesso"
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr "Sem categoria"
 
@@ -1110,15 +1126,15 @@ msgstr "Operador"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr "Tipo"
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1129,14 +1145,14 @@ msgstr "Pago"
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr "Data de Referência"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1147,27 +1163,27 @@ msgstr "Quantia"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr "Descrição"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr "Nota Interna"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr "ID Interna"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr "Silenciada"
 
@@ -1325,53 +1341,65 @@ msgstr "Ação Atualizar ou Criar Transação apagada com sucesso"
 msgid "Projected"
 msgstr "Previsto"
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr "Silenciada"
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr "Conteúdo"
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr "Tipo de Transação"
 
-#: apps/transactions/filters.py:84
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
+msgstr "Status de silenciamento"
+
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr "Data de"
 
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr "Até"
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr "Data de Referência de"
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr "Quantia miníma"
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr "Quantia máxima"
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr "Categorizada"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr "Com tag"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr "Sem tag"
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr "Qualquer entidade"
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr "Sem entidade"
 
@@ -1464,10 +1492,12 @@ msgstr ""
 "transações"
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr "Entidade"
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1475,11 +1505,11 @@ msgstr "Entidade"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr "Renda"
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1490,11 +1520,11 @@ msgstr "Renda"
 msgid "Expense"
 msgstr "Despesa"
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr "Parcelamento"
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr "Transação Recorrente"
 
@@ -1506,113 +1536,113 @@ msgstr "Apagado"
 msgid "Deleted At"
 msgstr "Apagado Em"
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "Nenhuma tag"
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr "Sem categoria"
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr "Sem descrição"
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "Anual"
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "Mensal"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr "Semanal"
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr "Diária"
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr "Número de Parcelas"
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr "Parcela inicial"
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 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:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr "Data de Início"
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr "Data Final"
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr "Recorrência"
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr "Valor da Parcela"
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr "Adicionar descrição às transações"
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr "Adicionar notas às transações"
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr "dia(s)"
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr "semana(s)"
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr "mês(es)"
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr "ano(s)"
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "Pausado"
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr "Tipo de recorrência"
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr "Intervalo de recorrência"
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr "Manter no máximo"
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr "Última data gerada"
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1621,7 +1651,7 @@ msgstr "Última data de referência gerada"
 msgid "Quick Transaction"
 msgstr "Transação Rápida"
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1727,7 +1757,7 @@ msgstr "Item apagado com sucesso"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr "Transação adicionada com sucesso"
 
@@ -1767,30 +1797,30 @@ msgstr "Tag atualizada com sucesso"
 msgid "Tag deleted successfully"
 msgstr "Tag apagada com sucesso"
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr "Transação atualizada com sucesso"
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "%(count)s transação atualizada com sucesso"
 msgstr[1] "%(count)s transações atualizadas com sucesso"
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr "Transação duplicada com sucesso"
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr "Transação apagada com sucesso"
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr "Transação restaurada com sucesso"
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr "Transferência adicionada com sucesso"
 
@@ -1832,10 +1862,10 @@ msgid "This account is deactivated"
 msgstr "Essa conta está desativada"
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr "Padrão"
 
@@ -2264,10 +2294,6 @@ msgstr "Adicionar categoria"
 msgid "Edit category"
 msgstr "Editar categoria"
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr "Silenciada"
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2286,9 +2312,9 @@ msgstr "Fechar"
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr "Buscar"
 
@@ -2516,8 +2542,8 @@ msgid "No entries for this DCA"
 msgstr "Nenhuma entrada neste CMP"
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr "Tente adicionar uma"
 
@@ -2643,7 +2669,7 @@ msgstr "Nenhuma taxa de câmbio"
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr "Navegação por página"
 
@@ -2663,15 +2689,22 @@ msgstr "Alvos"
 msgid "Last fetch"
 msgstr "Última execução"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] "%(counter)s falha consecutiva"
+msgstr[1] "%(counter)s falhas consecutivas"
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr "moedas"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr "contas"
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr "Nenhum serviço configurado"
 
@@ -2927,7 +2960,11 @@ msgid "Final total"
 msgstr "Total final"
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr "Total"
 
@@ -2971,6 +3008,63 @@ msgstr "Nenhuma transação atrasada"
 msgid "No recent transactions"
 msgstr "Nenhuma transação recente"
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+msgid "Tag"
+msgstr "Tag"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr "Jan"
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr "Fev"
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr "Mar"
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr "Abr"
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr "Mai"
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr "Jun"
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr "Jul"
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr "Ago"
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr "Set"
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr "Out"
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr "Nov"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr "Dez"
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr "Nenhuma transação neste ano"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr "De"
@@ -2979,6 +3073,10 @@ msgstr "De"
 msgid "Percentage"
 msgstr "Porcentagem"
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr "Sem transações"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr "Mês"
@@ -3028,6 +3126,14 @@ msgstr "Últimas Transações"
 msgid "Emergency Fund"
 msgstr "Reserva de Emergência"
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr "Ano a ano"
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr "Mês a Mês"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Adicionar parcelamento"
@@ -3102,35 +3208,40 @@ msgstr "Preço unitário"
 msgid "Item"
 msgstr "Item"
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr "atrasado"
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr "Nenhuma transação neste mês"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr "Gasto Diário"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr "Esse é o total final dividido pelos dias restantes do mês"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr "atual"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr "previsto"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr "Despesas"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr "Distribuição"
 
@@ -3138,27 +3249,27 @@ msgstr "Distribuição"
 msgid "Summary"
 msgstr "Resumo"
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr "Mais antigas primeiro"
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr "Mais novas primeiro"
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr "Filtrar transações"
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr "Ordernar por"
 
@@ -3402,7 +3513,7 @@ msgstr "Editando"
 msgid "transactions"
 msgstr "transações"
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr "Nenhuma transação encontrada"
 

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: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+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/"
@@ -67,24 +67,30 @@ msgstr ""
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr ""
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr ""
@@ -92,7 +98,7 @@ 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -161,8 +167,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -171,11 +177,11 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr ""
@@ -190,8 +196,8 @@ msgstr ""
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -205,7 +211,7 @@ msgid "Account Group updated successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -216,14 +222,14 @@ msgid "Account Group deleted successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -356,7 +362,7 @@ msgid "Public"
 msgstr ""
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr ""
 
@@ -454,10 +460,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -496,11 +502,11 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr ""
@@ -561,9 +567,9 @@ msgstr ""
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -591,57 +597,57 @@ msgstr ""
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -740,8 +746,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr ""
 
@@ -773,27 +779,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -813,34 +819,42 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -992,10 +1006,12 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr ""
 
@@ -1088,15 +1104,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1107,14 +1123,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1125,27 +1141,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr ""
 
@@ -1301,53 +1317,65 @@ msgstr ""
 msgid "Projected"
 msgstr ""
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr ""
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:84
-msgid "Date from"
-msgstr ""
-
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
-msgid "Until"
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
 msgstr ""
 
 #: apps/transactions/filters.py:94
-msgid "Reference date from"
+msgid "Date from"
+msgstr ""
+
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+msgid "Until"
 msgstr ""
 
 #: apps/transactions/filters.py:104
+msgid "Reference date from"
+msgstr ""
+
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr ""
 
@@ -1435,10 +1463,12 @@ msgid ""
 msgstr ""
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1446,11 +1476,11 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1461,11 +1491,11 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1477,113 +1507,113 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1592,7 +1622,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1698,7 +1728,7 @@ msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1738,30 +1768,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1803,10 +1833,10 @@ msgid "This account is deactivated"
 msgstr ""
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2226,10 +2256,6 @@ msgstr ""
 msgid "Edit category"
 msgstr ""
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr ""
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2248,9 +2274,9 @@ msgstr ""
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr ""
 
@@ -2478,8 +2504,8 @@ msgid "No entries for this DCA"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr ""
 
@@ -2604,7 +2630,7 @@ msgstr ""
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr ""
 
@@ -2624,15 +2650,22 @@ msgstr ""
 msgid "Last fetch"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr ""
 
@@ -2882,7 +2915,11 @@ msgid "Final total"
 msgstr ""
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr ""
 
@@ -2926,6 +2963,63 @@ msgstr ""
 msgid "No recent transactions"
 msgstr ""
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+msgid "Tag"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+msgid "Nov"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+msgid "No transactions for this year"
+msgstr ""
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr ""
@@ -2934,6 +3028,10 @@ msgstr ""
 msgid "Percentage"
 msgstr ""
 
+#: templates/insights/fragments/year_by_year.html:202
+msgid "No transactions"
+msgstr ""
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr ""
@@ -2983,6 +3081,14 @@ msgstr ""
 msgid "Emergency Fund"
 msgstr ""
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -3054,35 +3160,40 @@ msgstr ""
 msgid "Item"
 msgstr ""
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr ""
 
@@ -3090,27 +3201,27 @@ msgstr ""
 msgid "Summary"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3351,7 +3462,7 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""
 

app/locale/uk/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: 2025-11-01 01:17+0000\n"
 "Last-Translator: mlystopad <mlystopadt@gmail.com>\n"
 "Language-Team: Ukrainian <https://translations.herculino.com/projects/"
@@ -68,24 +68,30 @@ msgstr "Новий баланс"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "Категорія"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Мітки"
@@ -93,7 +99,7 @@ msgstr "Мітки"
 #: 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -166,8 +172,8 @@ msgstr ""
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -176,11 +182,11 @@ msgid "Account"
 msgstr "Рахунок"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "Рахунки"
@@ -195,8 +201,8 @@ msgstr "Групу рахунків успішно додано"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -210,7 +216,7 @@ msgid "Account Group updated successfully"
 msgstr "Групу рахунків успішно оновлено"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -221,14 +227,14 @@ msgid "Account Group deleted successfully"
 msgstr "Групу рахунків успішно видалено"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "Успішно прийнято право власності"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -368,7 +374,7 @@ msgid "Public"
 msgstr "Public"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "сьогодні"
 
@@ -472,10 +478,10 @@ msgstr "Видалити"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "Чисто"
 
@@ -514,11 +520,11 @@ msgid "Decimal Places"
 msgstr "Десяткові знаки"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "Валюти"
@@ -579,9 +585,9 @@ msgstr "Назва сервісу"
 msgid "Service Type"
 msgstr "Тип сервісу"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -609,11 +615,11 @@ msgstr "Інтервал"
 msgid "Last Successful Fetch"
 msgstr "Остання успішна вибірка"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "Цільові валюти"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
@@ -621,11 +627,11 @@ msgstr ""
 "Оберіть валюти для завантаження курсів обміну. Курси будуть завантажені для "
 "кожної валюти відносно встановленої валюти обміну."
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "Цільові Рахунки"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
@@ -633,35 +639,35 @@ msgstr ""
 "Оберіть рахунки для завантаження курсів обміну. Курси будуть завантажені для "
 "валюти кожного рахунку відносно встановленої валюти обміну."
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 #, fuzzy
 #| msgid "Exchange Rate"
 msgid "Single exchange rate"
 msgstr "Обмінний курс"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 "Створіть один курс обміну та оновлюйте його постійно. Це запобігає "
 "засміченню бази даних."
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "Сервіс Курсів Обміну"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "Сервіси Курсів Обміну"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "Інтервал типу «Кожні X годин» потребує додатнього цілого числа."
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "Інтервал типу «Кожні X годин» повинен бути між 1 та 24."
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -669,7 +675,7 @@ msgstr ""
 "Неправильний формат годин. Використовуйте години, розділені комами (0–23) та/"
 "або діапазони (наприклад, '1-5,8,10-12')."
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -770,8 +776,8 @@ msgstr "Валюта платежу"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "Примітки"
 
@@ -803,27 +809,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "Запис успішно додано"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "Запис успішно оновлено"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "Запис успішно видалено"
 
@@ -843,34 +849,42 @@ msgid "Transactions"
 msgstr "Транзакції"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "Категорії"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "Регулярні транзакції"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1024,10 +1038,12 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr ""
 
@@ -1120,15 +1136,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1139,14 +1155,14 @@ msgstr ""
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1157,27 +1173,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr ""
 
@@ -1333,55 +1349,67 @@ msgstr ""
 msgid "Projected"
 msgstr ""
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr ""
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:84
-msgid "Date from"
-msgstr ""
-
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
-msgid "Until"
+#: apps/transactions/filters.py:89
+msgid "Mute Status"
 msgstr ""
 
 #: apps/transactions/filters.py:94
-msgid "Reference date from"
+msgid "Date from"
+msgstr ""
+
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+msgid "Until"
 msgstr ""
 
 #: apps/transactions/filters.py:104
+msgid "Reference date from"
+msgstr ""
+
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 #, fuzzy
 #| msgid "Category"
 msgid "Categorized"
 msgstr "Категорія"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr ""
 
@@ -1469,10 +1497,12 @@ msgid ""
 msgstr ""
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1480,11 +1510,11 @@ msgstr ""
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1495,11 +1525,11 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1511,113 +1541,113 @@ msgstr ""
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1626,7 +1656,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1734,7 +1764,7 @@ msgstr "Рахунок успішно видалено"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1774,30 +1804,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1839,10 +1869,10 @@ msgid "This account is deactivated"
 msgstr ""
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2262,10 +2292,6 @@ msgstr ""
 msgid "Edit category"
 msgstr ""
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr ""
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2284,9 +2310,9 @@ msgstr ""
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr ""
 
@@ -2514,8 +2540,8 @@ msgid "No entries for this DCA"
 msgstr ""
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr ""
 
@@ -2640,7 +2666,7 @@ msgstr ""
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr ""
 
@@ -2660,15 +2686,23 @@ msgstr ""
 msgid "Last fetch"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+msgstr[1] ""
+msgstr[2] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr ""
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr ""
 
@@ -2918,7 +2952,11 @@ msgid "Final total"
 msgstr ""
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr ""
 
@@ -2962,6 +3000,69 @@ msgstr ""
 msgid "No recent transactions"
 msgstr ""
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+#, fuzzy
+#| msgid "Tags"
+msgid "Tag"
+msgstr "Мітки"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+msgid "Mar"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+msgid "May"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+msgid "Sep"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+#, fuzzy
+#| msgid "Now"
+msgid "Nov"
+msgstr "Зараз"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+#, fuzzy
+#| msgid "Transactions"
+msgid "No transactions for this year"
+msgstr "Транзакції"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr ""
@@ -2970,6 +3071,12 @@ msgstr ""
 msgid "Percentage"
 msgstr ""
 
+#: templates/insights/fragments/year_by_year.html:202
+#, fuzzy
+#| msgid "Transactions"
+msgid "No transactions"
+msgstr "Транзакції"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr ""
@@ -3019,6 +3126,14 @@ msgstr ""
 msgid "Emergency Fund"
 msgstr ""
 
+#: templates/insights/pages/index.html:127
+msgid "Year by Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -3090,35 +3205,40 @@ msgstr ""
 msgid "Item"
 msgstr ""
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr ""
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr ""
 
@@ -3126,27 +3246,27 @@ msgstr ""
 msgid "Summary"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3387,7 +3507,7 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""
 

app/locale/zh_Hant/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-12-20 02:59+0000\n"
+"POT-Creation-Date: 2026-01-10 20:50+0000\n"
 "PO-Revision-Date: 2025-10-08 16:17+0000\n"
 "Last-Translator: doody <doodykimo@gmail.com>\n"
 "Language-Team: Chinese (Traditional Han script) <https://translations."
@@ -67,24 +67,30 @@ msgstr "新的餘額"
 #: apps/transactions/forms.py:419 apps/transactions/forms.py:516
 #: apps/transactions/forms.py:523 apps/transactions/forms.py:707
 #: apps/transactions/forms.py:948 apps/transactions/models.py:322
-#: apps/transactions/models.py:574 apps/transactions/models.py:774
-#: apps/transactions/models.py:1022
+#: apps/transactions/models.py:578 apps/transactions/models.py:778
+#: apps/transactions/models.py:1026
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
+#: templates/insights/fragments/month_by_month.html:84
+#: templates/insights/fragments/year_by_year.html:52
 msgid "Category"
 msgstr "分類"
 
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:68
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:51 apps/transactions/forms.py:259
 #: apps/transactions/forms.py:427 apps/transactions/forms.py:532
 #: apps/transactions/forms.py:540 apps/transactions/forms.py:700
 #: apps/transactions/forms.py:941 apps/transactions/models.py:328
-#: apps/transactions/models.py:576 apps/transactions/models.py:778
-#: apps/transactions/models.py:1028 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:580 apps/transactions/models.py:782
+#: apps/transactions/models.py:1032 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
+#: templates/insights/fragments/month_by_month.html:29
+#: templates/insights/fragments/month_by_month.html:32
+#: templates/insights/fragments/year_by_year.html:24
+#: templates/insights/fragments/year_by_year.html:27
 #: templates/tags/fragments/list.html:9 templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "標籤"
@@ -92,7 +98,7 @@ msgstr "標籤"
 #: 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:214 apps/transactions/models.py:239
-#: apps/transactions/models.py:263 apps/transactions/models.py:990
+#: apps/transactions/models.py:263 apps/transactions/models.py:994
 #: templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -161,8 +167,8 @@ msgstr "封存的帳戶不會在淨資產中被計算或顯示"
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:271
 #: apps/transactions/forms.py:386 apps/transactions/forms.py:692
 #: apps/transactions/forms.py:933 apps/transactions/models.py:294
-#: apps/transactions/models.py:534 apps/transactions/models.py:756
-#: apps/transactions/models.py:996
+#: apps/transactions/models.py:538 apps/transactions/models.py:760
+#: apps/transactions/models.py:1000
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -171,11 +177,11 @@ msgid "Account"
 msgstr "帳戶"
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:52
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
-#: templates/monthly_overview/pages/overview.html:75
+#: templates/monthly_overview/pages/overview.html:77
 #: templates/transactions/pages/transactions.html:26
 msgid "Accounts"
 msgstr "帳戶"
@@ -190,8 +196,8 @@ msgstr "成功新增帳戶組"
 
 #: apps/accounts/views/account_groups.py:69
 #: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:63
-#: apps/dca/views.py:146 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
 #: apps/transactions/views/categories.py:91
 #: apps/transactions/views/categories.py:129
 #: apps/transactions/views/entities.py:91
@@ -205,7 +211,7 @@ msgid "Account Group updated successfully"
 msgstr "成功更新帳戶組"
 
 #: apps/accounts/views/account_groups.py:111
-#: apps/accounts/views/accounts.py:145 apps/dca/views.py:105
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
 #: apps/rules/views.py:185 apps/transactions/views/categories.py:168
 #: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
@@ -216,14 +222,14 @@ msgid "Account Group deleted successfully"
 msgstr "成功刪除帳戶組"
 
 #: apps/accounts/views/account_groups.py:135
-#: apps/accounts/views/accounts.py:189 apps/dca/views.py:129
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
 #: apps/rules/views.py:210 apps/transactions/views/categories.py:192
 #: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr "成功取得所有權"
 
 #: apps/accounts/views/account_groups.py:165
-#: apps/accounts/views/accounts.py:119 apps/dca/views.py:159
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
 #: apps/rules/views.py:241 apps/transactions/views/categories.py:142
 #: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
@@ -360,7 +366,7 @@ msgid "Public"
 msgstr "公開"
 
 #: apps/common/templatetags/natural.py:20
-#: templates/monthly_overview/fragments/monthly_summary.html:9
+#: templates/monthly_overview/fragments/monthly_summary.html:10
 msgid "today"
 msgstr "今天"
 
@@ -452,10 +458,10 @@ msgstr "移除"
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:171
-#: templates/monthly_overview/pages/overview.html:183
-#: templates/transactions/pages/transactions.html:124
-#: templates/transactions/pages/transactions.html:136
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr "清除"
 
@@ -494,11 +500,11 @@ msgid "Decimal Places"
 msgstr "小數點後位數"
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:59
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
-#: templates/monthly_overview/pages/overview.html:62
+#: templates/monthly_overview/pages/overview.html:63
 #: templates/transactions/pages/transactions.html:12
 msgid "Currencies"
 msgstr "貨幣"
@@ -559,9 +565,9 @@ msgstr "服務名稱"
 msgid "Service Type"
 msgstr "服務類型"
 
-#: apps/currencies/models.py:118 apps/transactions/models.py:218
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: templates/categories/fragments/list.html:16
+#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/transactions/models.py:218 apps/transactions/models.py:242
+#: apps/transactions/models.py:266 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -589,51 +595,51 @@ msgstr "間隔"
 msgid "Last Successful Fetch"
 msgstr "最後更新時間"
 
-#: apps/currencies/models.py:141
+#: apps/currencies/models.py:143
 msgid "Target Currencies"
 msgstr "目標貨幣"
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:145
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr "選擇要自動擷取匯率的貨幣，貨幣會根據設定的目標貨幣自動取得匯率資訊。"
 
-#: apps/currencies/models.py:151
+#: apps/currencies/models.py:153
 msgid "Target Accounts"
 msgstr "目標帳戶"
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:155
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr "選擇自動擷取匯率的帳戶，帳戶會根據設定的匯兌貨幣取得匯率資訊。"
 
-#: apps/currencies/models.py:160
+#: apps/currencies/models.py:162
 msgid "Single exchange rate"
 msgstr "保留單一匯率資訊"
 
-#: apps/currencies/models.py:163
+#: apps/currencies/models.py:165
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr "只建立一筆匯率資訊並且持續更新，防止資料庫無限擴張。"
 
-#: apps/currencies/models.py:168
+#: apps/currencies/models.py:170
 msgid "Exchange Rate Service"
 msgstr "匯率資訊服務"
 
-#: apps/currencies/models.py:169
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Services"
 msgstr "匯率資訊服務"
 
-#: apps/currencies/models.py:221
+#: apps/currencies/models.py:223
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr "「每X小時」需要提供正整數。"
 
-#: apps/currencies/models.py:230
+#: apps/currencies/models.py:232
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr "「每X小時」需要介於1到24之間。"
 
-#: apps/currencies/models.py:244
+#: apps/currencies/models.py:246
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
@@ -641,7 +647,7 @@ msgstr ""
 "錯誤的小時格式，請使用逗號設定多個小時（0~23）或著設定範圍（例"
 "如：'1-5,10-12'）。"
 
-#: apps/currencies/models.py:255
+#: apps/currencies/models.py:257
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -740,8 +746,8 @@ msgstr "交易貨幣"
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:413 apps/transactions/forms.py:560
-#: apps/transactions/models.py:318 apps/transactions/models.py:583
-#: apps/transactions/models.py:784 apps/transactions/models.py:1018
+#: apps/transactions/models.py:318 apps/transactions/models.py:587
+#: apps/transactions/models.py:788 apps/transactions/models.py:1022
 msgid "Notes"
 msgstr "備註"
 
@@ -773,27 +779,27 @@ msgstr "定期定額投入"
 msgid "DCA Entries"
 msgstr "定期定額投入"
 
-#: apps/dca/views.py:39
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr "成功新增定期定額策略"
 
-#: apps/dca/views.py:76
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr "成功更新定期定額策略"
 
-#: apps/dca/views.py:108
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr "成功刪除定期定額策略"
 
-#: apps/dca/views.py:238
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr "成功新增投入"
 
-#: apps/dca/views.py:265
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr "成功更新投入"
 
-#: apps/dca/views.py:291
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr "成功刪除投入"
 
@@ -813,34 +819,42 @@ msgid "Transactions"
 msgstr "交易"
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:63 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
+#: templates/insights/fragments/month_by_month.html:18
+#: templates/insights/fragments/month_by_month.html:21
+#: templates/insights/fragments/year_by_year.html:13
+#: templates/insights/fragments/year_by_year.html:16
 msgid "Categories"
 msgstr "類別"
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:73
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:267
 #: apps/transactions/forms.py:435 apps/transactions/forms.py:715
 #: apps/transactions/forms.py:956 apps/transactions/models.py:277
-#: apps/transactions/models.py:333 apps/transactions/models.py:579
-#: apps/transactions/models.py:781 apps/transactions/models.py:1033
+#: apps/transactions/models.py:333 apps/transactions/models.py:583
+#: apps/transactions/models.py:785 apps/transactions/models.py:1037
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
+#: templates/insights/fragments/month_by_month.html:40
+#: templates/insights/fragments/month_by_month.html:43
+#: templates/insights/fragments/year_by_year.html:35
+#: templates/insights/fragments/year_by_year.html:38
 msgid "Entities"
 msgstr "實體"
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:821 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:825 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr "定期扣款交易"
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:597 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:601 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -992,10 +1006,12 @@ msgid "Run deleted successfully"
 msgstr "成功刪除匯入任務"
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:186
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
+#: templates/insights/fragments/month_by_month.html:119
+#: templates/insights/fragments/year_by_year.html:73
 msgid "Uncategorized"
 msgstr "未分類"
 
@@ -1088,15 +1104,15 @@ msgstr "運算子"
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:377
-#: apps/transactions/models.py:301 apps/transactions/models.py:539
-#: apps/transactions/models.py:762 apps/transactions/models.py:1003
+#: apps/transactions/models.py:301 apps/transactions/models.py:543
+#: apps/transactions/models.py:766 apps/transactions/models.py:1007
 msgid "Type"
 msgstr "種類"
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
 #: apps/transactions/forms.py:381 apps/transactions/models.py:303
-#: apps/transactions/models.py:1005 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1009 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1107,14 +1123,14 @@ msgstr "已支付"
 #: apps/rules/models.py:283 apps/transactions/forms.py:71
 #: apps/transactions/forms.py:397 apps/transactions/forms.py:547
 #: apps/transactions/forms.py:721 apps/transactions/models.py:305
-#: apps/transactions/models.py:557 apps/transactions/models.py:786
+#: apps/transactions/models.py:561 apps/transactions/models.py:790
 msgid "Reference Date"
 msgstr "起算日"
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:404
-#: apps/transactions/models.py:311 apps/transactions/models.py:767
-#: apps/transactions/models.py:1011
+#: apps/transactions/models.py:311 apps/transactions/models.py:771
+#: apps/transactions/models.py:1015
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1125,27 +1141,27 @@ msgstr "金額"
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:408 apps/transactions/forms.py:551
-#: apps/transactions/models.py:316 apps/transactions/models.py:541
-#: apps/transactions/models.py:770 apps/transactions/models.py:1016
+#: apps/transactions/models.py:316 apps/transactions/models.py:545
+#: apps/transactions/models.py:774 apps/transactions/models.py:1020
 msgid "Description"
 msgstr "描述"
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
 #: apps/rules/models.py:299 apps/transactions/models.py:355
-#: apps/transactions/models.py:1038
+#: apps/transactions/models.py:1042
 msgid "Internal Note"
 msgstr "內部註記"
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
 #: apps/rules/models.py:303 apps/transactions/models.py:357
-#: apps/transactions/models.py:1040
+#: apps/transactions/models.py:1044
 msgid "Internal ID"
 msgstr "內部ID"
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:564
 #: apps/transactions/models.py:215 apps/transactions/models.py:306
-#: apps/transactions/models.py:1006
+#: apps/transactions/models.py:1010
 msgid "Mute"
 msgstr "靜音"
 
@@ -1301,53 +1317,67 @@ msgstr "成功刪除「更新或建立交易行為」"
 msgid "Projected"
 msgstr "預期"
 
-#: apps/transactions/filters.py:40
+#: apps/transactions/filters.py:28 templates/categories/fragments/table.html:18
+msgid "Muted"
+msgstr "已靜音"
+
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr "內容"
 
-#: apps/transactions/filters.py:46
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr "交易種類"
 
-#: apps/transactions/filters.py:84
+#: apps/transactions/filters.py:89
+#, fuzzy
+#| msgid "Status"
+msgid "Mute Status"
+msgstr "狀態"
+
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr "起始日期"
 
-#: apps/transactions/filters.py:89 apps/transactions/filters.py:99
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr "直到"
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr "起算日日期"
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr "最小金額"
 
-#: apps/transactions/filters.py:109
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr "最大金額"
 
-#: apps/transactions/filters.py:185
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr "已分類"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr "已標籤"
 
-#: apps/transactions/filters.py:192
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
+#: templates/insights/fragments/month_by_month.html:121
+#: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr "未標籤"
 
-#: apps/transactions/filters.py:198
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr "任何實體"
 
-#: apps/transactions/filters.py:199
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
+#: templates/insights/fragments/month_by_month.html:123
+#: templates/insights/fragments/year_by_year.html:77
 msgid "No entity"
 msgstr "無實體"
 
@@ -1435,10 +1465,12 @@ msgid ""
 msgstr "新增交易的時候無法選擇停用的實體"
 
 #: apps/transactions/models.py:276
+#: templates/insights/fragments/month_by_month.html:88
+#: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr "實體"
 
-#: apps/transactions/models.py:288 apps/transactions/models.py:983
+#: apps/transactions/models.py:288 apps/transactions/models.py:987
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1446,11 +1478,11 @@ msgstr "實體"
 #: templates/cotton/ui/quick_transactions_buttons.html:10
 #: templates/cotton/ui/transactions_fab.html:10
 #: templates/insights/fragments/category_overview/index.html:87
-#: templates/monthly_overview/fragments/monthly_summary.html:39
+#: templates/monthly_overview/fragments/monthly_summary.html:41
 msgid "Income"
 msgstr "收入"
 
-#: apps/transactions/models.py:289 apps/transactions/models.py:984
+#: apps/transactions/models.py:289 apps/transactions/models.py:988
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1461,11 +1493,11 @@ msgstr "收入"
 msgid "Expense"
 msgstr "支出"
 
-#: apps/transactions/models.py:344 apps/transactions/models.py:596
+#: apps/transactions/models.py:344 apps/transactions/models.py:600
 msgid "Installment Plan"
 msgstr "分期付款計劃"
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:820
+#: apps/transactions/models.py:353 apps/transactions/models.py:824
 msgid "Recurring Transaction"
 msgstr "定期扣款交易"
 
@@ -1477,113 +1509,113 @@ msgstr "已刪除"
 msgid "Deleted At"
 msgstr "刪除時間"
 
-#: apps/transactions/models.py:476 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:480 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr "沒有標籤"
 
-#: apps/transactions/models.py:478
+#: apps/transactions/models.py:482
 msgid "No category"
 msgstr "沒有分類"
 
-#: apps/transactions/models.py:480
+#: apps/transactions/models.py:484
 msgid "No description"
 msgstr "沒有描述"
 
-#: apps/transactions/models.py:528 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:532 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr "年"
 
-#: apps/transactions/models.py:529 apps/users/models.py:464
+#: apps/transactions/models.py:533 apps/users/models.py:464
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr "月"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:534
 msgid "Weekly"
 msgstr "週"
 
-#: apps/transactions/models.py:531
+#: apps/transactions/models.py:535
 msgid "Daily"
 msgstr "日"
 
-#: apps/transactions/models.py:544
+#: apps/transactions/models.py:548
 msgid "Number of Installments"
 msgstr "期數"
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:553
 msgid "Installment Start"
 msgstr "分期付款起始日"
 
-#: apps/transactions/models.py:550
+#: apps/transactions/models.py:554
 msgid "The installment number to start counting from"
 msgstr "開始計算的期數"
 
-#: apps/transactions/models.py:555 apps/transactions/models.py:790
+#: apps/transactions/models.py:559 apps/transactions/models.py:794
 msgid "Start Date"
 msgstr "起始日期"
 
-#: apps/transactions/models.py:559 apps/transactions/models.py:791
+#: apps/transactions/models.py:563 apps/transactions/models.py:795
 msgid "End Date"
 msgstr "結束日期"
 
-#: apps/transactions/models.py:564
+#: apps/transactions/models.py:568
 msgid "Recurrence"
 msgstr "頻率"
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:571
 msgid "Installment Amount"
 msgstr "分期付款金額"
 
-#: apps/transactions/models.py:586 apps/transactions/models.py:810
+#: apps/transactions/models.py:590 apps/transactions/models.py:814
 msgid "Add description to transactions"
 msgstr "為交易增加描述"
 
-#: apps/transactions/models.py:589 apps/transactions/models.py:813
+#: apps/transactions/models.py:593 apps/transactions/models.py:817
 msgid "Add notes to transactions"
 msgstr "為交易新增註記"
 
-#: apps/transactions/models.py:749
+#: apps/transactions/models.py:753
 msgid "day(s)"
 msgstr "天"
 
-#: apps/transactions/models.py:750
+#: apps/transactions/models.py:754
 msgid "week(s)"
 msgstr "週"
 
-#: apps/transactions/models.py:751
+#: apps/transactions/models.py:755
 msgid "month(s)"
 msgstr "月"
 
-#: apps/transactions/models.py:752
+#: apps/transactions/models.py:756
 msgid "year(s)"
 msgstr "年"
 
-#: apps/transactions/models.py:754
+#: apps/transactions/models.py:758
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr "已暫停"
 
-#: apps/transactions/models.py:793
+#: apps/transactions/models.py:797
 msgid "Recurrence Type"
 msgstr "頻率"
 
-#: apps/transactions/models.py:796
+#: apps/transactions/models.py:800
 msgid "Recurrence Interval"
 msgstr "頻率間隔"
 
-#: apps/transactions/models.py:799
+#: apps/transactions/models.py:803
 msgid "Keep at most"
 msgstr "持續最多"
 
-#: apps/transactions/models.py:803
+#: apps/transactions/models.py:807
 msgid "Last Generated Date"
 msgstr "最後產生的日期"
 
-#: apps/transactions/models.py:806
+#: apps/transactions/models.py:810
 msgid "Last Generated Reference Date"
 msgstr "最後產生的起算日"
 
-#: apps/transactions/models.py:1050
+#: apps/transactions/models.py:1054
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1592,7 +1624,7 @@ msgstr "最後產生的起算日"
 msgid "Quick Transaction"
 msgstr "快速交易"
 
-#: apps/transactions/models.py:1051 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1055 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1693,7 +1725,7 @@ msgstr "成功刪除項目"
 
 #: apps/transactions/views/quick_transactions.py:156
 #: apps/transactions/views/transactions.py:53
-#: apps/transactions/views/transactions.py:228
+#: apps/transactions/views/transactions.py:238
 msgid "Transaction added successfully"
 msgstr "成功新增交易"
 
@@ -1733,29 +1765,29 @@ msgstr "成功更新標籤"
 msgid "Tag deleted successfully"
 msgstr "成功刪除標籤"
 
-#: apps/transactions/views/transactions.py:252
+#: apps/transactions/views/transactions.py:262
 msgid "Transaction updated successfully"
 msgstr "成功更新交易"
 
-#: apps/transactions/views/transactions.py:303
+#: apps/transactions/views/transactions.py:313
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] "成功更新%(count)s筆交易"
 
-#: apps/transactions/views/transactions.py:339
+#: apps/transactions/views/transactions.py:349
 msgid "Transaction duplicated successfully"
 msgstr "成功複製交易"
 
-#: apps/transactions/views/transactions.py:381
+#: apps/transactions/views/transactions.py:391
 msgid "Transaction deleted successfully"
 msgstr "成功刪除交易"
 
-#: apps/transactions/views/transactions.py:399
+#: apps/transactions/views/transactions.py:409
 msgid "Transaction restored successfully"
 msgstr "成功復原交易"
 
-#: apps/transactions/views/transactions.py:425
+#: apps/transactions/views/transactions.py:435
 msgid "Transfer added successfully"
 msgstr "成功新增轉帳"
 
@@ -1797,10 +1829,10 @@ msgid "This account is deactivated"
 msgstr "這個帳號已經被停用"
 
 #: apps/users/forms.py:62 apps/users/forms.py:75 apps/users/forms.py:97
-#: templates/monthly_overview/pages/overview.html:95
-#: templates/monthly_overview/pages/overview.html:141
+#: templates/monthly_overview/pages/overview.html:98
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:94
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr "預設"
 
@@ -2222,10 +2254,6 @@ msgstr "新增分類"
 msgid "Edit category"
 msgstr "編輯分類"
 
-#: templates/categories/fragments/table.html:18
-msgid "Muted"
-msgstr "已靜音"
-
 #: templates/categories/fragments/table.html:73
 #: templates/insights/fragments/category_overview/index.html:552
 msgid "No categories"
@@ -2244,9 +2272,9 @@ msgstr "關閉"
 
 #: templates/cotton/config/search.html:6
 #: templates/import_app/fragments/profiles/list_presets.html:13
-#: templates/monthly_overview/pages/overview.html:115
+#: templates/monthly_overview/pages/overview.html:219
 #: templates/rules/fragments/transaction_rule/dry_run/visual.html:57
-#: templates/transactions/pages/transactions.html:67
+#: templates/transactions/pages/transactions.html:168
 msgid "Search"
 msgstr "搜尋"
 
@@ -2480,8 +2508,8 @@ msgid "No entries for this DCA"
 msgstr "這個定期定額沒有投入"
 
 #: templates/dca/fragments/strategy/details.html:120
-#: templates/monthly_overview/fragments/list.html:33
-#: templates/transactions/fragments/list_all.html:33
+#: templates/monthly_overview/fragments/list.html:59
+#: templates/transactions/fragments/list_all.html:59
 msgid "Try adding one"
 msgstr "試著增加一個"
 
@@ -2606,7 +2634,7 @@ msgstr "沒有匯率"
 
 #: templates/exchange_rates/fragments/table.html:56
 #: templates/exchange_rates_services/fragments/table.html:57
-#: templates/transactions/fragments/list_all.html:43
+#: templates/transactions/fragments/list_all.html:70
 msgid "Page navigation"
 msgstr "頁面導覽"
 
@@ -2626,15 +2654,21 @@ msgstr "目標"
 msgid "Last fetch"
 msgstr "最後更新"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:62
+#, python-format
+msgid "%(counter)s consecutive failure"
+msgid_plural "%(counter)s consecutive failures"
+msgstr[0] ""
+
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "currencies"
 msgstr "貨幣"
 
-#: templates/exchange_rates_services/fragments/list.html:61
+#: templates/exchange_rates_services/fragments/list.html:69
 msgid "accounts"
 msgstr "帳戶"
 
-#: templates/exchange_rates_services/fragments/list.html:69
+#: templates/exchange_rates_services/fragments/list.html:77
 msgid "No services configured"
 msgstr "沒有設定任何服務"
 
@@ -2884,7 +2918,11 @@ msgid "Final total"
 msgstr "最終總額"
 
 #: templates/insights/fragments/category_overview/index.html:89
-#: templates/monthly_overview/fragments/monthly_summary.html:165
+#: templates/insights/fragments/month_by_month.html:91
+#: templates/insights/fragments/month_by_month.html:186
+#: templates/insights/fragments/year_by_year.html:59
+#: templates/insights/fragments/year_by_year.html:140
+#: templates/monthly_overview/fragments/monthly_summary.html:167
 msgid "Total"
 msgstr "總額"
 
@@ -2928,6 +2966,75 @@ msgstr "沒有逾期交易"
 msgid "No recent transactions"
 msgstr "沒有近期交易"
 
+#: templates/insights/fragments/month_by_month.html:86
+#: templates/insights/fragments/year_by_year.html:54
+#, fuzzy
+#| msgid "Tags"
+msgid "Tag"
+msgstr "標籤"
+
+#: templates/insights/fragments/month_by_month.html:94
+msgid "Jan"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:95
+msgid "Feb"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:96
+#, fuzzy
+#| msgid "Max"
+msgid "Mar"
+msgstr "最大值"
+
+#: templates/insights/fragments/month_by_month.html:97
+msgid "Apr"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:98
+#, fuzzy
+#| msgid "Max"
+msgid "May"
+msgstr "最大值"
+
+#: templates/insights/fragments/month_by_month.html:99
+msgid "Jun"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:100
+msgid "Jul"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:101
+msgid "Aug"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:102
+#, fuzzy
+#| msgid "Set"
+msgid "Sep"
+msgstr "設定"
+
+#: templates/insights/fragments/month_by_month.html:103
+msgid "Oct"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:104
+#, fuzzy
+#| msgid "Now"
+msgid "Nov"
+msgstr "現在"
+
+#: templates/insights/fragments/month_by_month.html:105
+msgid "Dec"
+msgstr ""
+
+#: templates/insights/fragments/month_by_month.html:248
+#, fuzzy
+#| msgid "No transactions on this date"
+msgid "No transactions for this year"
+msgstr "本日沒有交易"
+
 #: templates/insights/fragments/sankey.html:100
 msgid "From"
 msgstr "從"
@@ -2936,6 +3043,12 @@ msgstr "從"
 msgid "Percentage"
 msgstr "百分比"
 
+#: templates/insights/fragments/year_by_year.html:202
+#, fuzzy
+#| msgid "transactions"
+msgid "No transactions"
+msgstr "交易"
+
 #: templates/insights/pages/index.html:37
 msgid "Month"
 msgstr "月"
@@ -2985,6 +3098,16 @@ msgstr "最新的交易"
 msgid "Emergency Fund"
 msgstr "緊急資金"
 
+#: templates/insights/pages/index.html:127
+#, fuzzy
+#| msgid "Yearly by account"
+msgid "Year by Year"
+msgstr "以帳戶為主的年報"
+
+#: templates/insights/pages/index.html:132
+msgid "Month by Month"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "新增分期付款計劃"
@@ -3056,35 +3179,40 @@ msgstr "單位價格"
 msgid "Item"
 msgstr "項目"
 
-#: templates/monthly_overview/fragments/list.html:32
+#: templates/monthly_overview/fragments/list.html:15
+#: templates/transactions/fragments/list_all.html:15
+msgid "late"
+msgstr ""
+
+#: templates/monthly_overview/fragments/list.html:58
 msgid "No transactions this month"
 msgstr "這個月沒有交易"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "Daily Spending Allowance"
 msgstr "每日支出上限"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:6
+#: templates/monthly_overview/fragments/monthly_summary.html:7
 msgid "This is the final total divided by the remaining days in the month"
 msgstr "這是最終總額除以這個月的剩餘天數所計算"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:42
-#: templates/monthly_overview/fragments/monthly_summary.html:105
-#: templates/monthly_overview/fragments/monthly_summary.html:168
+#: templates/monthly_overview/fragments/monthly_summary.html:44
+#: templates/monthly_overview/fragments/monthly_summary.html:107
+#: templates/monthly_overview/fragments/monthly_summary.html:170
 msgid "current"
 msgstr "目前"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:71
-#: templates/monthly_overview/fragments/monthly_summary.html:134
-#: templates/monthly_overview/fragments/monthly_summary.html:197
+#: templates/monthly_overview/fragments/monthly_summary.html:73
+#: templates/monthly_overview/fragments/monthly_summary.html:136
+#: templates/monthly_overview/fragments/monthly_summary.html:199
 msgid "projected"
 msgstr "預期的"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:102
+#: templates/monthly_overview/fragments/monthly_summary.html:104
 msgid "Expenses"
 msgstr "支出"
 
-#: templates/monthly_overview/fragments/monthly_summary.html:255
+#: templates/monthly_overview/fragments/monthly_summary.html:257
 msgid "Distribution"
 msgstr "分佈"
 
@@ -3092,27 +3220,27 @@ msgstr "分佈"
 msgid "Summary"
 msgstr "總結"
 
-#: templates/monthly_overview/pages/overview.html:96
-#: templates/monthly_overview/pages/overview.html:150
+#: templates/monthly_overview/pages/overview.html:99
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:103
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr "最舊的優先"
 
-#: templates/monthly_overview/pages/overview.html:97
-#: templates/monthly_overview/pages/overview.html:159
+#: templates/monthly_overview/pages/overview.html:100
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:112
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr "新的優先"
 
-#: templates/monthly_overview/pages/overview.html:106
+#: templates/monthly_overview/pages/overview.html:109
 #: templates/transactions/pages/transactions.html:58
 msgid "Filter transactions"
 msgstr "過濾交易"
 
-#: templates/monthly_overview/pages/overview.html:131
-#: templates/transactions/pages/transactions.html:84
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr "排序方式"
 
@@ -3355,7 +3483,7 @@ msgstr "編輯"
 msgid "transactions"
 msgstr "交易"
 
-#: templates/transactions/fragments/list_all.html:32
+#: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr "沒有發現交易"
 

app/templates/exchange_rates_services/fragments/list.html

@@ -56,7 +56,15 @@
                 </td>
                 <td class="table-col-auto">{% if service.is_active %}<i class="fa-solid fa-circle text-success"></i>{% else %}
                   <i class="fa-solid fa-circle text-error"></i>{% endif %}</td>
-                <td class="table-col-auto">{{ service.name }}</td>
+                <td>
+                  {{ service.name }}
+                  {% if service.failure_count > 0 %}
+                    <span class="badge badge-error gap-1" data-tippy-content="{% blocktrans count counter=service.failure_count %}{{ counter }} consecutive failure{% plural %}{{ counter }} consecutive failures{% endblocktrans %}">
+                      <i class="fa-solid fa-triangle-exclamation fa-fw"></i>
+                      {{ service.failure_count }}
+                    </span>
+                  {% endif %}
+                </td>
                 <td>{{ service.get_service_type_display }}</td>
                 <td>{{ service.target_currencies.count }} {% trans 'currencies' %}, {{ service.target_accounts.count }} {% trans 'accounts' %}</td>
                 <td>{{ service.last_fetch|date:"SHORT_DATETIME_FORMAT" }}</td>

app/templates/insights/fragments/month_by_month.html

@@ -0,0 +1,250 @@
+{% load i18n %}
+
+<div hx-get="{% url 'insights_month_by_month' %}" hx-trigger="updated from:window" class="show-loading"
+     hx-swap="outerHTML" hx-include="#year-selector, #group-by-selector-month">
+  
+  {# Hidden input to hold the year value #}
+  <input type="hidden" name="year" id="year-selector" value="{{ selected_year }}" _="on change trigger updated">
+
+  {# Tabs for Categories/Tags/Entities #}
+  <div class="h-full text-center mb-4">
+    <div class="tabs tabs-box mx-auto w-fit" role="group" id="group-by-selector-month" _="on change trigger updated">
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="categories-view-month"
+               autocomplete="off"
+               value="categories"
+               aria-label="{% trans 'Categories' %}"
+               {% if group_by == "categories" %}checked{% endif %}>
+        <i class="fa-solid fa-icons fa-fw me-2"></i>
+        {% trans 'Categories' %}
+      </label>
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="tags-view-month"
+               autocomplete="off"
+               value="tags"
+               aria-label="{% trans 'Tags' %}"
+               {% if group_by == "tags" %}checked{% endif %}>
+        <i class="fa-solid fa-hashtag fa-fw me-2"></i>
+        {% trans 'Tags' %}
+      </label>
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="entities-view-month"
+               autocomplete="off"
+               value="entities"
+               aria-label="{% trans 'Entities' %}"
+               {% if group_by == "entities" %}checked{% endif %}>
+        <i class="fa-solid fa-user-group fa-fw me-2"></i>
+        {% trans 'Entities' %}
+      </label>
+    </div>
+  </div>
+
+  {% if data.items %}
+    <div class="card bg-base-100 card-border">
+      <div class="card-body">
+        {# Year dropdown - left aligned #}
+        {% if data.available_years %}
+          <div class="mb-4">
+            <div>
+              <button class="btn btn-ghost" type="button"
+                      data-bs-toggle="dropdown" aria-expanded="false">
+                <i class="fa-solid fa-calendar fa-fw me-1"></i>
+                {{ selected_year }}
+                <i class="fa-solid fa-chevron-down fa-fw ms-1"></i>
+              </button>
+              <ul class="dropdown-menu menu">
+                {% for year in data.available_years %}
+                  <li>
+                    <button class="{% if year == selected_year %}menu-active{% endif %}" type="button"
+                            _="on click remove .menu-active from <li > button/> in the closest <ul/>
+                              then add .menu-active to me
+                              then set the value of #year-selector to '{{ year }}'
+                              then trigger change on #year-selector">
+                      {{ year }}
+                    </button>
+                  </li>
+                {% endfor %}
+              </ul>
+            </div>
+          </div>
+        {% endif %}
+        <div class="overflow-x-auto">
+
+          <table class="table">
+            <thead>
+              <tr>
+                <th scope="col" class="sticky left-0 bg-base-100 z-10">
+                  {% if group_by == "categories" %}
+                    {% trans 'Category' %}
+                  {% elif group_by == "tags" %}
+                    {% trans 'Tag' %}
+                  {% else %}
+                    {% trans 'Entity' %}
+                  {% endif %}
+                </th>
+                <th scope="col" class="font-bold">{% trans 'Total' %}</th>
+                {% for month in data.months %}
+                  <th scope="col">
+                    {% if month == 1 %}{% trans 'Jan' %}
+                    {% elif month == 2 %}{% trans 'Feb' %}
+                    {% elif month == 3 %}{% trans 'Mar' %}
+                    {% elif month == 4 %}{% trans 'Apr' %}
+                    {% elif month == 5 %}{% trans 'May' %}
+                    {% elif month == 6 %}{% trans 'Jun' %}
+                    {% elif month == 7 %}{% trans 'Jul' %}
+                    {% elif month == 8 %}{% trans 'Aug' %}
+                    {% elif month == 9 %}{% trans 'Sep' %}
+                    {% elif month == 10 %}{% trans 'Oct' %}
+                    {% elif month == 11 %}{% trans 'Nov' %}
+                    {% elif month == 12 %}{% trans 'Dec' %}
+                    {% endif %}
+                  </th>
+                {% endfor %}
+              </tr>
+            </thead>
+            <tbody>
+              {% for item_id, item in data.items.items %}
+                <tr>
+                  <th class="text-nowrap sticky left-0 bg-base-100 z-10">
+                    {% if item.name %}
+                      {{ item.name }}
+                    {% else %}
+                      {% if group_by == "categories" %}
+                        {% trans 'Uncategorized' %}
+                      {% elif group_by == "tags" %}
+                        {% trans 'Untagged' %}
+                      {% else %}
+                        {% trans 'No entity' %}
+                      {% endif %}
+                    {% endif %}
+                  </th>
+                  {# Total column for this item #}
+                  <td class="text-nowrap font-semibold bg-base-200">
+                    {% for currency_id, currency_data in item.total.currencies.items %}
+                      <c-amount.display
+                          :amount="currency_data.final_total"
+                          :prefix="currency_data.currency.prefix"
+                          :suffix="currency_data.currency.suffix"
+                          :decimal_places="currency_data.currency.decimal_places"
+                          color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                      {% if currency_data.exchanged %}
+                        <div class="text-xs text-base-content/60">
+                          <c-amount.display
+                              :amount="currency_data.exchanged.final_total"
+                              :prefix="currency_data.exchanged.currency.prefix"
+                              :suffix="currency_data.exchanged.currency.suffix"
+                              :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                        </div>
+                      {% endif %}
+                    {% empty %}
+                      -
+                    {% endfor %}
+                  </td>
+                  {# Month columns #}
+                  {% for month in data.months %}
+                    <td class="text-nowrap">
+                      {% with month_data=item.month_totals %}
+                        {% for m, m_data in month_data.items %}
+                          {% if m == month %}
+                            {% for currency_id, currency_data in m_data.currencies.items %}
+                              <c-amount.display
+                                  :amount="currency_data.final_total"
+                                  :prefix="currency_data.currency.prefix"
+                                  :suffix="currency_data.currency.suffix"
+                                  :decimal_places="currency_data.currency.decimal_places"
+                                  color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                              {% if currency_data.exchanged %}
+                                <div class="text-xs text-base-content/60">
+                                  <c-amount.display
+                                      :amount="currency_data.exchanged.final_total"
+                                      :prefix="currency_data.exchanged.currency.prefix"
+                                      :suffix="currency_data.exchanged.currency.suffix"
+                                      :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                                </div>
+                              {% endif %}
+                            {% empty %}
+                              -
+                            {% endfor %}
+                          {% endif %}
+                        {% empty %}
+                          -
+                        {% endfor %}
+                      {% endwith %}
+                    </td>
+                  {% endfor %}
+                </tr>
+              {% endfor %}
+            </tbody>
+            <tfoot>
+              <tr class="font-bold bg-base-200">
+                <th class="sticky left-0 bg-base-200 z-10">{% trans 'Total' %}</th>
+                {# Grand total #}
+                <td class="text-nowrap bg-base-300">
+                  {% for currency_id, currency_data in data.grand_total.currencies.items %}
+                    <c-amount.display
+                        :amount="currency_data.final_total"
+                        :prefix="currency_data.currency.prefix"
+                        :suffix="currency_data.currency.suffix"
+                        :decimal_places="currency_data.currency.decimal_places"
+                        color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                    {% if currency_data.exchanged %}
+                      <div class="text-xs text-base-content/60">
+                        <c-amount.display
+                            :amount="currency_data.exchanged.final_total"
+                            :prefix="currency_data.exchanged.currency.prefix"
+                            :suffix="currency_data.exchanged.currency.suffix"
+                            :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                      </div>
+                    {% endif %}
+                  {% empty %}
+                    -
+                  {% endfor %}
+                </td>
+                {# Month totals #}
+                {% for month in data.months %}
+                  <td class="text-nowrap">
+                    {% with month_total=data.month_totals %}
+                      {% for m, m_data in month_total.items %}
+                        {% if m == month %}
+                          {% for currency_id, currency_data in m_data.currencies.items %}
+                            <c-amount.display
+                                :amount="currency_data.final_total"
+                                :prefix="currency_data.currency.prefix"
+                                :suffix="currency_data.currency.suffix"
+                                :decimal_places="currency_data.currency.decimal_places"
+                                color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                            {% if currency_data.exchanged %}
+                              <div class="text-xs text-base-content/60">
+                                <c-amount.display
+                                    :amount="currency_data.exchanged.final_total"
+                                    :prefix="currency_data.exchanged.currency.prefix"
+                                    :suffix="currency_data.exchanged.currency.suffix"
+                                    :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                              </div>
+                            {% endif %}
+                          {% empty %}
+                            -
+                          {% endfor %}
+                        {% endif %}
+                      {% empty %}
+                        -
+                      {% endfor %}
+                    {% endwith %}
+                  </td>
+                {% endfor %}
+              </tr>
+            </tfoot>
+          </table>
+        </div>
+      </div>
+    </div>
+  {% else %}
+    <c-msg.empty title="{% translate 'No transactions for this year' %}"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/insights/fragments/year_by_year.html

@@ -0,0 +1,204 @@
+{% load i18n %}
+
+<div hx-get="{% url 'insights_year_by_year' %}" hx-trigger="updated from:window" class="show-loading"
+     hx-swap="outerHTML" hx-include="#group-by-selector">
+  <div class="h-full text-center mb-4">
+    <div class="tabs tabs-box mx-auto w-fit" role="group" id="group-by-selector" _="on change trigger updated">
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="categories-view"
+               autocomplete="off"
+               value="categories"
+               aria-label="{% trans 'Categories' %}"
+               {% if group_by == "categories" %}checked{% endif %}>
+        <i class="fa-solid fa-icons fa-fw me-2"></i>
+        {% trans 'Categories' %}
+      </label>
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="tags-view"
+               autocomplete="off"
+               value="tags"
+               aria-label="{% trans 'Tags' %}"
+               {% if group_by == "tags" %}checked{% endif %}>
+        <i class="fa-solid fa-hashtag fa-fw me-2"></i>
+        {% trans 'Tags' %}
+      </label>
+      <label class="tab">
+        <input type="radio"
+               name="group_by"
+               id="entities-view"
+               autocomplete="off"
+               value="entities"
+               aria-label="{% trans 'Entities' %}"
+               {% if group_by == "entities" %}checked{% endif %}>
+        <i class="fa-solid fa-user-group fa-fw me-2"></i>
+        {% trans 'Entities' %}
+      </label>
+    </div>
+  </div>
+
+  {% if data.years %}
+    <div class="card bg-base-100 card-border">
+      <div class="card-body">
+        <div class="overflow-x-auto">
+          <table class="table">
+            <thead>
+              <tr>
+                <th scope="col" class="sticky left-0 bg-base-100 z-10">
+                  {% if group_by == "categories" %}
+                    {% trans 'Category' %}
+                  {% elif group_by == "tags" %}
+                    {% trans 'Tag' %}
+                  {% else %}
+                    {% trans 'Entity' %}
+                  {% endif %}
+                </th>
+                <th scope="col" class="font-bold">{% trans 'Total' %}</th>
+                {% for year in data.years %}
+                  <th scope="col">{{ year }}</th>
+                {% endfor %}
+              </tr>
+            </thead>
+            <tbody>
+              {% for item_id, item in data.items.items %}
+                <tr>
+                  <th class="text-nowrap sticky left-0 bg-base-100 z-10">
+                    {% if item.name %}
+                      {{ item.name }}
+                    {% else %}
+                      {% if group_by == "categories" %}
+                        {% trans 'Uncategorized' %}
+                      {% elif group_by == "tags" %}
+                        {% trans 'Untagged' %}
+                      {% else %}
+                        {% trans 'No entity' %}
+                      {% endif %}
+                    {% endif %}
+                  </th>
+                  {# Total column for this item #}
+                  <td class="text-nowrap font-semibold bg-base-200">
+                    {% for currency_id, currency_data in item.total.currencies.items %}
+                      <c-amount.display
+                          :amount="currency_data.final_total"
+                          :prefix="currency_data.currency.prefix"
+                          :suffix="currency_data.currency.suffix"
+                          :decimal_places="currency_data.currency.decimal_places"
+                          color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                      {% if currency_data.exchanged %}
+                        <div class="text-xs text-base-content/60">
+                          <c-amount.display
+                              :amount="currency_data.exchanged.final_total"
+                              :prefix="currency_data.exchanged.currency.prefix"
+                              :suffix="currency_data.exchanged.currency.suffix"
+                              :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                        </div>
+                      {% endif %}
+                    {% empty %}
+                      -
+                    {% endfor %}
+                  </td>
+                  {# Year columns #}
+                  {% for year in data.years %}
+                    <td class="text-nowrap">
+                      {% with year_data=item.year_totals %}
+                        {% for y, y_data in year_data.items %}
+                          {% if y == year %}
+                            {% for currency_id, currency_data in y_data.currencies.items %}
+                              <c-amount.display
+                                  :amount="currency_data.final_total"
+                                  :prefix="currency_data.currency.prefix"
+                                  :suffix="currency_data.currency.suffix"
+                                  :decimal_places="currency_data.currency.decimal_places"
+                                  color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                              {% if currency_data.exchanged %}
+                                <div class="text-xs text-base-content/60">
+                                  <c-amount.display
+                                      :amount="currency_data.exchanged.final_total"
+                                      :prefix="currency_data.exchanged.currency.prefix"
+                                      :suffix="currency_data.exchanged.currency.suffix"
+                                      :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                                </div>
+                              {% endif %}
+                            {% empty %}
+                              -
+                            {% endfor %}
+                          {% endif %}
+                        {% empty %}
+                          -
+                        {% endfor %}
+                      {% endwith %}
+                    </td>
+                  {% endfor %}
+                </tr>
+              {% endfor %}
+            </tbody>
+            <tfoot>
+              <tr class="font-bold bg-base-200">
+                <th class="sticky left-0 bg-base-200 z-10">{% trans 'Total' %}</th>
+                {# Grand total #}
+                <td class="text-nowrap bg-base-300">
+                  {% for currency_id, currency_data in data.grand_total.currencies.items %}
+                    <c-amount.display
+                        :amount="currency_data.final_total"
+                        :prefix="currency_data.currency.prefix"
+                        :suffix="currency_data.currency.suffix"
+                        :decimal_places="currency_data.currency.decimal_places"
+                        color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                    {% if currency_data.exchanged %}
+                      <div class="text-xs text-base-content/60">
+                        <c-amount.display
+                            :amount="currency_data.exchanged.final_total"
+                            :prefix="currency_data.exchanged.currency.prefix"
+                            :suffix="currency_data.exchanged.currency.suffix"
+                            :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                      </div>
+                    {% endif %}
+                  {% empty %}
+                    -
+                  {% endfor %}
+                </td>
+                {# Year totals #}
+                {% for year in data.years %}
+                  <td class="text-nowrap">
+                    {% with year_total=data.year_totals %}
+                      {% for y, y_data in year_total.items %}
+                        {% if y == year %}
+                          {% for currency_id, currency_data in y_data.currencies.items %}
+                            <c-amount.display
+                                :amount="currency_data.final_total"
+                                :prefix="currency_data.currency.prefix"
+                                :suffix="currency_data.currency.suffix"
+                                :decimal_places="currency_data.currency.decimal_places"
+                                color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
+                            {% if currency_data.exchanged %}
+                              <div class="text-xs text-base-content/60">
+                                <c-amount.display
+                                    :amount="currency_data.exchanged.final_total"
+                                    :prefix="currency_data.exchanged.currency.prefix"
+                                    :suffix="currency_data.exchanged.currency.suffix"
+                                    :decimal_places="currency_data.exchanged.currency.decimal_places"></c-amount.display>
+                              </div>
+                            {% endif %}
+                          {% empty %}
+                            -
+                          {% endfor %}
+                        {% endif %}
+                      {% empty %}
+                        -
+                      {% endfor %}
+                    {% endwith %}
+                  </td>
+                {% endfor %}
+              </tr>
+            </tfoot>
+          </table>
+        </div>
+      </div>
+    </div>
+  {% else %}
+    <c-msg.empty title="{% translate 'No transactions' %}"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/insights/pages/index.html

@@ -121,6 +121,16 @@
                             hx-get="{% url 'insights_emergency_fund' %}">
                             {% trans 'Emergency Fund' %}
                     </button>
+                    <button class="btn btn-ghost btn-free justify-start text-start"  data-bs-target="#v-pills-content"
+                            type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                            hx-get="{% url 'insights_year_by_year' %}">
+                            {% trans 'Year by Year' %}
+                    </button>
+                    <button class="btn btn-ghost btn-free justify-start text-start"  data-bs-target="#v-pills-content"
+                            type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                            hx-get="{% url 'insights_month_by_month' %}">
+                            {% trans 'Month by Month' %}
+                    </button>
                   </div>
             </div>
           </div>

app/templates/monthly_overview/fragments/list.html

@@ -3,6 +3,31 @@
 {% regroup transactions by date|customnaturaldate as transactions_by_date %}
 
 <div id="transactions-list">
+  {% if late_transactions %}
+  <div id="late-transactions" class="transactions-divider"
+       x-data="{ open: sessionStorage.getItem('late-transactions') !== 'false' }"
+       x-init="if (sessionStorage.getItem('late-transactions') === null) sessionStorage.setItem('late-transactions', 'true')">
+      <div class="mt-3 mb-1 w-full border-b border-b-error/50 transactions-divider-title cursor-pointer">
+        <a class="no-underline inline-block w-full text-error font-semibold"
+           role="button"
+           @click="open = !open; sessionStorage.setItem('late-transactions', open)"
+           :aria-expanded="open">
+        <i class="fa-solid fa-circle-exclamation me-1"></i>{% translate "late" %}
+        </a>
+      </div>
+      <div class="transactions-divider-collapse overflow-visible isolation-auto"
+           x-show="open"
+           x-collapse>
+        <div class="flex flex-col">
+        {% for transaction in late_transactions %}
+          <c-transaction.item
+            :transaction="transaction"></c-transaction.item>
+        {% endfor %}
+        </div>
+      </div>
+    </div>
+  {% endif %}
+
   {% for x in transactions_by_date %}
     <div id="{{ x.grouper|slugify }}" class="transactions-divider"
          x-data="{ open: sessionStorage.getItem('{{ x.grouper|slugify }}') !== 'false' }"
@@ -28,10 +53,13 @@
     </div>
 
   {% empty %}
+    {% if not late_transactions %}
     <c-msg.empty
       title="{% translate 'No transactions this month' %}"
       subtitle="{% translate "Try adding one" %}"></c-msg.empty>
+    {% endif %}
   {% endfor %}
 {# Floating bar #}
   <c-ui.transactions-action-bar></c-ui.transactions-action-bar>
 </div>
+

app/templates/monthly_overview/fragments/monthly_summary.html

@@ -1,6 +1,7 @@
 {% load i18n %}
 {% load currency_display %}
 <div class="grid grid-cols-1 gap-4 mt-1 mb-3">
+  {% if not has_active_filter %}
   {#  Daily Spending#}
   <div>
     <c-ui.info-card color="yellow" icon="fa-solid fa-calendar-day" title="{% trans 'Daily Spending Allowance' %}" help_text={% trans "This is the final total divided by the remaining days in the month" %}>
@@ -34,6 +35,7 @@
         </div>
     </c-ui.info-card>
   </div>
+  {% endif %}
 {#  Income#}
   <div>
       <c-ui.info-card color="green" icon="fa-solid fa-arrow-right-to-bracket" title="{% trans 'Income' %}">

app/templates/monthly_overview/pages/overview.html

@@ -50,12 +50,13 @@
                  role="tab"
                  {% if summary_tab == 'summary' or not summary_tab %}checked="checked"{% endif %}
                  _="on click fetch {% url 'monthly_summary_select' selected='summary' %}"
-                 aria-controls="summary-tab-pane" />
+                 aria-controls="summary-tab-pane"/>
           <div class="tab-content" id="summary-tab-pane" role="tabpanel">
             <div id="summary"
                  hx-get="{% url 'monthly_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m"
+                 hx-include="#filter">
             </div>
           </div>
 
@@ -68,7 +69,8 @@
             <div id="currency-summary"
                  hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m"
+                 hx-include="#filter">
             </div>
           </div>
 
@@ -81,7 +83,8 @@
             <div id="account-summary"
                  hx-get="{% url 'monthly_account_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m"
+                 hx-include="#filter">
             </div>
           </div>
         </div>
@@ -100,11 +103,112 @@
           {# Main control bar with filter, search, and ordering #}
           <div class="join w-full">
 
-            <button class="btn btn-secondary join-item relative" type="button"
+            <button class="btn btn-secondary join-item relative z-1" type="button"
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
-                    title="{% translate 'Filter transactions' %}">
+                    title="{% translate 'Filter transactions' %}"
+                    _="on load or change from #filter
+                         -- Check if any filter has a non-default value
+                         set hasActiveFilter to false
+
+                         -- Check type (default is both IN and EX checked)
+                         set typeInputs to <input[name='type']:checked/> in #filter
+                         if typeInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check is_paid (default is both 1 and 0 checked)
+                         set isPaidInputs to <input[name='is_paid']:checked/> in #filter
+                         if isPaidInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check mute_status (default is both active and muted checked)
+                         set muteStatusInputs to <input[name='mute_status']:checked/> in #filter
+                         if muteStatusInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check description
+                         set descInput to #id_description
+                         if descInput exists and descInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check date_start
+                         set dateStartInput to #id_date_start
+                         if dateStartInput exists and dateStartInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check date_end
+                         set dateEndInput to #id_date_end
+                         if dateEndInput exists and dateEndInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check reference_date_start
+                         set refDateStartInput to #id_reference_date_start
+                         if refDateStartInput exists and refDateStartInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check reference_date_end
+                         set refDateEndInput to #id_reference_date_end
+                         if refDateEndInput exists and refDateEndInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check from_amount
+                         set fromAmountInput to #id_from_amount
+                         if fromAmountInput exists and fromAmountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check to_amount
+                         set toAmountInput to #id_to_amount
+                         if toAmountInput exists and toAmountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check account (TomSelect stores values differently)
+                         set accountInput to #id_account
+                         if accountInput exists and accountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check currency
+                         set currencyInput to #id_currency
+                         if currencyInput exists and currencyInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check category
+                         set categoryInput to #id_category
+                         if categoryInput exists and categoryInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check tags
+                         set tagsInput to #id_tags
+                         if tagsInput exists and tagsInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check entities
+                         set entitiesInput to #id_entities
+                         if entitiesInput exists and entitiesInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Show or hide the indicator
+                         if hasActiveFilter
+                           remove .hidden from #filter-active-indicator
+                         else
+                           add .hidden to #filter-active-indicator
+                         end">
               <i class="fa-solid fa-filter fa-fw"></i>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
             </button>
 
             {# Search box #}

app/templates/transactions/fragments/list_all.html

@@ -3,6 +3,31 @@
 {% regroup page_obj by date|customnaturaldate as transactions_by_date %}
 
 <div id="transactions-list" class="show-loading">
+  {% if late_transactions %}
+  <div id="late-transactions" class="transactions-divider"
+       x-data="{ open: sessionStorage.getItem('late-transactions') !== 'false' }"
+       x-init="if (sessionStorage.getItem('late-transactions') === null) sessionStorage.setItem('late-transactions', 'true')">
+      <div class="mt-3 mb-1 w-full border-b border-b-error/50 transactions-divider-title cursor-pointer">
+        <a class="no-underline inline-block w-full text-error font-semibold"
+           role="button"
+           @click="open = !open; sessionStorage.setItem('late-transactions', open)"
+           :aria-expanded="open">
+        <i class="fa-solid fa-circle-exclamation me-1"></i>{% translate "late" %}
+        </a>
+      </div>
+      <div class="transactions-divider-collapse overflow-visible isolation-auto"
+           x-show="open"
+           x-collapse>
+        <div class="flex flex-col">
+        {% for transaction in late_transactions %}
+          <c-transaction.item
+            :transaction="transaction"></c-transaction.item>
+        {% endfor %}
+        </div>
+      </div>
+    </div>
+  {% endif %}
+
   {% for x in transactions_by_date %}
     <div id="{{ x.grouper|slugify }}" class="transactions-divider"
          x-data="{ open: sessionStorage.getItem('{{ x.grouper|slugify }}') !== 'false' }"
@@ -28,9 +53,11 @@
     </div>
 
   {% empty %}
+    {% if not late_transactions %}
     <c-msg.empty
         title="{% translate "No transactions found" %}"
         subtitle="{% translate "Try adding one" %}"></c-msg.empty>
+    {% endif %}
   {% endfor %}
 
   {# Floating bar #}

app/templates/transactions/pages/transactions.html

@@ -52,11 +52,112 @@
           {# Main control bar with filter, search, and ordering #}
           <div class="join w-full">
 
-            <button class="btn btn-secondary join-item relative" type="button"
+            <button class="btn btn-secondary join-item relative z-1" type="button"
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
-                    title="{% translate 'Filter transactions' %}">
+                    title="{% translate 'Filter transactions' %}"
+                    _="on load or change from #filter
+                         -- Check if any filter has a non-default value
+                         set hasActiveFilter to false
+
+                         -- Check type (default is both IN and EX checked)
+                         set typeInputs to <input[name='type']:checked/> in #filter
+                         if typeInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check is_paid (default is both 1 and 0 checked)
+                         set isPaidInputs to <input[name='is_paid']:checked/> in #filter
+                         if isPaidInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check mute_status (default is both active and muted checked)
+                         set muteStatusInputs to <input[name='mute_status']:checked/> in #filter
+                         if muteStatusInputs.length is not 2
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check description
+                         set descInput to #id_description
+                         if descInput exists and descInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check date_start
+                         set dateStartInput to #id_date_start
+                         if dateStartInput exists and dateStartInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check date_end
+                         set dateEndInput to #id_date_end
+                         if dateEndInput exists and dateEndInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check reference_date_start
+                         set refDateStartInput to #id_reference_date_start
+                         if refDateStartInput exists and refDateStartInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check reference_date_end
+                         set refDateEndInput to #id_reference_date_end
+                         if refDateEndInput exists and refDateEndInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check from_amount
+                         set fromAmountInput to #id_from_amount
+                         if fromAmountInput exists and fromAmountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check to_amount
+                         set toAmountInput to #id_to_amount
+                         if toAmountInput exists and toAmountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check account (TomSelect stores values differently)
+                         set accountInput to #id_account
+                         if accountInput exists and accountInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check currency
+                         set currencyInput to #id_currency
+                         if currencyInput exists and currencyInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check category
+                         set categoryInput to #id_category
+                         if categoryInput exists and categoryInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check tags
+                         set tagsInput to #id_tags
+                         if tagsInput exists and tagsInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Check entities
+                         set entitiesInput to #id_entities
+                         if entitiesInput exists and entitiesInput.value is not ''
+                           set hasActiveFilter to true
+                         end
+
+                         -- Show or hide the indicator
+                         if hasActiveFilter
+                           remove .hidden from #filter-active-indicator
+                         else
+                           add .hidden to #filter-active-indicator
+                         end">
               <i class="fa-solid fa-filter fa-fw"></i>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
             </button>
 
             {# Search box #}

docker-compose.dev.yml

@@ -2,6 +2,7 @@ volumes:
   wygiwyh_dev_postgres_data: {}
   wygiwyh_temp:
 
+
 services:
   web:
     build:

docker/dev/django/Dockerfile

@@ -1,14 +1,4 @@
-FROM python:3.11-slim-bookworm AS python-build-stage
-
-RUN apt-get update && apt-get install --no-install-recommends -y \
-    build-essential \
-    libpq-dev \
-    && rm -rf /var/lib/apt/lists/*
-
-COPY ../requirements.txt .
-RUN pip wheel --wheel-dir /usr/src/app/wheels -r requirements.txt
-
-FROM python:3.11-slim-bookworm AS python-run-stage
+FROM ghcr.io/astral-sh/uv:python3.11-bookworm-slim
 
 ARG VERSION=dev
 ENV APP_VERSION=$VERSION
@@ -16,16 +6,17 @@ ENV APP_VERSION=$VERSION
 WORKDIR /usr/src/app
 
 ENV PYTHONDONTWRITEBYTECODE=1 \
-    PYTHONUNBUFFERED=1
-
-COPY --from=python-build-stage /usr/src/app/wheels /wheels/
+    PYTHONUNBUFFERED=1 \
+    UV_COMPILE_BYTECODE=1 \
+    UV_LINK_MODE=copy \
+    UV_PROJECT_ENVIRONMENT=/opt/venv
 
 RUN apt-get update && \
     apt-get install --no-install-recommends -y gettext supervisor && \
-    rm -rf /var/lib/apt/lists/* && \
-    pip install --upgrade pip && \
-    pip install --no-cache-dir --no-index --find-links=/wheels/ /wheels/* && \
-    rm -rf /wheels/ ~/.cache/pip/*
+    rm -rf /var/lib/apt/lists/*
+
+COPY pyproject.toml uv.lock ./
+RUN uv sync --frozen --no-install-project --no-dev
 
 COPY ./docker/dev/django/start /start
 COPY ./docker/dev/procrastinate/start /start-procrastinate
@@ -40,6 +31,8 @@ RUN sed -i 's/\r$//g' /start && \
     sed -i 's/\r$//g' /start-supervisor && \
     chmod +x /start-supervisor
 
+ENV PATH="/opt/venv/bin:$PATH"
+
 COPY ./app .
 
 CMD ["/start-supervisor"]

docker/prod/django/Dockerfile

@@ -1,17 +1,19 @@
-FROM python:3.11-slim-bookworm AS python-build-stage
+FROM ghcr.io/astral-sh/uv:python3.11-bookworm-slim AS python-build-stage
+
+WORKDIR /app
+
+ENV UV_COMPILE_BYTECODE=1 \
+    UV_LINK_MODE=copy
 
 RUN apt-get update && apt-get install --no-install-recommends -y \
     build-essential \
     libpq-dev \
-    curl \
     && rm -rf /var/lib/apt/lists/*
 
-# Install uv for faster package resolution
-COPY --from=ghcr.io/astral-sh/uv:latest /uv /usr/local/bin/uv
+COPY uv.lock pyproject.toml ./
 
-COPY ./requirements.txt .
 RUN --mount=type=cache,target=/root/.cache/uv \
-    uv pip install --system --compile-bytecode -r requirements.txt
+    uv sync --frozen --no-install-project --no-dev
 
 FROM node:lts-alpine AS vite_build
 WORKDIR /usr/src/frontend
@@ -33,9 +35,8 @@ ENV APP_VERSION=$VERSION
 
 COPY --from=vite_build /usr/src/frontend/build /usr/src/frontend/build
 
-# Copy Python packages from build stage
-COPY --from=python-build-stage /usr/local/lib/python3.11/site-packages /usr/local/lib/python3.11/site-packages
-COPY --from=python-build-stage /usr/local/bin /usr/local/bin
+# Copy virtual environment from build stage
+COPY --from=python-build-stage /app/.venv /app/.venv
 
 WORKDIR /usr/src/app
 
@@ -43,7 +44,8 @@ RUN addgroup --system app && \
     adduser --system --ingroup app app
 
 ENV PYTHONDONTWRITEBYTECODE=1 \
-    PYTHONUNBUFFERED=1
+    PYTHONUNBUFFERED=1 \
+    PATH="/app/.venv/bin:$PATH"
 
 # Install runtime dependencies
 RUN --mount=type=cache,target=/root/.cache/apt \

pyproject.toml

@@ -0,0 +1,40 @@
+[project]
+name = "wygiwyh"
+dynamic = ["version"]
+description = "An opinionated and powerful finance tracker."
+readme = "README.md"
+requires-python = ">=3.11"
+dependencies = [
+    "crispy-bootstrap5==2025.6",
+    "django~=5.2.9",
+    "django-allauth[socialaccount]~=65.13.1",
+    "django-browser-reload==1.21.0",
+    "django-cachalot~=2.8.0",
+    "django-cotton<2.3.0",
+    "django-crispy-forms==2.5",
+    "django-debug-toolbar==6.1.0",
+    "django-filter==25.2",
+    "django-hijack==3.7.4",
+    "django-import-export~=4.3.9",
+    "django-pwa~=2.0.1",
+    "django-vite==3.1.0",
+    "djangorestframework~=3.16.0",
+    "drf-spectacular~=0.29.0",
+    "gunicorn==23.0.0",
+    "mistune~=3.1.3",
+    "openpyxl~=3.1.5",
+    "procrastinate[django]~=3.5.3",
+    "psycopg[binary,pool]==3.2.9",
+    "pydantic~=2.12.3",
+    "python-dateutil~=2.9.0.post0",
+    "pytz>=2025.2",
+    "pyyaml~=6.0.2",
+    "requests~=2.32.5",
+    "simpleeval~=1.0.3",
+    "watchfiles==1.1.1",
+    "whitenoise[brotli]==6.11.0",
+    "xlrd~=2.0.1",
+]
+
+[tool.setuptools]
+packages = ["app"]

requirements.txt

@@ -1,33 +0,0 @@
-Django~=5.2.9
-psycopg[binary,pool]==3.2.9
-django-vite==3.1.0
-django-crispy-forms==2.5
-crispy-bootstrap5==2025.6
-django-browser-reload==1.21.0
-django-hijack==3.7.4
-django-filter==25.2
-django-debug-toolbar==6.1.0
-django-cachalot~=2.8.0
-django-cotton<2.3.0
-django-pwa~=2.0.1
-djangorestframework~=3.16.0
-drf-spectacular~=0.29.0
-django-import-export~=4.3.9
-
-gunicorn==23.0.0
-whitenoise[brotli]==6.11.0
-
-watchfiles==1.1.1
-procrastinate[django]~=3.5.3
-
-requests~=2.32.5
-django-allauth[socialaccount]~=65.13.1
-
-pytz
-python-dateutil~=2.9.0.post0
-simpleeval~=1.0.3
-pydantic~=2.12.3
-PyYAML~=6.0.2
-mistune~=3.1.3
-openpyxl~=3.1.5
-xlrd~=2.0.1